Subscribe to Get Report Results Delivered as an Email Attachment

Salesforce gives the feature to subscribe yourself and other users, groups, or roles to receive refreshed report results by email on a schedule that you set as It’s not always convenient to sign in to Salesforce just to view a report. With the latest release, as a report subscriber, you can choose whether to receive the report attachment in .xlsx or .csv format and open your email to view the results.

Steps to Subscribe to Reports

  1. To attach files to a report subscription, subscribe to the report.
  2. In the subscription setup, click Attach File and then select Formatted Report or Details Only. 
  • Each Formatted Report is delivered in .xlsx format and included in the body of the email. 
  • Each Details-Only report is attached to the message as a .csv file. For .csv attachments, you can select the encoding type.

The reports that you subscribed to are delivered to your inbox on schedule and in the selected format.

Note: The attached report can include up to 15,000 rows and 30 columns. Additional rows are clipped. To view the entire report in Salesforce, click the report title in the formatted report email or sign in to Salesforce and search for the report.

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Copy & Paste Engagement Program Steps to Save Time

Pardot Engagement Studio allows you to Reuse your favorite steps with Copy & Paste tools on Engagement Studio. That can help you to save time building programs so you can focus on the most important items on your to-do list. 

To get started, you’ll click on the new Selection Mode while building a program.

  1. Click Select in the toolbar.
  2. Click Copy.
  3. Click where you want the steps to appear, and select Copied Steps.

Note:It allows you to select up to 10 steps in a program that will be copied using the new “Copy to clipboard” feature.

Once you have done with selecting your steps, you’re automatically taken back to the build tab. and after that, you click any possibility step to use the new “Copied Steps” action to paste your copied selection.

The cool thing about Copy & Paste is that your steps are pasted in the same state they were copied — if you had an email template selected, wait times as you defined, or specific send-on dates, that information is also pasted with the selection.

For more information on Engagement Studio, you can check out the Help Articles OR If you need help setting up the Engagement Program, you can get in touch with us here.

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3 Ways Pardot Makes Engagement Easy

As marketers, you should always look for ways to automate, optimize, and make things simple for yourself so you are able to run more programs, introduce more content, achieve the higher ROI, and the list goes on.

In this blog, I’ll cover three Pardot features that drive engagement.

1. Nurturing Your Customers with Personalized Messaging

Pardot email allows marketers to send simple and complex sets of emails with the engagement studio—for example building a sequence of emails that are triggered to customers automatically, based on their activities, behaviors, demographic data, or other criteria. You can use email for simple automation such as:

  • Send special offers or discount emails to customers on their birthday or anniversary.
  • Send abandoned cart emails to customers when they abandon their shopping cart without making a purchase.
  • Send email to customers to collect their feedback for the products which they have purchased.
  • Send emails to customers to introduce your new products or updates of products that they already purchased from you.

One of the most beautiful capabilities of Pardot is to help marketers to nurture the prospects, by providing the right content to the right time. It also helps you to every stage of prospect journeys to ultimately nudge them toward the next conversion—whether that’s a download or a sale.

Pardot creates a relationship between your products/services and your prospects. It will help give you a proper idea of whether the prospect is interested in your product or not.

Pardot engagement studio helps you to create a customer journey and find out the leads which are actually interested in your products/services.

2. Reporting: Measure Results and Adjust the Optimize Engagement

Building an audience engagement strategy may be a significant beginning. But if you do not measure the effectiveness, it’s less of a technique and more of a hypothesis.

The best engagement plans contain proven strategies. The initiatives need to be tested, measured, and validated as successful before full implementation. That’s only possible if you’re tracking the correct engagement metrics, evaluating the effectiveness of various campaigns, and narrowing your strategy right down to focus exclusively on people who work.

By diving into what’s working and what’s not, you can make decisions to increase customer engagement and focus on the channels, content, updates, promotions, and messages that create the highest engagement—and therefore highest ROI.

3. Website Visitor Tracking

In marketing, every customer engagement journey starts with your brand for the very first time on your website or another channel.

Pardot gives you the functionality to integrate your website by putting a simple piece of tracking code into your website so you can track all visitor activities on your website.

With the website tracking feature of a Pardot, often called web personalization, you can learn more about these anonymous visitors before they provide you with their information, enabling more personalized experiences.

Website visitor tracking allows you to gather valuable information—like location, company size, and industry—that makes anonymous visitors less anonymous (even if you don’t have their name, email, phone).

Later, it can allow marketers to deliver the targeting ad campaigns, and track how and where leads at the beginning of the funnel are most likely to engage. and especially provides useful information to build a customer journey map that can help to engage with these leads in the future to provide them the right information, at the right time, based on their activity.

These three features of a Pardot can help you take your engagement to the next level and get you ahead of your competitors. 

If you need help setting up the Pardot, you can get in touch with us here.

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Create a Custom Launchpad for the Salesforce Mobile App

Take your Salesforce Mobile App to the next level with a custom launchpad! Learn how to create a personalized experience for your team in this guide. With Salesforce’s new release, you can set up a mobile launchpad to let users quickly access the information they need. Use the Launchpad component to add links to Lightning pages on mobile and desktop. You can create a mobile-specific launchpad by set up the component visibility to show the launchpad to mobile users only. That way, mobile users can still access all of their navigation menu items, but the most important links are only a tap away. All Internal links open in the Salesforce mobile app, while external links open in a mobile browser window.

We know that users pull up the app for a quick look at important information, but it can take a lot of taps to get to the right place. The mobile launchpad lets users access that information in fewer taps. You can add any items to launchpad that have tabs associated with them—standard and custom objects, Lightning web components, Lightning pages, Visualforce pages, and external websites. Make sure that your users have permission to view the tabs—they only see items that they have access to in the launchpad.

You can use launchpads on multiple pages and add multiple launchpads to one page.

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Interactively Create Engaging Email Templates

Salesforce has come up with a new Email Template builder. You can create email templates faster and more easily with visual tools in the Email Template Builder. Instead of adding HTML code, your users can drag elements to create effective email templates. They can compose email templates with a few clicks to place design elements right where they want them. As you know, Sending professional, appealing emails is essential when communicating with your customers. Using captivating email templates gets you there.

This is available for all Lightning Experience who are using  Professional, Enterprise, Performance, Unlimited, and Developer editions, and all editions of Pardot in the Pardot Lightning app. This feature isn’t available in Pardot Classic or the standalone Pardot app.

Users with Access Drag-and-Drop Content Builder or Manage Content Builder permission can Create and manage Email Template Builder templates. Any user that can send an email can use email template builder templates.

How can you use the Email Template Builder?

After creating a Lightning email template, users with the correct permission see the Edit in Builder button.

Click Edit in Builder to open the Email Template Builder.

Choose a component (1) and drag it to the canvas (2). Change the details and style of the component using the properties panel (3).

Your users can now easily create an engaging email template.

Note: Email Template Builder isn’t available for previously created Classic and Lightning email templates.

For more details visit CloudVandana.

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