When creating an email series or drip campaign in Account Engagement (Pardot), getting the timing right on wait steps is
Category: Tips & Tricks
Live workshop: Prospect routing in Account Engagement (Pardot)
Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is
How B2B Marketing Analytics can monitor Pardot database churn
In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot)
How to sync select records between Pardot and Salesforce
Every Account Engagement (fka Pardot) instance, except for Premium, starts with a limit of 10,000 mailable prospects. Many instances exceed
How to build scoring and grading in Account Engagement (Pardot)
The ability to natively build scoring and grading on leads is one of the functions of Account Engagement (Pardot) that
How to build a full-funnel marketing campaign report in Salesforce
When building a campaign cadence in Account Engagement (Pardot), setting up the campaigns correctly in Salesforce is an important step. The campaign