Video Library

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.

How to Map Your Salesforce Custom Fields Into Pardot

Mapping your Salesforce custom fields into Pardot helps you further segment your data based on your CRM. You can map in fields on the account, opportunity, and prospect levels.

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!

Pardot & Salesforce Campaign Creation & Management Explained

Understand the definition of “campaign” for both the Salesforce and Pardot platforms while learning how to create synced campaigns for the best ROI reporting.

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.

Connect Your Social Media Accounts To Pardot

Use a Pardot connector to easily post and schedule social media content to Twitter, LinkedIn, and Facebook.

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!

Navigating your Pardot Recycle Bin

Once a marketing asset is deleted within Pardot, instead of the asset being deleted forever, it is moved to the Recycle Bin.

Importing Prospects to Pardot

This video takes you through the five steps of importing prospects to Pardot.

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!