The demands on modern marketers are greater than ever and often, sophisticated personalisation can suffer as a result. By ‘sophisticated’, I mean personalisation efforts that span the full customer lifecycle, delivering an integrated and impactful experience for your customers at every touchpoint. Pardot personalisation at this level is entirely possible but sometimes overlooked or written off as “too hard”.
2 mins
To some degree, perfecting Pardot (now called Marketing Cloud Account Engagement) personalisation is difficult. After all, it depends on integrating systems and teams for 360 visibility over individual customers.
A pipe dream, you might think?
Not necessarily.
Salesforce customers have an advantage many businesses don’t. You have access to platforms that integrate out of the box and, with ‘on-core’ software like Data Cloud, achieving a unified view of every contact is easier than ever.
There’s just a bit of groundwork to do first.
This is why we’ve put together a 2-minute cheatsheet to reaching perfect personalisation in Pardot.
This cheatsheet is designed to give you a quick, actionable overview of the key steps and features to help you plan and implement a successful personalisation strategy.
For those ready to dip their toes in the personalisation waters, the Salesforce Account Engagement Personalisation Cheatsheet is your introduction to the steps involved.
Inside, you’ll find quick, actionable overviews of the key features available to Salesforce customers and the recommended process for achieving personalisation nirvana.
Alternatively, if you’re fairly familiar with personalisation strategy and just need a refresher on the key steps and benefits you should be tapping into in Pardot, the cheatsheet is ideal.
Check it out, and for a deeper understanding of each step or feature, you can also download our complete and detailed guide: Perfecting Personalisation in Salesforce Account Engagement eBook.
Download the free cheatsheet here.
Have a question or want to chat about tailored support for your business? We’re always happy to chat! Request a call with one of our Salesforce marketing experts.
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.
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