Prospect Lifecycle Report

Concept The Prospect Lifecycle report combines your marketing and sales reports in one place to give you a high level view of your sales cycle’s health. By reviewing the report you will have an idea of how well your marketing and sales organizations are working together as well as see areas for improvement. Note: The…

Prospects’ Referring Information

Concept Often Pardot is able to capture and record the referring URL for a prospect. A referring URL is the link of the page the visitor visited just prior to accessing a Pardot tracked page for the first time. The page tracked by Pardot could be a page on your website that has Pardot tracking…

Salesforce.com Campaigns

Concept Pardot syncs with salesforce.com campaigns to both display the campaigns, their participants and statuses in Pardot, as well as to add prospects to salesforce campaigns from the Pardot interface. Salesforce.com Campaigns vs. Pardot Campaigns vs. Pardot Lists Salesforce.com campaigns do not have a one-to-one relationship with Pardot campaigns. You can set up campaigns similarly…

Campaign Cohort Report

Concept This page gives statistical information for each Pardot campaign beyond the basic campaign report data. The Monthly Cohort graph gives you a look over a selected period of time to see how many prospects and opportunities were created. You can filter the graph by month and drill into campaigns to see how that monthly…

Content Report

Concept The Content Report (under Reports > Content) provides reporting on content files and custom redirect links. The data includes either the number of file views or number of redirect link clicks. File Report: Overview The top table under Reports > Content displays file views. Since these files are hosted by Pardot, we can track…

Pardot Campaigns vs. Pardot Lists

Pardot campaigns and lists function differently in Pardot. Pardot lists send out marketing campaigns while Pardot campaigns track the first marketing campaign a prospect touches. Pardot Campaigns Pardot campaigns are thematic touchpoints (similar to “source” in other systems). Pardot campaigns are used to track a prospect’s first touch. A prospect’s Pardot campaign is set when…

Merging Prospects

Pardot has the option to manually merge two or more prospects. Because of the complex nature of marketing automation (involving rules, drips, etc.), please make sure you familiarize yourself with the information below. Merge Action Simply multi-select the prospects you would like to merge, select merge from the action dropdown, and click “Go” to start…

Customizable User Email Signatures

Pardot users have the option of providing email signature content that can be automatically included in newsletters and automated emails. Add user signature to user profile To use email signature content, users must specify their signature by editing their user profile. Click on your email address in the top right corner of the application, Click…