Hey everyone. I have exciting news to share with you. All of my Salesforce and Pardot blog posts and tools are moving to The Spot, which is a resource run by the team at Sercante. This is the perfect new home for my content, and you can visit it whenever you need it moving forward. Why are my Salesforce blog posts moving to The Spot? The Spot and I go way back to the time when it…
Starting a new Pardot implementation? Use this implementation plan and checklist to help get you started. Having just gone through a net-new Pardot implementation myself, I reviewed the official Pardot Implementation Guide and complied all the tasks into Notion where I can keep track of tasks, notes, and documentation. Not a Notion user? You can still view the template and use it as inspiration to create a checklist on your preferred platform. Get the template…
The 3rd and final part of the form customization series is finally here! In part 1, I showed you how to implement the popular floating label technique and how to create searchable, user-friendly dropdowns. In part 2, I showed you how to create a conversational, paragraph-style form and how to create a form on a single line. In this post, I will show you how to add images to your checkbox and radio buttons. Checkboxes…
Want to do something with your Pardot form that is not available in the editor? Try using JavaScript! Enhance your forms by using these 6 advanced Pardot form techniques. Learn how to add text between form fields, how to capture URL parameters in hidden fields and more.
Looking for a way to spice up your Pardot email preferences page? Try using toggles instead of checkboxes. In this tutorial, I’ll show you how to create a preferences page that uses toggles instead of checkboxes. With a bit of HTML and some CSS, you can transform your preferences page in four easy steps. Demo Here’s an example of what we’ll be creating in this tutorial. See the Pen Pardot Preferences Page With Toggles by…
I’m excited to launch Dempsey, a premium Pardot Landing Page Template that features a hero image with a text overlay. This template can be used for eBook downloads, webinar registrations, event registrations and more. The download includes 4 different templates, is easy to customize and looks good on every device. ** This template works with the Classic Pardot Landing Page Builder. It is not compatible with the Pardot Lightning Landing Page Builder (drag & drop).…
If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually show up. While there is currently no feature in Pardot to create ‘add to calendar’ links within the editor, there are two options to add them yourself. The first option is to create the files manually and link to them within your Pardot assets. The second…
Lead source is an important data point you need to capture in order to report on the value of your marketing campaigns. This article will walk you through how to setup and track lead source within Pardot.
I’m so excited to finally launch version 2.0 of the Pardot Form Style Generator. The original version was created back in 2016 and has been used by thousands of Pardot users. With the new version comes a new UI and some cool new features, including customized checkboxes and radio buttons, embedded Google Fonts, new submit button options and more. What is the Pardot Form Style Generator? The Pardot Form Style Generator is a free tool…
Preventing field updates to a field allows you to write to the field once and then retain the original value for the lifetime of the field. This can be useful for fields like lead source, UTM values, or if you want to be able to report on first-touch. In this post, I’ll cover the setting you need to enable in Pardot to prevent field updates and how to create a validation rule in Salesforce to…
