Over the upcoming weeks, we’ll be rolling out a few changes to Pardot’s segmentation rules and dynamic lists, including new features when you preview your matches.

As you can see in the screenshots below, a progress bar is now displayed while the rule and/or list is processing. When it has finished processing, you’ll see a confirmation message on the screen, and you’ll also receive a confirmation email when the preview is ready.

In addition, the interface has been broken into several steps when building a segmentation rule or dynamic list, instead of prompting you to select everything on a single […]

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We’re excited to announce a small but mighty new feature (and also another suggestion from our Idea Exchange!) to help improve the email editing experience. This week, we rolled out a new button in our Email Editor that gives users the ability to resize the editing interface while they work. You can see what this looks like in the screenshot below.

At the far right corner of the toolbar, you’ll see a button that will maximize the editor to the full screen, and return the screen to its normal size when you’re finished. We have also updated the handle used to […]

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Today we are releasing a highly-requested update from our Idea Exchange! Now, our Salesforce connector will automatically create prospects in Pardot if an email address is added to an existing lead or contact record in Salesforce, saving you time that might have been spent making manual imports and exports.

If you have enabled the setting to “automatically create prospects in Pardot if they are created as a lead or contact in Salesforce” (see screenshot below), then you will automatically gain this new functionality.

Note: This update will not be retroactive.

Read more about how email changes in Salesforce sync with Pardot […]

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Following on our recent update to Salesforce Engage Campaigns, we have another exciting update for our Engage users.

We’ve added a new connector setting that will allow marketers to log Salesforce Engage emails in Salesforce separately from all other marketing emails (i.e. list, drip, autoresponder, and 1:1 prospect emails sent from Pardot). Instead of logging all marketing and Engage Campaign emails at one time using the “Sync emails with the CRM” setting, you can now use the “Sync Engage emails with the CRM” checkbox to log only Engage Emails as activities in Salesforce. This will improve the speed of email logging […]

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B2B marketers and sales reps have been trying to better understand the customer lifecycle for years — the psychology behind purchasing decisions, the motivations that spur the research process, and more than anything, what makes buyers tick. Despite these efforts, there’s still a disconnect between customers, marketers, and sales reps. In fact, a recent IDC study commissioned by Salesforce identified three main factors causing a breakdown in the modern customer journey:

Buyers have a hard time finding the right information during the research process, and therefore lack the vendor knowledge they need to make a purchasing decision.
Marketers don’t understand how to […]

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We have an exciting update for all of our Salesforce® Engage users: Variable Tags are now available for Engage Campaigns! This new update will allow sales reps to further customize both marketing-templated and non-templated Engage Campaign messages within Salesforce on their desktops.

This update will work the same way as the Variable Tag selector in Pardot, and will also work for custom fields. You can see what this looks like in the screenshot below.

Read more about this update on our Knowledge Base. New to Salesforce® Engage and Engage Campaigns? Learn more here.

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At the end of May, we posted an article on our blog about some upcoming changes that Google is making to their Adwords URLs. If you’re a Pardot customer, there are some additional items to bear in mind: namely, as you switch over to the Upgraded Adwords URLs, you’ll want to use the new tracking template in Pardot to track your Adwords ads.

While you can already migrate over to Google’s improved URL system, a forced migration will begin on July 1, 2015. The Pardot Adwords connector has been updated to adapt to these changes, but Pardot customers will need to […]

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We know that one of the best ways to understand your customers and cater to their preferences is simply to ask them questions, then take action based on their responses. That’s why we’re excited to announce that SurveyMonkey for Salesforce now integrates with Pardot, allowing you to better understand your customers and make smarter, data-driven decisions.

Now, Pardot customers with Custom Objects (included with Ultimate or as an add-on for Pro) using SurveyMonkey for Salesforce can segment their prospects based on survey responses. For example, if a prospect’s survey response indicates an interest in a particular product, a marketer can confidently […]

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