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 existing prospect.
o Import from a CSV
o Via CRM (if the connector is installed).
– Given a scenario, apply the appropriate plan of action using Prospect Audits:
o Automation rules and manual updates to the prospect’s fields will create an automatic audit. This can be found on the prospect’s overview page under the Audits tab.
Below are the different types:
Type: Assignment/Reassignment
Value: Prospect assignment can happen in several ways. If the prospect was assigned to a user manually by another user, you’ll see “Assigned by” and the user’s name. Since your CRM is the master record for a prospect’s “Assigned User,” if there is a conflict of the value, Pardot’s assigned user value will be changed to match the owner in your CRM. This change appears in the audits as “Reassignment by CRM”.
Type: Prospect Assignment Rule
Value: When a prospect matches an assignment rule and is assigned to a user.
Type: Campaign Change
Value: Rare since it is the prospect’s initial touchpoint and will allow you to calculate the prospect’s campaign. The old campaign value will be logged within their audits.
Type: Completion Action Triggered
Value: When a prospect triggers a completion action, it will appear here and link to the asset the completion action was triggered on.
Type: Prospect Created – Form Submission
Value: Recording which forms the prospect submitted when their prospect record was initially created. Within the audit table, you will see: “Converted from visitor: 000.00.000.00 via Form or Form Handler: Name of form/form handler .”
Type: Prospect Deleted/Restored from Recycle Bin
Value: When a prospect is deleted we record the time of deletion in the audits. If the prospect is restored from the Recycle Bin (undeleted), we record the time of the action.
Type: Prospect Default Field
Value: The prospect field name will be on the left side of the audit row. The audit will display the old value for the default prospect field.
Type: Prospect Custom Field
Value: The custom field name will be on the left side of the audit row. The audit will display the old value for the custom prospect field.
Type: Form Error
Value: When a prospect either attempts to submit a form that is either incomplete or contains an invalid format (email or number field), an error occurs. We will log the field which triggered the error and why it was an error. Ie “Form Error – Required Custom field”.
Type: List Added
Value: The prospect was added to a list. There are several ways that a prospect can be added to a list including automation and segmentation rules, imports, completion actions, drip actions, and manually.
Type: Opportunity Added
Value: If using Salesforce or SugarCRM, it will automatically create opportunities for you in Pardot when you create the opportunity in Salesforce or SugarCRM. For other CRM integration, it must be done manually. Once the opportunity is created in Pardot, the opportunity will be logged in the prospect audit.
Type: Prospect Webinar Sync
Value: The date/time a prospect’s webinar attendance information (registered, attended, did not attend) was synced from the webinar vendor.
Type: Prospect Geolocation autofill
Value: The date/time a prospect’s country or state was updated through our geolocation autofill feature. If a prospect’s country or state is added to their record based on the location of their IP address we log the change.
Type: Prospect Reviewed/Unreviewed
Value: The date/time a prospect was marked as reviewed or unmarked as reviewed.