Manage your lists from anywhere with Salesforce and Pardot

Manage your lists from anywhere with Salesforce and Pardot

Add to Pardot Lists and Add to Engagement Studio Lists are now available as standard buttons to add to record and list view pages in Salesforce. The buttons allow you to add prospects to Pardot lists without leaving their CRM. Adding prospects to an Engagement Studio list also adds them to related engagement programs, if applicable.

Things to remember

  • All lists must be Static and made CRM Visible
  • Up to 5 lists may be selected at once
  • Up to 200 records at a time may be added via a list view button
  • Records are not immediately synced despite Success banner displayed. Will take several minutes to sync new records to Pardot and add to list

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View and access engagement data on opportunities

View and access engagement data on opportunities

With Engagement History dashboards now available you can now visualise marketing influence on an opportunity from before the opportunity was created, during, and after it was closed. This will enable your Sales and Marketing Teams to better understand campaign engagement across the sales cycle. You can:

  • See activity counts, details about the activities’ associated campaigns, and a list of recent activity by related contacts. You will be able to:
  • Use Contact Role filters to zoom in on activities or other identified contacts
  • Filter by the campaign and activity

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Did you know you can connect Pardot Forms to a Communities Page?

Did you know you can connect Pardot Forms to a Communities Page?

Salesforce Communities is a powerful way to share information and collaborate with people who are key to your business processes, such as customers, partners, or employees. Salesforce Communities allows you to use easy point-and-click branding tools with ever-evolving Lightning templates or go with Visualforce to create branded collaboration spaces.

To take your engagement further you can also use both Pardot Tracking and Pardot Forms to engage with your partners or customers on Community Cloud. Perhaps you want to target customers who haven’t viewed their profile page and drop them in an Engagement Program to update their profile or you want to drive your community users to download your latest guide.

Here are the steps to add the Pardot tracking code to your community:
1. In Salesforce, create a new Salesforce Campaign for your Community and get the Tracking Code from the Connected Campaign.

2. In Community Cloud Experience Builder, go to Settings | Security.
Under Content Security Policy, choose Allow Inline Scripts and Script Access to Whitelisted Third-party Hosts.

3. Then go to Settings | Advanced.
Under Head Markup, click “Edit Head Markup” and paste the Community Campaign Tracking Code.

 

4. Finally, go back to Settings | Security and under CSP Errors click on “Whitelist URL” for any Pardot blocked resource.

 

5. Any activity data will then show within the Campaign as well as particular Prospects.

And follow these three simple steps to embed a Pardot Form on a Community page:
  1. In order to do this, the first action is to add your tracker domain used in Pardot as a CSP trusted site. See screenshot below.

2. Then add the “HTML Editor” component into your Community page builder and copy/paste the iFrame HTML code available within Pardot.
3. You will need to delete ” allowTransparency=”true” “ from that iFrame code.

Thinking about how to do this for your business?

Please remember, all Salesforce implementations are unique and this represents general advice. Should you have any problems with this please reach out to Resonant Cloud.

Contributor: Stephane With, Senior Marketing Specialist, Salesforce

Stephane joined Salesforce in January 2019 as a Solution Engineer after 8 years as a client and then as a Salesforce Consulting Partner.

He is on the forefront of Salesforce’s digital engagement solutions encompassing the entire Marketing Cloud suite (including Pardot, Datorama, Social, Advertising, Interaction and Audience Studios) and working with non-profit and education customers.

Connect with Stephane on LinkedIn.

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See what’s around the corner in the Pardot May ’20 Release

See what’s around the corner in the Pardot May ’20 Release

Ever since Pardot announced the move to Lightning we’ve been chopping at the bits to see how this will transform the way marketers use Salesforce (CRM) and Pardot together. Over the last 18 months, the changes have transformed the way Sales and Marketing work together. This mini-release highlights further foundational improvements and enhancements to more deeply connect Pardot and Salesforce together.

This release is due out between the 18th and 19th of May 2020.

Enable Person Account Syncing Without Contacting Support

Now a Pardot admin can turn on Person Account Syncing without contacting Salesforce Support. Before, to sync prospects with Salesforce person accounts, you contacted Support to enable the functionality.

Make Pardot Assets More Secure for Prospects

To create a secure browsing experience for your prospects across your marketing assets, Pardot has added an account setting to force all SSL-enabled Pardot assets to load over HTTPS. When a browser requests an SSL-enabled Pardot asset over HTTP, Pardot will force redirect the request to HTTPS.

View Timely Advanced Email Analytics for List Email Reports

Data for emails older than 14 months is no longer recorded for advanced email metrics on the Interaction and Email Clients tab for the List Email report. The change is due to Pardot advanced email integration. You can view all other email engagement metrics regardless of the send date.

Create New Pardot Accounts with Handlebars Merge Language Enabled By Default

Simplify workflows for marketing users. Handlebars Merge Language (HML) enabled for new Pardot accounts brings the latest merge language to users and provides easier integration with Sales Cloud. For existing Pardot accounts, admins can manually upgrade to HML.

This release sees Salesforce and Pardot data and tasks more closely together so that you can align your marketing and sales teams more than ever.

Want to learn more about Pardot?

 

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ABM is here, see why you need to look at Campaigns & Accounts now

ABM is here, see why you need to look at Campaigns & Accounts now

As data and technology have transformed so has the way we target, segment, and acquire customers. Account-based marketing focuses on targeting specific accounts. This means that you are doing your research, identifying key accounts and aligning your sales and marketing teams, all before building a single marketing asset or activity.

Adjust your related lists to highlight campaigns and accounts

New related lists are available on campaign and account records, which can help your sales team make connections between the two. They can quickly navigate between records or act on related records.

To get started simply add the Accounts related list to campaign records and add the Campaigns related list to account records.

Campaigns Accounts Resonant Pardot

Salesforce Pardot is enabling marketers to build effective and aligned ABM programs.

Pardot (along with Einstein) helps you to automate much of the ABM process to get the most out of your campaigns. Here are some of the ways in which you can utilise Pardot marketing automation features to increase the efficiency and profitability of your ABM campaigns:

 

  • Identify key accounts: Develop qualification criteria to determine accounts you would like to target. We would suggest looking at top-performing accounts from your last sales cycle, what do they have in common? Do they come from a particular industry or certain employee size? As a secondary layer, you can also look at the Pardot Score to help develop activities that drive engagement.
  • Delivering connected engagements: With a single account-centric view, your marketing and sales teams are aligned, placing you in the best position to get the most out of your ABM efforts and close bigger deals.  With Pardot’s Account Engagement History view you can easily get a picture of account health and engagement.
  • Engaging buyers everywhere: You can build cross-channel and personalised account engagements on a single platform that is natively integrated with Salesforce. Harness Pardot’s Engagement Studio to build customer journeys based on your buyer personas and segmentation model.
Take part and have your say

The team at Salesforce Pardot are always looking to connect with customers throughout the product development process. Fill in this survey to see how this functionality could be developed further.

 

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Power up your Pardot knowledge with Trailhead

Power up your Pardot knowledge with Trailhead

Pardot is a marketing automation solution that helps companies create meaningful connections, generate more pipeline, and empower sales to close more deals. If your business has chosen to start using Pardot, congratulations! You’re in safe hands. Pardot allows both experienced and new marketers to target, acquire and engage with customers. With its beautiful lightning experience it brings the brilliance of Salesforce and Pardot capabilities into one place. 

Whether you are working with a Salesforce Consulting Partner or not a critical component to your success with any platform is enablement and training. That’s why at Resonant we believe Trailhead is a game changer for your success

Why we believe in Trailhead

After completing over 250+ Salesforce implementations we know that Trailhead works. Businesses and teams who don’t complete any Trailhead’s are 50% more likely to fail when implementing Salesforce. Why? Because as humans we need to reinforce our knowledge and give ourselves time to digest what we are learning and doing. 

Trailhead’s are a great vehicle to help you firstly understand the mechanics of Pardot but they also allow you to think of new strategies and tactics that your business could be testing. A new environment gives your brain more space to think differently.

Start your Pardot Trailhead journey with our curated list
Help onboard and enable your team with Trail Tracker

Trail Tracker is a free app for managing your Salesforce users’ learning paths. It’s not part of myTrailhead, but you can use it with myTrailhead. You can assign trailmixes, set deadlines, track employee progress, and customize the assignment notifications that employees receive. You can report on employee progress and completion rates using the built-in reports and dashboards. You can download it from the AppExchange here.

 
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