Salesforce and Pardot Implementation Experts
9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support As a Pardot user, you have an array of options when it comes to your Pardot onboarding and ongoing support/content packages. There are different tiers of Pardot partnership and different offerings. So, why choose Cloud on Tap for […]
Update: “Pardot Lightning Style” is now called “New Pardot Style” As you’ve probably heard, Salesforce recently rolled out a Lightning version. This is the first major change to the User Interface (UI) in 16 years! Clicks are reduced and the overall experience is greatly improved – once you get used to […]
The last piece of this series- Scoring Rules. Admin> Automation Settings> Scoring Rules Edit Scoring Rules> Select Rule> Adjust Score> Save Changes Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much […]
Part 2/3 today- Visitor Filters! Admin> Automation Settings> Visitor Filters + Add Filter, enter Name and hostname or IP value, Create Filter There are 2 common questions we get regarding Visitor Filters: Q. How do I keep my activity from skewing the campaign reporting? A. Filter yourself out. You can […]
Hi all! We’re doing a series of 3 posts about a lesser talked about area in Pardot- Automation Settings. These settings are amazingly helpful and everyone should use it, but they aren’t necessarily the first thing your company will get to during implementation. First up are Page Actions! Admin> Automation […]