Video Library

Browse how-to videos on common Pardot features:

Account Engagement (formerly Pardot) Custom Report Type and Report Building Tutorial

Join Sarah, our Director of Marketing Automation, as she demonstrates how to create custom report types and build reports for enhanced marketing insights in Salesforce Account Engagement (formerly Pardot) to significantly drive better decision-making. Don’t forget to like, subscribe, and hit the bell icon for more IMG marketing magic!

How Does The Salesforce/Pardot Sync Work?

Learn how the Salesforce connector syncs with Pardot to create prospects, and how Pardot creates leads in Salesforce. Understanding how the two platforms work together will surely lead you to success!

Pardot Dashboard

The Pardot Dashboard is your one-stop-shop for an overview of what’s happening in your Pardot. You can see a quick glimpse into your prospects, visitors, and marketing calendar.

Pardot Scoring Rules

Utilize Pardot scoring rules and categories to better qualify your prospects. Use default or custom scoring rules to gain insight as to when your prospects open emails, click custom redirect links, and more.

Pardot Domain Management 101

One of the most important steps during the Pardot technical setup is configuring your email sending and tracker domains within your DNS manager. Learn how to add your email sending and tracker domains to ensure successful email sends from Pardot.

Get To Know Your Anonymous Website Visitors With Pardot

Pardot cookies a visitor as soon as they visit your site, and the Visitors dashboard will show you those visitors’ web engagement over time. See which companies are frequenting your site, drill down into the most frequented pages, and create/associate anonymous visitors with identified prospect records. Instead of using your master automation rules, try a segmentation rule for a quick solution instead!

Analyze Pardot Campaign Performance

Show the team which marketing initiatives generate the most ROI! View a complete snapshot of campaign performance starting from first-touch source campaign attribution, all the way through closed-won opportunities in Salesforce. Instead of using your master automation rules, try a segmentation rule for a quick solution instead!

How To Make An Automation Rule in Pardot

Pardot automation rules provide an easy way to automate processes within the Pardot platform. Use an automation rule to assign prospects to users, add prospects to lists, add tags to a prospect record, and more!

How To Run A Segmentation Rule in Pardot

Pardot segmentation rules are a great tool for one-time automations centered around lists, campaigns, and tagging. Instead of using your master automation rules, try a segmentation rule for a quick solution instead!

How to Create Dynamic Content in Pardot

Create personalized content for different prospects within a single email template or list email using Pardot’s Dynamic Content feature! This feature can be added onto Pardot Growth edition for an additional fee.

Create & Send a List Email in Pardot

Send newsletters, updates, announcements, and more with a Pardot list email. Use an existing email template or start from scratch as you design and distribute the perfect message to your Pardot dynamic or static prospect lists.

Build a Nurture Campaign with Pardot’s Engagement Studio

Increase engagement and nurture prospects with Pardot’s Engagement Studio. An engagement program, or nurture campaign, is an excellent way to automate your prospect nurturing. Quickly build a program to send email templates, notify assigned users, create salesforce tasks, adjust scores, and more!

Pardot’s Search Marketing Tab Explained

Utilize Pardot’s built-in Search Marketing tools to analyze your current SEO positioning via keyword performance, competitor rankings, and paid search reports.

Build Static & Dynamic Prospect Lists in Pardot

Quickly organize your prospects within Pardot using static and dynamic lists. Dynamic lists allow you to build a constantly changing list using default and custom fields mapped directly from Salesforce.

Connecting Third-Party Apps to Pardot

Allow data from a third-party application to be passed on to Pardot with the help of Connectors. Connectors allow you to manage multiple marketing channels within Pardot.

Configure your Pardot DNS Entries

After understanding which DNS entries are needed in order to effectively send emails through Pardot, learn how to enter them into popular DNS host GoDaddy. Similar practices will apply for other web hosts!

Pardot Content Reports

Content reports in Pardot will give you insights into how your marketing assets are performing in your emails. From Files to Custom Redirects, see how your prospects are engaging.

Pardot Email Reports

Analyze which of your emails are performing the best with the Pardot Email Template and List Email reports. Email template reports show stats about emails sent with each email template. List email reports will show you your metrics on each individual send!

Stay Organized with Pardot Folders

Pardot folders allow users to group campaigns, emails, files, forms, and other marketing assets together. Folders are an internal feature to help keep your team organized.

Pardot Custom Redirects

Pardot custom redirects allow you to track your links to your website or a third-party site. By inserting custom redirects, you can see what identified prospects clicked your links in your emails or in banner ads.

Creating a Pardot Email Template

Create the most important asset of all, your Pardot email template! Learn how to create templates using layouts, add buttons, variable tags, and images to send to your prospects, and engage them with your beautiful content!

Uploading Files to Pardot

In Pardot, you can upload anything you want to attach to an email template as a file. Walk through the steps to upload these files in this video.