Further ways to customise your dashboard
Enable different user features
Provide convenience and ease of use by enabling different user interface features for reports and dashboards.
These features don’t affect your data but can provide a more user-friendly experience:
Let users see report headers ...
Search found 14 matches
- Mon Dec 23, 2024 10:52 am
- Forum: Telemarketing List
- Topic: You can choose up to 8 fields to make available for historical trend reporting in Select Fields.
- Replies: 0
- Views: 182
- Mon Dec 23, 2024 10:46 am
- Forum: Telemarketing List
- Topic: Pardot Releases 2020: Winter ’21
- Replies: 0
- Views: 196
Pardot Releases 2020: Winter ’21
It’s that time of year again! Here at MarCloud Consulting, we are very excited about the new Pardot features and upgrades debuted in the Winter’21 Release… so we thought we would share these with you!
Hollie Fitzpatrick
Hollie Fitzpatrick
6 mins
3D eBook cover with text How to Measure ROI ...
Hollie Fitzpatrick
Hollie Fitzpatrick
6 mins
3D eBook cover with text How to Measure ROI ...
- Mon Dec 23, 2024 10:42 am
- Forum: Telemarketing List
- Topic: Similarly to content, the design will have
- Replies: 0
- Views: 215
Similarly to content, the design will have
Upgrade to Handlebars Merge Language (HML)
Originally, we used Pardot Merge Language (PML), using Pardot variable tags to create customised content. As we upgrade to HML we are able to use one shared language between Pardot and Salesforce.
There are many key benefits of upgrading, but I will ...
Originally, we used Pardot Merge Language (PML), using Pardot variable tags to create customised content. As we upgrade to HML we are able to use one shared language between Pardot and Salesforce.
There are many key benefits of upgrading, but I will ...
- Mon Dec 23, 2024 10:41 am
- Forum: Telemarketing List
- Topic: Pardot Campaign Reporting & Multi-Touch Attribution.
- Replies: 0
- Views: 188
Pardot Campaign Reporting & Multi-Touch Attribution.
Connected Campaigns has aligned Salesforce and Pardot Campaigns, meaning we can track and report metrics and ROI in one place, visible to both marketing and sales users for a unified experience.
So, our first step is to create a Campaign for our event and define all the separate Campaign Member ...
So, our first step is to create a Campaign for our event and define all the separate Campaign Member ...
- Mon Dec 23, 2024 10:33 am
- Forum: Telemarketing List
- Topic: Coloured background with text Agentforce vs Einstein: What's the Difference?
- Replies: 0
- Views: 191
Coloured background with text Agentforce vs Einstein: What's the Difference?
Last Touch Model
This model is almost the opposite of the First Touch model. 100% of influence and revenue is assigned to the last campaign a prospect touches before an Opportunity is closed.
Even Distribution Model
The clue’s in the name, this model will evenly assign a percentage of influence ...
This model is almost the opposite of the First Touch model. 100% of influence and revenue is assigned to the last campaign a prospect touches before an Opportunity is closed.
Even Distribution Model
The clue’s in the name, this model will evenly assign a percentage of influence ...
- Mon Dec 23, 2024 10:33 am
- Forum: Telemarketing List
- Topic: Pardot Lightning Email Builder: Webinar with Live Demo
- Replies: 0
- Views: 213
Pardot Lightning Email Builder: Webinar with Live Demo
In previous blogs, we’ve run through the main capabilities and setup steps for Pardot’s new Drag-and-Drop Email Builder. Recently, I was invited to co-host a webinar with Pardot specialists so users can see first-hand how the feature works.
Tom Ryan headshot
Tom Ryan
4 mins
3D eBook cover with ...
Tom Ryan headshot
Tom Ryan
4 mins
3D eBook cover with ...
- Mon Dec 23, 2024 10:26 am
- Forum: Telemarketing List
- Topic: How to Set Up Pardot Users: Identity Licenses, Pardot SSO, User Sync & Business Units
- Replies: 0
- Views: 234
How to Set Up Pardot Users: Identity Licenses, Pardot SSO, User Sync & Business Units
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
Hollie Fitzpatrick
Hollie Fitzpatrick
6 mins
3D eBook cover with text Pardot ...
Hollie Fitzpatrick
Hollie Fitzpatrick
6 mins
3D eBook cover with text Pardot ...
- Mon Dec 23, 2024 10:25 am
- Forum: Telemarketing List
- Topic: Ready to reach marketing
- Replies: 0
- Views: 202
Ready to reach marketing
Solution 2: Use a Preferences Page to manage subscriptions
For this solution, we first need to set up some public dynamic lists to display on our preferences page. Luckily, my colleague Laura has already created a fantastic blog on using dynamic lists on your Pardot Preference Page. Once you have ...
For this solution, we first need to set up some public dynamic lists to display on our preferences page. Luckily, my colleague Laura has already created a fantastic blog on using dynamic lists on your Pardot Preference Page. Once you have ...
- Mon Dec 23, 2024 10:25 am
- Forum: Telemarketing List
- Topic: How to Import and Export Prospects Correctly in Pardot
- Replies: 0
- Views: 209
How to Import and Export Prospects Correctly in Pardot
Importing and exporting prospects are two great features of Pardot. We recommend keeping your Pardot tidy and spring cleaning it every so often. This blog covers how to import and export prospects correctly.
Hollie Fitzpatrick
Hollie Fitzpatrick
3 mins
3D eBook cover with text Pardot Email ...
Hollie Fitzpatrick
Hollie Fitzpatrick
3 mins
3D eBook cover with text Pardot Email ...
- Mon Dec 23, 2024 10:24 am
- Forum: Telemarketing List
- Topic: Creating Folders: Tags & List organisation
- Replies: 0
- Views: 199
Creating Folders: Tags & List organisation
Importing Prospects & Mapping fields
Merging Prospects
Deleting & Using the Recycling bin feature
Marketing insights
Creating a Folder Hierarchy
Creating Page Actions
Creating Automation Rules
Marketing Calendar: How to add events manually
How to create Grading profiles
What are Scoring Rules and ...
Merging Prospects
Deleting & Using the Recycling bin feature
Marketing insights
Creating a Folder Hierarchy
Creating Page Actions
Creating Automation Rules
Marketing Calendar: How to add events manually
How to create Grading profiles
What are Scoring Rules and ...