Beginner’s Guide to Pardot: Segmentation Rules

Segmentation Rules Segmentation rules are a form of automation that only runs once. Segmentation rules are an easy way to perform a bulk action in your prospect database and further segment your prospects based on your criteria. They will only affect prospects that already exist in your database at that specific point in time. Here […]

Beginner’s Guide to Pardot: Pardot Custom Redirects

Pardot Custom Redirects Custom redirects are a marketer’s go-to tool when it comes to providing information and comparing the effectiveness of different marketing campaigns in Pardot. If you opt to use a custom redirect, the information you gain can be processed into actionable tasks. Custom redirects track and measure the following: Links on your website […]

Beginner’s Guide to Pardot: Automation Rules & Page Actions

Automation Rules & Page Actions In the next section of the guide, we are going to dive into the automation functionalities of Pardot and how to simplify complex tasks to make your workflow more efficient. Utilizing these powerful automation tools can help save your team valuable time and instantly update your database based on prospect […]

Beginner’s Guide to Pardot: Pardot Completion Actions

Pardot Completion Actions Completion actions are automated tasks that are triggered by certain elements in Pardot. Pardot allows you to add an automated response when a prospect completes a: Form Form handler Automation rule Custom redirect Page action File download Action within an email (e.g. email opened or link clicked) Beginner’s Guide to Pardot Download […]

Beginner’s Guide to Pardot: Pardot Lead Capture Forms

Pardot Lead Capture Forms Landing page forms are the B2B marketer’s ace of spades. In order to maximize the potential of your prospect database and continue to develop leads for your company, you will need to successfully utilize landing page forms. Beginner’s Guide to Pardot Download our expert-created guide to begin your journey with Pardot. […]

Beginner’s Guide to Pardot: Pardot Lead Scoring & Grading

Pardot Lead Scoring & Grading The old days of lead qualification with only a few stages — such as cold, warm and hot leads —  are quickly being forgotten. Nowadays, basic lead qualification strategies are being substituted for much more complete lead qualification systems. Pardot’s lead qualification system is called Pardot scoring and grading. Pardot […]

Beginner’s Guide to Pardot: Pardot List Types

Pardot List Types Once you have prospects in your Pardot database, you can segment them into prospect lists based on criteria you set. Prospect lists are buckets you can use to group certain prospects together. They are helpful to make sure you’re marketing to the correct group of people. Segmenting prospects into lists based on […]

Beginner’s Guide to Pardot: Building Your Pardot Database

Building Your Pardot Database Building your prospect database is a key step in getting your Pardot marketing automation campaigns ready. In order to understand how to build a prospect database, you must first know what a prospect and visitor is. Beginner’s Guide to Pardot Download our expert-created guide to begin your journey with Pardot. Download […]

Beginner’s Guide to Pardot: Integrating Pardot with Salesforce

Integrating Pardot with Salesforce Why connect Salesforce and Pardot? At this point, you may be wondering what the benefits are to connecting to your Salesforce account. Salesforce explains it as “marketing automation with the world’s #1 CRM.” We look at it as sales and marketing alignment for effective lead nurturing. No matter where you are […]

Beginner’s Guide to Pardot: Custom & Default Fields

Custom & Default Fields Fields in Pardot allow you to fully segment your data into personas and build information around your prospects. This helps your sales and marketing team get an accurate picture of the prospect you are targeting. These fields also allow you to create more personalized lead nurturing campaigns based on prospect information. […]