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’
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 …
Object Relationships Module 4: Understanding Types of Object Relationships
In this module we will be discussing different types of Object Relationships.
How to Login to Pardot: Salesforce SSO
In this video, The Cypress Learning Team will walk-through how to login to Pardot after the February 15, 2021 Update.
Pardot Specialist Study Guide 6: Pardot Campaigns
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: …
Read more “Pardot Specialist Study Guide 6: Pardot Campaigns”
Pardot Specialist Study Guide 7: Pardot Forms
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. …
Pardot Specialist Study Guide 8: Lead Management
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 …
Read more “Pardot Specialist Study Guide 8: Lead Management”
Pardot Specialist Study Guide 9: Scoring
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. …
Pardot Specialist Study Guide 10: Email Marketing
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 …
Read more “Pardot Specialist Study Guide 10: Email Marketing”
Pardot Specialist Study Guide 11: Engagement Studio
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: …
Read more “Pardot Specialist Study Guide 11: Engagement Studio”