ContactsOctober 20, 2015 – February 16, 2016
FIND AND NURTURE LEADS
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.
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).
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.