Скачать или смотреть How to create campaign templates in Salesforce to use in Account Engagement-Pardot

In this video, we explain to you how to create campaign templates in Salesforce for use in Account Engagement-Pardot.

👇Here you can find all the video content👇

▶️00:00 Creating campaign templates in Salesforce
▶️00:37 We access the campaigns area in Pardot and click on the "New" button.
▶️01:01 We configure our campaign
▶️01:23 We create the statuses that meet our template needs.
▶️02:54 Now we have created our template with the correct statuses and we can use them.

One of the most interesting features of the integration between Salesforce CRM and Pardot (Account Engagement) is the ability to manage campaigns in a unified way.

This way, data flow between Salesforce and Pardot, allows you to have a huge amount of information in Salesforce regarding all the activity of accounts, leads, contacts, etc.

But to create campaigns correctly, it is very important to use templates in Salesforce. Templates allow you to create new campaigns from a model, respecting structure, status, etc. simply and productively.

If you want to learn more about Account Engagement/Pardot topics, we invite you to download our e-books: https://www.marketinet.com/en/ebooks

Thank you very much for watching the video!