Additional Resources
In progress - more coming soon!
Articles
- Create discount codes using JavaScript with FormAssembly: FormAssembly is a great tool, but doesn't provide any out-of-the-box way to apply discounts. This article walks you through setting up some simple code to use discounts.
- Post chatter notifications with Marketing Cloud Account Engagement (fka Pardot) using platform events: if chatter is a primary means of communication about Salesforce records, wouldn't it be nice to get notifications from Pardot?
- Our Engagement work: How we help organizations define and quantify constituent engagement.
Videos
- How Nonprofits Can Win With Account Engagement - Duncan's presentation at the MarDreamin' conference outlining several ways in which nonprofits can take advantage of MCAE / Pardot features
- Unlock B2BMA: Going Beyond Stock Dashboards - Another MarDreamin' presentation from Duncan about using CRM Analytics to extend stock dashboards offered by Pardot/Account Engagement
- Microsoft vs Salesforce Automation - Direct comparison between Microsoft Power Automate and Salesforce Flow
Downloads
- Welcome to the Cause: We signed up for 101 nonprofit email newsletters and measured what happened. Here's what we found.
- UTM template builder: Use this spreadsheet to standardize how utm tracking values are created and applied in website links
- Metrics Progress Tracker: Set goals and monitor progress through regular updates that roll up to an overview page without any fancy reporting tools—just Google Sheets.