Skip to main content

#Pardot B2b Marketing Automation28 人がディスカッション中

Hi everyone,   

I am running into a frustrating issue with the Lightning Email Builder (New Email Experience) in Account Engagement (Pardot) regarding a Custom Preference Center, and I would love to get your insights or alternative solutions.   

The Problem: It seems the new Email Builder strictly forces merge tags to point either to Data Cloud or the default Pardot Preference Center. Whenever I try to insert my custom preference center link or modify the merge tag with the custom center token, the system throws an error and prevents me from saving the email.   

The Proposed Workaround: I raised a ticket with Salesforce Support, and the technician suggested the following workaround:

My Concerns:

  1. Deliverability & Phishing Risks: I am deeply concerned that email clients might flag the email as phishing or spam due to the hidden HTML text/links. Has anyone used this workaround in production? Did it impact your deliverability?
  2. Data Cloud Alternative: I know I could potentially build the preference center within Data Cloud, but due to current bandwidth and timeline constraints, this would take way too much time right now.

Has anyone found a cleaner way to bypass this validator in the new builder without risking deliverability?     Any advice or best practices would be greatly appreciated!   

Thanks in advance,   

 

@* MC Account Engagement (fka Pardot) * 

4 件の回答
  1. 10月15日 14:54

    Yes, Luke. What I had to do was add two subscription management buttons to the email. One is the global unsubscribe button, which is a little less prominent and intuitive visually, but it's still visible if you pay attention. 

     

    Then I added a much more prominent button to m 

    Yes, Luke. What I had to do was add two subscription management buttons to the email.

     

    anage subscriptions at the list level. This button redirects users to a custom preference center that only displays the subscription lists associated with the specific brand featured in that email.

    So, for both brands, I've configured the email templates with a footer that links to their respective brand-specific preference centers. 

     

    The global unsubscribe option, on the other hand, prevents contacts from receiving any further marketing communications from our entire Salesforce instance.

0/9000

We are planning to do mass delete contact records in 'inactive' status in Salesforce. 

We want also related pardot prospect to be deleted.

Do you know how we can achive that?

 

@* MC Account Engagement (fka Pardot) * 

3 件の回答
  1. François Perret (Bamsoo) Forum Ambassador
    2023年6月22日 20:11

    @Dominika A

    Hi Dominika,

    Deleting Leads or Contacts from Salesforce will put the synced Pardot Prospect Record into the Recycle bin. Hence you have nothing to do, just mass delete in Salesforce, Pardot will follow. Later on you may want to empty the Recycle Bin by permanently deleting the Prospect.

    Hope this helps 😎

    #SharingIsLearning #AccountEngagement

    François.

0/9000
Abhimanyu Singh が「#API」で質問

When exporting form submissions from Salesforce Account Engagement (Pardot), we can see standard and custom prospect fields, but not the visitor activity data we need.

We’d also like to retrieve the first page visited, exit page, and page visit history before form submission.

Is this possible through the Account Engagement API? If so, which endpoints should we use? Are there any alternative approaches to achieve this without building a custom API solution?

Any guidance or suggestions would be appreciated. Thanks!  

 

#API  #Pardot B2b Marketing Automation

1 件の回答
  1. 10月8日 20:36

    @Abhimanyu Singh the form export is only the prospect fields. The page path lives on other objects.

    In Account Engagement API v5, a form submission is a visitor activity, not a column on the prospect export. Query GET /api/v5/objects/visitor-activities and filter by that prospect. A completed form is type 4 with typeName Form. Looking at the form without submitting is type 2. You need the Prospect, Visitors, View ability for that call.

    The pages themselves are visitor page views. GET /api/v5/objects/visitor-page-views with the visitId, and read url, title, and createdAt. The visit record has firstVisitorPageViewAt and lastVisitorPageViewAt, so the earliest page view on that visit is your first page and the latest one is the exit page. GET /api/v5/objects/visits tied to the same prospect gives you the visitId that matches the form activity.

    If you need this in bulk, the Export API can pull Visitor Activity and include relationship fields like prospect.email in one file. Visitor page views are their own export, so you still join them on visitId. I haven't seen a form-submission file that already has the page history on it. You'll only get the path as far back as Account Engagement still stores those visits.

0/9000

Recently France/Italy added new law that ultimately means marketers need to suppress email open tracking pixels from being added to emails to contacts in those countries. In Pardot, the only solution is to turn off tracking for ALL emails to ALL contacts which means email marketers essentially have no data. Building out an entire business unit just for France/Italy contacts will require double the work when sending global emails - on a small team that is a crazy solution, is there any other way to do this besides losing all reporting?

 

#Pardot B2b Marketing Automation

1 件の回答
  1. 10月8日 0:54

    Hi Alexaya,

    In Account Engagement, open tracking is a business unit setting. It's under Account Engagement Settings, Email Tracking, Track all email opens. Turning that off removes the pixel for every send in the business unit. Click tracking is a separate checkbox, so you can drop opens and keep clicks, but you still can't limit the pixel to France and Italy inside that one business unit.

    There isn't a per-prospect or per-country exception on that setting. A second business unit is the isolation the product actually gives you, and you're right that it doubles the work on a global send.

    Marketing Cloud Engagement can strip the pixel for one person. A Do Not Track value on the subscriber, set at send time, removes the open pixel and the click wrappers for that recipient only. Marketing Cloud Next can also turn open tracking off for a single send, so a France and Italy audience can go out without the pixel while everyone else stays tracked. That's per send, not a field on the prospect, and it doesn't take a second business unit.

    If you have to stay in Account Engagement only, I wouldn't promise a per-email checkbox for this. The documented control is the business unit. Salesforce's note on it is Tracking Pixels in Marketing Email Communications.

0/9000

Hi Salesforce Community,

I have a question regarding Marketing Cloud Account Engagement (Pardot) and the new email tracking regulations introduced by France (CNIL) and Italy (Garante).

As per the new guidance, individual email open and click tracking requires explicit user consent, even for B2B marketing emails. This means organizations may need to stop tracking recipients who have not provided separate consent for email engagement tracking.

My questions are:

  1. Is there any native feature or setting in Marketing Cloud Account Engagement (Pardot) that allows us to disable email open and click tracking only for specific recipients or countries (such as France and Italy)?
  2. Is it possible to control email tracking based on a Prospect field, Dynamic List, or country, rather than disabling tracking for the entire Business Unit?
  3. Has Salesforce published any official guidance or best practices for complying with these new CNIL and Garante requirements?
  4. If there is no native functionality today, what implementation approach are other customers using to remain compliant while continuing to use Pardot?

Any guidance, documentation, or recommendations would be greatly appreciated.    Thanks,  Akshaj   

@* MC Account Engagement (fka Pardot) * 

4 件の回答
  1. 10月6日 14:32

    Hi! I am on the same boat. I don't think is possible at the moment in MCAE to remove the tracking based on consent. Seems is an "all or no one" approach at the moment. That is at least what I understand from here  Tracking Pixels in Marketing Email Communications | Salesforce Help

      

     

    Can someone confirm or deny? It can't be that salesforce module is not technicaly capable to follow current regulations... This was known already from April. 

     

    Some help community? 

    Thank you

0/9000

I'm working on creating a nurture email campaign for Prospects in Account Engagement, and planned to use the Engagement Studio to create the cadence... but now that there are three email builders, I'm confused on which one(s) I should be using for this and why there are so many.     1- Digital Experiences- Account Engagement CMS (Enhanced CMS) - Most user friendly, would love to use this for email campaigns. But do NOT see emails created here, in Engagement Studio. Is there a different way to build out email campaigns so I can leverage this formatting/Email Builder?    2 - "Email Templates" Tab - Limited drag/drop functionality, difficult to format - but can see emails created here in Engagement Studio.     3- "Account Engagement Email" Tab - very HTML heavy, don't love it. But can see emails created here in Engagement Studio.     Any help would be much appreciated   

1 件の回答
  1. 2025年9月24日 19:49

    Hi Izzi, 

     

    The 3rd option you listed is the classic email template building interface, while the 1st option is the newer lightning email template builder. When using the latter option, you have to select the option to “Activate for Automation”, which makes the email available for use as an autoresponder or a template in Salesforce Engage. For the classic email template builder you have the option to make it available for these use cases: 1:1 emails, list emails (one-off sends), Engagement Program Emails, or as autoresponder emails. 

     

    This article may be helpful:

    https://marcloudconsulting.com/development/classic-vs-lightning-email-builder/

0/9000

Hello! I'm trying to insert the Calendar Link merge field into an MCAE field. When testing the email, I get this error message. I'm not sure what the fix is as I've re-synced the metadata among other things. Has anyone experienced this before or know of a fix? 

 

#Pardot B2b Marketing Automation

1 件の回答
  1. 9月16日 22:02

    That does not look like one of the Sender merge fields that you can use. Here is a list of the Sender merge fields: 

    {{Sender.Email}} The sending user’s Email field 

    {{Sender.FirstName}} The sending user’s First Name field 

    {{Sender.LastName}} The sending user’s Last Name field 

    {{Sender.Name}} The sending user’s full name; displayed as: First_Name Last_Name 

    {{Sender.Phone}} The sending user’s phone number 

    {{Sender.Signature}} The sending user’s text signature, available to edit in the user’s profile 

    {{Sender.Title}} The sending user’s job title 

    {{Sender.URL}} Link to your company’s website from assigned user’s URL field 

     

    Found here: 

    https://help.salesforce.com/s/articleView?id=mktg.pardot_handlebars_merge_fields.htm&type=5

0/9000

Hi everyone,

I’m working on an Account Engagement → Salesforce integration and I’m facing a challenge with email links and click tracking.

What we want to achieve is to bring the links contained in an Account Engagement email into Salesforce, so we can create a Campaign Link record for each link and then associate the engagement/click data with the correct link.

The problem is that the click data contains the Account Engagement tracking URL, rather than the original clean URL.

For example:

Email HTML:

"

https://example.com/product

"

Click data:

"

https://pi.pardot.com/...?redirect=https%3A%2F%2Fexample.com%2Fproduct

"

Because of this, doing a clean match between the link stored in Salesforce and the click data becomes difficult.

What we are currently trying to achieve is:

Email HTML → extract clean/original URL → create Campaign Link

and then:

Click/engagement data → identify the original URL → match it to the Campaign Link

Has anyone dealt with a similar Account Engagement use case?

What would be the recommended way to reliably obtain/match the original URL behind the Account Engagement tracking URL, especially when processing the links programmatically?

Thanks!

#Marketing Cloud #Pardot B2b Marketing Automation
2 件の回答
  1. 9月27日 10:22

    @Asim Ansari

    Looking back at my question, I realize I didn't explain the problem correctly.

    I can retrieve the URLs that were clicked, so there is no issue there. However, if a link hasn't been clicked, I can't retrieve its original URL.

    In other words, if I want to retrieve all the links contained in a Campaign/List Email, I can't get their original URLs. The only thing I can retrieve is the tracking URL (my Marketing team doesn't use custom redirects).

    On the other hand, when I retrieve click data, I can get the exact destination URL for each clicked link.

    The problem is that for links that haven't been clicked, I'd have to create the records manually, because the only URL I can retrieve from the List Email is the tracking URL. This also makes it impossible to reliably match the clicked URLs with the corresponding links in the List Email.

    Is there a way to retrieve the original URLs of all links in a List Email, including those that haven't been clicked?

0/9000

 

Account Engagement User Management Page Continuously Loading (Spinner) - Unable to Assign Administrator Access

 

Customer is unable to access

Account Engagement Settings → User Management → Users. The page remains stuck on a loading spinner and never loads, preventing user management and assignment of additional Administrator access.

Impact: Unable to view/manage users.

Request:

Please help on the continuous loading issue on the Users page and advise on any permission, configuration, or backend errors causing the behavior. Screenshot attached for reference. 

 

#Salesforce Developer  #Salesforce Admin  #Systems Administrator  #Advanced-Administrator  #Marketing Cloud  #Pardot B2b Marketing Automation

1 件の回答
  1. 9月26日 15:22

    Hi @Akhilesh Prajapati

    This is Account Engagement (Pardot) territory. The infinite spinner on 

    Account Engagement Settings → User Management → Users is a known symptom pattern, almost always tracing back to the Salesforce↔Pardot connector/session layer rather than an actual "Users" bug. I checked the linked community thread it has 0 replies, so no prior resolution to build on there.

    Here's the diagnostic order I'd work through, most-likely-cause first:

    1. Check Connector authentication statusGo to Account Engagement Settings → Connectors and check the Salesforce connector's status. If it shows an auth error (commonly surfaces as Pardot API Error 184 authentication failure), that alone is enough to hang User Management, since that page pulls live data through the connector session. Reauthenticate the connector user if it's broken.
    2. Confirm the connector user still has correct accessThe user account the Salesforce Pardot connector runs as needs an active Salesforce license, System Administrator (or equivalent) profile, and the Account Engagement Administrator role in Pardot. If that user was deactivated, had their profile changed, or lost the Pardot role assignment, the connector silently fails and pages like this spin forever instead of erroring cleanly.
    3. Rule out browser-side blocking (very common cause)Account Engagement Settings loads inside a Salesforce Canvas app (an iframe calling out to Pardot's API). Third party cookie blocking (Safari/Chrome privacy settings), ad blockers, or browser extensions frequently break this silently. Test in an incognito/private window with extensions disabled, and try a different browser entirely before assuming it's a config issue.
    4. Check Session Settings for Clickjack Protection / IP restrictionsIn Salesforce Setup → Session Settings, aggressive Clickjack Protection settings or 'Lock sessions to the IP address from which they originated' can block the Canvas iframe from completing its callout. Also check Login IP Ranges on the connector user's profile if Pardot's servers aren't whitelisted, the callout can hang rather than fail visibly.
    5. Check for multiple Business UnitsIf this org has more than one Account Engagement Business Unit, User Management can hang if the specific Business Unit context is ambiguous or misconfigured for the logged-in user. Confirm which Business Unit the affected admin is scoped to, and that their Salesforce profile maps correctly to it under Business Unit Setup.
    6. Escalate to Salesforce Support with the network traceIf all of the above check out, open a case with Salesforce Support (this is a Pardot/Account Engagement product issue, not something fixable via Apex/Flow/config alone). Capture a browser dev-tools Network tab trace of the failed page load first the failing XHR call to Pardot's API will usually show the real error code even though the UI just shows a spinner.

    Quickest first move: step 1 (Connectors auth status) and step 3 (incognito/different browser) these two catch the majority of real-world cases of this exact symptom. If the connector shows green/authenticated and it still hangs in a clean browser, jump to step 4 (Session Settings) before assuming it needs a Support case.

     

    I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.

0/9000

Hi, 

 

So I'm trying to clone and existing email I built (that was done within the new email builder experience) in account engagement pardot, but for whatever reason eveyrtime I clone it, and then try to edit the cloned email, it keeps trying to default me to the old email buildeer that pardot says doesn't exist anymore. And then even when I click on the new email building experience at the top, it keeps defaulting to the old email builder layout. 

 

This is very frustrating. It doesn't happen all the time. Usually when I clone an email, Im able to edit that new clones email in the same new email builder environment It had from the original. And I have tried cloning it from atleast 2 or 3 different emails built within the new email builder and each clone, it keeps doing the same thing.  

 

Does anyone have any insight into how to fix this? 

 

Need Help Troubleshooting Why My email keeps deafulting to the old email builder when I clone an email I built in the New Email Builder

 

#Pardot Email

 

 

#Pardot B2b Marketing Automation

1 件の回答
0/9000