Updates for PML won’t be coming!
Posted: Sun Dec 22, 2024 10:09 am
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 Pardot mobile number in cambodia and Salesforce, so we may as well get the newest releases and updates when they’re available!
Where can you use HML in Pardot?
You might be wondering where we can use this awesome new feature. Upon immediate release, it wasn't possible to use HML in landing pages and forms but those are now included:
Email templates
List emails
1:1 emails
Dynamic content (except in the case of forms or landing pages)
User signatures
Landing pages
Forms
Confirmation of upgrade to hml pop up in Pardot
6 key benefits of using HML
Salesforce is already using them! This, of course, means better and simpler workflows once you switch over from PML to HML.
HML’s new and improved merge field picker makes it easier to find what you’re looking for. Use the search box, or browse and navigate by category.
The ability to render default content when a prospect record doesn’t contain a certain value. We can now use HML’s simple conditional logic statements in emails and email templates.
An overall stronger platform than the old PML. This means that we can expect to see bigger and greater personalisation features in the future.
Salesforce investment. With the statement being that we should expect to see all future updates on HML rather than PML, this is telling enough of the direction that we are going.
Conditional logic for email personalisation. More on this below!
Utilising Conditional Logic Format with HML
Customers are much more likely to engage with us when our messaging is personalised and with HML enabled we can use information from the prospect record to personalise our content. However, if a prospect record does not have a value for a particular we have placed in the email, then nothing will be displayed.
To avoid empty fields displaying, we can either define a default value or we can create a conditional logic statement.
A conditional logic statement will render default content if the prospect record does not contain a value for a certain field. To create a conditional logic statement, you must format the merge fields like this:
{{#if field.name}} {{else}} {{/if}}
Example of a conditional logic statement in an email:
Say we want to send our prospects an email with a greeting and their first name e.g. We’ve got good news for you, Daniel!’
But if we don’t know their first name, the HML variable tag could lead our prospects to receive this: We’ve got good news for you, !’
To prevent this poor punctuation and grammar, we’d create a conditional logic statement in our email, for example:
The conditional logic statement above will first look to see if we have the recipient's first name. If we do, it will show We’ve got good news for you, (their name)!
If there is no name, Pardot will produce what we have said in our {{else}}’ logic, so prospects whose first name we don’t know will see We’ve got good news for you!
By incorporating conditional logic statements, we then have two email versions produced; one which is personalised for prospects who have that field value, and one which is formatted correctly for other prospects that are subscribed to our email.
Note: use 'Preview as a Prospect' in the testing tab to see how this will look for different prospects!
Conditional logic statements make a one-to-one replacement for an empty field value. So it's important to remember that if we have already specified a default value for a field and then set up a conditional logic statement, the default value will populate instead.
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 Pardot mobile number in cambodia and Salesforce, so we may as well get the newest releases and updates when they’re available!
Where can you use HML in Pardot?
You might be wondering where we can use this awesome new feature. Upon immediate release, it wasn't possible to use HML in landing pages and forms but those are now included:
Email templates
List emails
1:1 emails
Dynamic content (except in the case of forms or landing pages)
User signatures
Landing pages
Forms
Confirmation of upgrade to hml pop up in Pardot
6 key benefits of using HML
Salesforce is already using them! This, of course, means better and simpler workflows once you switch over from PML to HML.
HML’s new and improved merge field picker makes it easier to find what you’re looking for. Use the search box, or browse and navigate by category.
The ability to render default content when a prospect record doesn’t contain a certain value. We can now use HML’s simple conditional logic statements in emails and email templates.
An overall stronger platform than the old PML. This means that we can expect to see bigger and greater personalisation features in the future.
Salesforce investment. With the statement being that we should expect to see all future updates on HML rather than PML, this is telling enough of the direction that we are going.
Conditional logic for email personalisation. More on this below!
Utilising Conditional Logic Format with HML
Customers are much more likely to engage with us when our messaging is personalised and with HML enabled we can use information from the prospect record to personalise our content. However, if a prospect record does not have a value for a particular we have placed in the email, then nothing will be displayed.
To avoid empty fields displaying, we can either define a default value or we can create a conditional logic statement.
A conditional logic statement will render default content if the prospect record does not contain a value for a certain field. To create a conditional logic statement, you must format the merge fields like this:
{{#if field.name}} {{else}} {{/if}}
Example of a conditional logic statement in an email:
Say we want to send our prospects an email with a greeting and their first name e.g. We’ve got good news for you, Daniel!’
But if we don’t know their first name, the HML variable tag could lead our prospects to receive this: We’ve got good news for you, !’
To prevent this poor punctuation and grammar, we’d create a conditional logic statement in our email, for example:
The conditional logic statement above will first look to see if we have the recipient's first name. If we do, it will show We’ve got good news for you, (their name)!
If there is no name, Pardot will produce what we have said in our {{else}}’ logic, so prospects whose first name we don’t know will see We’ve got good news for you!
By incorporating conditional logic statements, we then have two email versions produced; one which is personalised for prospects who have that field value, and one which is formatted correctly for other prospects that are subscribed to our email.
Note: use 'Preview as a Prospect' in the testing tab to see how this will look for different prospects!
Conditional logic statements make a one-to-one replacement for an empty field value. So it's important to remember that if we have already specified a default value for a field and then set up a conditional logic statement, the default value will populate instead.