Quick Start Onboarding Package

Pardot offers a Quick Start Onboarding Package designed to help you quickly set up your Pardot account for fast results and long-term success. As part of this package, you will have up to 60 days to complete the project planning and deliverables detailed in the features list below. We work with you over online meeting services, phone calls, and email throughout the duration of your Quick Start Onboarding Package. Contact us for additional details.

Quick Start Features

Project Planning
Dedicated Implementation Specialist
Project Management Tool
Project Kickoff Call
Customized Implementation Plan
Package Review Wrap Up Call
CRM Integration1
Install the Pardot Connector Package/Bundle
Lead and Contact Page Layouts Updated
Mapping Lead Fields to Contact Fields2
Mapping CRM Custom Fields to Pardot Custom Fields
Mapping Users and Single Sign-On2
Technical Setup1
Implement Website Tracking Code to Log Visitor Activity
Create Vanity Tracker Domain (CNAME) for Branded Pardot Hosted Links
Implement Email Authentication for Email Deliverability Optimization
Marketing Asset & Integration Setup
Client must provide applicable HTML creative.
2* Email Template Setup
2* Form / Form Handler Setup
2* Landing Page Setup
1* Automation Rule Setup
1* Engagement Programs Setup
Database Import1
Add-Ons & Connectors Setup2
Dedicated Email IP Setup2
Site Search Integration Setup2
Weekly customized training based on Project Plan, covering topics including, but not limited to, lead generation, lead nurturing, lead qualification, lead assignment, email creation and sending, database segmentation, and reporting.
Instructor-Led Group Webinars
In-App Resources
Online Documentation
Salesforce Engage
If purchased before or during the 60 day Quick Start Onboarding Package, your Implementation Specialist will:
Guide the setup of Salesforce Engage
Lead one training for Sales end users on how to use Salesforce Engage

1 Sections completed by client with guidance from implementation contact
2 If applicable
* Up to those quantities