How Nonprofits Can Leverage Pardot for Fundraising

If you work for a nonprofit using Salesforce and Pardot it can be a little tricky to determine the best way to send marketing emails from Pardot. I’ve worked with a number of nonprofits who needed this guidance, and I hope to share my experience in this post. I’ve seen nonprofit marketing automation primarily focus around events and donor management/fundraising. Of course, you don’t want […]

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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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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 Salesforce.com assignment rule Automation rules Each […]

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Paul’s Secret Sauce for Running Successful Pardot Implementations

How I run a Project as a Pardot Consultant 1. Start with the End in Mind: Set Specific, Measurable Goals Setting specific, measurable goals enables us to measure the success of the project. Instead of focusing on statement of work initially, I instead sit down with the client to agree upon desired outcomes together. Some of my clients’ goals in the past included: Double the number […]

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Engagement Studio for Pardot

This week Pardot released engagement studio! Engagement studio is the command center for the modern b2b marketer, and replaces and extends the drip program functionality. Engagement studio is available at no additional cost to Pardot customers! However, the feature must be activated by a user with administrative rights. The user interface of Engagement Studio is much easier to use than its predecessor. The design is in-line […]

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