Marketing Cloud Account Engagement

Account Engagement Implementation Checklist

Set yourself up for marketing automation success with this step-by-step checklist for implementing Marketing Cloud Account Engagement.

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Checklist Highlights:

Technical Setup

Marketing Insights

Email Marketing

Why use a MCAE implementation checklist?

Starting out with Marketing Cloud Account Engagement, formerly known as Pardot, is no easy feat. There’s a lot that needs to happen for you to get the most out of the platform, such as:

Integrating with Sales Cloud
Importing and syncing prospect data
Setting up lead scoring and grading
Adding lead assignment rules
Configuring custom email domains and settings
Adding website tracking
And much more...

Download the free MCAE implementation checklist today for an expert-led approach to marketing automation in Salesforce.

Client reviews

Business services

They’ve not only demonstrated a firm grasp over Pardot + Salesforce that results in creative custom solutions that fit our current setup but also have shown an incredible dedication to responsive and thorough client management.

Julie, Associate Project Manager, Common, UK

Communications

Our company has been struggling with an incorrect setup of our Pardot workflows and content download processes. We hired Tom and his team to help us set up these processes in a cleaner and more efficient way, and they did an excellent job!

Flora, Website Administrator, Ecosio, UK