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Pardot Quickstart by Cypress

Is your team getting started with Pardot? Cypress is here to help with getting your team up and running!

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Proofpoint Spamhaus Blocklist Monitoring

Are your Pardot emails getting blocklisted? In this video, Brandon Walton reviews how to check whether or not your emails are being blocklisted by Proof Point or Spamhaus.

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Salesforce Admin Tips: Setting up Salesforce Sales Paths

In This video, Brandon Walton provides a demonstration of Salesforce Paths, a feature of Salesforce Lightning. Want to learn more?

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Pardot Specialist Study Guide 5: Administration

ADMINISTRATION – Describe the capabilities of and use cases for the Pardot overview tab: It displays the email usage as well as the email sending domains.Email Usage: The email usage section is especially helpful when you get an automated notice that you have exceeded your subscription allowance. It shows data for email types such as

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Pardot Specialist Study Guide 4: Security And Access

SECURITY AND ACCESS Identify how to provide Pardot access:Who can grant access: Pardot administrators → any user with a role with admin: grant_access in Custom User Roles.Via Email (steps:)From the request email, click the Grant Access link.The Grant Access link will take you to a page with a list of Pardot groups.Locate the appropriate user

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Pardot Specialist Study Guide 3: List Management

LIST MANAGEMENT – Distinguish the capabilities of, use cases for, and how to create different types of lists: List Creation / Updates:StaticDynamicSegmentation RuleAutomation RuleCompletion ActionForm Field Option Actions – add only, will not remove prospects from the list. To add users to the test list, they must be converted to prospects.Static List: fixed list of

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Pardot Specialist Study Guide 2: Prospects

PROSPECTS – Identify the ways to create prospects in Pardot: o Manually adding them in your system: you collect information on prospects from outside sources (Trade Shows, offline sources, etc) collect information and can create prospects within Pardot by creating them yourself.o Forms that collect their information: will create a prospect record or update an

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Pardot Specialist Study Guide 1: Visitors

VISITORS – Describe how Pardot tracks visitor and prospect data: CookiesVisitor Cookie: includes the name “visitor_id” plus the unique identifier for your account, which is derived from the tracking code placed on your site. The value stored is the unique ID for the visitor.Opt-in Cookie: the persistent cookie named “pi_opt_in” is what we use to

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Pardot Glossary 5: Form Terms

Form Terms Total Views: The total number of times your form has been viewed (including if a page has been viewed more than once by the same individual). Total Submissions: The total number of times the form has been successfully filled out Submission Rate: The ratio of the number of submissions to the overall number

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Pardot Glossary 4: Email Terms

Email Terms Mailable Prospect: A mailable prospect is a prospect that can receive emails through Pardot. Mailable prospects haven’t unsubscribed, had a hard bounce or five soft bounces, or manually opted out. Unmailable Prospect: An unmailable prospect has either opted out of emails, was opted out on import, marked as Do Not Mail, or had

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Pardot Glossary 3: List Terms

List Terms Segmentation: Segmentation is creating target lists of prospects for marketing needs. For example, you can create lists for newsletters, drip programs, and so on. Dynamic List: A dynamic list is rule-based. It automatically adds prospects when they match the criteria and removes them when they don’t. Segmentation Rules: Use a segmentation rule to

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Pardot Glossary 2: General Terms

This is part 2 of 5 in the Pardot Glossary.

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Pardot Glossary 1: Lead Journey Stages

This is Part 1 of 5 in the Pardot Glossary Category

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Pardot for Sales: Finding Hot Leads with Pardot Last Activity

In this video, Brandon Walton covers modifying Lead list views in Salesforce. For Sales Teams using Pardot, who have access to the ‘Pardot Last Activity Field’

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Pardot Specialist Practice Exam 21.01

This Pardot Specialist practice Exam features questions similar to those you’ll see when taking the Pardot Admin or Pardot Specialist Certification Exams. Work through each of the questions to gauge your current Pardot knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if

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Object Relationships Module 1: Understanding Salesforce Standard and Custom Objects

Module 1 – Understanding Salesforce Standard and Custom Objects

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Object Relationships Module 0: Introduction

In this series, we’re going to talk about Salesforce Objects. Lecture: What is an ObjectStandard ObjectsCustom ObjectsCustom TabsHands-On: Create Custom Objects and TabsObject RelationshipsCreating Object Relationships and Tabs

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Object Relationships Module 4: Understanding Types of Object Relationships

In this module we will be discussing different types of Object Relationships.

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Object Relationships Module 3: Walkthrough – Creating Custom Objects and Tabs

In this module, we’ll go through a demonstration of creating Custom objects and Tabs. Next: Module 4: Understanding Types of Object Relationships

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Object Relationships Module 2: Custom Tabs

In this Module, we’ll be covering Custom Tabs. Next: Module 3 – Walkthrough – Creating Custom Objects and Tabs

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