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Account Engagement Release Notes Winter 24: What wows us

Nov 13, 2023

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What’s new in the Salesforce New Release Notes Winter 24 for Account Engagement from Pardot, you wonder ? We’ve got the answer for you!

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Is it just me or do these Salesforce New Release Notes come around faster than ever? I’m savouring every bit of summer sun rays as we had such a poor weather start of it. And you all may still be chewing on our Pardot release notes summer 23 highlights. But, like it or not: the Salesforce New Release Notes Winter 24 for Account Engagement (Pardot) are here! They’re still in preview mode, but we an nonetheless have a peek to prepare. And that’s what we did at CloudAnalysts.

Pardot, or Marketing Cloud Account Engagement for new clients, will have the following new features. We’ve placed them in order of our excitement about them:

New timing options

Design engagement programmes with more precise wait times

Account Engagement Release Notes Winter 24 -  Photo by Jéshoots

Prospects can now wait in Engagement Studio Program steps from 2 to 8 hours. Previously, wait times were limited to increments of days.

Our view: It’s not that this feature wows us because it’s ‘state of the art’ technology. It’s because we’ve needed this feature for a long time for our clients. That’s why we’re very excited about it. And it’s a worthwhile, welcome improvement for all customers that’s free! It’s a10/10: everyone benefits!

Adopt best practices: How you could use this engagement studio rule date feature depends on your business. Possibly in many ways!

If you are a keen adopter of Engagement Studio Best Practices, then contact us now to help you audit your entire set of programmes to leverage this feature. No doubt you’ll find that by speeding up your response times, you’ll stand a greater chance to win over competition. As you all know, the person who gets to the lead first wins!

Other New Release Features

Beyond this Pardot engagement studio rule date – feature, there are some others introduced in this release. We’re not as wow-ed by them, though.

Visual historical prospect changes by feature

Pardot-prospect-change-monitor-by-feature

The Account Engagement Optimizer that was introduced a few releases ago is coming ‘alive’! It will have a new Prospect Change Monitor Histogram, so you can review prospect changes at a glance. What’s that all about?

How does it work: in the Optimizer, you’ll see a Prospect Change Monitor By Feature pie chart. You will be able to click it and see which features resulted in the most changes over the past 24 hour, or other time frame. And there are other filter too. You can see what drives change, and trends over time.

Our view: This helps customers understand which features and automations are causing the most prospect changes in your BU or Pardot org. Could be useful as it highlights if you may need to adjust your automations, import habits or API integrations.

The other new features are either further security restrictions or clean up suggestions that benefits Salesforce more than you:

Restrict Which Domains Can Display your Account Engagement Assets

This adds data security. Can be used for forms and landing pages. For new org, restrictions are automatic, while existing customer have the option of leaving things unrestricted. This is a good thing really.

Restore a Paused Prospect by Deleting Their Visitor Records

Did you know that most of the time, a high level of visitor activity is actually not a prospect at all! It’s the result of a bot, or you testing! In both cases, it’s best to delete the prospect. At least, once as a while do a clean up, as their visitor data would be huge and unnecessarily slowing down your Pardot org.

What’s new?  Prospects will now actually be paused, when their activity levels are high enough to impact Account Engagement’s performance. But you can undo the pause and restore your important prospects.

How do it work? Choose a date in the past and Account Engagement removes the prospect’s activity records before that date. When you remove enough activity records, Account Engagement restores tracking for that prospect. If the prospect exceeds the activity threshold in the future, they’re paused again.

Our view: If you/your consultant has set up your spam filtering automations properly, bots should already be filtered out for you to archive.

Help in ensuring your sender addresses are validated

Email deliverability is key to your success, which is why we’ve written an entire blog post on this topic: Adopt our email delivery best practices, so your email will hit the inbox!

With release Winter 24, you can now review templates with invalid senders on the Email Templates page, and change the sender or validate the sending domain, so that you can use it.

Our view: ensuring sender email addresses are validated is a normal part of RMM – a prerequisite for good sender reputation and deliverability. So, this is helpful, albeit not a wow.

Option to remove ‘Unconverted Visitor Activity Records

Salesforce gives you the chance to free up some system bandwidth by removing old visitor records that didn’t convert to prospects. You’ll be able to automatically remove unconverted records older than 365 days.

How does it work: there is a new option to remove ‘Stale Unconverted Visitors’ in your Account Engagement Settings.

Our view: This may be suitable to some but it’s not suitable for everyone. Pardot is a B2B marketing tool and sales cycles are notoriously long. Particularly in economically challenged times. Also, prospects would like to not reveal themselves as potential buyers until they are about 70% in the sales cycle. So, if you consider both these factors and still feel you want to get rid of your year-old visitors, then you now have that option.

New release features for Pardot – roundup

There are a few other updates, particularly around the API for Pardot developers. This could be of use for users of sandboxes and the higher-end packages of Pardot: you’ll be able to use the Pardot API v5 and Salesforce Flow, to move Pardot Sandbox configuration to Pardot Production. That does great, but not everyone has purchased sandboxes. Regardless, we may write more about it when the release notes for Winter 24 will have finalised and we’ll update this article.

With that said, this rounds it up.

Improving your Account Engagement setup

If you are interested in upgrading your Pardot setup, we would be delighted to help you.

Like the idea of learning where you are standing with your Pardot aka Account engagement configuration? Wonder how best to take advantage of the new features. Take advantage of our free Account Engagement Audit?

Interested to learn more?

We would be very happy to help you.

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