Looking to improve your Pardot experience? Based on common questions and concerns, our dedicated services team here at Pardot has been tweeting out tips on how to get the most out of Pardot. We’ve compiled a few of their suggestions for you here in case you missed them:

Do you have lots of lower-case prospect names? Wrap your variable tag with <span style=”text-transform: capitalize;”> for cleaner HTML emails.
Want to test forms and landing pages without having to reset cookies? Set your browser in Privacy Mode.
Did you know form field descriptions can be uniquely styled? Just edit the form field description itself with HTML […]

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Concept

In January, Pardot will phase out Form Fields (e.g. objects where you set all options related to how fields behave on forms) and will instead allow you set default and custom field behavior from within forms and form handlers. This allows you to have fields that behave differently (required / optional, labels, progressive profiling rules, etc.) on various forms, without having to make more than one version of the field.

Here are some good use cases for the new builder:

International forms (you want different labels for fields depending on language) much easier
You want fields like “phone” optional in your lead generation forms […]

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‘Twas the day before break, and all through the spot
Not a creature was stirring, except for Pardot.

The forms were posted on the landing pages with care,
in hopes that the prospects soon would be there;

The users were carefree, all snug in their beds,
while visions of leads danced in their heads;

There has been fun, success, and holiday cheer,
As we celebrate this glorious year;

We wish you the best, in work and in life,
and hope that your days be filled with no strife;

To all of our clients, whom we adore,
we wish you: Happy Holidays, from our Family to Yours!

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Concept

We have always had “View in CRM” links in several places in the app: LeadDeck, assignment and notification emails, and on the prospect details screen. In an effort to make CRM details accessible from even more places, we have rolled out handy links (in the form of a salesforce.com, SugarCRM, NetSuite, or Microsoft Dynamics CRM icon) in daily prospect reports and prospect lists (so you can jump into the CRM without first opening a prospect’s details). We have also changed the text link that was on the prospect details screen to an icon. If you are looking at a prospect […]

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As one of the hottest topics in B2B marketing, social media usage is the subject of multiple articles, blogs and webinars every day. But when it comes to putting social marketing tactics to use, condensing all these ideas into a defined social media strategy can be more than a little overwhelming. So take a refreshing break from all the hints, tips and best practices, and instead focus for a moment on what not to do in the world of social media.

For the ultimate example of how not to use social media, take this story of a restaurant’s serious Twitter folly […]

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“Conversation is king. Content is just something to talk about,” Canadian blogger Cory Doctorow said.

Sure, you faithfully post to your corporate blog five days a week, and you spend hours researching topics and adding in your own creative spin. But if you’re counting on the “publish” button to magically distribute your words to thousands of readers who anxiously await your brilliance, your efforts could be going to waste.

Building an engaged community around your blogging and social media efforts is a long and difficult journey — and frankly, it doesn’t always end in success. Danny Iny took on the daunting task […]

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When an email is sent to a known prospect (prospect A), and the prospect then forwards that email to someone else (prospect B) and that person clicks on a tracked link, prospect B will see prospect’s A’s information pre-populated in the form. This is because each link in a Pardot email beginning with http:// or https:// is re-written to cookie and track the exact prospect to whom the email is sent. If prospect A forwards that email, then all links in the email are written to track that prospect’s activities.

When prospect B clicks a link that has been tracked for […]

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As a marketer, you are always looking for quick, simple changes that will keep prospects engaged with your website and promote valuable content.

Enter the “Hello Bar.” The Hello Bar is a free app that allows you to design a custom call out bar for the top of each page on your website. Pick out colors, fonts and textures that are consistent with your brand, and use this bar to announce upcoming events, advertise white papers or cross-sell different areas of your website. Several examples of the Hello Bar being put to great use are:

Webinars  Design a call out bar for […]

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