Prospect Opted Out Field and Sync Behavior for Pardot and Salesforce
It's finally here: Prospect Opt Out Sync between Pardot and Salesforce A new Salesforce connector setting is now available that will allow an opted in status to overwrite an opted out status during a prospect sync. This takes less than a minute to turn on and will save you countless hours of…
Sending Email with a safety net
In the Pardot community, we see the same questions over and over. This one about sending email with Pardot has come up a couple of times lately. "I'm sending an email to people who are Leads or Contacts in Salesforce. I set up my email to come from the Assigned User. Why does Pardot show me this…
Five Pardot Dreamforce Sessions We’re Most Excited About
In case you missed it, Dreamforce Agenda Builder recently went live and the Pardot sessions are filling up Quickly! We highly recommend you login to Dreamforce agenda builder and reserve your seats. With over 100,000+ attendees I’m guessing seating may be somewhat limited. In order to make things…
A Pardot Consultant's Guide to Scoring Categories
Pardot Scoring Categories may be the most overlooked feature in the marketing automation platform. But it is one of my favorite features - I almost always set it up for my clients, because it is key to successfully marketing multiple products to your prospects. You need Scoring Categories - and you…
A Pardot Consultants Guide to The Last 5 Steps in a Successful Pardot Implementation
This is the third in a four-part series about how to have a successful Pardot implementation. If you missed the first two posts you should read the 3 Things to do Before a Starting a Pardot Implementation and the First 4 Steps in a Successful Pardot Implementation. By now you have, hopefully,…
Dynamic Content: The hero you didn't know you needed
Have you ever wanted the ability to send one email, but send a customized message to different audiences? You can do this easily with Dynamic Content in Pardot. Personalize your messages with Dynamic Content Available on the middle and top pricing tiers, this is one feature that makes all the…
A Pardot Consultants Guide to The First 4 Steps in a Successful Pardot Implementation
This is the second in a four part series about how to have a successful Pardot implementation. If you missed the first post you should read the 3 Things to do Before a Starting a Pardot Implementation. Pardot's training hub will guide you through the steps to a Pardot implementation. But, it can…
A Pardot Consultants Advice on 3 Things to Do Before a Successful Pardot Implementation
As a Salesforce Certified Pardot Consultant that has done over 30 Pardot implementations over the past 6 years I have amassed a list of website bookmarks to pdf's, videos and blogs to remind myself and provide my clients with resources and advice on what to do, and what not to do, to have a…
A Pardot consultant answers: Understanding how Pardot and Salesforce sync
As a Pardot Consultant I get this question a lot: When does Pardot sync with Salesforce? This is a common question we see in the Pardot community. And it can get kind of complicated - making a new field doesn't automatically make things sync… so what does make Pardot sync with Salesforce? Pardot…
Close Sales Faster with Permission-based Marketing
Do you want your email to be opened, read, and clicked? Or do you just want to send email? Just because you have someone's email address does not mean you should email them. Technically, there's nothing to stop you pushing send. But pause for a moment, and consider if you should send that email. It…