Leads/Contacts (via Marketing Data Sharing settings)

[akiyaaa]

Exercise 3 - audience segmentation: map your data
Mapping how your data will be stored in each Pardot Business Unit is awesome because you have full control over what goes where. Think about:

Fields
Custom objects
Campaigns (record types)

You need to think about how best to optimise your setup so users are empowered to do the best marketing possible!

Exercise 4 - Marketing Data Sharing (MDS) settings
In my opinion, this is the smartest part of the PBU architecture. It’s a really nice and easy way to manage exactly what prospect data needs to sync into a specific PBU. Previously, this was called Selective Sync but denmark telephone numbers is now much more user-friendly and easy to manage.

If you’ve followed the tips above, this will be a much easier exercise. If you don’t plan, you can almost guarantee that this part will go wrong.

You need to be absolutely confident of the sync behaviour and understand why certain things are happening at any given time.

Think about how you’ve structured your PBU’s and you can align your Marketing Data Sharing settings to pull in the correct data.

For example, MarCloud offers Pardot and Marketing Cloud services. We might have a Product_Interest field and use Marketing Data Sharing settings to pull in the correct prospects. For example, if the field shows Pardot’ then pull into the Pardot Business Unit, and vice versa.

It’s a good idea to use a single field to manage this to keep things simple. The last thing you want is to overcomplicate a setup like this.

If a Lead/Contact value changes and it no longer meets the MDS settings, the prospect will be pushed into the recycle bin. The prospect will then appear in a different Business Unit if they meet new MDS criteria.

Screenshot of Marketing Data Sharing settings

Screenshot of Pardot lead criteria

Tip: tracker domains