WWYDP: What Would You Do as the Prospect?

I’ve been with Pardot’s Implementation Team well over 3 years and during this time I’ve been asked all sorts of questions. Even as Pardot’s functionality has vastly expanded and marketing automation in general has gained tons of traction, there are still “classics” that get asked in almost every implementation project. In many cases I like…

Completion Actions

Completion actions are a great way to automate different activities within an existing element rather than always having to create an automation rule to accomplish the same result. Completion actions are available within forms, form handlers, files, custom redirects, emails and page actions. Completion Action Notes Completion actions are not retroactive and will only apply…

Data Security at Pardot

Here at Pardot we take security precautions as top priority and will continue our efforts to keep our clients’ information safe. Following are various links to pages and posts that help provide more insight into these measures. Pardot’s application security includes: Strong Passwords: consisting of a combination of Upper Case, Lower Case, Numbers and Special…

Populate Hidden Field on Form with Name of Webpage

You may have a single Pardot form on multiple pages of your site (like a newsletter signup form) and want easy access to know what page that form was completed on. To populate a hidden field on a form with the name of the page where the prospect completed the form you can use the…

Integration Options for Other CRMs

Currently we natively integrate with salesforce.com, SugarCRM, Microsoft Dynamics CRM, and NetSuite. If you don’t use any of these CRMs then there are a few options that may allow you to more seamlessly link your CRM with Pardot. Pardot Prospect URL To create a unique link to directly take someone to the corresponding Pardot record…

Last Activity Field

The Last Activity field is displayed on many prospect data tables and can also be added as a field in your CRM during the connector setup. The Last Activity field is related to the prospect themselves interacting with your tracked online marketing efforts and will be updated at the time of the prospect directly taking…

Controlling Your Drip Programs

When creating a drip program to nurture your prospects it is vital to remain control over when these drip emails are delivered. In order to remain control, it is best to trigger nurture elements through means by which the marketing team controls rather than the client. The marketing team can’t control when a prospect is…

Bounces: Why Manage?

After sending out your last email blast you may have noticed soft and hard bounces within a prospect’s activities or the email’s report. You may be saying what exactly is a bounce and why do bounces need to be managed? Let’s first start off with the definitions of bounces. In general, a bounce is an email…