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