By: Cypress Learning Ken Stouffer
PARDOT CAMPAIGNS – Explain the application of a Pardot campaign: Can be used for reporting, thematic touchpoints (similar to source), they track the first touch that a prospect has with your online marketing.Note: Pardot campaigns are different than lists.– Given a scenario, determine if a Pardot campaign should be changed for a prospect: If the
By: Cypress Learning Ken Stouffer
PARDOT FORMS – Given a scenario, identify the capabilities and limitations of Pardot forms: Allows you to see how successful or active a form has been on your site, giving you insight into the total number of views, submissions, and conversions related to that form.Form Wizard lets you create a customized form in seconds.Use forms
By: Cypress Learning Ken Stouffer
LEAD MANAGEMENT – Explain the capabilities and limitations of an Automation Rule: Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.CANNOT delete, merge, register for a webinar, send autoresponder email, set profile.will only affect a matched prospect once. If you want to change a rule and have it affect
By: Cypress Learning Ken Stouffer
SCORING – Explain what a Score measures and how it can be applied: Scores are automatically assigned to prospects when they convert. Scores constantly change based on activities and interactions and show how engaged your prospects are with your marketing materials.Scoring categories allow you to score prospects on more than one product or BU. You’ll
By: Cypress Learning Ken Stouffer
EMAIL MARKETING Distinguish between an Email and an Email template: Email templates allow you to create text and HTML email designs and store them for future use. Email templates are like blueprints for your emails – they are reusable and be used for drips and Engagement Programs, autoresponders, one-to-one emails, and list emails.Email template drafts
By: Cypress Learning Ken Stouffer
ENGAGEMENT STUDIO – Identify the main components of an Engagement Program: Triggers: listens for an event like an email open or form submission to occur within a specified period of days.Rules: check for specified criteria or values in the system.Actions: take an action on a prospect at a given point in time.End: designates the end
By: Cypress Learning Ken Stouffer
LANDING PAGES – Identify the main components of a Landing Page. Content/TemplateFormCompletion ActionsA landing page is a specific web page that a visitor typically reaches after clicking a link or advertisement.This page generally displays content that is specific to the advertisement, search keywords, or link clicked. Simply driving visitors directly to your home page can
By: Cypress Learning Ken Stouffer
SOCIAL MARKETING – List the social platforms that can be used within Pardot: Facebook – Company page only, no personal page.TwitterLinkedinLink clicks, replies, comments, retweets, and likes.Social post clicks are visible as prospect activities.– Identify the main components of a Custom Redirect: CampaignURLGoogle Analytics parameters (optional)Completion actions (optional)Considerations:Allows you to track any link on your
By: Cypress Learning Ken Stouffer
SALESFORCE INTEGRATION – Explain the relationship between Pardot and Salesforce: When syncing prospects, changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding Pardot prospect records. Syncing occurs every 2–4 minutes.Pardot and Salesforce have different authorization and sharing models. Data is shared through the Salesforce-Pardot connector via
By: Cypress Learning Ken Stouffer
This is the recording from our Webinar on December 16, 2020. We review key things Pardot Admins need to know about using Pardot in 2021.
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By: Cypress Learning Brandon Walton
Have you heard about Pardot but not sure what it is or why people use it? In this video, we cover the primary reasons companies purchase and use Pardot.
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By: Cypress Learning Brandon Walton
In this video, Pardot Certified Consultant, Brandon Walton, takes us through the process of developing responsive landing page templates within Pardot.
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By: Cypress Learning Brandon Walton
Walkthrough the new Pardot Email Builder with Brandon Walton, Certified Pardot Consultant, and Salesforce 2020 Marketing Champion!
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By: Cypress Learning Brandon Walton
Populating Form Fields with JavaScript Often times, we want to reuse a single Pardot form on multiple pages of our website, or on multiple sites altogether. It’s important to understand which pages or websites are working the best for capturing conversions. Rather than creating duplicate forms for each page, did you know we can use
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By: Cypress Learning Brandon Walton
Add a Countdown Timer to Your Landing Pages Deadlines are important. Whether for internal timelines or for driving sales, keeping teams and clients organized and on time is critical to your success as a business owner or manager.For landing pages, a ticking clock is a powerful tool that can drive sales and action from your
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By: Cypress Learning Anna Haugen
Use a Competitor Suppression List in Your Next Email Send Suppress your competitors in your next email send by applying a dynamic list. Anna Haugen takes us through the process in this video.
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By: Cypress Learning Ken Stouffer
It only takes a minute to add Add to Engagement Studio and Add to Pardot List buttons to your lead record. Check out how easy it is in this video.
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By: Cypress Learning Brandon Walton
Connected Campaigns allow Pardot and Salesforce to share campaign information better than ever before. Watch this video to learn how to setup your Pardot Campaign Engagement History Dashboard in your Salesforce Campaign Lightning Pages.
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By: Cypress Learning Brandon Walton
In this Pardot Implementation Series by Cypress Learning Solutions, we’ll cover mapping Pardot fields from your Leads to Contacts, so that Pardot can continue tracking your prospects when they’re converted in Salesforce.
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By: Cypress Learning Ken Stouffer
Know where to find your Pardot reports to ensure you are understanding the trends and performance of your marketing automation efforts.
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