A Little Bit
Pardot
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How to Create an Engagement Program to Automate Sales Follow Up in Pardot
Your event or webinar has finished and now it’s time for Sales to follow up on those leads. A great way to automate Sales follow up is to create an automated engagement program in Pardot to send out emails on the Sales Rep’s behalf and create follow up tasks automatically in Salesforce.
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How to Add an Opt-in Message & Privacy Policy Message to Pardot Forms
GDPR and CASL compliance are just a few reasons to add an explicit opt-in message or a privacy policy to your Pardot forms. In this post, I’ll show you how to add a custom opt-in message to your form and a privacy consent message above the form submit button.
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How I Passed The Salesforce Certified Pardot Consultant Exam: Flashcards, Resources & Tips
Are you already a Salesforce Certified Pardot Specialist? Do you have around 12 months or more of hands-on experience implementing and administering the Pardot Lightning App and Salesforce platform? The next step in your Pardot certification journey is to take the Salesforce Certified Pardot Consultant exam. In this post, I share how I prepared for the exam, what study resources I used and share the flashcards I created to pass the exam.
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How to Use Pardot Form Handlers
Pardot form handlers allow you to use your own forms to post your data to Pardot. A Form handler is a great alternative to use instead of Pardot iFrame forms. They allow you to fully customize the look of your form and submit data to more than 1 database. In this tutorial, you will learn how to create a form handler from scratch.
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6 Ways to Manage Lead Assignment in Pardot and How to Determine The Best Option
There are many different ways to assign your prospects within Pardot. You can manually assign prospects or utilize automation rules or completion actions to assign prospects based on their activity or information. In this post, I’ll dive into 6 different ways to manage lead assignment in Pardot and how to determine what the best option is for you.