Pardot Roadmap: Becoming One with the Salesforce CRM

This morning Pardot hosted a product roadmap webinar. The overwhelming theme in this webinar was the fusion of the Pardot and Salesforce platforms. This has already been happening for some time now, and it is clear the fusion of platforms is becoming more complete. This is a forward looking post, and purchasing decisions should not be made based on the content of this post, as […]

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Pardot Improves the “Allow Multiple Prospects with the Same Email Address” Feature; Still More Room for Improvement

In a recent blog post I detailed What Pardot Got Wrong with the “Allow Multiple Prospects with the Same Email Address” feature. Thankfully, Pardot has made a change to improve the AMPSEA feature. This blog post will provide an assessment of the recent change, and highlight shortcomings that still exist after this improvement. This week Pardot restored the ‘Automatically create Prospects in Pardot if they are created […]

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Tracking Replies to Your Drip Campaign Emails in Pardot

Emily writes, I was wondering if you’ve encountered the problem of wanting to  remove prospects from a Pardot Drip Campaign or Engagement Studio Program when they reply to a Pardot email template where the sender is a Pardot User instead of a generic company email address. I’ve been trying to do more research about what others in the field have tried since my current solution […]

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What Pardot Got Wrong with the “Allow Multiple Prospects with the Same Email Address” Feature

Around November of last year Pardot implemented a feature called “Allow Multiple Prospects with the Same Email Address” (or AMPSEA for short). It’s clear that some care was taken when naming the feature, but in effect this feature allows the creation of duplicate Prospect records in Pardot. All new Pardot accounts from June 14, 2016 onward will have this feature enabled by default, and you […]

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Best Practices for Prospect Scoring in Pardot

It is a fine art to determine when a prospect is sales ready. If you wait too long to pass the prospect off to the sales team you will likely lose the sale. Pass the prospect too early in the process and you risk alienating the prospect and coming across as annoying. Thankfully, the Pardot marketing automation platform comes with the ability to score prospects based […]

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How To Send Monthly Emails in Pardot

A common need for marketers is to schedule an email to be sent once per month. In my previous post, “How to Send a Single Email in Pardot” I discussed how to design and send an email, which included the ability to schedule the time. However, what if you want this email to be sent out every month? 1 – Create a list in Pardot that you […]

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Pardot Integration Mini-Series #4: Update Pardot Integration after Implementing Custom Salesforce “My Domain” Feature

So you’ve implemented the My Domain feature in Salesforce? If so, you might consider taking a few precautionary steps in Pardot to ensure your Salesforce-Pardot integration keeps running smoothly. Here are the steps below to follow in Pardot: Navigate to your Salesforce connector in Pardot by going to Admin, Connectors. Then click the gear icon on the right, and click ‘Edit’. Now, click the blue […]

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The Top 3 Feature Requests on Pardot’s New Idea Exchange

Pardot has now transitioned their feature request and idea area to the IdeaExchange on the Salesforce Success Community! Below are the most popular ideas. Top 3 Pardot Ideas by Votes #1 Conditional Completion Actions What is this feature? Completion Actions are actions that Pardot can perform following a form completion. They occur every time a form is submitted. This means that if you have two forms that write […]

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How Salesforce Einstein Powers Smarter Marketing in Pardot

This past Dreamforce Salesforce released its artificial cloud (AI) embedded into the core sales and service CRM. Missing from the discussion was how AI will play an ever increasing role in marketing, specifically Pardot—Salesforce’s B2B marketing automation platform. AI is slow to come to marketing space, but will change the nature of the work that the armies of email campaign specialists, demand generators, and content […]

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How to Round Robin Prospects in Pardot

I hope everyone had a great summer! As summer winds down, and the colors of  autumn are upon us I’d like to examine an existing, but often overlooked feature of Pardot: the ability to assign prospects in a round robin manner! Other primary methods to assign Prospect records to a user included: On a form/landing page via a completion actions assignment rule Automation rules Each […]

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