Browse Category: Pardot.com

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
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