Pardot Knowledge Base

Salesforce® Engage

Salesforce® Engage Overview

Salesforce® Engage unites sales and marketing teams to sell more effectively than ever before. This article lists all Saleforce® Engage documentation in the Knowledge Base. For Administrators Salesforce®...

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Sending Engage Emails

Engage Campaigns let you quickly send targeted emails to groups of leads and contacts, and then track engagement metrics from Salesforce. Sending Engage Emails is easy: simply select recipients from your leads ...

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Setting up Engage for Salesforce1

This article will walk you through setting up Engage for Salesforce1. These instructions are for a Salesforce Administrator. Adding Engage to Mobile Navigation In order to view the Engage application i...

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Using Engage Alerts

Engage Alerts is a real-time service that informs you about prospect activity you might be interested in. It matches prospects based on filter criteria and displays them in a card-based filter view. Some basic ...

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Adding Send Engage Email Buttons

Engage Campaigns give Salesforce® Engage users the ability to send one-to-one emails to leads and contacts. In order to use this feature, you'll need to add the Send Engage Emails buttons to your Lead and Conta...

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Engage for Gmail

Engage for Gmail is a Chrome extension that lets you to send trackable emails directly from Gmail. In order to use Engage for Gmail, you must have a Salesforce® Engage License, and your Salesforce user must ...

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Engage Reporting Overview

Engage reporting lets each Engage user track how leads and contacts interact with their Engage Campaigns. Use Engage Reports to discover which emails and templates performed the best over the last week, last tw...

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Building Salesforce® Engage Adoption Reports

This article covers how to create Salesforce® Engage adoption reports in Salesforce. Now that your sales team regularly sends Engage emails, we recommend that you create these reports to monitor user adoption. ...

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