How do I create a seperate bucket for the open/closed leads that have opt out = True
We would like to have a seperate bucket so that the SDR's do not contact and add the same leads in the future
We are using Salesforce Lightning
We are trying to link MC with Sales Cloud to setup email automation.
*** Question: Should we link MC to ‘Leads + Contacts’ OR ‘Lead + Accounts’ from Sales Cloud ?
Which would be more beneficial for us ??? How is Contacts different from Accounts ?
[our Account object (in Sc) has 2 record types as:Corporate & Person]
We are very confused.
Any help will be highly appreciated.
If you have the company name, Please Sync the Lead + Accounts’
If it is the Contacts only, Create Account and sync like Lead + Accounts, Contact
Leads - People who you could potential do business yet, but have not qualified them. Unsure if they're going to buy from you. People you don't have a relationship with yet.
Contact - Someone you have a business relationship with, someone you know. Possibly has bought from you in the past.
Account - A business entity. Contacts work for Accounts.
Opportunities - Sales events related to an Account and one or more Contacts.
Has anyone run across this issue? I'm trying to set up a trigger in engagement studio for email open and in that step, 'm given a dropdown to select email template, but that area is grayed out. It won't let me select anything?!
I'm not sure what I'm doing wrong. I have email templates built that are enabled for engagement studio.
Any ideas? Thanks!
I've been looking for some detailed info about the availability in Pardot of Landing Pages templates developed with Accelerated Mobile Pages (AMP) code.
Unfortunately I didn't find any.
Does someone has already managed this topic and can help me?
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Pardot group below to collaborate with the experts for best practice and advice.
Would you please mark this query as a best answer and open a new thread and post your above query separately. I'd love to answer but please close this one and keep the community clean :)
I will jump to your next thread as well and keep on answering...
Do you have the "Sync emails with the CRM" option enabled in the Salesforce Connector settings in Pardot? http://help.pardot.com/customer/portal/articles/2128368-salesforce-connector-optional-settings-reference
If so, try disabling that and see if it helps.
"When a synced lead or contact is deleted in Salesforce, Pardot flags it as [[crm_deleted]]. Pardot does not recreate the lead or contact in Salesforce."
Why doesn't Pardot put them in the recycling bin when deleted in Salesforce?
I'm assuming I can make an automation rule that if they are crm_deleted to move to recycling bin, correct?
Thank you in advance :)
I set up my rules as follows (see below). I created a Segmented List in Pardot titled: "Deleted from Salesforce, Still in Pardot." So my automation rule puts the prospects that are deleted in Salesforce onto this list in Pardot. From there I manually put those prospects in the recycling bin.
Your question seems to be best suited for our great developers out there.
Unfortunately, they dont hunt here on the success community.
You guessed it right - they ride and hunt at the developers' community.
Although its totally safe to leave this question here, I would advise to meet the great ones at one of the links below:
Finally, you should close this question by marking a best answers, so other readers know that the ques has been posted elsewhere.
From Email: %%Sales Email%% Ideally you will still want to make sure that you are using a properly delegated / authenticated domain (usually your SAP address) in the email address or your messages will lack the appropriate authentication. In our case we only used one string per field and filled part of the from address so no matter what was in the DE field the correct sending domain was used (i.e. %%From Emailfirstname.lastname@example.org). We even set custom reply mail management in the same way. Worked for use but be sure to test as we only used one field in each, but I can't see why it wouldn't work with two or more. ET Support should be able to help if you run into any issues. Hope this is helpful!