May 2, 5:00 – 6:00 PM (UTC)
Salesforce Marketer Group, Tampa, United States
Learn how to build and send emails out of Account Engagement as part of promotional code or referral code campaigns.
In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org.
This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required!
- Intro
- Promo Codes / Referral Codes explained (with sample use cases)
- Build walk through in Salesforce and Account Engagement
- Extended Use Cases
ex-Snap
Salesforce & Pardot Solutions Architect
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