Services Packages
Pardot offers a Quick Start Onboarding package* designed to help you quickly set up your Pardot account for fast results and long-term success. The package provides training, guidance, strategy and best practices designed to facilitate initial setup of your Pardot account in a 60-day time frame.
As of September 1, 2017, the Quick Start Onboarding package is no longer available. Talk to your Account Executive to learn more about other options for a successful Pardot implementation!
Quick Start | ||
Project Planning | ||
Dedicated Implementation Specialist | 60 Days* | |
Project Kickoff Call | ||
Customized Implementation Plan & Quip Project Management Tool | ||
Weekly project check-in & customized training covering topics including, but not limited to, lead generation, lead nurturing, lead qualification, lead assignment, email creation and sending, database segmentation, and reporting. | ||
Dedicated Email Support | ||
Package Review Wrap-Up Call | ||
Onboarding Scorecard | ||
Technical Setup 1 | ||
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 | ||
CRM Integration 1 | ||
Integration Overview, Salesforce Setup Audit, and Connector Testing Plan | ||
Install the Pardot Connector Package | ||
Lead and Contact Page Layouts Updated | ||
Mapping Lead Fields to Contact Fields | ||
Mapping Salesforce Custom Fields to Pardot Custom Fields | ||
Creating & Mapping Users, Enabling Single-Sign On | ||
Marketing Asset & Integration Setup Client must provide applicable HTML creative |
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Email Template, Form and Form Handler, and Landing Page Setup | 6 total assets* | |
Automation Rule Setup | ||
Engagement Program Setup | ||
Database Import 1 | ||
Add-Ons & Connectors Setup 2 | ||
Dedicated Email IP Setup & Warming Guidance 2 | ||
Site Search Integration Setup 2 | ||
Salesforce Engage If purchased before or during the onboarding package, your Implementation Specialist will: |
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Guide the administrative setup of Salesforce Engage | ||
Lead one training for Sales end users on how to use Salesforce Engage | ||
B2B Marketing Analytics If purchased before or during the onboarding package, your Implementation Specialist will: |
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Lead one training on how to set up and interpret B2B Marketing Analytics | ||
Provide best practices on interpreting Pardot data within B2B Marketing Analytics |
1 Sections completed by client with guidance from implementation specialist
2 If applicable
* Up to those quantities