7 Steps to Take in Pardot & Salesforce for GDPR Compliance

1 – Find, Locate, & Document All Personally Identifiable Data Building a data inventory is necessary so you know what personally identifiable data your company stores on individuals and all of systems that it is stored. Knowing what and where the data is stored will enable you to fulfill the six types of requests in the GDPR within the legally allotted response time of 30 […]

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New Pardot Updates to be Aware of

SSL for Landing Pages Now Available in Pardot Takeaway: Whether you’re using Pardot landing pages with a Pardot form or a 3rd party form you can now make it secure. And you should do so, so that prospects can confidently convert on your landing page. Setup: In Pardot go to Admin, Domains, click the gear next to the relevant Tracker Domain and click Enable SSL. Details: This week […]

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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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Winter ’18 – What’s New in Pardot

Pardot recently hosted a product roadmap webinar to giving customers and partners a sneak peak of the new features that are planned. The release readiness team also held a webinar detailing the new features that are being released as part of the Winter ’18 released. The first part of this post will cover the roadmap and the second part will cover the planned features. Pardot […]

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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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