* MC Account Engagement (fka Pardot) *

Greetings,  

How can i create a process (simple as possible) to allow sales users to upload a contract to an opportunity? I know there is an attachment object, however i cannot incorporate whether the contract was uploaded or not to a validation rule on the opportunity that says "you cannot move this to closed won if there is no related contract created". This is my biggest issue.  

Is a form of screenflow the only option? 

Thanks! 

We are currently using MCAE (Pardot) and Salesforce CRM for email communications. Our concern is how to leverage Salesforce Analytics Studio reports to display click‑through details.   

Is there a way to pull click‑through data from emails sent via MCAE (Pardot) into Analytics Studio reports?   If this is not directly available, what methods can be used to send click data for display in Salesforce reports?

Alternatively, is there an option to download click details through the SMTP server method?   

@* MC Account Engagement (fka Pardot) * 

Hello! I'm using Zapier to pass paid ad leads from FB/LI to MCAE (Pardot). I'm using an engagement studio and have a rule to sync to a user so the prospect will be assigned and sync with Salesforce, however I'm noticing that the source campaign is incorrect. I've looked everywhere to figure out where this incorrect source campaign is coming from but have had no luck. Any help is appreciated!    @* MC Account Engagement (fka Pardot) * 

Hello, 

This is a longstanding issue for us. At the prospect level, we’d prefer not to rely on open and click reports within Account Engagement. Instead, we’d like to report on this data in Salesforce or CRM Analytics.

We have enabled the B2B Marketing Analytics app in CRM Analytics and also activated the Prospect and Activity datasets. However, this setup does not provide the level of detail we need—specifically, identifying which prospects clicked on which links (including the URL). Currently, we only see aggregate click data per email.

Could you please advise how we can build a more detailed report that shows exactly who clicked which link within each email?

I am logged into Salesforce as Admin. Salesforce is working fine without any accessibility issue. However, when I switch from Salesforce to Account Engagement, the screen doesn't load (screenshot attached). Funny part is, couple of solutions suggested on Salesforce website ask you to do some changes/checks in Account Engagement. How can one do that when AE is not loading at all?

(Have tried incognito window/clearing the cache/switching from chrome to firefox/removing all chrome extensions)

 Hello! I'm using Zapier to pass paid ad leads from FB/LI to MCAE (Pardot). I'm using an engagement studio and have a rule to sync to a user so the prospect will be assigned and sync with Salesforce, however I'm noticing that the source campaign is incorrect. I've looked everywhere to figure out where this incorrect source campaign is coming from but have had no luck. Any help is appreciated!  

Hello, 

I am running multiple engagement studio drip campaigns using multiple different email templates. I am looking for a way to report on individuals who open/click multiple emails within a given campaign. I would also like to have the timestamp for when an individual opens/clicks to monitor bot activity. Ideally, looking for prospects who opened an email > 2 minutes after delivery. 

The way I have been doing this is exporting the open report, clicks report, and sent report from the individual email template report. This can be very time-consuming when dealing with 50+ email templates. 

Any thoughts on a simpler way to achieve this?  

Thank you for your feedback, 

Jack

I've been trying to use CMS content with Landing Pages in Marketing Cloud, but I can't seem to quite put it together.  I can/can't:

• Get CMS content to show up on an Email template if i use the new template builder
• Get a landing page created in MCAE and access it's link, but I can't get images to show up there
• Get CMS content to show up on a "landing page" if I go into hte CMS workspace and make a landing page from there/ but I can't figure out how to get the link

I found this article, but I couldn't follow the steps enough to get it to work.   

Has anyone successfully put images from their CMS on a Marketing Cloud OR CMS Landing page and then generated a working vanity url for it?  That they could then use in Marketing Cloud?  Is this... just not a thing?

@* MC Account Engagement (fka Pardot) *