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.
In this video, The Cypress Learning Team will walk-through how to login to Pardot after the February 15, 2021 Update.
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 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. …
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”
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. …
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”
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”
LANDING PAGES – Identify the main components of a Landing Page. Content/Template Form Completion Actions A 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 …
SOCIAL MARKETING – List the social platforms that can be used within Pardot: Facebook β Company page only, no personal page. Twitter Linkedin Link clicks, replies, comments, retweets, and likes. Social post clicks are visible as prospect activities. – Identify the main components of a Custom Redirect: Campaign URL Google Analytics parameters (optional) Completion actions …
Read more “Pardot Specialist Study Guide 13: Social Marketing”
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 2β4 minutes. Pardot and Salesforce have different authorization and sharing models. Data is shared through the Salesforce-Pardot connector …
Read more “Pardot Specialist Study Guide 14: Salesforce Integration”