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Category: Videos

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 build Account Engagement (Pardot) reports in Salesforce

April 5, 2024 Ben LaMothe Reporting, Salesforce Community Group, Videos Leave a comment

One of the great things about Account Engagement (Pardot)’s native integration with Salesforce is the ability to build Pardot reports

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How to build scoring categories in Account Engagement (Pardot)

March 29, 2024 Ben LaMothe Prospect, Scoring and Grading, Videos Leave a comment

Account Engagement (Pardot) enables marketing teams to build scoring categories around specific products and more. Pardot scoring categories are helpful

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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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Live workshop: Prospect routing in Account Engagement (Pardot)

February 23, 2024 Ben LaMothe Lead Routing, Prospect, Salesforce Community Group, Tips & Tricks, Videos Leave a comment

Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is

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