Before today, you would have to go all the way to the last step of the email wizard to save your content as a draft, taking a lot of time and clicks. Thanks to everyone who provided the valuable feedback that this wasn’t as user-friendly as it could be, because we’ve listened.

You can now quickly and easily save your email as a draft [...]]]> We’re always looking for ways to make the email creation process as painless as possible. One piece of feedback we received is that you’d like the “Save as Draft” button more readily available to save your content quickly.

Before today, you would have to go all the way to the last step of the email wizard to save your content as a draft, taking a lot of time and clicks. Thanks to everyone who provided the valuable feedback that this wasn’t as user-friendly as it could be, because we’ve listened.

You can now quickly and easily save your email as a draft on any step of the email wizard. Keep in mind that your changes will not be saved if you navigate away from the wizard, so make sure to use the “Save as Draft” button at any time to save your latest updates.

Let’s take a look:

Now, even if a prospect has opted out of receiving emails, they’ll receive autoresponder emails after completing forms and form handlers.

Notes:

If you want to track video views and tie them back to prospects, take a look at what they have to offer. Once you have an account opened up and some videos embedded on your site, simply create a Connector in Pardot to start seeing [...]]]> We are excited to release a connector with one of our favorite companies, Wistia. They make it incredibly easy to upload, embed, and track videos on your website and are constantly innovating in the video space. What’s even better is that you can get started with them for free while you decide on your video strategy.

If you want to track video views and tie them back to prospects, take a look at what they have to offer. Once you have an account opened up and some videos embedded on your site, simply create a Connector in Pardot to start seeing tracking data.

Video Activity Tracking and Heat Maps

Pardot records two types of video activities:

• Video plays: this is recorded when a visitor or prospect clicks the play button on an embedded video
• Viewing more than 75% of a video: Pardot also records when someone watched at least 3/4 of a video as it shows significant engagement

Scoring Options

Pardot’s default scores for video plays and for watching over 75% of a video are 10 points and 25 points respectively. As with any other default scores, you can adjust these values under Administration –> Automation Settings –> Scoring Rules.

Video Reporting

Video reports show the number of conversions (prospects created via Wistia Turnstiles – forms within the embedded video player).

You can also drill into an individual video report to see a list of prospects who converted (via a turnstile form) or viewed the video.

Turnstile Integration

If you use Wistia Turnstiles to collect email addresses before, during, or after video plays, Pardot will automatically create prospects and record conversions.

Displaying Video Activity Inside CRMs

Because of some nuances in how we pull the heat map from Wistia, we are unable to show it inside of CRM systems. Instead we show the percentage viewed right in line with the view activity.

Video Marketing Best Practices

Need help getting started? Wistia has put together a huge number of resources on how to make you more successful with video.

You can see what we’re up to in the “Just the Facts” section below, but let’s take a minute to explain why we’re launching this new service. We’ll answer the three most common questions we’ve received so far.

Yes, there is additional cost associated with a professional services engagement. Our timing and pricing estimates are created specifically for each client and our [...]]]> Back in early November we quietly introduced something to Pardot that we think will have a positive, lasting impact on our clients –  a professional services team.

You can see what we’re up to in the “Just the Facts” section below, but let’s take a minute to explain why we’re launching this new service. We’ll answer the three most common questions we’ve received so far.

OK, let’s get this out of the way: Is this going to cost me?

Yes, there is additional cost associated with a professional services engagement. Our timing and pricing estimates are created specifically for each client and our goal is to be as efficient and cost effective as possible in producing exceptional solutions for our clients.

Why is Pardot’s Professional Services team a good idea?

Time and/or bandwidth are huge issues for our clients. In leveraging Pardot’s Professional Services team, clients are able to utilize Pardot resources to expertly and efficiently achieve their business goals.

Additionally, by introducing a Professional Services team, we’re allowing for greater specialization and service within our organization as a whole. We’re able to respond faster to custom requests, allowing our Services, Solutions and Implementation team members to focus on their core competencies.

What if we don’t want to use Pardot’s Professional Services Team?

That’s fine! We simply want to provide another great option for our clients. If clients have an internal team or partner agency with which they’re comfortable working, that’s fine too. We’ll also continue to promote and refer business to our stellar partners as well.

Our mission is simple: to be there if and when clients need us.

In the meantime, we’ll be working on other services offerings meant to give our clients the best experience possible, while also providing the same levels of professionalism and courtesy you’ve come to expect from Pardot.

If you are using salesforce.com Person Accounts and would like to enable syncing with them for Pardot, please contact support or your client advocate.

Uservoice also offers help desk functionality and we can track help tickets as activities.

Why track clients [...]]]> At Pardot, we love to eat our own dog food and this includes integrations with a lot of the apps that we use. Our Idea Exchange (http://ideas.pardot.com) has been powered by Uservoice for the past few years and has been a huge hit (so much so that we made it have a single sign-on with Pardot and be available from our app’s navigation). With the new connector, you can track idea submissions and comments as prospect activities. You can also score them (set under Scoring Rules).

Uservoice also offers help desk functionality and we can track help tickets as activities.

Why track clients who submit ideas or file cases? Your most engaged clients are often your most likely to upgrade or purchase additional products. Segmenting off of engagement data is a really powerful way to drive cross-sales.

Check out our knowledge base for instructions on enabling the connector>>>

Here is a blog post from Uservoice announcing the feature>>>

As someone who once uploaded 300 files one-by-one, I can say that I am really excited about this feature.

Notes:

Upon completion of the import, you will receive a notification explaining how many records were created, how many were updated, and how many failed due to validation errors. You can easily drill in to download a file of any records that failed validation, update the data, and try another [...]]]> You can now set default or custom fields to have their values validated when importing prospects into Pardot. This means that the field will have to contain valid data (one of your designated values for example for a dropdown field) and also not be empty in order to successfully import a prospect.

Upon completion of the import, you will receive a notification explaining how many records were created, how many were updated, and how many failed due to validation errors. You can easily drill in to download a file of any records that failed validation, update the data, and try another import.