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Category: Tips & Tricks

How to work with Person Accounts in Pardot

May 24, 2024 Ben LaMothe Pardot-Salesforce Integration, Tips & Tricks, Videos Leave a comment

In this live workshop we you learn about how Person Accounts work in Account Engagement. I talk about important things

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How to build advanced segmentation lists in Pardot

May 17, 2024 Ben LaMothe Tips & Tricks, Videos Leave a comment

Being able to build lists is a critical skill for any email marketer.  In this live workshop I walk through

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How to prevent Pardot form handlers from clearing existing Prospect values

May 10, 2024 Ben LaMothe Best Practices, Prospect, Tips & Tricks Leave a comment

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms. There are

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Mistakes were made: how best to use wait periods in Pardot Engagement Studio

March 22, 2024 Ben LaMothe Best Practices, Tips & Tricks Leave a comment

Not too long ago I made a rookie mistake with an Engagement Studio that I had built in Account Engagement

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How to build your own surveys in Account Engagement (Pardot)

March 15, 2024 Ben LaMothe Pardot-Salesforce Integration, Salesforce Community Group, Tips & Tricks, Videos Leave a comment

The landscape of survey options for digital marketers is vast. With so many available tools, it is understandable that building

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How to measure individual Pardot email link clicks in Salesforce

March 8, 2024 Ben LaMothe Pardot-Salesforce Integration, Reporting, Tips & Tricks Leave a comment

Here’s a weird solution to an uncommon use case involving Account Engagement (Pardot)! Let’s say you need to send an

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