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* MC Account Engagement (fka Pardot) *

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i have signed up into a new trailorg ( developer org ) from beow link to practice pardot but i a not able to find account engaement, can anyoe help me in this journey. 

https://trailhead.salesforce.com/promo/orgs/pardot-de

3 Antworten
  1. 12. Sept., 21:15

    @ishwarya k

     

     

    Good news - that Pardot Developer Edition org does include Account Engagement, it just has to be switched on first. Steps: 

    1. Gear icon (top right) > Marketing Setup, then set yourself as a Business Unit admin (assign your user to the Pardot Business Unit). 

    2. In Marketing Setup, under 'Go Beyond the Basics', find 'Turn on Pardot Lightning App in Salesforce' and enable it. 

    3. Then open the App Launcher (waffle icon, top-left) and search 'Pardot' (a.k.a. Account Engagement / B2B Marketing Automation) - it will be there. 

     

    If it still does not show, confirm your user has the Pardot/Account Engagement permission set assigned. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks!

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Hi all! Happy Friday! I wanted to know if there is a way or a particular report in Pardot through which I can get a list of prospects who opened my email? Thanks in advance for your help!

4 Antworten
  1. 27. Mai 2022, 22:38

    Hi Saad

     

    Yes, there is. Under Marketing > Emails > Sent, click on the Name of the email you've sent. On the top right of the page that just opened, there's a "View Report" button. Click on that. Then you will see the report of the email sent, including Unique HTML Opens which are all the unique prospects that opened your email. 

     

    If the email was sent as an email template, you could search for it through Reports > Marketing Assets > Email Templates. Then Navigate to Unique HTML Opens and click the hyperlink. This will take you to the page of all the prospects that opened your email template. 

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I've noticed I'm dealing with a fair amount of bot clicks on emails, where I can see one prospect has clicked virtually every single link in an email on multiple days. Anecdotally they mostly seem to be from China, or education/university email addresses (the latter I am guessing is coming from university spam protection tools). 

 

I was reading about visitor filters here:

https://help.salesforce.com/s/articleView?id=000383306&type=1

 

 

That page says it was published in Sep 2025, however I can see that all our visitor filters say Last Updated 1 April 2019, which I believe is when the organisation got Pardot.  

[PD-SYS] Visitor Filters - are these up to date?

 

Does that mean these filters have not been touched since then, and are they still relevant? I would imagine a lot could change in 7 years... 

 

1 Antwort
  1. 10. Sept., 11:39

    @Charlotte Fabb

      

    Those [PD-SYS] Proofpoint filters are system-managed by Salesforce, so the 1 April 2019 date is simply when they were provisioned to your account when you got Pardot — a static date is normal for system filters and doesn't mean they've gone stale or that you need to maintain them. The key point though: visitor filters only suppress website Visitor activity (page views recorded by your tracking code), not email link clicks — so they were never going to stop the bot clicks you're seeing against prospects. Those clicks come from email security gateways (Proofpoint URL Defense, Mimecast, Microsoft Safe Links) and university spam-protection tools that pre-scan every link before delivery; it's an industry-wide email issue that no visitor filter removes. Practical way to handle it: don't treat a single email click as a qualifying, scoring, or sales-alert trigger on its own — scanner clicks have tells (they fire within seconds of the send and usually hit every link in the email), so lean on those signals and require corroborating engagement (a form submission, or repeat visits across separate sessions) before you act on a click. If you use clicks in Engagement Studio or automation/completion actions, add a short time delay or a 'clicked 2+ distinct links' style guard so scanner traffic doesn't push prospects down the funnel. if this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂

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Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality

 

https://www.youtube.com/watch?v=kHTemjVWEG0&list=PLYStC_2TZBSU

  

Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality: https://www.youtube.

 

 

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Hi everyone,  

 

We create email templates regularly in Account Engagement automations. I always select for these to be available as 1:1 emails as well. I assumed this meant they would show up in Salesforce as email templates users could select when emailing a contact, however they do not. Do you think this is an issue with our settings? Or is this a problem with the way Account Engagement and Salesforce are integrated? Thank you so much in advance for your help! 

7 Antworten
  1. 1. Sept., 19:57

    @Emily Grefer

     

    If you want reps to send these from Salesforce with Account Engagement tracking, use the Engage feature. Reps send via the "Send Account Engagement Email" button on the record, which does show your 1:1 Account Engagement templates and tracks engagement (opens/clicks) back to Account Engagement. This is the intended path and probably what you're really after. 

    If you want the templates in the native Salesforce email composer (the standard Email action), you'd have to recreate them as Salesforce email templates. There's no sync that carries them over. Keep a parallel set for that if you want. 

     

    So, the checkbox just doesn't do what it sounds like.  

    If you want these usable from Salesforce,  Engagement is the route. Native Salesforce templates are a separate thing. 

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7 Kommentare
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Our marketing team has been historically creating a new lead for each and every time a person "raises their hand" for a specific product -- like if they filled out a form online or attended a webinar or visited a both, etc. This has resulted in duplicate leads. We are working on correcting this, doing some de-duplication efforts, and making use of campaigns and campaign members to record what marketing interactions a person engaged with. This works but the sticking point is how do we track product interest

-- for example prospect was interested in Product A in January and Product B in July. Could be a current customer or someone we've never done business with before. 

 

My gut reaction is that we use opportunities for this -- every interest in a product is it's own opportunity record that they can work through all the stages -- however sometimes the sales person, account manager, BDR, or Solution Engineer finds out quickly that they are not actually qualified for that product and DQ the "lead" -- if we use opportunities like I was thinking -- we'd have a ton of "garbage" opportunities. 

 

We are migrating from Marketing Cloud Engagment (fka Exact-Target) TO Marketing Cloud Account Engagement (fka Pardot) -- so we are using this as an opportunity to clean house and fix processes 

 

Thoughts/Ideas on how to handle this? 

 

#Marketing Cloud  #Pardot B2b Marketing Automation

4 Antworten
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While accessing the Content Tab in Pardot (SFMC Account Engagement) I am facing an error: "An Error Has occurred: This Page has an error. You might just need to refresh it." 

 

I have updated my Profile, Role, Permission Set as well as cleared Cache, cookies. But still facing an error. 

 

Could anyone assist or guide me with this issue? How to solve and get an access to Content tab in Perdot?

While accessing the Content Tab in Pardot (SFMC Account Engagement) I am facing an error:

 

 

2 Antworten
  1. 24. Aug., 17:57

    Hi @Devendra Kinage,  

    Please check: 

    Setup → Manage Connected Apps → b2bma_canvas → Edit Policies

    Set Permitted Users to “Admin approved users are pre-authorized”, then under Manage Profiles/Permission Sets, provide access to the required users.  

    Please refer this official doc as well-

    https://help.salesforce.com/s/articleView?id=000381009&type=1

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4 Kommentare
  1. 23. Aug., 05:45
    Thank you🙌💯
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Hello everyone,  

 

We have just started utilizing landing pages in Account Engagement and are struggling with a couple of things. Firstly, is it possible to import custom fonts into Account Engagement to use in landing pages, forms, etc.? Secondly, we are struggling with the landing page not adjusting to screen sizes (desktop, tablet, phone). When we set margins on say the desktop, the phone version is not adjusting. Is this normal or is there a workaround we can do?  

 

Thank you!

2 Antworten
  1. 19. Aug., 19:20

    Hi Blaire (we crossed paths on your dynamic-list question!) both of these come down to how Account Engagement landing pages are built. There are two paths: classic Layout Templates (HTML/CSS you control) and the newer drag-and-drop Landing Page Builder. The Layout Template route gives full control, the drag-drop builder is easier but more limited on both fonts and responsiveness. 

     

    1. Custom fonts: 

    Yes, but through a Layout Template, not the drag-drop builder. Edit the template's HTML and in the head either link/import your web font (a Google Fonts link tag, or a font-face rule pointing at a hosted font file), then reference it in the template CSS via font-family. Forms follow the same idea through the form's Layout Template. The drag-drop Landing Page Builder only offers its built-in font list, so for a true custom font you want the Layout Template approach. 

     

    2. Responsiveness / margins not adjusting on phone: 

    That is expected if the template uses fixed pixel margins, a px margin set for desktop will not shrink on mobile by itself. Landing page responsiveness lives in the Layout Template's CSS, so: 

    - Use CSS media queries in the template to set different margins/padding at mobile and tablet breakpoints, and/or use relative units (percent, rem, max-width) instead of fixed px so things flex. 

    - If you are in the drag-drop builder, check its device preview and any per-device spacing settings, but for real control over each breakpoint, edit the Layout Template CSS. 

     

    Net: for custom fonts and true responsive control, build on a Layout Template (or have your web person tweak the template CSS with a font-face rule plus media queries). The drag-drop builder is fine for quick pages but caps you on exactly these two things. 

     

    If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

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