Skip to content If you have multiple 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 re ..read more

In 2020, a large international humanitarian organization approached us with a deadline to migrate from Salesforce’s legacy NGO Connect (NGOC) product to their standard offering for nonprofits, Nonprofit Success Pack (NPSP). Operating in more than 50 countries in verticals including economic wellbeing, health, education, and safety, their mission is to help people survive, recover, and lead meaningful lives after experiencing conflict or disaster. At the time, the organization was managing communication and fundraising efforts using separate systems for different regions – the United States br ..read more

Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the team’s success. Lead qualification functionality exists inside Salesforce. But what about qualifying records BEFORE they reach Salesforce? In this Salesforce Marketer Group (Pardot) Tampa meeting, I ran a live workshop demonstrating the different ways that prospect routing in Account Engagement (Pardot) can be done. I use Engagement Studio, Automation Rules, and Completion Actions to demonstrate functionality. Watch the recording here ..read more

Skip to content 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 I ..read more

In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot) org. That topic spurred additional comments on my LinkedIn post about it Among the comments was one from my friend Timo Kovala where he mentioned a solution he had for this using B2B Marketing Analytics. I asked him if he would be willing to share the solution for the Tampa Account Engagement Community Group and he agreed to. Below is the recording from the meeting, where he shares how to build a prospect database churn tool in B2BMA ..read more

The ability to natively build scoring and grading on leads is one of the functions of Account Engagement (Pardot) that sets it apart from other marketing automation tools. It’s also something that is not well understood or managed in many instances. There’s a decent amount of up-front work to do in order to get it working right. In this live workshop session for the Tampa Salesforce Marketer Group (Pardot), I shared how scoring and grading can be built using out-of-the-box features. Watch the video here ..read more

There’s a fairly recent update to Account Engagement that everyone should enable in their accounts right away, it only takes a few moments but it provides peace of mind and security that matters now more than ever. The setting restricts iframing of your Account Engagement assets to only the domains you specify. This help article explains it in depth but it’s really quite easy. Just head over to your Account Engagement settings, and on your main account page, hit edit, and then scroll down to this section. Here you can add only the domains that you want to be able to host your iframed ..read more

Before you create another form in Account Engagement (FKA Pardot), do yourself a favor. Head over to the Conversions report in Account Engagement Reports. Open the most recent conversions from three or four forms that are currently active. Check the prospect’s activity record and see what’s there. Do you see the form completion? Cool. Do you see any website activity that happened directly before or after that form conversion? No? Not cool. Tracking codes are meant to provide you with prospect web activity before and after a form conversion. If the form completions are being recorded but nothi ..read more

I had a philosophical conversation with Peter Sabba about the utility of email preference centers and their value as a whole to email marketing. The take-away was this: typically your email recipients do not click the preference center link in your emails because they want to get MORE email from you. At best they want to tailor what email they get from you. My opinion is that most people are looking for ways to get LESS email from you… or to stop getting email from you entirely. Having a preference center on the emails you send to people tells recipients that they have a choice. The ..read more

An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours. The functionality to repeat a program has been out for quite some time now so may already be something you’re already using. However, it’s always good practice to review functionality to make sure you’re utilising it in the best way possible. So let’s take a look at the benefits and limitations of the feature… What are the benefits of repeatable engagement programs? Allowing prospects to go thro ..read more