Move Account Engagement (Pardot) Assets between Sandbox and Production
Greenkey News
by Jen Kazin
6d ago
Would you like to move email templates, engagement studio programs or other assets between Account Engagement’s sandbox and production (and vice versa)? You can! Use Account Engagement’s Bulk Asset Copy Sandbox to production Flow to make your Account Engagement testing a snap. Sandboxes allow you to plan and test your content so that it is perfect for showtime. For instance, you may need to tweak logic or test automations. Keeping the content in a separate environment lets you experiment with your marketing assets and business processes. The flow is also convenient for moving marketing assets ..read more
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Navigate Email Marketing When You Can’t Trust Click Metrics
Greenkey News
by Jen Kazin
1M ago
Clickbots are a curse to all marketers. With the rise of security bots, email click metrics are getting harder to trust. Marketers reviewing email results are often frustrated because the number of clicks looks…wrong. Security bot clicking First, let’s understand what’s happening. When email metrics look inflated, a common culprit is email security bots. Most click bots are security applications and scripts run by businesses and email providers. These programs scan each email and click through every link to ensure it leads to a secure website. Unfortunately, this process also racks up false bo ..read more
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Account Engagement Copy Between Business Units- Bulk Asset Copy Flow
Greenkey News
by Jen Kazin
2M ago
If you have mulitple business units in your Account Engagement org, you will likely want to copy assets between business units. An email template that needs to go into each business unit is a prime example.  Now you can transfer assets easily between Account Engagement business units. Go to Settings > Flows. Find the Account Engagement Bulk Asset Copy Flow.   Here is the Flow. Click “Run” to activate the Flow.   Next, start by selecting the Source and Destination business units.   Select assets to copy.  You can copy the following assets: Email template Custom r ..read more
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Account Engagement (Pardot) Importing Prospects
Greenkey News
by Jen Kazin
3M ago
I’ll walk you through the steps of importing prospects. First, go to Account Engagement Settings tab and select Imports on the left side.   Prepare your spreadsheet and save it as a .csv file.  If you are grabbing prospects from Salesforce, ALWAYS include the CRM ID (column A).  You can upload the file or drag it into Account Engagement.   As you proceed with the import, you must choose “Create and update prospects using Salesforce Lead or Contact ID” or “Create or update prospects using email address.” Create and update prospects using Salesforce Lead or Contact ID – You ..read more
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Use These Email Tools for Account Engagement (Pardot)
Greenkey News
by Jen Kazin
3M ago
Google and Yahoo made new email requirements effective February 2024. They expect email marketers to: Maintain a low spam threshold (under 0.3%) Authenticate emails with SPF, DKIM and DMARC Always include a List-Unsubscribe header Use these tools to make sure that you have all the new requirements covered. Postmaster Tool  Gmail has a 27.4% market share, and if you regularly send emails to your email list, many of them are Gmail users. Google recommends using Postmaster to monitor spam. You can improve email deliverability with the insights you get from the postmaster tools. Since Googl ..read more
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Account Engagement – Customize your Email Content List View
Greenkey News
by Jen Kazin
6M ago
Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content.   If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content. The Email Content default page layout looks something like this:   Take a closer look at the columns in the screenshot above. The default list only displays Name, Last Modified By and Email Template. (It could be more insightful!) If you want to see more details, like delivery rate, open rate, click rate, spam rate, etc., well, you can! Here’s what your Email Content page ..read more
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Marketing Cloud Account Engagement Winter ’24 Release Highlights
Greenkey News
by Jen Kazin
7M ago
Upcoming Account Engagement Winter ’24 Webinar October 31, 2023 01:00 PM CDT Featured Speakers: Lindsey DiGiovanni, Product Manager, Salesforce Katie Wheeler, Product Marketing, Salesforce Hilary Scott, Associate Product Manager, Salesforce Join us for an exclusive look at the new Marketing Cloud Account Engagement features as part of the Winter ’24 Release. We will walk through our latest innovations for Account Engagement and discuss: How you can use the new features to send timely, personalized messages A new setting that will help you keep your data clean and remain in compliance with ..read more
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Automation Cookbook
Greenkey News
by Jen Kazin
7M ago
So you think you know the basics about Account Engagement automations, but you are struggling to get started? It’s time to start practicing! Check out my Automation “Cookbook.” It’s a collection of common Account Engagement examples for typical marketing activities.  This guide is intended for beginner to intermediate Account Engagement users.  It’s meant to provide examples and inspiration of typical automations I see every day in Account Engagement. Good luck!  -Jen Kazin Automation Cookbook – Account Engagement The post Automation Cookbook appeared first on Greenkey ..read more
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Marketers Beware: Reminder to Set Salesforce Field History Tracking for Email Opt Out
Greenkey News
by Jen Kazin
8M ago
What’s the worst mistake in marketing? Most think about marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too. For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of “Is on the list.”  The result? The system unsubscribed twenty-five thousand prospects. Ouch. (Having a wishful thought about an “Undo” button on Automation Rules at this moment.) The company also didn’t have Salesforce History Tracking set on the Opted Out field. Ug ..read more
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Track Account Engagement Activities in Google Analytics (GA4)
Greenkey News
by Jen Kazin
9M ago
This is a recorded session from the B2B Marketers User Group in Melbourne.      Google Analytics 4 (GA4) is an analytics service that measures traffic and engagement across your websites and apps. Sabuhi Yahyayev, Marketing Automation Practice Lead from CloudKettle, explains integrating GA4 with Account Engagement. For instance, whenever someone fills out your Account Engagement form, the details go to GA4. It’s best to get started now and begin collecting your data!   LINK TO RECORDED SESSION – Track Account Engagement activities in Google Analytics 4 Session Agenda: Goog ..read more
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