A Facebook Lead ad directs prospects to a form hosted directly on Facebook, instead of sending them to an outside landing page. You can download the leads as a spreadsheet directly from Facebook and upload them into Salesforce or Pardot. Facebook deletes leads that are older than 90 days so if you don’t check this […]
Facebook, Pardot, Salesforce, Zapier
I don’t have the best luck finding help for Pardot when on Google. There aren’t a ton of blogs and a lot of YouTube videos are outdated. However, the Pardot forum and Pardot subreddit. You can usually can get an answer in 24 hours or less. But if I need serious and quick help with Pardot, […]
Pardot, Salesforce
Instead of using regular Salesforce Accounts and Contacts, many medical practices use Person Accounts. I noticed that many Person Accounts with multiple Opportunities would not have these Opportunities (besides their 1st one) in Pardot. This was a problem because I had automated lists in Pardot that relied on these Opportunities being there! Help came to […]
Pardot, Salesforce
My manager had a problem. She spent lot of time into creating emails and wanted to receive them when they went out to the general public, but she kept getting marked as “Opted Out” and “Do Not Email” in Pardot and Salesforce. We’d change the settings in Pardot and Salesforce, but it kept getting changed […]
Pardot, Salesforce
Getting unqualified inbound leads sucks more than getting no leads at all. They’re a waste of time and money. When you have a sales team to back up, you can’t afford to get your pipeline clogged by that crap. At my company, we had 2 main groups of website visitors that made it to the […]
copywriting, lead nurturing, Pardot, Salesforce