thespotforpardot.com
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Submitted URL: https://go.trilliad.com/
Effective URL: https://thespotforpardot.com/
Submission: On September 05 via api from US — Scanned from DE
Effective URL: https://thespotforpardot.com/
Submission: On September 05 via api from US — Scanned from DE
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Categories Getting Started Learn through 101 guides and easy solutions. * Setup & Admin * Emails & Templates * Scoring & Grading * Engagement Studio * Forms & Form Handlers * Setup & Admin * Emails & Templates * Scoring & Grading * Engagement Studio * Forms & Form Handlers View all Pro Tips Dive into the weeds with advanced tips. * Emails & Forms * Marketing Automations * Privacy & Compliance * Analytics & Reporting * Data Management * Emails & Forms * Marketing Automations * Privacy & Compliance * Analytics & Reporting * Data Management View all New Features Evolve with the Salesforce platform feature updates. * Release Notes * API & Integration * Emails & Forms * Automations * Data Management * Release Notes * API & Integration * Emails & Forms * Automations * Data Management View all Community Get to know our community and join the action. * Events * Career Development * Industry News * Community Spotlight * Real Talk * Events * Career Development * Industry News * Community Spotlight * Real Talk View all Search Search * The Blog * About * Resources * Free Tools * Launch Your Career * Subscribe Menu * The Blog * About * Resources * Free Tools * Launch Your Career * Subscribe Mike Morris HOW TO CUSTOMIZE PRIMARY SOURCE ON OPPORTUNITIES WITH SALESFORCE FLOW I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might sound unusual on the surface, the use case was very logical and likely impacts other organizations too. Read on to learn how we solved it to […] Read moreView all blogs Cara Weese MARKETING CLOUD GROWTH EDITION: A GUIDE TO FIT AND ENGAGEMENT SCORING Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of the most effective ways to achieve this personalization is by scoring leads and contacts based on their engagement and fit with your ideal customer profile. This […] Read moreView all blogs Theron Troxel SALESFORCE CAMPAIGN HIERARCHY REPORT: SEE THE IMPACT OF RELATED CAMPAIGNS Today, I’m excited to share how you can create a comprehensive Salesforce campaign hierarchy report that groups by grandparent, parent, and child levels (hierarchy) on the Campaign Object in Salesforce. This type of report can show various metrics, including different campaign amounts and opportunity values along with displaying subtotals and totals. The greatest advantage this […] Read moreView all blogs Heather Rinke GETTING STARTED WITH EINSTEIN FOR FLOW In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to easily create functional Salesforce Flows via natural language prompts. New to Flow? Check out An Introductory Guide to Salesforce Flow for Marketers How Einstein for […] Read moreView all blogs Alice Meyer ALL THE WAYS TO COLLECT CUSTOMER FEEDBACK WITH SALESFORCE FORMS Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with the right feedback, you have everything you need to address customer pain points and capitalize on your biggest strengths. Without sending surveys and gathering quality feedback, […] Read moreView all blogs Aaron Stayman MASTERING MARKETING CLOUD INTELLIGENCE PART 2: MAXIMIZE PLATFORM PERFORMANCE It’s time for part two of our three-part series on getting the most out of your Salesforce Marketing Cloud Intelligence, or Datorama, instance. Part 1 of the series touched on little tricks and shortcuts to success with data ingestion and transformation. Today, I’ll be going through how you can speed up the platform for yourself […] Read moreView all blogs Mike Brazitis THE WAIT IS OVER: SEND OPERATIONAL EMAILS FROM ENGAGEMENT STUDIO The Salesforce Summer ’24 release notes have arrived, and with them, the delivery of one of the most highly sought-after Marketing Cloud Account Engagement (MCAE/Pardot) features ever requested. In fact, sending operational emails in Engagement Studio functionality has garnered the fifth most points in the Account Engagement category on the IdeaExchange. What is an Operational […] Read moreView all blogs Stacy Schuler I EXCEEDED MY ACCOUNT ENGAGEMENT MAILABLE DATABASE LIMIT. NOW WHAT? Uh-oh. You just received an email from Salesforce saying you have exceeded your Marketing Cloud Account Engagement (Pardot) mailable database limit. That means if you don’t reduce the amount of mailable prospects in your database quickly, it’s going to cost you. Or maybe you were “just checking” one day & noticed that your Mailable Database […] Read moreView all blogs Kelly Ryan 3 QUICK ABM STRATEGY WINS FOR YOUR EMAIL CAMPAIGNS Your boss has told you to ‘do ABM.’ Great. Instead of ripping out your current marketing and sales campaigns, here are three quick ways to apply ABM strategies to your email campaigns. What is account-based marketing (ABM)? Let’s go over what ABM is and what it isn’t at a high level first. ABM stands for […] Read moreView all blogs Heather Rinke SALESFORCE SUMMER ‘24 RELEASE HIGHLIGHTS: PLATFORM UPDATES The Salesforce Summer ‘24 Release is on its way! Let’s dive into the top declarative features and updates for admins. In line with messaging from Salesforce, the Summer ‘24 Release includes new and enhanced features that all center on the relationships between CRM, data, AI, and trust. Salesforce Summer ’24 Highlights Security & Access Get […] Read moreView all blogs * 12All * 1Community * 4Getting Started * 2New Features * 6Pro Tips Getting Started August 20, 2024 SALESFORCE WINTER ‘25 HIGHLIGHTS: MARKETING CLOUD GROWTH EDITION Erin Duncan The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition. Streamlined Setup First things first. Salesforce... August 20, 2024 | By Erin Duncan Read more Pardot New FeaturesRelease Notes August 16, 2024 SALESFORCE WINTER ‘25 HIGHLIGHTS: MARKETING CLOUD ACCOUNT ENGAGEMENT Erin Duncan The Salesforce Winter ‘25 release notes are out! Let’s dive into Winter ’25 highlights and what Account Engagement (f.k.a. Pardot) users can expect to see come October. Duplicate Management!... August 16, 2024 | By Erin Duncan Read more Pardot EventsGetting StartedPro TipsSetup & AdminStrategy August 14, 2024 USING ACCOUNT ENGAGEMENT FOR EVENT MARKETING: FROM PLANNING TO FOLLOW-UP Grey Idol Event marketing is a fantastic way to connect with your audience, build brand awareness, and generate leads. However, managing event marketing activities can take time and effort. That’s where... August 14, 2024 | By Grey Idol Read more New FeaturesRelease NotesSetup & Admin August 13, 2024 BIG NEWS! ACCOUNT ENGAGEMENT USERS CAN ACCESS MARKETING CLOUD GROWTH EDITION Mike Brazitis In February 2024, Salesforce released Marketing Cloud Growth Edition, its first marketing automation platform built fully on the Einstein 1 Platform (a.k.a. “On Core”). Marketing Cloud Growth Edition has... August 13, 2024 | By Mike Brazitis Read more Analytics & ReportingData ManagementMarketing AutomationsPro TipsStrategy August 9, 2024 COMBATING HEADWINDS IN HIGHER ED: PART 1 – REAL-TIME INTERACTION MANAGEMENT Kirsten Schlau Student expectations today are vastly different than they were a decade ago. It’s causing technology leaders at the most successful educational institutions to rethink their data infrastructure and student... August 9, 2024 | By Kirsten Schlau Read more Emails & FormsGetting StartedStrategy August 7, 2024 HOW AI CAN HELP SMB MARKETERS Kirsten Schlau As an SMB marketer, you’re required to wear a lot of hats. From lead generation and aligning with sales and service teams, to creating content, emails, and personalized customer... August 7, 2024 | By Kirsten Schlau Read more CommunityEvents August 2, 2024 THE GROWTH LOUNGE: UNIFYING CUSTOMER EXPERIENCES AT DREAMFORCE ’24 Cara Weese Consumers today want personalized experiences from beginning to end. This is why Sercante is thrilled to announce that The Home for Marketers has undergone a transformative name change. We’re... August 2, 2024 | By Cara Weese Read more Analytics & ReportingData ManagementMarketing AutomationsPro Tips July 31, 2024 HOW TO CUSTOMIZE PRIMARY SOURCE ON OPPORTUNITIES WITH SALESFORCE FLOW Mike Morris I recently ran into a situation where a client needed to exclude select campaign types from being populated as the Primary Campaign Source field on opportunities. While this might... July 31, 2024 | By Mike Morris Read more Pro TipsScoring & GradingSetup & Admin July 30, 2024 MARKETING CLOUD GROWTH EDITION: A GUIDE TO FIT AND ENGAGEMENT SCORING Cara Weese Personalized marketing can make a significant impact on customer engagement and business growth. According to a recent study, personalized marketing can boost ROI by up to 20%. One of... July 30, 2024 | By Cara Weese Read more Getting Started July 5, 2024 GETTING STARTED WITH EINSTEIN FOR FLOW Heather Rinke In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience,... July 5, 2024 | By Heather Rinke Read more Analytics & ReportingEmails & FormsPro Tips June 21, 2024 ALL THE WAYS TO COLLECT CUSTOMER FEEDBACK WITH SALESFORCE FORMS Alice Meyer Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with... June 21, 2024 | By Alice Meyer Read more Marketing Cloud Analytics & ReportingMarketing CloudPro Tips June 20, 2024 MASTERING MARKETING CLOUD INTELLIGENCE PART 2: MAXIMIZE PLATFORM PERFORMANCE Aaron Stayman It’s time for part two of our three-part series on getting the most out of your Salesforce Marketing Cloud Intelligence, or Datorama, instance. Part 1 of the series touched... June 20, 2024 | By Aaron Stayman Read more View All CATEGORIES Browse the categories to get marketing automation tips, tricks, and solutions. Getting Started Learn through 101 guides and easy solutions. * Setup & Admin * Emails & Templates * Scoring & Grading * Engagement Studio * Forms & Form Handlers * Setup & Admin * Emails & Templates * Scoring & Grading * Engagement Studio * Forms & Form Handlers View all Pro Tips Dive into the weeds with advanced tips. * Emails & Forms * Marketing Automations * Privacy & Compliance * Analytics & Reporting * Data Management * Emails & Forms * Marketing Automations * Privacy & Compliance * Analytics & Reporting * Data Management View all New Features Evolve with Salesforce platform feature updates. * Release Notes * API & Integration * Emails & Forms * Automations * Data Management * Release Notes * API & Integration * Emails & Forms * Automations * Data Management View all Community Get to know our community and join the action. * Events * Career Development * Industry News * Community Spotlight * Real Talk * Events * Career Development * Industry News * Community Spotlight * Real Talk View all PARDOT ADMIN BOOTCAMP Learn everything you need to know to become a Pardot pro in our six-week interactive course. View Upcoming Courses PROSPECT UPDATER Your automated path to cleaner data. Fix, enhance, and enrich prospect data so things run smoothly while avoiding sync errors. Discover The Possibilities AUTHOR SPOTLIGHT JENNA MOLBY Jenna is a marketing operations leader with over ten years of B2B and B2C experience working on both the agency and client sides. She has been responsible for several different areas in the past, including web development, design, email marketing, marketing automation, and demand generation. Jenna's Posts 75 Posts 5x Certified Canada Location Author Since 2015 Subscribe to The Spot Name(Required) First Last Email(Required) What tool(s) do you use? Account Engagement Marketing Cloud Growth Marketing Cloud Engagement Sales Cloud CRM Analytics Data Cloud Other Hidden utm_source Hidden utm_medium Hidden utm_campaign Hidden utm_content Email This field is for validation purposes and should be left unchanged. Martech Resources Shopping consultants or jobs? 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