Training Category: - Administration

Pardot Implementation Guide

Implementing Pardot correctly is the single most-important thing you can do to ensure long-term success with marketing automation! In this Pardot Implementation Guide, you’ll find an overview of everything you need to get started on the right foot. Inside, you’ll find: Recommended resources An overview of setup tasks Links to all related documentation A printable…

Switching to Pardot

Switching to Pardot from your current marketing automation provider may seem like a daunting task. Rest assured that with preparation and a thoughtful approach, the migration is simple. This guide reviews everything you will need to keep in mind as you make the switch to Pardot! Inside, you’ll find: Recommended resources and timeline Best practices…

Enabling Salesforce User Sync

Salesforce User Sync is a new feature that helps administrators better align and manage their Pardot and Salesforce users. This is an opt-in feature available to all Pardot customers using Sales Cloud. Enabling Salesforce User Sync significantly impacts user management and your users’ experience with Pardot and Salesforce. It may not be appropriate for all…

Database Cleaning Guide

As a marketer, you understand the importance of maintaining a healthy and engaged prospect database…. when did you last audit your Pardot account to check for general database health? This downloadable PDF outlines everything you ned to know to build and maintain a clean prospect database. Inside, you’ll find: How do database limits work, and…

Pardot Campaign Influence FAQ

Pardot Campaign Influence Attribution Models provide marketers with easy to use, out-of-the-box attribution models that leverage Salesforce campaigns for advanced ROI reporting. This downloadable PDF addresses common questions about these models, including: What are Pardot Campaign Influence Attribution Models, and why should I use them? Who will have access to this feature? What different models…

Using Pardot in a Global Market

Most marketers today work with clients and prospects on an international scale. The growing need to support global communications means needing to not only work around language barriers, but also comply with international regulations governing the digital collection of information. Learn how Pardot’s native features can support your international marketing strategy within EMEA and abroad….

Pardot User Roles

User roles in Pardot allow you to control access to the product for individual users. Pardot comes with four default user roles: Administrator, Marketing, Sales Manager and Sales. The Administrator role is for “power users.” Users assigned this role can control broad account settings found within the Admin Module as well as campaign and prospect…

Pardot Technical Setup Guide

When getting started with Pardot, there are a few technical setup tasks you will need to complete to get off to a great start. These tasks include applying tracking code to your website and other online marketing materials, installing the Pardot WordPress Plugin (if you use WordPress.org), whitelisting certain IP addresses, and setting up your…