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Joan Marc --(Open To Work)-- Scola Fica (Salesforce Marketing Cloud Specialist | Marketing Automation | Customer L... at Open to work)
May 20, 9:22 AM
Campaign Members not syncing between Account Engagement (Pardot) and Salesforce

Hi everyone, 

 

I'm having an issue with Campaign Members not syncing between Account Engagement (Pardot) and Salesforce, and I'm hoping someone can help me identify what I'm missing. 

 

**Setup:** 

- Connected Campaigns is enabled 

- Campaign Member Sync is enabled 

- "Manage Campaigns in Salesforce" is enabled 

- Campaign creation date limit is set to 2025-01-01 

- All prospects are assigned to a user in Account Engagement 

- Record Type: Master (enabled for Connected Campaigns) 

 

**What works:** 

- The Salesforce connector is active and syncing correctly 

- Engagement History is populating perfectly — email opens and clicks are visible on Contact records in Salesforce 

- Prospects exist in both Account Engagement and Salesforce as Contacts 

 

**The problem:** 

I sent a List Email to 50 contacts from Account Engagement, assigned to a campaign called "INTERNO.PRUEBA". The same campaign exists in Salesforce. However: 

- The campaign in Salesforce has no **Pardot Campaign Id** populated 

- The **Campaign Members** tab in Salesforce shows 0 members from the email send 

- Engagement History on the same campaign shows activity correctly 

 

I tried editing and saving the Salesforce campaign to trigger a re-sync, but the Pardot Campaign Id field remains empty. 

 

**Question:** 

Why would Engagement History work correctly but Campaign Members not sync? And why is the Pardot Campaign Id not populating even though Connected Campaigns is fully enabled? 

 

Any help would be greatly appreciated. 

 

Thank you! 

 

#Pardot B2b Marketing Automation

2 answers
  1. Joan Marc --(Open To Work)-- Scola Fica (Open to work)
    Yesterday, 7:08 AM

    1- Yes I use salesforce to manage campaigns and still can create campaigns in AE.  

     

    2- Yes, I've tried editing and saving the lead to trigger the sync call but it does not adds as campaign member.  

     

    If i add a completion action to add the contact to the campaign with read or done status in, it adds as campaign members. But to honest, it is pretty boring to do do, because I would need to apply that same set of completion actions to every list email that I send.  

     

    Tried to figure out a solution using automation rules but still, too many automations it overpasses my automation budget.  

     

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Yami Mac
Jan 20, 7:48 PM
enable Object Sync for Pardot. Go to Salesforce Setup

 

When I click on Object Sync in account engagemnet - getting this error. 

"To use this page, e 

nable Object Sync for Pardot.

Go to Salesforce Setup"

wheni go to setup, it forwards me to account engagement object syn, so basically its in loop

 

enable Object Sync for Pardot. Go to Salesforce Setup

 

 

#Pardot B2b Marketing Automation

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Hayley Tuller (Founder & CEO at BrightHelm Partners, Inc) asked in * MC Account Engagement (fka Pardot) *
May 11, 8:00 PM
CMS Content with Landing Pages

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.   

https://help.salesforce.com/s/articleView?id=001731527&type=1

 

 

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?

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Travis Holloway asked in * MC Account Engagement (fka Pardot) *
Apr 28, 1:43 PM
What are your recommendations for Completion Actions on Emails? Open, Click, and Unsubscribe.

Hi!  

 

What are your recommendations for Completion Actions on Emails? Open, Click, and Unsubscribe. 

 

Our scenario/question: 

  • We send an email to a list of Prospects. On the email, we set-up Completion Actions for On Open, On Click, & On Unsubscribed. This all syncs to the Salesforce Campaign (we have Connected Campaigns enabled). 
  • I understand the Considerations for Completion Actions:
    • If you set an Adjust Score completion action to be triggered by an email open, it can trigger on the first open.
    • Most completion actions execute every time they’re triggered. However, completion actions based on email link clicks execute only one time per prospect per link.

 

However, what happens if a Prospect Opens the email and clicks a link, but then comes back a few days later and Opens the email again? I know the first two sequences would update the Campaign Member status to "Opened" and then "Clicked", but what happens when they Open the email again? Does their Campaign Member status go back to "Opened"? 

 

We're using Campaign Influence and the goal is to report out on Campaigns where their member status is one that we marked as "Responded". So, if that last Open changes their Campaign Member status back to "Opened" then that would not be included in Campaign Influence.  

 

Thanks!

5 answers
  1. Travis Holloway
    May 19, 3:18 PM

    Hi @Deepika Khanna & @Hasan Mustafa

    ! Adding in an update here. I reached out to SF on this and their Advanced Engineering team ran some tests/provided insights into this.  

     

    • ANSWER: "email open completion actions only execute once" 

    They mentioned this documentation should be updated:  

    Considerations for Completion Actions

     

     

    Please let me know if this is incorrect/you're seeing something different.  

     

    Thanks!

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Selvasubha R (SMTS at Verticurl) asked in #Salesforce Developer
May 15, 1:45 PM
any document related to custom implementation by using MCAE API query to download the result using SFTP server?

Following up the above , 

We can fetch the click details through MCAE API connection and download that report through SFTP server. 

 

For the above statement we definitly need any middleware to implement the API query and see the results.  

  

Is there any integration documentation to implement middleware to fetch API query and see the results?

#Salesforce Developer  #Reports & Dashboards  #Pardot B2b Marketing Automation

2 answers
  1. Hasan Mustafa (Folio3)
    May 15, 5:31 PM

    @Selvasubha R there is no single Salesforce document for “MCAE API query -> generate file -> push to SFTP” because the SFTP/file-generation part is a custom middleware responsibility.

    For click details, use the Account Engagement API, usually Visitor Activity. Click activities are available there, including activity type 1 for Click and 21 for Custom URL Click: 

    https://developer.salesforce.com/docs/marketing/pardot/guide/visitor-activity-v5.html

    For larger exports, use the Account Engagement Export API instead of normal synchronous queries: https://developer.salesforce.com/docs/marketing/pardot/guide/export-v5.html

    The usual architecture is: MCAE API -> middleware job -> transform response to CSV -> upload CSV to SFTP. The middleware can be MuleSoft, Boomi, Workato, Azure Function, AWS Lambda, Python/Node scheduler, etc. Salesforce will provide the API endpoints and authentication, but the SFTP upload, file naming, scheduling, retry logic, and logging need to be built in the middleware.

    If this is Marketing Cloud Engagement SFTP, Salesforce documents SFTP usage here: https://help.salesforce.com/s/articleView?id=mktg.mc_overview_ftp_accounts.htm&type=5

    For Account Engagement specifically, treat the API as the data source and the SFTP delivery as a custom integration layer.

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Taylor Jackson
May 12, 8:58 PM
MCAE (Pardot) Source Campaign

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) * 

3 answers
  1. Sam Vanrintel (iO)
    May 18, 8:13 AM

    Hi @Taylor Jackson

    , 

     

    See the perfect clarification from Bill on how the "Source Campaign" is filled, and as he mentioned I would also recommend using a 'Form Handler' so you can manage everything from within MCAE.  

     

    Personally, I never really use the "Source Campaign" field in MCAE because it's not very flexible and is often filled with the default "Website Tracking" campaign if you implemented the tracking code on your website correctly... I would suggest adding the Zapier-leads to a

    (static) List in MCAE and also add them to a Campaign in Salesforce CRM

    (PS: if using a Form Handler, you can do that immediatly in the Completion Actions. If not, you can create an Automation Rule to do it for all prospects in the static List).  

     

    There are many articles about "Campaign Reporting", but here's one of them that seems to mention a lot of information about how to start doing it and what the benefits are: 

    Guide: Pardot Campaign Reporting & Multi-Touch Attribution

      

     

    Kind regards, 

    Sam

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Selvasubha R (SMTS at Verticurl)
May 12, 11:00 AM
Is there any way to pull the click through details for an email send from MCAE(pardot) to analytics studio SF report

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) * 

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Henry Otty
May 14, 8:40 AM
How do I stop my Contacts syncing from Salesforce to Account Engagement?

My business is structured so that the only individuals we want to market to all sit under Leads but they also create Contacts who are back ups if the Leads don't answer the phone. This means that around half of my Prospects Limit is being wasted on Contacts we don't want to Contact. How can I switch off the Contact sync without stopping our Leads from being synced over?   

1 answer
  1. Ankit Vashishth (Growth Natives)
    May 14, 10:51 AM

    Hi @Henry Otty ,  

     

     You can’t disable Contact sync entirely and still have Lead sync active in Account Engagement because both sync through the Salesforce connector. The best option is to use Marketing Data Sync criteria, sharing rules, or automation rules to only sync marketable Leads and certain Contacts. You can also create a custom field to tag backup Contacts, and also prevent them from syncing so they do not count against prospect limits.

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Ajay Rohera asked in * MC Account Engagement (fka Pardot) *
Jul 31, 2023, 6:26 AM
Account Engagement screen doesn't load

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)

 Account Engagement screen doesn't load

7 answers
  1. Gina Schumacher (Alameda County Community Food Bank)
    May 13, 4:22 PM

    In case this happens to anyone else - I was looking at our Health Check so I enabled a Session Setting "Lock sessions to the IP address from which they originated" and this caused Pardot not to load for users who previously had access. Disabling this setting seems to have fixed the problem. I'm not entirely sure how they are connected but for now it's working for us. 

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Jack Brinkhaus (Marketing Program Manager at EMC) asked in * MC Account Engagement (fka Pardot) *
May 11, 8:23 PM
Reporting on Opens/Clicks Timestamped

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

2 answers
  1. Jack Brinkhaus (EMC)
    May 12, 2:29 PM

    Hi Mradul, 

     

    My objective is both, If I could get a report on those who clicked on or opened multiple email templates throughout a campaign after 5 minutes of the email being delivered is my ideal goal here.

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