Summer ’18 Release

Find and Nurture Leads

Emoji in Email
Emojis are quickly becoming a part of all communication, both personal and professional, and can add a strong touch to your marketing. Emojis have been shown to increase email open rates, so adding an emoji to your subject line could be just the boost you need.

Engagement Studio Customizable Business Hours
Customizable Business Hours in Engagement Studio give you the ability to establish your preferred business hour time frame in Engagement Studio Programs. This feature provides users the ability to:

  • Select specific days of the week
  • Define specific blocks of time within those days
  • Customize business hours on a program-by-program basis
  • Understand how business hours impact sending when testing the program by showing “Business hours only” on the test log

Engagement Studio – CSV Export Enhancements
When reporting on an engagement program, have you ever wanted to understand more than just email performance? With the enhanced CSV report file, any asset used in the program will be displayed in the export. The step type outlines additional assets such as custom redirects, files, forms, form handlers and landing pages to give you a better understanding of program engagement. Users will now see a “Program Summary” located at the top of the file which will provide context to the program stats by outlining the number of total members, number of prospects who have completed the program, and the percentage completed.

Matched Leads
Help your teams practice account-based marketing by using your Salesforce data in a new way. In the Lightning App Builder, add Matched Leads component to your business account pages to show leads matched to an account with the best matches shown first.

SSL for Vanity Domains
Content that is not served over a secure website can be marked as a security risk in the browser and set you back when it comes to SEO. While we’ve long offered SSL on go.pardot.com, now customers can maintain both their brand and their customers’ trust by using SSL for vanity domains.

With one click on the domain management page, users can enable SSL for their vanity domain. Pardot takes care of obtaining and hosting an SSL certificate.

Permanent Delete
Pardot Admins now have the ability to permanently delete prospects from the recycle bin. This enables customers to entirely remove unwanted prospects and all associated data from their org.

Preview Email As
Preview your list email or email templates with a test prospect of your choice to speed up and maximize the value of personalized email content. Previewing as a prospect allows you to easily ensure that you’ve chosen the right variable tags and that the data your expecting renders correctly.

Responsive Layout Templates
Gone are the days of manually coding responsive layout templates in Pardot. We now offer responsive prebuilt layouts that you can edit to suit your brand’s look and feel. Import one of five prebuilt layouts, customize it, and then use it again to style your landing pages. You can also preview templates, so you can be confident in your design before publishing your template.

User Sync
Pardot admins can choose to have some – or possibly all – of the users in their connected Salesforce org sync to Pardot automatically. Any Salesforce user whose Profile has the ‘Salesforce’ User License is eligible to sync. Pardot admins can also select exactly which user Profiles they would like to sync to their Pardot org.

Once enabled, Salesforce User Sync will detect when Salesforce users are added, removed, or modified and will mirror those changes in Pardot within 10 minutes. With a few exceptions, fields on the Pardot user edit screen become read-only, so any desired changes to those user record fields must be made to the corresponding Salesforce user.

Engagement Studio Warnings
We hear over and over again that time is confusing to users. With the recent releases of scheduled email steps and customizable business hours, warnings provide more insight into program timing. Users will be alerted when a step is scheduled in the past or if the day of the week the scheduled step is on is outside of the “Business Days” set on Business Hours.

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Engage – Insert Files
Engage users can upload or select an existing Salesforce file(s) to insert into in their Engage email. A public-facing link to the Salesforce file will be inserted into the bottom of the body of the email. It is styled to look like an email attachment. Users can also upload or select an existing Salesforce image to embed as an inline image into their Engage email.

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B2B Marketing Analytics with Account Based Marketing Dashboard
With the new account-based marketing dashboard and datasets for B2B Marketing Analytics, you can analyze campaign performance, influence, channel activity, and more, all by account. These new tools help marketers identify the highly engaged, top-revenue accounts they want to focus on. Segment and customize this data using B2B Marketing Analytics. Take a deep dive into Account-Based Marketing Dashboard here.

Connected Campaigns
Until now, campaigns in your marketing automation platform have been separate from Salesforce Campaigns, regardless of the marketing automation solution you use. Now, exclusively for Pardot users, your Pardot marketing automation campaigns can be connected to Salesforce Campaigns.

With the power of Salesforce, you can now utilize customizable and flexible Salesforce campaign functionality to help plan and execute all of your campaigns and easily attribute marketing ROI, all in one platform.

Trust and Security

Encryption at Rest – Pardot is Certified with Financial Services Cloud
Pardot is now certified with Financial Services Cloud! With Salesforce Engage, users can send one-to-one emails from their chosen interface while automatically logging all interactions in Pardot and Financial Services Cloud.

And, for our friends around the world

Localization of Pardot French, German, and Spanish
We’ve localized the Pardot UI for France, Germany, and Spain. Localization in beta release, and is available to all customers.

Spring ’18 Release

October 17, 2017 – February 12, 2018

FIND AND NURTURE LEADS

Engagement Studio Scheduled Email Dates
Users will be able to select a desired send date for email steps in an Engagement Studio program and have visibility into prospects who are not sent the email due to a scheduled date in the past.

Engagement Studio Scheduled Enhanced Testing
Better understand time in relation to Engagement Studio programs by selecting a Start Date when testing, being prompted with an optional date selector to determine the date the criteria was met when a trigger using Wait Up To is reached in a test flow, providing date visibility on the test log, and providing a program length and date overview when the test hits an End step.

SSL for Vanity Domains
As a B2B marketer, your website is likely one of the top tools in your marketing toolkit. That’s why it’s important to secure it via SSL (represented as HTTPS:// in your browser’s address bar). With SSL enabled, your site is less susceptible to injected content and man-in-the-middle attacks. Plus, major browsers like Google Chrome and Mozilla Firefox are increasingly penalizing non-SSL (Secure Socket Layer) domains. Content that is not served over SSL can be marked as a security risk in your browser and could also potentially be penalized by our favorite search engines.

Automation Rule & Engagement Studio Descriptions
Have you ever wondered why an Automation Rule in your Pardot account was initially created? Or needed a way to quickly understand what the call to action or goal of your Engagement Studio program was? With Automation Rule and Engagement Studio descriptions you can document the what, when and why of rules and programs, as well as provide context to all users across your account as to what the rules and programs are used to accomplish.

Inserting Images Email Editor Update
Now, marketers have the ability to search for a file name to insert an image rather than use the dropdown list with all the images in the account. A small but potentially mighty enhancement.

Pardot SOC-2 Type 2 Certified
For marketers in regulated industries, we’re excited to share Pardot has received a completed audit report from KPMG and Pardot is now SOC-2 Type 2 certified. This is an upgrade to Pardot’s previous SOC-2 Type 1 audit certification.

Pardot in Japanese
We are excited to announce that Pardot is now generally available in Japanese. We’re thrilled to provide a native language experience for our Japanese customers.

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Engagement History (Beta)
With Pardot and Salesforce connected campaigns, your marketing department can see exactly how much engagement their campaigns are generating, right in Salesforce. Add the Engagement Metrics component, engagement history fields, and report charts to campaign page layouts to show marketers how much activity their emails and forms are generating. Add the Engagement History related list to leads and contacts to see how they have engaged.

Salesforce Engage Send On Behalf Of in Engage Campaigns
Engage Send-on-behalf-of, allows users to send an Engage email from Salesforce using the from address of the lead, contact, or account owner. This allows sales teams to use a consistent point of contact when communicating by personalizing emails from the most recognized contact. Sales reps can increase effectiveness of a campaign as recipients that receive an email from a known contact are more likely to open and engage with communications. This feature comes with support for Account Teams in Salesforce, so sales teams can work even closer together and owners can be assured that only trusted account team members send emails on their behalf.

Salesforce User Sync
Salesforce User Sync helps you better align and manage users in Pardot and Salesforce. By making Salesforce the system of record for synced users, you’ll save time on user management and security while eliminating user redundancy.

Matched Leads
Help your teams practice Account-Based Marketing (ABM) by using your Salesforce data in a new way. In Lightning App Builder, add the Matched Leads component to your business account pages to show leads matched to an account, with the best matches first. Sales teams can convert leads without leaving the account. By reducing redundant data, the Matched Leads component helps you work toward complying with data protection and privacy regulations.

Add Campaign Members Faster
Your marketing team can now quickly select, search for, and add leads, contacts, and person accounts to campaigns without leaving the campaign detail page. Previously, when users added leads, contacts, or person accounts, they were sent to the Leads or Contacts home pages, taking them away from the campaign details.

Use Path to Track Campaign Progress
Campaigns have a life cycle. Whether you’ve just sent the first email or reeling in those last few leads, Path helps your marketing team manage the stages of your campaigns. Use a path to coach your marketers how to move a campaign to the next stage.

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Connected Campaigns (Beta)
Let your marketing department use the features of both Pardot and Salesforce with a single set of campaign records. When campaigns are connected, marketers can track campaign influence and view engagement history all on the same record in Salesforce.

Multi-Touch Attribution in B2B Marketing Analytics
With B2B Marketing Analytics, Marketers can visualize campaign ROI across the funnel to prioritize channels and programs that work best. With first, even, and last touch attribution offered in a new out-of-the-box dashboard, marketers gain insights into which channels drive awareness (at the top of the funnel), perform across all buying stages (across the funnel), and help drive deals to close (at the bottom of the funnel). If first, last, or even distribution models don’t fit your needs, you can also create a custom model using Customizable Campaign Influence in Salesforce. All influence models will be pulled into B2B Marketing Analytics for total Multi-Touch Attribution analysis.

Pardot Campaign Influence Attribution Models
With Campaign Influence Attribution Models, marketers can understand marketing effectiveness across all initiatives with the campaigns stored in Salesforce. This new release brings multi-touch models to Salesforce Dashboards, making this data easily accessible within your CRM. Attributing influence to one touchpoint isn’t always accurate, so enabling multiple attribution models makes it easier to track and measure campaign influence with greater accuracy. First Touch, Last Touch, and Even Distribution models are supported directly from the Opportunity records in Salesforce.

Report on Customizable Campaign Influence
With the new Campaigns with Influenced Opportunities (Customizable Campaign Influence) standard report type, your marketing team can quickly see the number of opportunities and amount of revenue each campaign has influenced. Marketers can stay on top of which campaigns are performing well and make adjustments as needed.

B2B Marketing Analytics Pardot Prospects Dataset
Included in this out of the box dataset are all prospect default and custom fields. Users will be able to report and analyze, segment and aggregate, and even visualize both default and custom Pardot prospect fields.

Winter ‘18 Release

June 13 – October 16, 2017

FIND AND NURTURE LEADS

Repeat Automation Rules
Pardot Automation Rules now have repeat functionality allowing users to determine if an Automation Rule should be allowed to match a prospect more than once. Use cases include triggering automatic score depreciation, driving customer renewal notifications, routing form submissions based on values, and more.

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Engage for Outlook
Engage for Outlook is an integration with Lightning for Outlook that allows users to enable tracking for increased visibility into which prospects engage with emails sent from their inbox. This engagement data is pushed into Engage Alerts, Engage Reports, and Engage Team Reports so reps can reach out the moment a prospect shows interest. Users can also view a contact’s lead score and engagement history from their inbox, so they can send more relevant emails. You can use all of this alongside Salesforce functionality like creating tasks, inserting Salesforce templates, and viewing matching records (leads, contacts, accounts, opportunities, custom objects) from Salesforce for the contacts you’re emailing.

Salesforce Engage Team Reports
Engage Team Reports will allow sales managers, marketers, and admins to have insight into the effectiveness of Engage emails, usage and impact for their teams, as well as individual reps. Engage Team reports allows you to analyze data from the emails your reps send from Engage for Gmail, Engage for Outlook and Engage Campaigns to monitor the success of campaigns with in-depth email analytics from within Salesforce. Track metrics like the overall send, open, click, unsubscribe, and bounce rates are for individual emails, and which Engage sends and Pardot templates are driving the most opens and clicks.

Salesforce Engage Campaign Personalization Preview
We’re also excited to announce the launch of Preview Variable Tags in Engage Campaigns. With the ability to preview variable tags, your reps will be able to preview their email as the selected recipient.

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B2B Marketing Analytics Email Template Dataset
Pardot Email Template data is available to all users in B2B Marketing Analytics as an out-of-the-box Pardot Email Templates dataset and an Email Templates section on the existing Engagement Dashboard.

Summer ‘17 Release

February 14 – June 12, 2017

FIND AND NURTURE LEADS

New Engagement Studio Actions and Rule
Within Engagement Studio Programs, marketers now have a new Action of “Assign to Salesforce Queue” to more easily utilize existing Salesforce workflows and a new Action of “Adjust Score in Scoring Category” and new Rule of “Check Score in Scoring Category” to impact and assess scoring categories via Engagement Studio.

Engagement Studio Program Scheduled Start and Stop
Marketers can schedule in advance a Start and Stop time for their Engagement Studio Programs. The current process to kickoff or wrap up an Engagement Program is very manual, requiring the Marketer to actually be in the Program at the time they want to Start or Stop. This update will allow Marketers to more easily manage and have more automated control over their Engagement Programs.

Engagement Studio Assets Display Program in Asset’s Usage Table
Now, all assets used within Engagement Studio programs including email templates, lists, landing pages, forms, custom redirects, form handlers, files, Pardot campaigns, scoring categories, prospect fields, users, and groups will display the linkable Engagement Studio program in the asset’s usage table.

Multiple Custom Reply-to Addresses
More flexible options for the custom reply-to field on Pardot List emails and templates. A common use case is when a marketer wants to send an email from a general address or from a particular important user but wants replies to go to the prospect’s assigned user.

Updated Scoring Behaviour During Prospect Merge
Prospect merges to now transfer all score audit adjustments and applies on the resulting master prospect record, including automation rules, completion actions, Engagement Studio Programs, Imports, and manual edits.

Tracker Domain Validation
Trust is the #1 value at Salesforce and Domain Validation validates ownership of branded tracker domains to prove your company owns the domain, which protects your landing pages, custom redirects, and other Pardot assets from being served off of any other customer’s vanity domain.

Updated LinkedIn Social Posting Connector API
The LinkedIn Social Posting Connector API is updated to include improved image posting and reporting on personal page links and comments.

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Einstein Account-Based Marketing
Salesforce is introducing Einstein Account-Based Marketing, a complete, end-to-end ABM solution powered by artificial intelligence. Built on the world’s #1 CRM, Einstein ABM enables marketing and sales teams to target the most valuable accounts, personalize campaigns and engage with prospects at scale—improving pipeline quality and turning the hottest leads into new deals.

Send Salesforce Engage Campaign Emails from Accounts
In further support Account-Based Marketing (ABM), Salesforce Engage users can now send one-to-many Engage email from a button or Lightning action on Salesforce Account record or from the related contacts list on an account! This is supported in both Salesforce Classic and Lightning. Additionally, the Send Engage Email button can also be used from a mass action on Account List Views.

Pardot Prospects Recognize Salesforce Leads Converted into Existing Salesforce Contacts
The Salesforce Connector now recognizes when a Salesforce Lead record gets converted into an existing Salesforce Contact record.

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B2B Marketing Analytics Dashboard Designer
Several options are available to view and explore your data within B2B Marketing Analytics, including through out-of-the-box dashboards or through creation of your own custom dashboards. With the upgrades, the app is now powered by the Dashboard Designer, which allows you to design, create, and build custom dashboards more easily and efficiently. This includes new widgets, visualizations, and even templates to enable you to create responsive dashboards for different device types.

B2B Marketing Analytics Increased Date Range Filtering
B2B Marketing Analytics comes with multiple out-of-the-box dashboards, which allow you to view and explore your Marketing and Sales data in one central place. We have enhanced each dashboard’s date filter, allowing you to filter to a granular ‘by-day’ view, or broad ‘by multiple years’ view on both an absolute and relative scale. Even more, you now have the ability to filter by completely custom date ranges.

B2B Marketing Analytics CRM ID’s in Pardot Datasets
To make it easier and more efficient to join custom datasets with the out-of-the-box datasets, CRM ID’s are now included in all out-of-the-box datasets.

B2B Marketing Analytics Fully Optimized iOS Mobile Experience
We’re also happy to announce a fully optimized mobile iOS experience for B2B Marketing Analytics. This is accessible through the Einstein Analytics app on your Apple mobile device. You now have the ability to fully interact with and explore all dashboards, datasets, and saved lenses within B2B Marketing Analytics, including sharing directly from your mobile device. The Salesforce Einstein Analytics iOS application can be found in the App Store.

Spring ‘17 Release

October 18, 2016 – February 13, 2017

FIND AND NURTURE LEADS

Assigned User Variable Tags
Within email templates, five additional variable tags for for the Assigned User’s full name, first name, last name, phone number, and email address are now available that does not depend on the email sender. This allows a marketing user to direct a prospect to contact their sales representative in a marketing email.

Engagement Studio Program Locking
We’ve introduced Program Locking to Engagement Studio Programs to prevent multiple users from editing the same Program at the same time. When a user is editing an Engagement Studio program, the Program will become locked; no other users will be able to edit the Program until the original editing user closes, navigates away from, or starts the program.

Engagement Studio Program Versioning
Versioning for Engagement Studio is an exciting step in helping our customers to understand the impact of changes made to their Engagement Programs over time. Whether these changes are due to fixing mistakes, testing different steps, or revising in response to performance results, users will now be able to tweak the steps in their program, the changes to the program steps will be recorded as a part of a new program version with a history of the versions making it easy to understand when a program was edited. Engagement Studio reporting has also been updated to display version-specific stats via drop-downs on the Report Cards.

Enhanced Engagement Studio User Role Permissions
Two new permission options of View and Delete are available for the Engagement Studio User Role settings provide more options for Engagement Studio access. The View-only setting will be particularly useful for those Users who should only be able to view Reporting and have no Create/Edit access.

Engagement Studio Processed On Column
Users can now see the date and time when a Prospect was Processed through a step on the Engagement Program Tooltip drilldown Tables.

Engagement Studio Table Actions
Allows Users to take mass actions on Engagement Programs, including Delete, Pause, and Move to Folder from the Engagement Programs table.

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Allow Multiple Prospects with the Same Email Address
Allow Multiple Prospects with the Same Email Address (AMPSEA for short) allows Pardot Prospect records no longer need a unique email address. This feature is really powerful when paired with Salesforce so you can now maintain separate prospect records for every corresponding Salesforce lead or contact record for an individual.

Engagement History Lightning Component
The Engagement History lightning component is a rebranded and updated way to view Pardot and Engage prospect activities within Salesforce. We’ve made updates to the naming and grouping of activities to simplify the user experience for end users. Now sales reps are able to drill into and understand their prospects’ interactions in a way they have never been able to before, allowing them to have more relevant conversations with prospects. Because the lightning component is supported on Lightning App Builder, engagement history can be surfaced in any apps that allow adding custom lightning components. So, reps can always have this information at their fingertips at all times.

Salesforce Engage in Lightning
An updated look and feel for Engage Campaigns and reports for Sales Reps to more easily select and swap templates, compose emails without templates, and edit and send emails, allowing them to be more productive. We’re also excited to highlight the addition of custom date ranges in Engage Reports so reps can analyze data across the duration of the sales cycle.

Editable Template Regions in Engage Campaigns
We’re introducing a highly requested feature by users: editable regions in Engage Campaigns! Marketers now have the ability to designate which regions within templates can be edited by the sales user and lock regions they do not want edited. This allows reps to have access to marketing approved content, but ensures that branding standards, messaging, and legal disclaimers remain in tact.

Connect to Prospects Even Faster with Updated Engage Alerts
With an updated experience for our Engage Alerts, new enhancements enable sales reps to connect to customers and prospects even faster than before. Reps can now view all of their latest alerts at once with a new, more intuitive interface for Engage Alerts. They can customize their alerts into side-by-side columns and drill into each alert to instantly view prospect score and engagement history in a more powerfully simple interface. This added flexibility makes it even easier for sales to be first, relevant, and productive.

Salesforce Engage Point of Contact Field
A new Product and Service Notification field with Pardot Account Settings allows customers to specify a user to contact for Salesforce Engage. This point of contact will be used to notify the customer of any Engage specific critical incidents or product news and updates.

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Engagement Studio Email Send Bounce & Opt Out
The Email Send action Report Cards and the Engagement Program CSV export will now include data on the percentage of total Bounces and total Opt Outs for specific emails within the Program.

Engagement Studio Email Send Status
A new “Email Status” column will be added to the Engagement Studio Email Send Tooltips drilldown report. This column will display the actual status of the email send for each Prospect.

Winter ‘17 Release

June 14 – October 17, 2016

FIND AND NURTURE LEADS

General Availability of Pardot Engagement Studio — B2B Marketing Automation Reimagined
We are excited to announce the general availability of Pardot Engagement Studio, enabling B2B marketers with an entirely new way to build, visualize, test and measure 1-to-1 buyer journeys on one canvas. Engagement Studio is a B2B marketing team’s command center — a place to manage all touchpoints with prospects and customers. Now, companies can do everything from lead generation to nurturing to reporting on marketing ROI in one place, and on one central canvas. Engagement Studio is Salesforce’s latest step in our journey to help customers align their sales and marketing teams to sell smarter together.

Engagement Studio Program Locking
When multiple Users are editing an Engagement Studio program, changes to the flow or steps within the program can be lost or overwritten. This can be frustrating to be uncertain if your changes are being properly saved. To safeguard against this, we’ve now added locking to Engagement Studio programs similar to what you’re use to in our simplified email saving process to prevent multiple Users from editing the same Engagement Program at the same time. When a User is editing an Engagement Studio program, the Program will become locked.

Engagement Studio Trigger Wait Time
Engagement Studio triggers give you the power to send your prospects to the next stages of your buying cycle in real time — the program takes action right when your prospects do. We’ve now added wait times to Engagement Studio triggers — customers can now specify a ‘wait’ period on triggers that will hold prospects on that step before moving them to the next stage in the flow.

A/B Email Toggling
A/B testing is one of the most effective ways to figure out what’s working in your marketing campaigns and what isn’t, and A/B Toggling makes this process even easier. Now, once you’ve determined which version is performing better in your test, you can easily pick the version that you want to keep (using a thumbnail preview and the subject line) and use the toggle turn the test the off. Also, you have more control when you copy an A/B test, with the option to copy either version or keep both. The copy dialogue will help you choose the right one by showing you which is the winner alongside other information about the email versions you are copying. Interested in learning more?

No Automatic Line Breaks in Text Emails
Now, we’re no longer forcing these line breaks and instead allowing you to decide when a line break should occur in your Text versions of emails.

Enhanced Social Posting
While Pardot has allowed posts to Facebook, LinkedIn, and Twitter for several years and a series of enhancements now make it easy to include images on social posts, to ensure those images render beautifully across all social channels, and to track the outcome of social posts.

Longer Social Posts to Facebook and LinkedIn
Previously, all social posting messages were restricted to the Twitter limit of 140 characters. Now, the limit is based on the most restrictive social account you have chosen to post to including 4000 characters for Facebook, 700 characters for LinkedIn, or 140 characters for Twitter.

Customizable Prospects Table
The Prospects table is now similar to the enhanced List Email Stats report, allowing for a customizable Prospects table to personalize which columns are displayed or hidden. Columns include default and custom columns where a User will be able to choose from up to 10 custom fields to include in the grid, resize columns, move columns, custom export, and sorting of columns.

New Prospect View: Prospects not in Salesforce
A new predefined view for your prospects table is now available to easily identify those prospects not in Salesforce.

Monthly Inactive Automations Report
The new Monthly Inactive Automations Report will help you manage all of the active automations within your account. As a best practice, it’s always recommended to pause or delete automation assets that are no longer in use, and this report provides easy visibility into the Engagement Programs, Drip Programs, Automation Rules, and Dynamic Lists in your account that have been inactive over the past 30 days.

New Table Action: Pause Automation Rules and Drip Programs
It is now possible to Pause multiple Automations Rules or Drip Programs at once using the new Pause Table Actions. This provides Users with a more efficient way to manage old or inactive automation assets.

Updated Form reCAPTCHA
Pardot automatically includes negative CAPTCHA and conditional CAPTCHA, but when enabling additional explicit bot protection using reCaptcha, Pardot forms now use Google’s latest version of reCaptcha that is effortless. Now, all you need to do is check a box to confirm you are human instead of deciphering and typing numbers or letters.

Google AdWords Connector Update
To reflect the update made by Google AdWords, the Google AdWords report is updated to reflect this change by replacing “Converted Clicks” with “Conversions” in the Paid Search Campaigns data.

Reporting Print Views
We’ve now updated our reports so when you print a page the report will look as desired. Whether you print using the browser’s print button or by using the new Tools “Print” option of any data table, either method should be identical to the report within the user interface.

API Enhancement: Querying Email Clicks
We added the ability via our API to query for email click statistics. All Pardot API documentation available at developer.pardot.com.

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Official Support for Salesforce Engage and Person Accounts
With updates to the Pardot Salesforce AppExchange package, we’ve added the Marketing Action Summary Person Account VisualForce page so that you can now add to the mobile cards section of their Person Account page layouts to use in Salesforce mobile app. As a result, we now officially support Salesforce Engage with Person Accounts!

Engage for Gmail Activity History Label Update
When you enable the connector setting of sync Engage emails in the Salesforce Lead or Contact activity history, Pardot prepends a label to the email subject. We are now changing “Pardot Gmail Email” to now instead be “Engage Gmail Email” prepended to the subject to easily differentiate these emails from other Pardot marketing type emails to more accurately measure sales usage and adoption of Engage.

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Salesforce Announces B2B Marketing Analytics — Analytics for Every B2B Marketer
We’re excited to announce the B2B Marketing Analytics app, a new Salesforce Einstein Analytics app that will enable users to dive deeper into marketing, CRM and third-party data and empower them to gain new insights into campaign performance to maximize marketing efforts.

Summer ‘16 Release

February 17 – June 13, 2016

FIND AND NURTURE LEADS

New and Improved Pardot User Interface
Pardot is committed to ensuring that every user has a great experience using Pardot and we’re excited to announce a few enhancements this team has made that improve user experience and efficiency. First, we’ve updated the look and feel of the system with a new font and styles. Next, we’ve streamlined system navigation by merging duplicate paths wherever it makes sense. Finally, we’ve moved the main menu navigation bar from the top to the side of the page, removed text from top level items, and made each icon change color when a user hovers over it.

Introducing Multiple Scoring Categories
Pardot’s new Multiple Scoring Categories feature allows you to track prospect engagement at the aggregate and individual product or business unit levels. Scoring Categories take the guesswork out of marketing by signaling exactly which products a prospect is interested in, so you can deliver relevant content at every touchpoint. Knowing which products a prospect cares about makes it easy to route leads to the right sales reps. And with this scoring information available to both Marketing and Sales, it’s easy to identify cross-sell and upsell opportunities, and to collaborate on strategies to advance them through the sales cycle.

Simplified Email Saving
We’re introducing a set of enhancements to our email editor to streamline the process of saving emails, and make it easier for multiple users to avoid colliding while editing emails. The first major enhancement is that only one user will be allowed to edit an email draft or email template draft at a time. We’ve also made the process of saving emails more intuitive with a change to the user interface.

Enhancements to List Email Statistics Report
We’re introducing a series of enhancements designed to improve user experience with the List Email Statistics report. First and foremost, we’ve added the ability to filter by more than two tags. We’ve also added back columns for Open Rate and Unique Opens. Finally, we’ve made some enhancements to custom report exports.

Competitor Monitoring Enhancements
We’ve introduced a set of enhancements to Competitor Monitoring that make this capability even more powerful. First, we’ve expanded the SEO dataset Pardot uses for competitive analysis to ensure that customers have access to accurate and comprehensive data about their SEO performance. In addition, we’ve expanded the set of SEO metrics that will be tracked in Pardot.

Variable Tag Modifiers
With Trust is our #1 value at Salesforce, security updates are being applied to help prevent malicious code from being executed from your various Pardot assets via variable tags for prospect default and custom fields. The values could be populated via form submissions and variable tag modifiers are a special string that you can add to a variable tag to tell Pardot how to format the output when the tag is populated.

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Update to Salesforce Person Account Support
The custom apex trigger for logging Person Account changes is no longer required to automatically create prospects in Pardot when leads and contacts are created in Salesforce. This functionality is now included in the Pardot AppExchange package.

Update to CRM Whitelisted IPs
Pardot and Salesforce are becoming even more closely aligned, and as a result, IP address whitelisting is no longer required in Salesforce in order to verify the Pardot connector.

Spring ‘16 Release

October 20, 2015 – February 16, 2016

FIND AND NURTURE LEADS

List Email Statistics Report Customizations
The List Email Statistics table will now allow you to customize and filter reporting for all of your sent list emails. The table features columns that can easily be added or removed. You can filter, sort, and rearrange the table to suit your needs, including adding or removing columns and filtering columns by specific criteria. Because the table is smart save, Pardot will remember these customizations if you navigate away from the table, and will display your customized grid again when you return. Data from the table can also be exported to a CSV. You can either export the custom table or export all items to CSV.

Configurable Cookie Duration
A small but mighty new feature that will allow Admin users to configure the duration of the cookies set in Pardot. This will ensure that cookie duration is compliant with data retention laws across the globe. Admins can now change the duration for their specific account to set a minimum of 180 days (roughly six months) up to a maximum setting of 3650 days (ten years).

New Pardot Data Visualizations and Report Customizations
Pardot includes new powerful reporting capabilities that enable marketers to easily assess the true ROI of their marketing efforts, leading to greater marketing accountability. Pardot reporting is even better thanks to deeper integration with Salesforce, giving users new ways to visualize data on a variety of different reports.

Date Chooser Added to Visitors Page Graphs
In addition to the visitor data table, Pardot Users can now view reports including Page Views Today, New Visitors Today, and Top Companies by Page Views. You can filter the enhanced data visualizations using the Date Range drop down that now includes date range filters for Today, Yesterday, Last 7 Days, and Last Week.

Product and Service Notifications Contacts
From time to time, we need to get in touch with our Pardot users for important product and services notifications. Previously, we sent these emails to the top one or two Pardot Admins based on the number of logins, and even to all Admin users in certain situations. Now, to better target these notifications and to avoid sending emails to the incorrect users, we’ve added Product and Service Notifications contact fields.

Folder Asset Chooser Collapsed by Default
Previously, all folders in the asset chooser were expanded by default. When creating a new asset the folder structure will be collapsed. If editing an existing asset, only the current folder will be expanded.

Improvements to Hard Bounce and Opt-out Syncing with Salesforce
Pardot now has four new default prospect fields of Email Bounced Date, Email Bounced Reason, Opted Out, and Pardot Hard Bounced. This addresses several needs of better Salesforce email opt out syncing, clearly, knowing which were true bounces from Pardot, and also having the capability to leverage Salesforce’s bounce reporting.

LinkedIn Social Posting Connector API Update
LinkedIn changed their API to use a new authentication method and Pardot has updated the LinkedIn Social Posting Connector to sync with these latest updates.

CLOSE MORE DEALS

Industry’s Fastest Data Syncing with Salesforce
Previously, Pardot and Salesforce would sync data up to every 10 minutes. Pardot is now able to check for changes in Salesforce and in Pardot to sync up to every 2 minutes drastically increasing the throughput of records synced every hour.

Salesforce Engage for Gmail
Engage for Gmail, is the first marketing automation plug-in built specifically for sales reps, empowering them to send emails directly from Gmail. Gain a holistic view of prospects, add and remove the prospect to and from Pardot lead nurturing campaigns with one click, send and monitor one-to-one sales emails from Gmail in one click, and log all Gmail email interactions within Salesforce.

Improved Bidirectional Syncing with Salesforce
Because Pardot users have several different sources updating data in Salesforce and in Pardot at any given time, we’ve updated the Salesforce Connector sync so that users do not have to always choose one system over another. Now, each prospect field has a third Sync Behaviour option of “Use the most recently updated record” for updates to sync based on the record that was last updated.

New Permission Sets in the Pardot AppExchange Package
Permission sets in Salesforce allow you to extend a user’s access without changing their profile, and this permission set will give the user instant access to all the custom objects and fields needed to take advantage of the Pardot connector’s full functionality. It will also allow users to automatically access new product enhancements without having to manually extend their connector user’s profile, as permissions will be added to the permission set as enhancements are released.

Automatically Delete or Merge Prospects
A new Salesforce connector setting of “Automatically delete or merge prospects if corresponding record in Salesforce are deleted or merged” is now available. With this new option enabled, if a lead or contact is deleted or merged in Salesforce, the same will automatically happen in Pardot as well. This will make the syncing experience smoother for our users and prevent test or junk records from counting toward database limits.

Email Notifications Setting for Salesforce Merges
We are giving Admins more control over which email notifications are triggered when a merge is synced from Salesforce. This enhancement ​allows Admins to toggle a preference on or off to receive Salesforce merge notifications within the Salesforce Connector Email Notification preferences.

Salesforce Known Issues Now Includes Pardot
Pardot is leveraging Salesforce’s Known Issues platform to provide further transparency and updates, including known issues and bugs, applicable solutions, and automated status updates.

Winter ‘16 Release

July 21 – October 19, 2015

Dynamic List and Segmentation Rule Previews
When previously dynamic lists and segmentation rules, enhancements have been make for a clearer two-step process of Build & Test. Included now are confirmation messages, confirmation emails, share preview via URL, run multiple previews, and a processing progress bar.

New Full Screen Email Editing Mode
The Pardot Email Editor has previously allowed users the ability to resize the editing interface. Now, the Email Editor now has a clearer resize handle plus the ability to enter and exit full screen mode.

Create Prospect When Email is Added in Salesforce
With a new Salesforce Connector setting option of “Automatically create prospects in Pardot if they are created as a Lead or Contact in Salesforce” enabled, the Salesforce connector will automatically create prospects in Pardot if an email address is added to an existing lead or contact record in Salesforce.

Sync Salesforce Engage Emails Connector Setting
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.

Winter ‘16 Release

July 21 – October 19, 2015

Dynamic List and Segmentation Rule Previews
When previously dynamic lists and segmentation rules, enhancements have been make for a clearer two-step process of Build & Test. Included now are confirmation messages, confirmation emails, share preview via URL, run multiple previews, and a processing progress bar.

New Full Screen Email Editing Mode
The Pardot Email Editor has previously allowed users the ability to resize the editing interface. Now, the Email Editor now has a clearer resize handle plus the ability to enter and exit full screen mode.

Create Prospect When Email is Added in Salesforce
With a new Salesforce Connector setting option of “Automatically create prospects in Pardot if they are created as a Lead or Contact in Salesforce” enabled, the Salesforce connector will automatically create prospects in Pardot if an email address is added to an existing lead or contact record in Salesforce.

Sync Salesforce Engage Emails Connector Setting
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.

Summer ‘15 Release

February 18 – July 20, 2015

Introducing the New Salesforce Connector
Pardot and Salesforce are becoming even more closely aligned — and we’re thrilled to announce a new Salesforce connector that has no impact on your Salesforce API limits when prospect records sync between Pardot and Salesforce.

Introducing Salesforce Engage
We’re excited to announce the official launch of Salesforce Engage, a new solution that helps marketing and sales teams work together to sell more effectively than ever. With Salesforce Engage, it’s easier than ever for marketers and sales reps to understand how prospects want to be engaged with and to deliver what they want, when they want it. The solution offers a number of key functionalities that sales teams can use to sell faster, including Engage Alerts, Engage Campaigns, and Engage Reports.

Variable Tags for Salesforce Engage Campaigns
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.

Updates to Google AdWords Connector
The Pardot Google AdWords Connector is updated to the Upgraded Adwords URLs enabling you to use the new tracking template in Pardot to track your Adwords ads.

Spring ‘15 Release

October 22, 2014 – February 17, 2015

New BCC Email Compliance Functionality
Federal regulations require that certain types of institutions keep a record of all emails sent over the past five years, including the content of each email and every email recipient, in the event of an audit. Once the BCC Email Compliance functionality has been activated by a Pardot Admin, every email sent from Pardot will automatically BCC an email address selected by the Admin. This will ensure that clients can keep a record of all emails sent from Pardot and can quickly access all email communication, if needed.

Log In With Salesforce Credentials
We have a handy new feature ready for our Salesforce users that will allow you to link your Pardot account to your Salesforce account, helping to simplify your workflow. As long as you are logged into Salesforce (or can log into Salesforce), you can just click the “Log in with Salesforce” button on the Pardot login screen and go straight to your dashboard — no Pardot credentials required!

Page Action Wildcards
We have now added the ability to apply page actions to wildcard URLs, which will allow you to customize your page actions even further. Instead of going page by page, you can now apply page actions to an entire section of your site to do something like adjust a score.

Paid Search Updates
Pardot now supports all of the updates and improvements that Google made to Adwords, and even includes a new addition to the Paid Search report page.

iPhone 6 and 6 Plus Added to Email Rendering Previews
We have a quick but exciting update for those of you using our Email Rendering Preview Analysis! This week, we updated our previews to include iPhone 6 and iPhone 6 Plus, so that you can see how your emails will render on the latest mobile devices.

Winter ‘15 Release

July 23 – October 21, 2014

Introducing Folder Permissions
We’re excited to introduce Folder Permissions, which will give you customizable control over the groups that can access the content housed within your Folders. Protect your content by assigning access to specific user groups. You can lock down access by department, region, business unit, and even custom groups like third party development shops.

New LinkedIn Posting to Company Pages
With Pardot social posting, you can schedule and simultaneously post updates to multiple Twitter, Facebook, and LinkedIn accounts, then gather insight on link clicks, replies, comments, retweets, and likes. And now, you can post to LinkedIn company pages, too.

New Email Flow
We have reviewed our email process and developed Email Flow — an updated look to our email editor that’s based on how you design and send emails. Email Flow lets you create email templates, customize, and send emails the way you like to work.

New A/B Email Testing
Successful email campaigns aren’t just about your email template. It’s also about creating engaging content that resonates with your audience. A/B testing allows you to change elements in your email, segment your recipient list, and then deploy different versions of your email to each segment.

Summer ‘14 Release

April 22 – July 22, 2014

New Prospect Lifecycle Report
We’re excited to release a new report that will allow you to drill even deeper into your individual prospects’ activities over time, called the Prospect Lifecycle Report. Use the Prospect Lifecycle report to better understand your prospect’s journey through the lead nurturing cycle, gain insight into your prospect’s score at each stage of their lifecycle, and deliver targeted reporting for each stage.

New Automation Rules Preview
Based on client feedback, we’ve updated the Automation Rules preview so that it will no longer generate automatically, but will instead require a click to “Preview matches” to help improve system speed and performance when viewing automation rule previews.

New Email Recency and Frequency Rule Types for Dynamic Lists
The new Recency and Frequency rule types for dynamic lists can be used to quickly query your entire prospect database to generate a list of the prospects that have recently been contacted by you. Use this list to create a constantly refreshing suppression list that records prospects who meet your email sending threshold, helping to avoid marketing fatigue.

New & Improved Help Drawer
To make our self-help resources more accessible for clients, we’re updating our Help Drawer with a slick new design. From now on, all of the troubleshooting resources and help documentation you need will be right at your fingertips. This means quick access to Knowledge Base resources, FAQs, and helpful videos that correspond to the specific area of the app you’re working in — all from within the Help Drawer.

Chat Updates
For Pardot users with chat support, our in-app chat will be moving inside the Help Drawer, giving you easy access to our Support team without covering up your content.

Google AdWords Connector Update
With changes from Google regarding AdWords, the Pardot Google AdWords Connector was updated to significantly improve upon our AdWords connector’s existing functionality. A new setting was added and more data is captured regarding keywords, match type, network, and device. We’ll also be replacing the Paid Search Query Report with an AdWords Keyword report.

Spring ‘14 Release

October 16, 2013 – April 21, 2014

Select Cumulative Scoring on Email Opens
In order to prevent inflated scores due to cumulative scoring rules, we’ve introduced a new scoring option. Now, you have the ability to select cumulative scoring on Email Opens (this adjusts the prospect’s score every time an email is opened), or you can choose to score only on the initial open. By selecting this option, the prospect’s score will only adjust on the first email open.

Improved Prospect Import Process
Are you ready for a faster and more efficient prospect import process? We’re excited to announce that we’ll be bringing you an improved import experience over the coming weeks, which will significantly improve import speed and will allow imports of up to 100MBs.

New Email Testing Improvements
As a part of our continued effort to make email testing more realistic, we’ve made some improvements to our test email process. Now, clicking on a tracked link will redirect you to an interim page that will display a tracked link success message and show the full URL as a hyperlink (you can see this in the image below). Clicking the tracked link will redirect you to your URL for testing.

Export Individual Drip Program Reports
You asked to be able to export your drip program reports instead of having to screenshot your data to share with your team. Now, you can export this data as an easily-accessible .CSV file, save it locally, and share it with anyone at your company, instead of requiring a Pardot user seat to view. You can even adjust the date range for more specific reports, if desired.

Introducing Pardot Folders
Folders are a helpful organizational feature that will house your campaigns, emails, content, and other marketing assets together. They’ll work intuitively to let you segment and nest your marketing content in a variety of ways that make sense for your team, so that you can experience richer organization and an improved browsing experience within Pardot.

New Email Send From Options
Now, you can send a personalized email from any user field, including support contacts, account managers, and more — anyone who is attached to a Pardot prospect. This opens up a world of opportunities for sending targeted and personalized messages! Sender Options now include a Prospect CRM User Custom Field, Prospect Account Owner, Prospect Assigned User, Specific User, or General User.

New Campaign Performance Report
Want a deeper look at your campaign performance? The Campaign Performance report gives a high-level overview of a campaign’s overall health in comparison to other campaigns. The report is displayed in a graphical, highly configurable interface, and you can adjust the graph’s view by campaign status (current, archived, or all campaigns) and by date range.

Introducing the Pardot + Salesforce1 Integration
With the introduction of Salesforce1, as a part of the Salesforce, Pardot has already been integrated into this next-generation platform. By downloading the Salesforce1 app, you will be able to see a list of your Pardot lead and contact records from within the app, including information like Pardot scores, grades, campaigns, comments, notes, and more.

Spammy and role-based email addresses now scrubbed out during imports
To protect your email reputation, we are now enforcing stricter email address validation on prospect import to prevent spammy addresses or role-based email addresses (addresses not relating to a person). Now, if a user imports a CSV file which includes a prospect with an address on our list of un-mailable or role-based addresses, then that row will be rejected from the import.

Send list and one-to-one emails via the Pardot API
You can now send emails via the Pardot API! One-to-One, List emails and Operational emails can be programmatically sent with all the benefits of our regular email tracking and reporting. This is really great for clients who want to do specialized integrations with us to send and track emails of all kinds (account activations, status updates, and other very personalized emails). You can send dynamically generated content (e.g. that a third party system pushes up to Pardot on send) or you can use an existing email template you have created in Pardot.

Six Responsive Email Layouts & Template Improvements
We now have six stock email templates that are responsive to give you a head start in your design when starting from Pre-formatted Layouts when building your email template. You can of course use your own responsive templates and we made additional enhancements to all email templates.

Winter ‘14 Release

June 17 – October 15, 2013

Add Custom Events to Marketing Calendar
Within the integrated marketing calendar, you can now create custom events in addition to the ones that are automatically pulled in (list emails, webinars, Eventbrite events, and social posts).

Personalize Nurture and List Emails from Account Owner
Pardot is pleased to announce the ability to now personalize nurture and list emails on behalf of the account owner. This builds on the current functionality of being able to send from the lead or contact owner while achieving sincerity at scale on behalf of your sales team.

New Visual Click Report for Emails
We have added a new tab to the email report that displays link performance visually. A rendering of your email creative will be overlaid with click through rates next to your various links. The call-out colors get warmer (blue, orange, red, etc.) depending on how high the click through rate is (relative to the other links in the email). This makes determining link performance much easier than simply looking at a table.

The New and Improved Email Editor
We’re pleased to announce email editor improvements to give you more room to work, a quicker editing experience, and easier “undo” capabilities. You are now able to toggle between tabs, sidebar content editor, and content block menu items.

Exciting Updates from the Pardot Professional Services Team
We are thrilled to formally roll out the expansion of our Pardot Professional Services team to include strategic consulting in the four key areas of lead management, lead nurturing, tactical marketing, and reporting & analytics.

Email Preferences Page Link Can Now be Substituted for Unsubscribe Link in Emails
The Unsubscribe tag is now optional in Pardot emails; instead, clients can substitute the Email Preferences link to manage unsubscribes (note: either the Unsubscribe tag or the Email Preferences link MUST be present). This change is still CAN-SPAM compliant.

Unified Marketing Calendar Now Live
A unified marketing calendar now shows scheduled or past emails, social posts, events (via Eventbrite), and webinars (via GoToWebinar, WebEx, or ReadyTalk). A slimmed down version of the calendar appears for Marketing and Administrator users on the dashboard, just below the marketing graphs/charts. Clicking View Full Calendar will show a fuller view that is adjustable to show a day, week, or month view and allows you to page through the dates you want to see. Hovering over an event will show you details about the item (event tickets sold, webinar attendance, email click through rate, etc.) and allow you to click in to either a report (for items in the past) or to a detail screen (for items in the future).

Custom Objects Now Available
In the past, some objects in Salesforce weren’t able to sync back and forth with Pardot, like cases and activity history. To solve this problem, we’ve released a new custom objects feature that will allow Pardot to build automation rules, segmentations, and dynamic lists around any custom or default objects in Salesforce that are NOT default objects in Pardot.

Send Test Emails to a Test List
Now, you can send test emails from the email and email template wizards to specific test lists that you create. Clicking on a tracked or unsubscribe link in a test email will bring users to a success page explaining what would have happened had it been a typical list email. With this functionality, you can see exactly how prospects will view your email and ensure that the email renders correctly. This feature also allows you to report on clicks and view visitor activities by navigating to your email reports.

List-specific opt-out status now easily visible in your CRM
Pardot allows your sales reps to add and remove prospects from nurturing lists right from within Salesforce. We have made a user interface change to show an X and an (unsubscribed) surrounding the list name. This makes it very easy to determine at a glance whether or not a prospect is able to receive certain types of communications.

Outlook 2013 Add-in
Pardot has just released an add-in for Outlook 2013. The add-in allows you to send tracked emails to prospects without leaving Outlook. Simply click the Send with PD button and any links in your email will automatically be tracked behind the scenes. This will provide valuable insight into any prospect clicks and subsequent activity that occur as a result of your message.

Custom Roles Available
Pardot has just rolled out the abilities to define custom user roles.

Changes to How Email Opens Are Calculated
We will automatically register an open if a link is clicked in the email, even if the prospect did not load the images. After all, a prospect can’t click a link in an email unless they open it first.