How to Plan a Lead Generation Budget

What is lead generation? If you haven’t been living in a cave, you’ve likely heard of (and executed) lead generation. In fact, 53% of marketers are spending at least half of their budget on lead gen. Are they spending that budget well? That’s up for debate. Before we dive into how to create and…


Pardot-Only Identity Users — User-Side Activation, Enabling SSO, Best Practices

In our previous post, we helped to clarify some basic info about what the User Migration is and what it isn’t. In this post, we’ll walk Users step-by-step through the User-side of the migration process, including: Activating a new Pardot-Only Salesforce Identity User Account Activating/Logging in…


Pardot User Migration to SSO - What You Need to Know

If you are a user of the Pardot Classic app (pi.pardot.com), you will have noticed an alert of coming changes on how you access Pardot. What does this mean to you? What do you need to do before the Feb ‘21 change over to ensure a seamless as possible experience for administrators and users alike?…


Campaign Influence Reporting with Salesforce and Pardot

As marketers, we are being asked regularly to be more and more accountable for revenue influenced and revenue generated. While we may have a feel for where marketing is influencing the overall revenue generation even in the most straightforward of marketing environments it can be difficult to…


3 Tips For Customizing Pardot Layout Templates

When it comes to Pardot forms and email preference centers, there can be a lot to customize. Some of these items are easy to figure out, but there are some lesser known ways to customize some of these features as well.   1. The Resubscribe Button   When a prospect unsubscribes from one of…


Should You make a List Email or an Email Template in Pardot?

5 Ways the New Pardot Lightning Email Builder Shines (and 5 Things That Need Work)

As a Pardot consultant, one of the biggest challenges I encounter is explaining how to use Pardot's outdated, region-based email builder. The ability to craft a responsive email using a drag ‘n drop interface has been a perpetual roadmap item for the last several years, which is why I was excited…


Why you'll want to adopt Pardot Connected Campaigns today

Top Five Pardot Engagement Reports in Salesforce

In 2018 Pardot introduced Connected Campaigns which enabled an entirely new set of data in Salesforce. Pardot instances enabled after the Spring 2019 Release, have Connected Campaigns by default. And if you have an older Pardot instance, I truly hope that you have set up your Connected Campaigns…


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Embrace the Lightning - Pardot Lightning App

I remember when Salesforce introduced Lightning for Sales Cloud. We were all so accustomed to the Classic interface that even though Sales Cloud Lightning was clearly an improvement, many users were hesitant to embrace the new UI. And now, with Pardot Lightning, “It’s like déjà vu all over again”.…


An Introduction to Strategic Demand Generation Planning

Let’s face it. Demand generation is a big topic. It is also vital to the lifeblood of your organization’s growth. It is the place where all of the players in the marketing department come together. Communications, branding, operations. It is also the place where tools like Pardot and Salesforce…