Browse Category: Pardot.com

Email Rendering

When creating email templates, email rendering is useful so you can see how your email looks in major email clients and browsers.

  • Preview email formatting in the top email clients and browsers.
  • See how emails look with images turned off or while in the recipient’s “preview” mode.
  • Test your email against major spam filters and junk folders.

Below are the steps to do email rendering:

                    How to do email rendering:-

a. Create an email template > under testing click on “New Render” > Publish.

                  How to see email rendering:-

b. Marketing > Emails > Test.

Once the rendering is done the status will be updated as completed and you can preview your emails.

Track opt out date

As per the standard functionality if someone clicks on unsubscribe link the prospect gets opted out but Sometimes there might be scenario where one would like to track the date when the prospect has opted out.

Below are the steps to follow:

  1. Create a custom field with the data type as DATE.
  2. Create an automation rule as below:
  3. RULES: prospect email status > is > opted out
  4. ACTION: Change prospect custom field > (select the custom field created in step 1) > today.
  5. Save and activate.

In this way whenever any prospect unsubscribe the date will be tracked in the custom field.

 

 

An AutoFill with LinkedIn button

An AutoFill with LinkedIn button can be added to your landing page so that visitors can easily complete forms with their public LinkedIn profile information. By using this button all their linkedIn details will be auto populated and the visitor can directly submit the form.

In order to add an AutoFill with LinkedIn button, one need to follow below steps:

  1. Create a landing page on which you want to add the AutoFill with LinkedIn button.
  2. Add a forms to your landing page.
  3. Click on https://www.linkedin.com/help/lms/answer/65688/linkedin-autofill-setup-guide?lang=en
  4. Click on  LinkedIn AutoFill Plugin Generator page.
  5. Form field population: For each Form Field you wish to map, select the corresponding LinkedIn Field. Each LinkedIn Filed can only be mapped once. Hidden Form Fields cannot be mapped.

The default fields shown by plugin are as below:

Form ID/name,First Name,Last Name,Phone,Email,Company,Title,City,State,Country

If no mapping is selected, LinkedIn AutoFill will maps them automatically with LinkedIn data.

6.Click Get Code option.

The plugin will auto generate the code as per the fields mapped and then this code can be added on the landing page where the button needs to be populated.

List Email Reports: Adding columns and filters in Pardot

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
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