Is there a way to revise reusable content across multiple assets? How can we lessen the administrative tasks to free up time to be more creative marketers?

A Marketing Technologist, Speaker, Pardot Consultant, Marketing Operations Manager at Givelify, Marianne Fields, dives into snippets.

Takeaways

• Marianne Fields’ favorite Pardot Life Hack: Flex fields give you the ability to populate information, for example event details, with an automation rule.

Useful Links

• LinkedIn: https://www.linkedin.com/in/mfields24/

Shout Outs

• 19:10 Talmadge Zipperer

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

When should we use Person Accounts? Are they the best fit for your organization?

A Salesforce 2020 Marketing Champion, 5x Salesforce Certified Ohana Member, Speaker, Tampa Bay B2B Marketers Pardot Community Group Leader, Pardot Solutions Architect at DemandGen, Ben LaMothe, delves into all things Person Accounts.

Takeaways

• Ben LaMothe’s favorite Pardot Life Hack: Engagement Studio is a platform that is able to create complex automations. It is more than a tool to send emails with.

Useful Links

• LinkedIn: https://www.linkedin.com/in/benlamothe/

Shout Outs

• 49:08 Tom Ryan

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Let’s talk about custom objects! How can we use them, what are the constraints, and what is the best way to utilize this feature?

A Salesforce 2021 Marketing Champion, 3x Salesforce Certified Ohana Member, Marketing Automation Strategist, Co-leader of the New Hampshire Salesforce Pardot User Group, Marketing Automations Solution Architect at Fishnet Media, Dan Umbro, delves into the functionality of custom objects.

Takeaways

• Dan Umbro’s favorite Pardot Life Hack: Using the Pardot URL field to assist with data clean up in identifying which record is syncing back and forth between Salesforce and Pardot.This is great when having to merge duplicates and identifying the master.

Useful Links

• LinkedIn: https://www.linkedin.com/in/danielumbro/

Shout Outs

• 1:52 NHB2B

Social

• #CustomObjects

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Leads leads leads! They can be great when they meet the qualifying criteria and lost when they are not managed properly. How can organizations best manage net new leads? A Salesforce 2021 Marketing Champion, 14x Salesforce Certified Ohana Member, Speaker, Creator of the series, #SalesforceResponsibly, and Enterprise Solutions Architect at fullOpp, Erick Mahle, discusses lead management, everything from statuses to queues, and shares how in some cases when the Lead Object may not be necessary.

Takeaways

• Erick Mahle’s favorite Pardot Life Hack: The ability to skip sending a prospect over as a Lead in Salesforce and sending them from Pardot as a Contact instead. This helps simplify the process for smaller organizations that may not need to use the Leads Object.

Useful Links

• LinkedIn: https://www.linkedin.com/in/erickmahle/

Shout Outs

• 39:05 Warren Walters

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

As most Pardot trailblazers know, the Spring 21’ update means that as of February 15th all Pardot users will need to sign in via Salesforce single sign-on. If they do not have a Salesforce license nor an identity license, they will lose their access to be able to sign into pi.pardot.com. How can administrators prepare? What needs to be done with API integrations?

A Marketing Automation Strategist, Entrepreneur, Writer, Thought Leader, 4x Salesforce Certified Ohana Member, Founder and Managing Director at MarCloud Consulting, Tom Ryan, dives into how to be prepared for when the update drops.

Takeaways

• Tom’s favorite #PardotLifehack: Passing unique values through to a Pardot form via hidden fields.

Useful Links

• LinkedIn: https://www.linkedin.com/in/thomasmatthewryan/detail/contact-info/

Shout Outs

• 28:30 Lara Black

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

What does the journey look like for a marketing Pardot power user to become a consultant? What does it take to then become a Salesforce Marketing Champion?

A Salesforce 2020 Marketing Champion, Speaker, Writer, Trailblazer Community Mentor,  and Business Consultant l Marketing Strategist at Cheshire Impact, Morgan Wiedmann, shares her story from marketer to consultant and gives some top tips and career advice for how others can do the same.

Takeaways

• Connected campaigns allow for multi touch attribution, giving the marketer full view into what the customer interacts with throughout their buying cycle, which in turn helps to pinpoint the ideal journey that leads to revenue.

Useful Links

• LinkedIn: https://www.linkedin.com/in/morganwiedmann/

Shout Outs

• 19:51 Darryl Praill

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Jennifer Lynn Schneider embarks on a new chapter of her journey and in doing so, passes off the reins of the Pardot Life Hacks podcast to a new host, B2B Marketer, Fellow Trailblazer, and Salesforce Pardot Enthusiast, Christina Anderson.

Tune in to hear Jennifer’s last few shouts outs, words of wisdom, and to get to know the new host, as well as the new content and formatting she has in store.

Takeaways

• Christina will be having conversations with Salesforce Pardot experts and fellow Trailblazer Community members to hear their take on the tech, the community, and the journey. 

Shouts Outs

• 5:19 Casey Cheshire

Social

• #PardotLifeHacks

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Marketing campaign reporting is crucial to understanding which initiatives are performing and which ones are delivering ROI for the business.

Jennifer Lynn Schneider recently did a webinar for Cheshire Impact on how to use Salesforce Lightning Reports and Dashboards to showcase the effects of marketing campaigns. This episode features this recording to help listeners understand what it takes to create these reports and best practices for campaign hierarchy management.

Takeaways

• When it comes to creating a campaign hierarchy, keep it simple. Start off with no more than 10 - 15 parent campaigns such as events and webinars.

Useful Links

• #06 Enabling Engagement History & Reporting - https://www.pardotlifehacks.com/e/enabling-engagement-history-reporting-pardot-life-hacks-06/

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

A revenue operations function is not created overnight. It takes aligning your teams across the entire customer journey and configuring your technology platforms to streamline your business processes.

How is this done? Pardot Life Hacks presents a special feature of Cheshire Impact’s webinar recording, How to Execute RevOps, with your Host, Jennifer Lynn Schneider, along with fellow Salesforce 2020 Marketing Champions, Logan Childs and Casey Cheshire. Tune in and find out what it takes to align your teams and how you can set up your technology to fuel the revenue force.

Takeaways

• Revenue operations are not executed by just one team, or one silo, but by sales, marketing, and operations all working together across the entire customer’s journey.

Useful Links

• The Hard Corps Marketing Show #215 The SLA that Aligns Sales & Marketing with Darryl Praill: https://www.hardcorpsmarketing.com/e/the-sla-that-aligns-sales-marketing-darryl-praill-hard-corps-marketing-show-215/

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195

Are your sales, marketing, and operations teams still working in silos, doing their own processes without a connection to what the other teams are doing? 

Without team alignment, leads are going to fall through the cracks resulting in missed opportunities.

Special guest, Marketing Champion and Senior Director of Sales at Cheshire Impact, Logan Childs, gives his #PardotLifeHack QuickTip on Revenue Optimization and what it means to align your teams and technology.

Takeaways

• Revenue optimization is connecting marketing, sales, and operations efforts into a single strategy. Everyone has defined roles and responsibilities for a cohesive lead to revenue process.

Social

• #MarketingChampions

Ways to Tune In

• iTunes - https://podcasts.apple.com/us/podcast/pardot-life-hacks/id1476702195