• Home
  • Category: Education

Category: Education

UTM Parameters & Gravity Forms

UTM Parameters & Gravity Forms As Digital Marketers, we often use query strings for our attribution. This gives us insights on where our traffic is coming from and which channels perform the best. An example of a query string is as follows: For example, my website url is: https://cypresslearning.comMarketers looking for better attribution can append

Read More

Pardot Scoring & Grading Best Practices: Pardot Score Degradation and Why it’s Important

Pardot Scoring & Grading Best Practices: Pardot Score Degradation And Why It’s Important Over time, your Pardot account may start experiencing some massive scores on Prospects. While Pardot continues to release updates to help us keep things clean, many Pardot admins need to have a solution to keep scores under control. What is a Score

Read More

4 Chatbot Fixes you need to make TODAY: Building Chatbots that CONVERT in 2022

What we’ve learned from working with chatbots over the years… Chatbots have become EXTREMELY popular. In Sales & Marketing, Chatbots are taking the lead generation & digital transformation world by storm. More and more websites have chat features that ‘pop-up’ on the bottom right hand side of a site once you visit, asking if to

Read More

Salesforce Pardot Spring Release Notes – Spring ’22: Our Favorite Features

Salesforce Pardot Spring Release Notes – Spring ’22: Our Favorite Features It’s a new year and the Salesforce Spring ’22 Release Notes have been released! There are lots of exciting new features available for Pardot users, specifically around the new Builder tools. The Spring ’22 Features should be LIVE in your Salesforce Pardot Account by

Read More

Hubspot free CRM functionality: what’s included and what’s not

Disclaimer: We are FANS of what Hubspot is doing for Small businesses just getting started with a CRM. We are also a registered Salesforce Partner. This article is our opinions only and not affiliated with any other software vendor or association. Congratulations, you’re likely here because you’re undergoing a digital transformation in your business. There

Read More

NEWS: Pardot Classic App in Salesforce Feature Retirement

Pardot Classic App in Salesforce Feature Retirement Changes are coming to Salesforce/Pardot. Salesforce has announced that they have begun the process of retiring the Pardot Classic App in Salesforce. The retirement of the Pardot Classic App is not to be confused with pi.pardot.com, which will remain intact and will use the same classic user interface

Read More

Pardot Tips & Tricks: Integrating Salesforce Custom Objects With Pardot

Automated Selective Syncing from Salesforce to Pardot This solution will work with ALL levels of Pardot using Salesforce Enterprise Edition or greater. THE REQUEST/USER STORY: Sales & Marketing Users would like to specify which Salesforce object updates trigger an update to Pardot, including ‘add to list’, ‘send auto-responder’, or add to an engagement program. Example

Read More

3 Helpful Tips for Running a Successful Meeting

3 Helpful Tips for Running a Successful Meeting Running a successful meeting is a CRITICAL skill. We run a lot of meetings and we want to help you manage your meetings better. Here at Cypress, our primary service is training and workshops. Our team calendars are full of daily back-to-back meetings, ranging from engagements with

Read More

How to Authenticate DMARC records with Pardot

This article is originally posted on help.salesforce.com. We are sharing the article information here, for your convenience. Note: Salesforce will provide the DMARC DNS records for your domain, but will not install, configure or authenticate DMARC records. If you’d like some help, please contact [email protected] DMARC, which stands for “Domain-based Message Authentication, Reporting & Conformance”,

Read More

Salesforce Webinar: Unlock the power of Salesforce Platform with Sandbox and Data Mask

Salesforce Webinar: Unlock the power of Salesforce Platform with Sandbox and Data Mask Check out the upcoming webinar from Salesforce! When: October 14th, 2021 Where: Online Time: 11AM PST Small & growing businesses are looking to innovate faster in order to respond to increasing customer expectations. Empower your team to bring their ideas to life

Read More

Salesforce Tips: Ensure Your Private Data is Secure

Ensure Your Private Data is Secure Stay secure in a remote work from anywhere world. Watch this on-demand webinar to see how Salesforce can help you protect your data with best practices built right in. Get best practices for safeguarding your data in your Salesforce account with a live demo of: – Salesforce Shield– Data

Read More

Pardot Tips: How To Capture Page URL & UTM Parameters in Pardot Forms with Cross-Domain Iframe (in 4 Steps)

Pardot Tips: How To Capture Page URL & UTM Parameters in Pardot Forms with Cross-Domain Iframe (in 4 Steps)

Read More

Pardot How To: Adding Salesforce Users to Pardot

Pardot How To: Adding Salesforce Users to Pardot As of Summer 2021, User management in Pardot is a bit different. We now manage users from the ‘Pardot Account Setup’ section from the Salesforce Admin Portal. Looking to learn more about Pardot or Salesforce? Learn more from one of our upcoming events!

Read More

Pardot Best Practices: Tips for a successful Pardot Migration

Pardot Best Practices: Tips for a successful Pardot Migration Looking to Migrate Data into Pardot from Hubspot, Marketo, Active Campign or another Marketing Automation System? There are many things to consider when migrating to Ordit from another system. Here are some Best Practices for moving your Marketing Assets into Pardot from a legacy system. TAKE

Read More

Google like a Pro with these 8 Tricks

Let’s face it, the biggest “brain” we have access to is Google. It is becoming an expectation across many profesional sectors to find answers on your own, and using Google to be resourceful will go a lot further (on most teams) than asking a question that your colleagues will end up Googling anyways. Here are

Read More

Salesforce Webhooks by Cypress

This package allows an HTTP POST call out from a Salesforce Flow, or Process Builder. Automate sending data from Salesforce instantly, when triggered as an action. This Package works great with tools like Pardot, Zapier, Hubspot & custom applications. Note: API Must be enabled in Salesforce. Enterprise Edition or Greater is recommended.

Read More

How to connect Ninja Forms to Pardot form handlers

How to connect Ninja Forms to Pardot form handlers By: Jermaine Brewer Let’s first talk about what Ninja forms are. Ninja Forms is a free form builder plugin for WordPress that enables you to build just about any type of form such as a simple contact form, event registrations, file uploads, payments, and many more.

Read More

Pardot Tips & Tricks: How to Setup Pardot Salesforce Selective Sync with Process Builder or Flows

Automated Selective Syncing from Salesforce to Pardot This solution will work with ALL levels of Pardot using Salesforce Enterprise Edition or greater. THE REQUEST/USER STORY: Sales & Marketing Users would like to specify which Salesforce records create a New Prospect in Pardot. Currently, the Salesforce Connector in Pardot includes the option to ‘Automatically create Prospects

Read More

Passing your Administrator Certification Maintenance (Spring ’21)

Passing the Salesforce Certified Admin Maintenance Exam Spring 21

Read More

Pardot Ask Me Anything: Setting up Pardot Tracking Code with WordPress

Need help understanding how Pardot works with WordPress?

Read More