Top 3 Highlights for the Pardot Spring 21′ Release

Top 3 Highlights for the Pardot Spring 21′ Release

With a new year around the corner, the Salesforce Pardot Team have published the pre-release notes for the Spring 21′ Release. We’ve scoured through the release notes to give you our top 3 Pardot Features due around the corner.

This release is due out between the 6th and 13th of February 2021.

#1 Quickly Clone Campaigns with Related Assets

When you want to create a campaign with the same related records as an existing one, you will have quick access to more types of records. You get an enhanced Clone with Related tool for campaign records that includes Marketing Link, Marketing Form, and Landing Pages.

You can select “Clone with Related” from a campaign’s action menu and then choose which types of related records to include. The Marketing Link type includes custom redirects and files. This will be a big win for productivity and consistency for campaigns!

#2 Two Click Unsubscribe

Two-click unsubscribe helps prevent email security scanners from automatically unsubscribing prospects because it requires prospects to confirm that they no longer want to receive emails. And you can tailor the message that email subscribers see when they click the unsubscribe link. 

Enable two-click unsubscribe and customize the prompt and confirmation messages from the Unsubscribe Page in Pardot

#3 Track Accounts as Campaign Members (Beta)

Enhance your account-based marketing efforts when you use Connected Campaigns with Accounts as Campaign Members. Add account records as members of a campaign so you can focus your attention on these accounts in the tables, related lists, and reports that contain campaign members.

This is another mega step enabling you and your business to do more using ABM as a key tactic in your marketing strategy. If you want to learn more about AMB I would also look at this eBook to help get you started.

About Resonant

At Resonant we have completed Pardot projects across a variety of industries such as consumer goods, professional services, recruitment, education, training and much more. Resonant also specialises in platform migrations and has recently completed the transition from Eloqua to Pardot for Canon Oceania, CreditorWatch and Pinnacle Investment Group.

Have Questions?

I love helping people so feel free to reach me through LinkedIn or you can email me at natalie@resonantcloud.info.

Share and Enjoy !

0Shares
0 0 0
Discover the recipe for Campaign Attribution with Salesforce Pardot

Discover the recipe for Campaign Attribution with Salesforce Pardot

Salesforce Pardot is a powerful marketing automation platform that allows customers to find, convert and keep customers. One of the beautiful out-of-the-box features of Pardot is its ability to deliver campaign reporting and attribution.

So how can you make sure you garner the insights and analytics you need? Follow my three key ingredients on achieving campaign attribution with Salesforce Pardot.

#1 Campaign Membership and Statuses

A campaign member is a prospect (lead, contact, or person account) whom you are trying to target. Campaign members are associated with a member status. A member status that is “responded” denotes when a person has taken a specific action such as downloading gated content or attending an event. They are then added to the campaign with a corresponding membership status.

#2 Opportunities with Contact Roles

Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales

Contact Roles on opportunities create a relationship between contacts and opportunities (including the role they play). To drive attribution in Pardot Salesforce an opportunity will only sync and connect with Pardot if it has at least 1 Contact Role.

#3 Tracking Costs on Campaigns

On the Campaign Object, there is a field that you can enter the cost of the campaign which is called “Actual Cost in Campaign”. This looks at the amount of budget spent on the campaign and should include both direct and indirect costs.

If your business is using B2B Marketing Analytics this is the field that pulls into the out-of-the-box dashboards to determine ROI.

About Resonant

At Resonant we have completed Pardot projects across a variety of industries such as consumer goods, professional services, recruitment, education, training and much more. Resonant also specialises in platform migrations and has recently completed the transition from Eloqua to Pardot for Canon Oceania, CreditorWatch and Pinnacle Investment Group.

Have Questions?

I love helping people so feel free to reach me through LinkedIn or you can email me at natalie@resonantcloud.info.

Share and Enjoy !

0Shares
0 0 0
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

Share and Enjoy !

0Shares
0 0 0
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

Share and Enjoy !

0Shares
0 0 0
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.

Share and Enjoy !

0Shares
0 0 0
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?

 

Share and Enjoy !

0Shares
0 0 0