Categories
Marketing

HubSpot Problem – Beta Drag and Drop Editor and Social Media Accounts

Our Marketing team has been using the new HubSpot Drag and Drop Email Editor since it became available (note, it’s still technically in beta.) One of our Marketing Directors came to me a couple weeks ago with an issue.

[Company B] social media links are automatically being input in our drag-and-drop email templates. Is there a way to default these within HubSpot to [Company A] links so we don’t have to update them every time?

We didn’t hear from our account manager immediately, so I submitted a Support Ticket for the issue. (Ideally, this would have been a Support Ticket at the beginning.) The first suggestion we received from HubSpot was to remove [Company B] social accounts in our HubSpot Settings.

This is not a valid solution or fix, because we use those social accounts for posting to social media. (The nerve!)

Eventually, I heard from HubSpot Support:

I wanted to quickly reach out that there wasn’t any documentation or past cases on how this default social account URL is pulled, so I am filing an escalation with the development team for an answer.

Okay, I guess we’ll wait.

One week later, though it was around Thanksgiving here in the US (bold emphasis mine):

I apologize for the delay in waiting for a response in the escalation I filed.

The development team reached out regarding this, and has said that currently it isn’t possible to change which default links appear in the social module for the drag and drop email editor. As with any features that you might like to see incorporated into our software, I would recommend posting a suggestion for this product feature in our ideas forum.

This is a forum where users can post ideas which other users can up-vote or comment on, then our developers see and use these ideas for inspiration for future improvements to the software. This would be the best means of having functionality like this implemented in the tool.

Please let me know if you have any questions about this.

Modules in the HubSpot Drag and Drop Email Editor

Are you kidding? So, let me get this straight.

  1. HubSpot has a new drag-and-drop email editor (which is still in beta.)
  2. The drag-and-drop email editor has a “Social” module, allowing you to place links to your social media accounts into your email.
  3. This Social module autopopulates these accounts somehow, but even HubSpot doesn’t know how the module is populated.
  4. There is no known way to change the default accounts for the Social module.

To those of you who are using the HubSpot Beta Drag and Drop Email Editor: Please follow this link to the HubSpot Ideas Forum and “upvote” this idea.

Categories
Marketing

My Beef with Pardot

Remember, it’s a bad idea to assume that Pardot and Salesforce abide by the same rules, but once you’re aware of the quirks and accept their ways of integrating, then you will be able to run streamlined, impactful, Marketing and Sales funnels.

12 Things Salesforce Admins Should Know About Pardot,” written by Lucy Mazalon over at Salesforce Ben came across my feed the other day. I read with great interest to see what someone else thought my Salesforce Admin should know about Pardot.

First things first, the article should instead be titled, “12 Things About Pardot for A Person Who Knows Nothing About Pardot.”1 I do think that Mazalon approaches the topic from a good perspective, as it is also my experience that professionals with “sound knowledge of the traditional ‘core’ clouds” do hesitate when it comes to Pardot.

Lack of integration between Salesforce and Pardot

Mazalon notes in her introduction that “the Salesforce Pardot team are working very hard to integrate the two technologies into one powerful platform,” I personally have yet to see much fruit from those labors. We’ve been using Pardot at GreatAmerica Financial Services for almost four years and the product we use today is 95% the same as the product we signed up with back in 2013.

As we signed up with Pardot shortly before the Salesforce purchase, the first two years or so of using Pardot we were told (if not promised) that the purchase of Pardot would lead to greater functionality, focus, and investment from Salesforce.

Lack of seemingly coherent long-term strategy for integration

One such area, as Mazalon notes as a difference between SFDC and Pardot, is Salesforce Campaigns and Pardot Campaigns. This was a learning curve for us – albeit, small – that only added to the confusion between how Pardot and Salesforce can and should work together.

While we now know the difference between the two types of campaigns, it’s my professional opinion that users of both Pardot and Salesforce shouldn’t have to know the difference.

There needs to be a clear strategy for how Pardot and Salesforce work together, not as two separate products. I understand this falls more on the Pardot team, rather than Salesforce, due to the scale of the differing products. However, in both talking with Pardot reps at Dreamforce and in reading Salesforce marketing materials, one can easily get the impression that Pardot is truly a part of Salesforce, when that could not be further from the truth.

Lack of reporting options

If you’re looking for reporting other than the standard “How did my email perform?” then you’re out of luck. We ended up running most reports in Excel. Yes, Excel.

Why do we use Excel for reporting? Because there’s truly a lack of robust options within the Pardot platform to parse your lists, contacts, or data of any type.

A note of my own bias

As a Certified Pardot Specialist, I feel that I have a little bit of experience with Pardot. I was also the person at my company who drove the original decision to use Pardot several years ago. So, it pains me to list some of my complaints here publically, but when my team and I encounter the same obstacles repeatedly with little-to-no improvement from Salesforce, the high opinion of Pardot becomes a little stale.

As of October 2017, we are no longer a Pardot house. We used the summer and fall of 2017 to transition our company to HubSpot and we are not looking back.