Browse Category: Pardot.com

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