This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
We make it our mission to ensure you’re getting the most out of your marketing automation activity, so we’re here to fill you in on another important aspect to managing your Pardot account: how to keep it organised!
You may have read some of our previous blogs and infographics about how to organise your Pardot account, but we wanted to create something even more comprehensive.
Perhaps you’re familiar with using Pardot but there are features you didn’t know about or how to use as part of your account. Or, you're a new account holder and would like to implement best practice organisational processes from the start.
As a more detailed guide for all levels of Pardot users, we’ve created a handy eBook with all of our tips and tricks in one place to help anyone organise their Pardot account like a pro!
Why keep your Pardot account organised?
There are so many benefits to learning the ins and outs of how to organise Pardot - not only for you as an individual user, but for your entire team.
Ever felt frustrated at the clutter building up in your account, or felt like there could be a better way to organise your campaigns? This is where a good old-fashioned tidy-up can come in handy.
An organised Pardot account means a more logical workflow, less preventable inaccuracies, proper storage of our assets, and fewer risks to the business.
Not only will keeping your account tidy also save you valuable time and money, but it’s also easier than you might think!
What to expect from the eBook
Whether you’re new to Pardot or a long-time user, this eBook is for anyone wanting to start on the right foot with a new account, check to make sure their Pardot account is in the right shape, or get their account back on track and keep it that way.
We’ll take a look at things like:
- Why keeping a tidy Pardot account matters
- Where to begin
- For new accounts
- For mature accounts that need a refresh
- Performing regular reviews and audits
- Why perform an audit?
- When, and how often?
- What to check in an audit
- A real-world example
Ultimately, the key to keeping an organised account is how you make the most out of the features that are already part of it. When used alongside our best-practice tips and tricks, you’ll be a pro at organising Pardot in no time!
Ready to get organised? Download the eBook here and get started.
We’re always here if you need us. Email the team at email@example.com and we’ll be happy to answer any questions you may have along the way.
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.