Browse Category: Pardot.com

List Email Reports: Adding columns and filters

Path: Reports| Marketing Assets | Emails | List Emails

Unlike all the reports that are available in pardot, in list email  report we can add /remove/rearrange the columns in the table along with adding additional filters.

The standard fields that we can see includes fields such as name, sent date and count, bounces, delivery rate, total and unique clicks, unique CTR, campaign, tags. The other fields that pardot provides are: spam complaints, hard bounces, soft bounces, queued , opt outs, delivered, unique opens, open rate, total clicks etc.

To add additional columns click on funnel icon on the extreme right and click on ‘Columns’.

You can filter these columns by specific criteria too. For that you will have to click on the funnel icon next to the name
of each column and click on ‘Add filter’.

You can reset the table to its default columns and with no filters by clicking on the tools button and selecting ‘Reset table to default’.

As with all the reports you can do a CSV export of only the columns that you can view in the table or a full CSV export to get all the columns.

Track prospects who have not opened the email without using ‘Engagement Studio’.

Unfortunately, at this time in pardot there is no default option on the email reports to view prospects who have not open the email.

With this limitation in mind, Now we can pull a list of prospects that have not opened a particular email using tags and a dynamic list.

Eg: Consider I have send an email “ SUBJECT_TEST” to 1000 of my prospects out of which 600 prospects have opened this email and their names can be seen under “unique HTML click open” but there is no option to see the names of the prospects who have not opened the email.

The steps would be roughly as follows:

1.) In the email report click on ‘Unique HTML Opens’

2.) Select all prospects in the prospect table and bulk add a tag to them using the table action at the bottom of the page e.g. unopened – email X – 8.11.17

3.) Return to the email report and click on ‘Total Sent’

4.) Select all prospects in the prospect table and bulk add a different tag using a table action e.g. sent – email X – 8.11.17

5.) Create a new dynamic list with the below criteria

Prospect tag : is : sent – email X – 8.11.17

Prospect tag : isn’t : unopened – email X – 8.11.17

This will allow you to pull an exportable list of all prospects who were sent a particular email but did not open it.

Set default values in (email template)fields in place of NULL value.

If you would like to replace the variable tag (in email template ) with a default value if there is “NULL” value in that field.
For Example : First name variable tag – If there is a value in first name field of prospect than it should display “Hello John”. If there is null value than it should display “Hello Sir/ Ma’am”.

 

You can check the checkbox “Set a default mail merge value to be used when this field doesn’t have a value” and can set the default value in the first name field.

Below are the steps :

1. Navigate to Administration | Configure Fields | Prospect Fields.

2. Find the field you want to work with and click Edit.

3. Mark Set a default mail merge value to be used when this field doesn’t have a value.

4. Enter Default Mail Merge Value, then save the field.

 

Article for reference : https://help.salesforce.com/articleView?id=pardot_add_default_mail_merge_values.htm&type=0

Dynamic and Static cid Concept

Hi All,

If you would like,a new prospect that is created through form handler to become a campaign member after the sync with CRM then you can use the concept of “Static” or “Dynamic” cid.

Static campaign ID would be hard coded into your form’s code while in case of dynamic, you will need to provide a specific campaign ID through the URL. Below is the example to accomplish the concept of dynamic cid :

http://test.com/contact-us/?cid=7016F0000014n6Y

The code that you can use into your form for using static and dynamic cid is given below :

<script>

<script>$(document).ready(function() {

var params = (new URL(document.location)).searchParams;

var cid = params.get(“cid”);

if(cid)

{ document.getElementById(‘cid’).value=cid; }

else

{ document.getElementById(‘cid’).value=’7016F0000014nJm’; }});

</script>

Thank you !!!

 

Pardot takes 30 minutes to record duplicate activities.

You might have come across scenarios where consecutive submission of the same form (even if it’s with different values for fields other than the email field) or submitting multiple forms which are using the same form handler,  a) Did not increment the score of the prospect even though the score is supposed to increment by a particular value every time a form is submitted, b) Under prospect activity only one entry of the multiple form submissions is made.

However, if you do the same activity after a span of 30 minutes the entry is reflected and the score is incremented.

This is because when a prospect completes duplicate activities, Pardot will log the activity under the “Prospect Activities“ column only if 30 minutes have passed between the two activities. Pardot will however accept each form submission and update the prospect record with values of the fields which are there on the form as per last form submission (depending on your fields setting by the name of ” Record Multiple Responses”) .

For example, if a prospect submits a form multiple times at 6:00, 6:10, 6:20, 6:30, 6:40, 6:50, and 7:00, there would be seven submissions total, but only three activities would be recorded (at 6:00, 6:30, and 7:00). These 3 activities would show on the main prospect record, under “Prospect activities” on the right. Similarly, the form submission score will be incremented 3 times only.

In such scenarios you can use completion actions on forms and form handlers to adjust score as they will fire for each submission (unless they’re throttled).  To know which completion actions are throttled you can refer the link below:

https://help.salesforce.com/articleView?id=pardot_completion_action_throttling.htm&type=5

Unfortunately, the time limit of 30 minutes to record the duplicate prospect activity will still apply.

Prospect Account Score.

Lets see how to check “Prospect Account Score”.

We are already familiar with how to check prospect score, below are the steps where we can also see prospect account score.

Steps: Prospect > Prospect Account > “AVG. PROSPECT SCORE” – this will show account score .

Under prospect account we can also check prospects based upon accounts with their activity and score.

Also if your pardot is integarted with salesforce we can create a report to check the prospect account score.

Below is the article link for the same.

http://help.pardot.com/customer/en/portal/articles/2127324-creating-an-account-score-rollup-report-in-salesforce

How to suppress domain name & list of prospect.

Create the list and import the details of prospect that you would like to suppress.
Steps to create a list :
Marketing > Segmentation > lists > add list
Now Import the prospects : 
Admin > Import > prospect
Once the list has been created and the prospects are added to the list we need to create an automation rule.
Steps to create automation rule :
Marketing > Automaton > Automation Rules > Add rule > fill details
Rule :
Match type -> match any
– Prospect list is a member of suppression list
– Prospect default field : Email : contains : “specify restricted domain name”
Action :
Change prospect default fields : field “do not email” : select “do not email”
Save automation rule

Adding Prospects to SF Campaign

Hello All,

I had a query while working on one of my project where client wanted that prospects to be created through Pardot forms should automatically be synced with a salesforce campaign in SF.

Update the lead (details submitted), create a task and add the lead to a campaign.

Solution : This can be achieved through Automation Rules. In Pardot, Automation Rules are repeatable, criteria based rules that find matching prospects and apply actions to them. This would be applicable for a lead and contact.

Marketing > Automation > Automation Rules > Click on Add Automation Rules > Fill the Required Details

Rules :

Prospect CRM status…………………is……………………Lead

Or

Prospect CRM status………………….is……………………Contact

Actions :

Create Salesforce Task

>Click on Add new Action

Add to Salesforce Campaign………..Test………………..Sent

 

 

How to create landing page using html/css code.

If we already have the html/css code we can easily create the landing page without doing much coding work.
1) We just need to create a layout template by copying the html/css code.
Steps : Marketing > Landing page > Layout template > Add layout template > fill the details > paste the html/css code.
Upload the css , js & image files in pardot and replace the links of these files with the files you uploaded in pardot.
A) If there is a form in your landing page :
Create a form handler. Create the same fields which is there in the form.
Steps : Marketing > forms >  form handlers > add form handler
Once the form handler has been created copy the source code link and add that link to the layout template in the “form action” tag.
B) No form : 
If there is no form added in the landing page than we just need to create the landing page directly using layout template.
2) Now create landing page without code :
Steps : Marketing > Landing page > add landing page > fill the required details > select no form > select template > Confirm & save