Ben LaMothe
Ben LaMothe
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Live workshop; Learn how to enhance the Pardot-Salesforce integration with External Actions
In this presentation, Adam Erstelle will dive into the use of External Actions in Marketing Cloud Account Engagement (Pardot) for advanced automation.
He will explain how these actions offer more flexibility and real-time capabilities compared to the traditional Pardot-Salesforce sync. By briefly exploring key differences between APIs and Webhooks, and providing practical examples,
He will show how External Actions can enhance your marketing automation and sales processes. This session will help you optimize your Pardot setup for more effective workflows and integration.
มุมมอง: 146

วีดีโอ

Live workshop: Let's demystify Customizable Campaign Influence models in Pardot and Salesforce
มุมมอง 1314 หลายเดือนก่อน
When you create the Account Engagement Lightning App and enable Connected Campaigns, you gain access to additional campaign influence models. How they work and which one makes the most sense to use can be confusing. Sabhui Yahya from Cloud Kettle will help attendees better understand how Customizable Campaign Influence and Attribution works in Salesforce. Included in his presentation will be a ...
Live workshop: Learn strategies to pass your next exam from a 24x Certified Solutions Architect
มุมมอง 995 หลายเดือนก่อน
In a session for the Tampa Pardot community group, Ben LaMothe introduced Mark, who has passed 25 certifications this year. Mark shared his strategies for improving test-taking skills and preparing for certification exams, emphasizing that the session would not provide specific exam answers. Mark discussed the importance of studying, understanding the structure of questions, and using deductive...
Live workshop: Let's discover the benefits of tags in Pardot
มุมมอง 1005 หลายเดือนก่อน
Tags are an often underappreciated tool in Account Engagement (Pardot). In this session, Laura Formby, a Marketing Campaign Strategist with KirkpatrickPrice in the UK, will share some of her favorite ways of using tags for a variety of use cases. She will discuss I'd like to talk about the benefits of using tags in Pardot. Those include: - easier reporting on prospects running through an engage...
Live workshop: Let's generate content with AI in Account Engagement (Pardot)
มุมมอง 1356 หลายเดือนก่อน
We are joined by Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London for a demonstration of the newest generative AI features available in Account Engagement (Pardot) In this session, Zoe will walk through the the Einstein Assistant, how to write a clear prompt, and how to utilize Einstein Assistant in List Emails, Forms and Landing Pages.
Live Workshop: Let's work with Person Accounts in Account Engagement (Pardot)
มุมมอง 1406 หลายเดือนก่อน
In this live workshop we will learn about how Person Accounts work in Account Engagement. We will talk about important things to know, pros and cons, and more.
Live workshop: Let's build promo code and referral code campaigns in Account Engagement (Pardot)
มุมมอง 1197 หลายเดือนก่อน
In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org. This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required! - Intro - Promo Codes / Referral Codes explained (with sample use cases)...
Live workshop: Let's build advanced segmentation lists in Account Engagement (Pardot)
มุมมอง 2027 หลายเดือนก่อน
Being able to build lists is a critical skill for any email marketer. In this live workshop I will walk through more advanced list segmentation capabilities that are available in most Account Engagement orgs. More than just sending emails, lists provide numerous benefits and can enable several other functions.
Live Workshop: Let's build Account Engagement (Pardot) reports in Salesforce.
มุมมอง 1.3K8 หลายเดือนก่อน
One of the great things about Account Engagement (Pardot)'s native integration with Salesforce is the ability to build reports in Salesforce using data from Account Engagement. In this live workshop session I will go through the process of building several different kinds of reports in Salesforce that leverages data from Account Engagement (Pardot.)
Live workshop: Let's build scoring categories in Account Engagement (Pardot)
มุมมอง 2448 หลายเดือนก่อน
Marketing teams will often create campaigns around specific products or product categories. It can be difficult to quantify how interested a prospect is in one product category over another. Scoring categories enables sales and marketing teams to make judgements based on the score a prospect has related to a specific category. Those scoring categories can be used in both Account Engagement and ...
Surveys in Account Engagement: How do they work and how to make your own
มุมมอง 4169 หลายเดือนก่อน
In this session you will learn how to successfully build, implement and manage surveys using only Account Engagement and Salesforce. Mark Somers, former Account Engagement admin for Snap and overall Salesforce Mad Scientist, will share how he successfully built and managed surveys in Pardot and Salesforce. Topics: The Thing No One Tells You About Survey Platforms How to build it: Part 1 - Sales...
Live workshop: Let's build prospect routing in Account Engagement (Pardot)
มุมมอง 35610 หลายเดือนก่อน
Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is critical to the team's success. This session will walk through the steps to build a routing program in Account Engagement (Pardot) based on specific criteria.
How B2B Marketing Analytics can help you monitor Pardot database churn
มุมมอง 35210 หลายเดือนก่อน
B2B Marketing Analytics is a powerful tool in the Account Engagement / Pardot suite of products. In addition to being a reporting tool, it has capabilities beyond that. Timo Kovala, Managing Architect at Capgemini, will share how he was able to set up B2B Marketing Analytics to send an automated notification whenever the daily number of opt outs in Pardot/Account Engagement reaches a certain da...
Live workshop: Let's build scoring and grading in Account Engagement (Pardot)
มุมมอง 85010 หลายเดือนก่อน
Account Engagement (fka Pardot) offers lead scoring and grading natively. This tool enables companies and their marketing teams to qualify valuable leads to be passed onto sales for further investigation. In this meeting I will walk through the steps to create a lead scoring and grading program in Account Engagement (Pardot) using available out-of-the-box features.
How to: Identify prospects in your database using Google Workplace without emailing them
มุมมอง 73ปีที่แล้ว
The latest 'Yahoogle' guidelines for bulk mailers are making many Marketing Ops professionals question: 'what's the impact? Just how many Google users do I have in my database?' Spotting Google users isn't as simple as looking for that "@gmail.com" domain. Especially in the B2B space, many of your recipients could be using Google Workspace behind the scenes. And there is no obvious way to tell ...
How to: Create Lead Conversion Reports and Opportunity Tracking for Inbound Leads in Salesforce
มุมมอง 1.3Kปีที่แล้ว
How to: Create Lead Conversion Reports and Opportunity Tracking for Inbound Leads in Salesforce
Demo and Walk-thru: Reply Intelligence for Pardot
มุมมอง 129ปีที่แล้ว
Demo and Walk-thru: Reply Intelligence for Pardot
How to create multi-language forms in Account Engagement (Pardot)
มุมมอง 643ปีที่แล้ว
How to create multi-language forms in Account Engagement (Pardot)
How to: Use flow to copy assets between Account Engagement Business Units
มุมมอง 530ปีที่แล้ว
How to: Use flow to copy assets between Account Engagement Business Units
How to: How to customize B2BMA Dashboards for Marketing Attribution
มุมมอง 765ปีที่แล้ว
How to: How to customize B2BMA Dashboards for Marketing Attribution
How to Integrate Account Engagement (Pardot) with Google Analytics (G4) to track engagement
มุมมอง 3.5Kปีที่แล้ว
How to Integrate Account Engagement (Pardot) with Google Analytics (G4) to track engagement
How to: Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) Form Handlers
มุมมอง 1.7Kปีที่แล้ว
How to: Integrate LinkedIn Lead Gen Forms with Account Engagement (Pardot) Form Handlers
Account Engagement (Pardot) Consultant Exam Prep - Session 3: Automating Business Processes
มุมมอง 616ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Session 3: Automating Business Processes
Salesforce Labs App Demo: Account Engagement Automates... Record Creation!
มุมมอง 574ปีที่แล้ว
Salesforce Labs App Demo: Account Engagement Automates... Record Creation!
Account Engagement (Pardot) Consultant Exam Prep - Session 8: Salesforce Engage
มุมมอง 678ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Session 8: Salesforce Engage
Account Engagement (Pardot) Consultant Exam Prep - Topic 7: Reporting, Metrics & Analytics
มุมมอง 675ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Topic 7: Reporting, Metrics & Analytics
Account Engagement (Pardot) Consultant Exam Prep - Topic 5: Lead Management
มุมมอง 515ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Topic 5: Lead Management
Account Engagement (Pardot) Consultant Exam Prep - Topic 2: Account Configuration
มุมมอง 927ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Topic 2: Account Configuration
Account Engagement (Pardot) Consultant Exam Prep no- Topic 6: Personalizing the Prospect Experience
มุมมอง 608ปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep no- Topic 6: Personalizing the Prospect Experience
Account Engagement (Pardot) Consultant Exam Prep - Topic 4: Email Marketing
มุมมอง 1.1Kปีที่แล้ว
Account Engagement (Pardot) Consultant Exam Prep - Topic 4: Email Marketing

ความคิดเห็น

  • @zipessoa
    @zipessoa 4 วันที่ผ่านมา

    Awesome Pardot Consultant presentation.... 😊👏🏼👏🏼👏🏼

  • @zipessoa
    @zipessoa หลายเดือนก่อน

    Very good vídeos, should have more Certifications Exams questions reviews

  • @Rama-nj8hq
    @Rama-nj8hq 2 หลายเดือนก่อน

    How to make form location dynamic (not only footer as mentioned in the video). I would like to be able to track all forms on the website.

  • @DaveDiesel-fj4xj
    @DaveDiesel-fj4xj 3 หลายเดือนก่อน

    Have you got the screenshare

  • @juancruz0033
    @juancruz0033 5 หลายเดือนก่อน

    Hey Ben, thanks for this workshop! I wanted to ask you if you know any way to report the activity on a specific date range for Automated Emails. The use case is that we have recurring Engagement Programs so using the Scheduled date field to filter would retrieve the total values since the start and we want to know how it went last month. Same issue we're facing trying to report on Custom Redirects (using MarketingLinks report).

  • @lucalopalco
    @lucalopalco 5 หลายเดือนก่อน

    Ben have you got the actual screen share so i can see the demo?

  • @RakeshTechniCog
    @RakeshTechniCog 5 หลายเดือนก่อน

    Kindly create video on dynamic content , also advance dynamic content where we can do nested dynamic contents

  • @RakeshTechniCog
    @RakeshTechniCog 6 หลายเดือนก่อน

    When I send the leads to prospects in Pardot, it automatically assign one of the campaign as source campaign but when I check and setting in connector, no default campaign is selected. Kindly suggest how we can check this ??

  • @RakeshTechniCog
    @RakeshTechniCog 6 หลายเดือนก่อน

    I assign a lead to a queue in Pardot but in salesforce, it does not replicated. what do you think will be the reason?

  • @LucasOliveira-xy8hf
    @LucasOliveira-xy8hf 6 หลายเดือนก่อน

    I have a question, when I use webHook, what value should my URL be? To be able to pass the information to salesforce/Pardot

  • @RakeshTechniCog
    @RakeshTechniCog 6 หลายเดือนก่อน

    There is no voice in this video. kindly check

  • @trishlally71
    @trishlally71 7 หลายเดือนก่อน

    Thank you for the great content. Is it best practise to use lists to segment or engagement studio? Can you see account and opportunity fields in engagement studio or only prospect fields?

  • @JohnDeMars
    @JohnDeMars 7 หลายเดือนก่อน

    If you connect to an external data source (e.g. GA4) with B2B Analytics Plus and you put through recipe in datasets. Is it then possible for users with only a B2B Analytics-license to view the dashboards on these datasets? So you need only 1 Plus-license.

  • @harumytamaryanezherrera2045
    @harumytamaryanezherrera2045 8 หลายเดือนก่อน

    Hey Ben, thank you for the insights on LinkedIn Lead Gen Forms integration. It was quite informative! On a side, Mystrika offers an AI writer for crafting flawless emails. It would be great if you could explore that in one of your upcoming episodes.

  • @IleanaAlday
    @IleanaAlday 8 หลายเดือนก่อน

    Hey Ben, just saw your vid on integrating Lead Gen Forms with Account Engagement, and it was pretty insightful. However, I think you should really consider checking out Mystrika is unified Inbox feature. It made organizing and managing my emails a breeze. Indeed, it is a transformative tool in the market.

  • @cypresslearningsolutions
    @cypresslearningsolutions 11 หลายเดือนก่อน

    Thanks for hosting Ben! This was a great session.

  • @Ace21kg
    @Ace21kg ปีที่แล้ว

    Very cool

  • @AndrewThompson97
    @AndrewThompson97 ปีที่แล้ว

    Rendering the "thank you" message in the seems pretty limiting from a web experience perspective. We would prefer to redirect the user to a thank you page. Is there a solution for this scenario?

  • @Matwolf66
    @Matwolf66 ปีที่แล้ว

    Hi Ben, thank you for sharing this tutorial. Would you happen to know if a similar action can be taken on just form submissions that are not embedded in the landing page through an ?

  • @XavierWallach
    @XavierWallach ปีที่แล้ว

    Awesome! Will this method work if I redirect my leads to a URL instead of displaying the thank you message? Thank you.

    • @AndrewThompson97
      @AndrewThompson97 ปีที่แล้ว

      Same question here.

    • @theoperator7684
      @theoperator7684 11 หลายเดือนก่อน

      ​@AndrewThompson97 better to use a form handler instead. I'm sure javascript could accomplish this though

  • @FilipFrid-i2z
    @FilipFrid-i2z ปีที่แล้ว

    Great, I really enjoyed this session. :)

  • @traciherman4149
    @traciherman4149 ปีที่แล้ว

    'promo sm' 👏

  • @JoseRijo-js8gg
    @JoseRijo-js8gg ปีที่แล้ว

    Can you share the ppts link?

  • @JoseRijo-js8gg
    @JoseRijo-js8gg ปีที่แล้ว

    Ben can you please share the ppts? Thank you

  • @RodrigoRamírezRentería
    @RodrigoRamírezRentería ปีที่แล้ว

    Great content. Thank you very much for sharing!

  • @capeably5557
    @capeably5557 ปีที่แล้ว

    Great video guys! Definitely agree Zapier webhooks integration with Form Handlers is better than using the Pardot API.

  • @domrisk3572
    @domrisk3572 ปีที่แล้ว

    🤘 *Promo SM*

  • @yoloforeva
    @yoloforeva ปีที่แล้ว

    Thank you, Ben. is there a session on Engagement Studio?

  • @AnnaSzabo
    @AnnaSzabo ปีที่แล้ว

    Wonderful! Very helpful, as always!

  • @pedroprada1
    @pedroprada1 ปีที่แล้ว

    Thanks for uploading ben

  • @pedroprada1
    @pedroprada1 ปีที่แล้ว

    Thank you for posting content here

  • @AnnaSzabo
    @AnnaSzabo ปีที่แล้ว

    Thank you as always 😇 Excellent content!

  • @cd6068
    @cd6068 ปีที่แล้ว

    Hi, Can you please provide more details on how you displayed contacts and their respective engagement history on ABM Dashboard? Thanks in advance!

  • @pallavipatil7326
    @pallavipatil7326 2 ปีที่แล้ว

    Where Can we get access to the material you used in the presentation? Would you please share links here?

  • @sitorasodatkadamova9062
    @sitorasodatkadamova9062 2 ปีที่แล้ว

    Hello, I have a question about the example 5:57 -> I just checked in Pardot and you can add more fields to be shown (in the dependent tab). You have to create another "when this field equals", but still you can pick another field for the same dependency. Or did you mean here something else?

  • @sitorasodatkadamova9062
    @sitorasodatkadamova9062 2 ปีที่แล้ว

    Thank you very much! Very useful information. Is it possible to join the group? Would love to take part in your meetings.

    • @benlamothe4343
      @benlamothe4343 2 ปีที่แล้ว

      Yes. You can join the group here: trailblazercommunitygroups.com/salesforce-marketer-group-pardot-tampa-united-states/

    • @sitorasodatkadamova9062
      @sitorasodatkadamova9062 2 ปีที่แล้ว

      @@benlamothe4343 Thank you!

  • @pedroprada1
    @pedroprada1 2 ปีที่แล้ว

    thank you Ben and Lara!

  • @trailblazerwin
    @trailblazerwin 3 ปีที่แล้ว

    Thanks for sharing this, Ben!

  • @fr664
    @fr664 3 ปีที่แล้ว

    Thank you all for the video. Great info!

  • @pedroprada1
    @pedroprada1 4 ปีที่แล้ว

    Ben, can you please post the link for the presentation? I would appreciate it

  • @pedroprada1
    @pedroprada1 4 ปีที่แล้ว

    Thank you Ben