VISITORS
– Describe how Pardot tracks visitor and prospect data:
- Cookies
- Visitor 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 stay in compliance with the “Do Not Track” initiative.
- Pardot App Session Cookie: The session cookie named “Pardot” is only set if you’re logged into our app as a user.
- Tracking code embedded on a website
- Landing pages
- Forms and form handlers
- IP address and DNS reverse lookup
- WHOIS IP lookup
– Describe what a visitor is and limitations to visitor data:
- Visitors and prospects that have “do not track” settings enabled on their browser will not have their activities tracked while on your site.
- Visitors to your website from the selected countries will receive a message at the top of the page on their first visit requesting permission to track their activities.
- If they click “do not track,” a small cookie is placed on their browser that signals to Pardot not to record or remember any of their activities on your site.
- They are an unidentified person to a website (no email address). Pardot requires a captured email to be converted from a visitor to a prospect.
– Identify the types of visitor data that are collected:
- Form field values
- Visitor IDs
- Account identifiers
- We really want to know: Name, email, geography, company
– Describe the methods for a visitor to become a prospect:
- Using a form to capture their information.
- Using a form handler to receive the input of an existing form on your site and then redirect the form submission contents to another page on your site.
- Using a landing page with a form to capture the prospect’s information.
- When existing prospects that are browsing anonymously on your website click on email links or submit a form, their anonymous activities get tied to their existing prospect record.
- Producing a redirect URL that has their email address as a special parameter in it.
- You can also manually assign visitor activity to a new or existing prospect using the crate/associate link in the visitor moduleΓÇönot easy since you have to be VERY sure who they are before assigning.