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Ben LaMothe
Приєднався 18 вер 2013
Live workshop; Learn how to enhance the Pardot-Salesforce integration with External Actions
In this presentation, Adam Erstelle will dive into the use of External Actions in Marketing Cloud Account Engagement (Pardot) for advanced automation.
He will explain how these actions offer more flexibility and real-time capabilities compared to the traditional Pardot-Salesforce sync. By briefly exploring key differences between APIs and Webhooks, and providing practical examples,
He will show how External Actions can enhance your marketing automation and sales processes. This session will help you optimize your Pardot setup for more effective workflows and integration.
He will explain how these actions offer more flexibility and real-time capabilities compared to the traditional Pardot-Salesforce sync. By briefly exploring key differences between APIs and Webhooks, and providing practical examples,
He will show how External Actions can enhance your marketing automation and sales processes. This session will help you optimize your Pardot setup for more effective workflows and integration.
Переглядів: 125
Відео
Live workshop: Let's demystify Customizable Campaign Influence models in Pardot and Salesforce
Переглядів 1153 місяці тому
When you create the Account Engagement Lightning App and enable Connected Campaigns, you gain access to additional campaign influence models. How they work and which one makes the most sense to use can be confusing. Sabhui Yahya from Cloud Kettle will help attendees better understand how Customizable Campaign Influence and Attribution works in Salesforce. Included in his presentation will be a ...
Live workshop: Learn strategies to pass your next exam from a 24x Certified Solutions Architect
Переглядів 964 місяці тому
In a session for the Tampa Pardot community group, Ben LaMothe introduced Mark, who has passed 25 certifications this year. Mark shared his strategies for improving test-taking skills and preparing for certification exams, emphasizing that the session would not provide specific exam answers. Mark discussed the importance of studying, understanding the structure of questions, and using deductive...
Live workshop: Let's discover the benefits of tags in Pardot
Переглядів 924 місяці тому
Tags are an often underappreciated tool in Account Engagement (Pardot). In this session, Laura Formby, a Marketing Campaign Strategist with KirkpatrickPrice in the UK, will share some of her favorite ways of using tags for a variety of use cases. She will discuss I'd like to talk about the benefits of using tags in Pardot. Those include: - easier reporting on prospects running through an engage...
Live workshop: Let's generate content with AI in Account Engagement (Pardot)
Переглядів 1224 місяці тому
We are joined by Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London for a demonstration of the newest generative AI features available in Account Engagement (Pardot) In this session, Zoe will walk through the the Einstein Assistant, how to write a clear prompt, and how to utilize Einstein Assistant in List Emails, Forms and Landing Pages.
Live Workshop: Let's work with Person Accounts in Account Engagement (Pardot)
Переглядів 1285 місяців тому
In this live workshop we will learn about how Person Accounts work in Account Engagement. We will talk about important things to know, pros and cons, and more.
Live workshop: Let's build promo code and referral code campaigns in Account Engagement (Pardot)
Переглядів 1065 місяців тому
In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org. This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required! - Intro - Promo Codes / Referral Codes explained (with sample use cases)...
Live workshop: Let's build advanced segmentation lists in Account Engagement (Pardot)
Переглядів 1856 місяців тому
Being able to build lists is a critical skill for any email marketer. In this live workshop I will walk through more advanced list segmentation capabilities that are available in most Account Engagement orgs. More than just sending emails, lists provide numerous benefits and can enable several other functions.
Live Workshop: Let's build Account Engagement (Pardot) reports in Salesforce.
Переглядів 1,2 тис.6 місяців тому
One of the great things about Account Engagement (Pardot)'s native integration with Salesforce is the ability to build reports in Salesforce using data from Account Engagement. In this live workshop session I will go through the process of building several different kinds of reports in Salesforce that leverages data from Account Engagement (Pardot.)
Live workshop: Let's build scoring categories in Account Engagement (Pardot)
Переглядів 2077 місяців тому
Marketing teams will often create campaigns around specific products or product categories. It can be difficult to quantify how interested a prospect is in one product category over another. Scoring categories enables sales and marketing teams to make judgements based on the score a prospect has related to a specific category. Those scoring categories can be used in both Account Engagement and ...
Surveys in Account Engagement: How do they work and how to make your own
Переглядів 3717 місяців тому
In this session you will learn how to successfully build, implement and manage surveys using only Account Engagement and Salesforce. Mark Somers, former Account Engagement admin for Snap and overall Salesforce Mad Scientist, will share how he successfully built and managed surveys in Pardot and Salesforce. Topics: The Thing No One Tells You About Survey Platforms How to build it: Part 1 - Sales...
Live workshop: Let's build prospect routing in Account Engagement (Pardot)
Переглядів 3208 місяців тому
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. This session will walk through the steps to build a routing program in Account Engagement (Pardot) based on specific criteria.
How B2B Marketing Analytics can help you monitor Pardot database churn
Переглядів 3218 місяців тому
B2B Marketing Analytics is a powerful tool in the Account Engagement / Pardot suite of products. In addition to being a reporting tool, it has capabilities beyond that. Timo Kovala, Managing Architect at Capgemini, will share how he was able to set up B2B Marketing Analytics to send an automated notification whenever the daily number of opt outs in Pardot/Account Engagement reaches a certain da...
Live workshop: Let's build scoring and grading in Account Engagement (Pardot)
Переглядів 7689 місяців тому
Account Engagement (fka Pardot) offers lead scoring and grading natively. This tool enables companies and their marketing teams to qualify valuable leads to be passed onto sales for further investigation. In this meeting I will walk through the steps to create a lead scoring and grading program in Account Engagement (Pardot) using available out-of-the-box features.
How to: Identify prospects in your database using Google Workplace without emailing them
Переглядів 7010 місяців тому
The latest 'Yahoogle' guidelines for bulk mailers are making many Marketing Ops professionals question: 'what's the impact? Just how many Google users do I have in my database?' Spotting Google users isn't as simple as looking for that "@gmail.com" domain. Especially in the B2B space, many of your recipients could be using Google Workspace behind the scenes. And there is no obvious way to tell ...
How to: Create Lead Conversion Reports and Opportunity Tracking for Inbound Leads in Salesforce
Переглядів 1,2 тис.11 місяців тому
How to: Create Lead Conversion Reports and Opportunity Tracking for Inbound Leads in Salesforce
Demo and Walk-thru: Reply Intelligence for Pardot
Переглядів 126Рік тому
Demo and Walk-thru: Reply Intelligence for Pardot
How to create multi-language forms in Account Engagement (Pardot)
Переглядів 613Рік тому
How to create multi-language forms in Account Engagement (Pardot)
How to: Use flow to copy assets between Account Engagement Business Units
Переглядів 499Рік тому
How to: Use flow to copy assets between Account Engagement Business Units
How to: How to customize B2BMA Dashboards for Marketing Attribution
Переглядів 728Рік тому
How to: How to customize B2BMA Dashboards for Marketing Attribution
How to Integrate Account Engagement (Pardot) with Google Analytics (G4) to track engagement
Переглядів 3,3 тис.Рік тому
How to Integrate Account Engagement (Pardot) with Google Analytics (G4) to track engagement
How to: Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) Form Handlers
Переглядів 1,6 тис.Рік тому
How to: Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) Form Handlers
Account Engagement (Pardot) Consultant Exam Prep - Session 3: Automating Business Processes
Переглядів 599Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Session 3: Automating Business Processes
Salesforce Labs App Demo: Account Engagement Automates... Record Creation!
Переглядів 565Рік тому
Salesforce Labs App Demo: Account Engagement Automates... Record Creation!
Account Engagement (Pardot) Consultant Exam Prep - Session 8: Salesforce Engage
Переглядів 661Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Session 8: Salesforce Engage
Account Engagement (Pardot) Consultant Exam Prep - Topic 7: Reporting, Metrics & Analytics
Переглядів 651Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Topic 7: Reporting, Metrics & Analytics
Account Engagement (Pardot) Consultant Exam Prep - Topic 5: Lead Management
Переглядів 501Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Topic 5: Lead Management
Account Engagement (Pardot) Consultant Exam Prep - Topic 2: Account Configuration
Переглядів 894Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Topic 2: Account Configuration
Account Engagement (Pardot) Consultant Exam Prep no- Topic 6: Personalizing the Prospect Experience
Переглядів 591Рік тому
Account Engagement (Pardot) Consultant Exam Prep no- Topic 6: Personalizing the Prospect Experience
Account Engagement (Pardot) Consultant Exam Prep - Topic 4: Email Marketing
Переглядів 1 тис.Рік тому
Account Engagement (Pardot) Consultant Exam Prep - Topic 4: Email Marketing
Very good vídeos, should have more Certifications Exams questions reviews
How to make form location dynamic (not only footer as mentioned in the video). I would like to be able to track all forms on the website.
Have you got the screenshare
Hey Ben, thanks for this workshop! I wanted to ask you if you know any way to report the activity on a specific date range for Automated Emails. The use case is that we have recurring Engagement Programs so using the Scheduled date field to filter would retrieve the total values since the start and we want to know how it went last month. Same issue we're facing trying to report on Custom Redirects (using MarketingLinks report).
Ben have you got the actual screen share so i can see the demo?
Kindly create video on dynamic content , also advance dynamic content where we can do nested dynamic contents
When I send the leads to prospects in Pardot, it automatically assign one of the campaign as source campaign but when I check and setting in connector, no default campaign is selected. Kindly suggest how we can check this ??
I assign a lead to a queue in Pardot but in salesforce, it does not replicated. what do you think will be the reason?
I have a question, when I use webHook, what value should my URL be? To be able to pass the information to salesforce/Pardot
There is no voice in this video. kindly check
Thank you for the great content. Is it best practise to use lists to segment or engagement studio? Can you see account and opportunity fields in engagement studio or only prospect fields?
If you connect to an external data source (e.g. GA4) with B2B Analytics Plus and you put through recipe in datasets. Is it then possible for users with only a B2B Analytics-license to view the dashboards on these datasets? So you need only 1 Plus-license.
Hey Ben, thank you for the insights on LinkedIn Lead Gen Forms integration. It was quite informative! On a side, Mystrika offers an AI writer for crafting flawless emails. It would be great if you could explore that in one of your upcoming episodes.
Hey Ben, just saw your vid on integrating Lead Gen Forms with Account Engagement, and it was pretty insightful. However, I think you should really consider checking out Mystrika is unified Inbox feature. It made organizing and managing my emails a breeze. Indeed, it is a transformative tool in the market.
Thanks for hosting Ben! This was a great session.
Very cool
Rendering the "thank you" message in the seems pretty limiting from a web experience perspective. We would prefer to redirect the user to a thank you page. Is there a solution for this scenario?
Hi Ben, thank you for sharing this tutorial. Would you happen to know if a similar action can be taken on just form submissions that are not embedded in the landing page through an ?
Awesome! Will this method work if I redirect my leads to a URL instead of displaying the thank you message? Thank you.
Same question here.
@AndrewThompson97 better to use a form handler instead. I'm sure javascript could accomplish this though
Great, I really enjoyed this session. :)
'promo sm' 👏
Can you share the ppts link?
Ben can you please share the ppts? Thank you
Great content. Thank you very much for sharing!
Great video guys! Definitely agree Zapier webhooks integration with Form Handlers is better than using the Pardot API.
🤘 *Promo SM*
Thank you, Ben. is there a session on Engagement Studio?
Wonderful! Very helpful, as always!
Thanks for uploading ben
Thank you for posting content here
Thank you as always 😇 Excellent content!
Hi, Can you please provide more details on how you displayed contacts and their respective engagement history on ABM Dashboard? Thanks in advance!
Where Can we get access to the material you used in the presentation? Would you please share links here?
Hello, I have a question about the example 5:57 -> I just checked in Pardot and you can add more fields to be shown (in the dependent tab). You have to create another "when this field equals", but still you can pick another field for the same dependency. Or did you mean here something else?
Thank you very much! Very useful information. Is it possible to join the group? Would love to take part in your meetings.
Yes. You can join the group here: trailblazercommunitygroups.com/salesforce-marketer-group-pardot-tampa-united-states/
@@benlamothe4343 Thank you!
thank you Ben and Lara!
Thanks for sharing this, Ben!
Thank you all for the video. Great info!
Ben, can you please post the link for the presentation? I would appreciate it
Thank you Ben