The update is instant and a Mailability’ section will show on all prospect records right away.
Posted: Mon Dec 23, 2024 9:42 am
the Do Not Email’ field no longer affects a prospect's opt-out status when syncing between Pardot and Salesforce.
The default behavior is similar to how the Overwrite Prospect Opted Out’ setting on your Connector Preferences determines opt-out status. This means a prospect’s opted-out status can be updated in Pardot and in Salesforce, which makes things easier (refer to our hard bounce blog) because the field behaviour is set to “most recently updated”.
Therefore, the last place the opted-out settings updated will be used as the source of truth when the record next syncs.
How are Pardot prospect imports affected?
After the upgrade, users can import Mailability settings as part of the prospect import.
Simply use 1’ and 0’ values in the Do Not Email and Opted Out fields. These values will overwrite settings in Pardot during the import, simplifying any issues if you accidentally mark your database as “Do Not Email”.
However, with great power, there also comes great responsibility. So, whilst the Do Not Email’ field can be ideal for imports, please be aware that changing “Opted Out” to true via an import without prospects opt-in consent is not GDPR compliant!
How to upgrade Prospect Mailability?
The upgrade is available for all Pardot editions with Salesforce Professional, Enterprise, and Unlimited editions.
The setting can only be enabled by Admins. If you are an admin (and have read our considerations below) you can enable the Mailability changes from the banner that appears at the top of the Pardot Dashboard.
Currently, the upgrade is optional, but Salesforce has advised that by the end of 2021, every Pardot account which still has the original fields will be upgraded automatically.
Once upgraded, the icons and tooltips will update to show prospects' mailable dominican republic phone number status and the types of emails they can receive. This makes it much easier to determine than the plain email icon we’re used to!
Pardot email icons
My favourite feature so far is being able to filter prospects in the Prospect Data Table based on mailable statuses! Even after only a couple of days of enabling this feature, it’s crazy to think how I ever lived without it.
Dropdown showing unmailable prospects
The default behavior is similar to how the Overwrite Prospect Opted Out’ setting on your Connector Preferences determines opt-out status. This means a prospect’s opted-out status can be updated in Pardot and in Salesforce, which makes things easier (refer to our hard bounce blog) because the field behaviour is set to “most recently updated”.
Therefore, the last place the opted-out settings updated will be used as the source of truth when the record next syncs.
How are Pardot prospect imports affected?
After the upgrade, users can import Mailability settings as part of the prospect import.
Simply use 1’ and 0’ values in the Do Not Email and Opted Out fields. These values will overwrite settings in Pardot during the import, simplifying any issues if you accidentally mark your database as “Do Not Email”.
However, with great power, there also comes great responsibility. So, whilst the Do Not Email’ field can be ideal for imports, please be aware that changing “Opted Out” to true via an import without prospects opt-in consent is not GDPR compliant!
How to upgrade Prospect Mailability?
The upgrade is available for all Pardot editions with Salesforce Professional, Enterprise, and Unlimited editions.
The setting can only be enabled by Admins. If you are an admin (and have read our considerations below) you can enable the Mailability changes from the banner that appears at the top of the Pardot Dashboard.
Currently, the upgrade is optional, but Salesforce has advised that by the end of 2021, every Pardot account which still has the original fields will be upgraded automatically.
Once upgraded, the icons and tooltips will update to show prospects' mailable dominican republic phone number status and the types of emails they can receive. This makes it much easier to determine than the plain email icon we’re used to!
Pardot email icons
My favourite feature so far is being able to filter prospects in the Prospect Data Table based on mailable statuses! Even after only a couple of days of enabling this feature, it’s crazy to think how I ever lived without it.
Dropdown showing unmailable prospects