AuthorNeha Thakur

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:              ...

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: Create a custom field with the data type as DATE. Create an automation rule as below: RULES: prospect email status > is > opted out ACTION: Change...

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: Create a landing page on which you want to...

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...

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...