Users that are just getting started with Salesforce Account Engagement will learn how to build and send an email with Salesforce Account Engagement (Pardot)

by | Mar 11, 2024

(Video Length 10:20)

Topics Discussed in How to Build and Send an Email with Salesforce Account Engagement (Pardot)

In today’s lesson we are going to explain how to send a list email from start to finish.  A list email is a one time email campaign, sent one time and sent to a specific list (segment) in your target/lead database.  List emails would be used for sending offers like white papers, newsletters and announcements.

What You Will Learn:

1- How to find and build lists

2- How to create an email or email template:

    • Selecting email type
    • Accessing and using templates
    • Customizing with the editor
    • Synching or using custom HTML

3- How to select greeting, the send address and response address

4- How to set up completion actions (completion actions are next steps if a lead engages with the campaign)

    • Assign a user
    • Set a task in Salesforce
    • Score the lead

5-  How to schedule and deploy the campaign for final send

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Pardot (Account Engagment) Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies so she understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups.  She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.