Consumer Data

Upskilling in marketing automation is fundamental to the success of lead generation and nurture activity. Technology, trends, and best practices evolve constantly. Even for those marketers who are hands-on every day, it can be hard to keep up! This is why marketing automation courses are invaluable ...

This is the cool part. You can specify criteria in the Marketing Data Sharing settings to easily let Salesforce know what data should be in which business unit.

Using the example in the flow chart above, you may have a Region field set up in your account that is either populated with Asia, EMEA or ...

Before you do anything in your Pardot account, you need to familiarise yourself with the connectors you are considering.

Most come with step-by-step guides from Pardot that you can download on their Help site, like this one for the Salesforce connector.

Depending on which connectors you are keen ...

Salesforce has kept no secrets by announcing that there will be no more updates for PML and all the newest bells and whistles will be added to HML.

So, if you are thinking of holding on to PML for any reason, this is worth considering before making that decision.

After all, we already pay for ...

This is one of the more easier sync errors to understand, it says it all in the title of the error itself! Essentially what’s happening here is that the value in a particular Pardot field is too long, or at least longer than the maximum length set by the corresponding field in Salesforce.

How do I ...

This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.

Pardot sync errors can be a massive headache. It’s a basic requirement that data is syncing properly and you know you need to get the issues fixed ...

This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.

Pardot dynamic lists are an extremely useful automation tool that all Pardot users need to take advantage of.

In short, they automatically segment ...

Ah, the holy grail. Getting marketing and sales completely aligned is a goal many of us dream of but rarely achieve. The good news is that your automation software should make alignment much easier.

Marketo
Marketo does allow prospects from Sales Connect to sync with Marketo using their Marketo ID ...

Salesforce will act as the master for triggering syncs for accounts. It will do this automatically once they are linked to a prospect record in Pardot that is syncing with a Salesforce contact.

In Pardot, the account fields act as read-only and are able to sync records that can be used for lead ...