Pardot has, by default, many of the fields relevant to your business. A few of the configuration options are set at the Default Field level under Administration, while several others are available within each Form. You may also use Custom Fields to capture and track additional data points about your prospects.
Editing Default Fields
- Navigate to Administration >Configure Fields > Prospect Fields.
- The Default Fields are listed below the Custom Fields.
- Find the field you would like to edit.
- Click the wheel icon under Actions (to the right of the field name) and select Edit.
- Edit any of the following information:
- Name: The Name is only used internally within Pardot. Prospects will not see this value.
- Tags: (optional) Add Tags to organize your Default Fields and other items in Pardot.
- CRM Field Name: (if applicable) This field will sync the field with a field other than the automatic default mapping. Some fields cannot be remapped (ex: Score, Grade, Pardot Campaign, Assigned User, Email, etc.). See our default mapping articles on salesforce.com, SugarCRM, NetSuite, and Microsoft Dynamics for more details.
- Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM: This option is only available for salesforce.com. Enable this option if you’d like changes to the type and values for your CRM field to be synced to Pardot. The values will be pulled in from your CRM. You can uncheck any values that you do not want to be included in Pardot.
- Overwrite value in CRM: It is important to note that by default the CRM value is the master. You can enable this option if you would like the data in Pardot to overwrite the data (be the master) for the corresponding field in your CRM in the event of a conflict. This option is not available for some fields (ex: Score, Grade, Pardot Campaign, Assigned User, Email, etc.). See our default mapping articles on salesforce.com, SugarCRM, NetSuite, and Microsoft Dynamics for more details.
Note: In the event that a value in Pardot or in the CRM is blank or empty, the system with any value for the field will overwrite the blank value in the connected system by default. For example, if there’s a field in Pardot that’s not set to “Overwrite value in CRM” and the value is blank in your CRM but there’s a value in Pardot, the value from Pardot will sync over and overwrite the blank value in your CRM. You can use automation rules in Pardot to clear values for fields and prevent Pardot data from syncing up to fill blank values in your CRM.
- Type: You may choose from the following options:
- Text – allows for free form data entry – character limit at 255 characters
- Number – only accepts numerical values; allows for incremental actions (ex: +20) in automation and segmentation rules, and “greater than” and “less than” criteria in rules and dynamic lists – more on number automation
- Date – only accepts date values (YYYY-MM-DD is best); allows for time-based criteria (“is before”, “is after”, “days ago less than”, etc.) in rules and dynamic lists; allows for “date stamping” in completion actions (ex: setting the current date when a prospect fills out a form)
- Radio Button – allows for customized radio buttons (multi-option)
- Checkbox – allows for custom checkboxes (multi-select)
- Dropdown – allows for a custom dropdown menu
- TextArea- allows for a larger, free form text box – character limit at 65,535 characters
- Multi-select – allows for a list with multi-select options in a list format
- Hidden – allows for a field that will capture data but will not be visible to prospects viewing the form
- Set a default mail merge value to be used when this field does not have a value: This is useful when pulling in variable tags into email templates. For example, you could use something like “Valued Customer” for First Name in case a prospect does not have a First Name in their record in Pardot.
- Use pre-defined values (for radio buttons and dropdowns):
- Select this option if prospects will be choosing from a list of items.
- A list will appear where you can enter the values, using the [+] or [-] to add and delete values.
- Clicking the ‘A’ icon allows you to optionally enter a different Label that will display in your forms, while the Value will display on your prospects’ records.
- You can also select a List for the pre-defined values so that prospects who select the field value will be added to the appropriate list.
- To view the other ways to take actions on prospects based on values in fields, visit our Prospect Actions article.
Note: If you update your field later, add new values using the [+] button. Do not simply change old values to new ones. Changing values without deleting or adding will cause the field value to be overwritten in the prospect record and may effect automation rules in place.