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As a Pardot consultant, one of the biggest challenges I encounter is explaining how to use Pardot's outdated, region-based email builder.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…


5 Reasons for Sending all Prospects from Pardot Directly into Salesforce

As a Pardot Consulting shop we are often asked questions about when a Pardot prospect should be created in Salesforce. Historically, many marketers would prevent prospects from being synced with Salesforce until they have qualified them. This was a good strategy for building confidence in the data…


5 Things To Consider When Creating Campaign Members from Pardot

The concept of Campaign Membership within Salesforce is central to a lot of functionality within Pardot, but it’s often misunderstood or misapplied. Here are some considerations to keep in mind when creating or updating Campaign Members from Pardot:  1. Completion Actions (such as ‘Add to CRM…


Top Four Data Challenges for Salesforce / Pardot Admins

In the past 7 years, I have had the good fortune to work on hundreds of Salesforce orgs. I have seen many variations of configuration and have found that the orgs that use the Salesforce mantra of “Clicks before Code” are my favorite. However, whether you are working in an org that is coding…


Pardot Isn’t Perfect - Here Are Some Workarounds

Having been a part of hundreds of Pardot implementations over the years, I’ve fielded a lot of the same questions from new Pardot users with regard to the tool’s functionality. While Pardot is great at a lot of things, it’s not perfect. There are certain areas in which Pardot excels and other areas…


Harnessing Pardot Marketing Data Sharing to Control Data Flow

One of the biggest selling points of Pardot is its “in-platform” relationship with Salesforce. In a lot of ways, Pardot can be viewed as an extension of Salesforce, but it's important to remember that the “person” records (Prospects in Pardot and Leads/Contacts in Salesforce) are actually stored in…