Lead Qualification: Scoring Categories

Multiple scoring categories (Pro and Ultimate Editions) allow you to score a prospect on more than one product or lines of business. So while you still have an overall prospect score, you can have additional scores for your prospect based on their engagement with certain assets or groups of assets. Automation Rules can be triggered off…

Engagement Studio

Overview Setup Now that you’re familiar with what Engagement Studio is, download our user guide to learn how to use it. Download To begin, open this document in Adobe Acrobat Reader and expand to at least 100%. If you do not have Adobe Acrobat Reader, you can download a free copy here. Engagement Studio (Webinar)…

Folder Permissions

Overview Before Setup We recommend having users, user groups, and folders in place before setting up folder permissions. Users should be set up with a default or custom role. This way you can put them in a specific user group like sales or marketing users. For example, sales groups are set up for lead assignments. They’re…

Landing Page (1/5): Overview

Before creating a Landing Page, it’s a good idea to know which method you’d like to use to create your new Pardot landing page.

Salesforce Connector Introduction

The Salesforce Connector allows Pardot to sync prospects, contacts, leads and opportunities with the Salesforce CRM (Professional Edition or higher). It also allows Pardot emails sent to prospects to sync as Salesforce activities. In this video we’ll give you an overview of how the Salesforce Connector works.

Forms (1/8): Introduction to Forms

Forms are what you use to collect information about people visiting your site or landing page and help you turn anonymous visitors into identified prospects. This video provides a brief introduction to Pardot’s form building capabilities and highlights advanced features such as creating dependent fields and using progressive profiling. Next Module: Creating Forms (2/8) >