upload cloud

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”.…


Driving Demand with Pardot and Financial Services Cloud (FSC) - Part 2

In my previous post we talked about understanding the unique Financial Services Cloud (FSC) data model.  Now that you’ve got Pardot implemented and connected with your Financial Services Cloud (FSC) instance, Pardot will allow you to automate and provide a customized level of service to your…


Driving Demand with Pardot and Financial Services Cloud (FSC)

Marketing is a must in the Financial Services industry and is often what will set a firm apart from its competitors.  Surveys of customers report that the expectation of a relationship with their Financial Services provider is as important as the products or services they are purchasing. Pardot can…


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…


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…


Bot Activity and Visitor Filters

You may have noticed some strange activity when viewing some of your email reports, or even when just viewing a prospect’s activity history. Email security and enhanced spam filters are becoming more and more common. Certain services out there will actually click every link in an inbound email to…


Set Yourself Up For Easy Mass Updates - You Can Thank Us Later

Every Pardot admin has been in a situation where news trickles down the chain and reaches you absolutely dead last. “As you all know, we’ve been reworking our logo and I’m proud to announce that today’s the official roll out. I don’t want to see the old logo on anything starting tomorrow.”  A…


Pardot Support: Fixing Data Import Problems in Pardot

As Pardot Consultants, we see a lot of questions about how to fix a data mis-match with Pardot and Salesforce and other Pardot data syncing issues. This is different than the question of making data appear in a new field in Pardot, or questions about why the Pardot and Salesforce sync aren't quite…


Ignore Bots in Pardot Emails

Pardot Feature: Ignore Bots Who Click Your Email Links

Did you notice a decrease in your email opens/clicks recently? Pardot rolled out a feature which will drastically impact your email KPIs. This feature will detect email link clicks which are performed by bots, and ignore them. As a result, your emails after November 12, 2018 will very likely have…


Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns: Why You Should Turn It On Today

Pardot has released a new feature called Connected Campaigns. Launched in the Spring '18 release and currently in open Beta, this feature should go GA (Generally Available) in the next few months. The Pardot Success Community is full of questions about it - mainly "Should I turn on Connected…