Gmail Extension for Firefox

Contents
  1. Concept
  2. Instructions
  3. Video
  4. Using the Extension
  5. Extension Campaign
  6. Usage Notes
  7. Release History

Concept

Pardot’s Gmail extension for Firefox allows you to send tracked emails to prospects directly from within your default email interface. Simply click the Track with Pardot button and any links in your email will automatically be tracked behind the scenes. You can then send out the email as normal and receive valuable insight into any prospect activity that occurs as a result of your message.

Instructions

  1. Open Firefox and download the extension (version 1.8.1).
  2. You will be prompted to restart Firefox and install the add-on.
  3. After restarting, go to Tools > Add-ons > Extensions, then click Preferences next to the Send with Pardot icon and title.
  4. Enter your Pardot username and password. Click Save on Windows, or just close the dialog on Mac/Linux.
  5. Now when you compose a new message or reply to a message in Gmail/Google Mail, you will see a “Track with Pardot” link next to the send button. Click this to convert URLs to be tracked.
  6. After tracking the email you can send it as normal via your Gmail Send button.

Note: If you get an error message or a screen full of symbols by clicking the link in Step 1, right click and select “save link as.” This will allow you to manually install the extension.

Video

Using the Extension

When an email is tracked via the extension’s “Track with Pardot” button the following actions occur:

  • Any link beginning with http:// is rewritten as an individually tracked link. Links are tracked to the first recipient in the To: field of the email.
  • A new prospect record, assigned to the user who sent the email, is created in Pardot. The new record will likely only have an email address and other fields may need to be filled in at a later point. If a prospect record already exists, the email is simply added as an activity associated with the prospect.
  • A new lead record, assigned to the user who sent the email, is created in the connected CRM system if applicable. If a contact or lead already exists (using the identical email address), the email will simply be added to the existing record as an activity.

Extension Campaign

Prospects created via the Extension will automatically be associated with a campaign titled “Email Plug-in” by default. To change the campaign associated with your email extension, administrator users can take the following steps:

  1. Click on your email address in the top right of the Pardot interface.
  2. Click Edit account.
  3. Scroll down to Email Plug-in Campaign and select the desired campaign from the dropdown menu. All emails sent using the Outlook, Thunderbird, Gmail, and Apple Mail plug-ins will be tagged with this campaign.

Pardot Gmail Extension for Firefox

Usage Notes

  • Because of the way Pardot uniquely tracks links, you will not be able to send tracked emails to multiple recipients at once. If multiple people receive the email or the email is forwarded and others click the links, there is a risk that they could be tracked as though they were the first recipient.
  • The add-in will track each link that begins with http://. If you have links that you do not wish to track, you would need to begin them without the http://.
  • HTML opens are not tracked for emails sent with the extension.

If you are experiencing a different problem, please contact support (at) pardot.com.

Please be sure to note you operating system (e.g. “Windows 7 32-bit”), Firefox version, and any error message(s) you may have received.

Release History

  • February 29, 2012 – Version 1.8.1: Now accommodating email addresses with trailing commas, compatibility with Firefox 12.
  • January 23, 2012 – Version 1.8: Accommodating recipients in “Last, First” format, Boomerang plugin, compatibility with Firefox 10 and 11.
  • November 23, 2011 – Version 1.7.3: Updates for Firefox 9 compatibility, fixes a styling bug that caused “Track with Pardot” button to be displayed incorrectly.
  • November 8, 2011 – Version 1.7.2: Update for Firefox 8 compatibility.
  • November 3, 2011 – Version 1.7.1: Fixes a bug with leading or trailing spaces in the To: address field.
  • November 2, 2011 – Version 1.7: Support for the new Google Mail interface look and feel.
  • October 6, 2011 – Version 1.6
  • September 19, 2011 – Version 1.5