To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can be done in several ways, including: Completion actions on a form A table action on a prospect list An automation rule on your existing data Manually on individual prospect records The methods above rely on prospects submitting an AE form, or already existing as a prospect in your database. However, it is fairly common that data is collected outside of AE from a third party tool* or in person, and to leverage the tools available AE, you will want to import ..read more

In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features available in Account Engagement (Pardot) She walks through the the Einstein Assistant, how to write a clear prompt, and how to utilize Einstein Assistant in List Emails, Forms and Landing Pages ..read more

Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what you are already paying for but need to be made aware of, including Sales Engagement Basic. Sales Engagement, formally High-Velocity Sales, has been around since 2017. It has multiple features that focus on sales rep productivity. Initially, it was only available as an add-on and, later, was included as part of Unlimited Edition. In Summer’23, Salesforce released Sales Engagement Basic, for which all Enterprise Edition customers get 100 licences! In this post, we w ..read more

Skip to content Change is here! If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option. From the Email Content tab, click “Edit in Builder,” and you are prompted with this popup. If you choose “Current email experience,” you can proceed as usual. (No change.) SPOILERS ALERT: I recommend staying in the Current Email Experience. The Salesforce ecosystem is changing rapidly, and much is still in construction with the New Email Experience. But, if you want to learn more about the “New email experience,” keep reading. Account Engagement’s New Email Experie ..read more

In this live workshop we you learn about how Person Accounts work in Account Engagement. I talk about important things to know, pros and cons, and more ..read more

Being able to build lists is a critical skill for any email marketer. In this live workshop I walk through more advanced list segmentation capabilities that are available in most Account Engagement (Pardot) orgs ..read more

With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming. So let’s take it back to some trusty features we see many of our customers utilising.  We’re going to be looking at when to use Dynamic Content and Snippets, some of you may have already seen that we’ve done a couple of blogs on similar topics before. However, this blog will help you to directly compare the two.  Before we get started, here are links to our previous blog posts: Dynamic Content Dynamic Content is a section of your email/landing page that changes based ..read more

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account Engagement (Pardot), and the date of that completion. Unfortunately that same data about the LAST form completed is not as readily available. Here’s a way to solve that problem. Step 1: Create a custom field on the Lead/Contact/Person Account object called “Last Form Completed” Step 2: Create a custom date field on the Lead/Contact/Person Account object called “Date of Last Form Completed.” Step 3: Create custom Prospect fields and call it “Last Form Completed” and “Da ..read more

In the Spring’24 release, Advanced and Premium Account Engagement customers were given the gift of generative AI in the form of Einstein Assistant.  Let’s take a closer look at this tool… Co-create with Einstein Assistant Struggling to put words together? We’ve all been there! Einstein Assistant helps users to generate content based on prompts provided. The assistant is available for forms, landing pages and list emails, in the Account Engagement Lightning App (not the lightning experience for emails and landing pages) and on pi.pardot.com. You can use the assistant for the following el ..read more

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