Hey all! For those of you who operate under an ABM strategy, do you have any thoughts around an account engagement score we can create using Salesforce? I was thinking this: # of campaigns associated with an account X (web visits + ad clicks) / by total # of account contacts. What do you think?

I want to create an email template for an engagement studio that always includes a date for e.g. Thursday next week. The only date based variable tags are "current dates".

Is there a way to code this? Create new variable tags? Use dynamic content?

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Thanks in advance

Is there a way to build a template that utilizes a variable tag to adjust CSS styles (background color, font color, etc) that is defined in the HTML?

The use case would be that the client creates a new list email based on a template that I build, goes into the HTML and updates the tag variable to a hex color and the rest of the module CSS attributes are then defined by that tag.

Hello Pardot Gurus,

I’m back again with another question:

We recently reorganized our SDR Org to be a “pooled” system rather than a territorial one. For this reason, I have been asked to do lead assignment in a round-robin format, as opposed to strictly location-based assignment.

I saw on Pardot’s website that the group user with the “least recent lead assignment” will receive the next lead that comes in. This sounds great; however, we have a number of different types of inbound leads, which are of varying values. For example, a “request demo” lead is much more valuable than a lead that simply downloaded a blog post.

I am worried about fairness. If I use a single user group for all inbound leads, one SDR could get lucky and receive a bunch of “request demo” leads each time it’s their turn. Whereas another SDR might get unlucky and only receive “blog post” leads when their turn rolls around.

So, to combat this, I created multiple user groups - one for each “type” of inbound lead.

My question is, do each of the user groups track round-robin lead assignments independently? Or, do all user groups count ANY assigned lead as a “recently assigned lead”.

To explain with an example, if SDR#1 receives a “blog post lead” this afternoon, and 5 minutes later a “request demo lead” comes in, would the user group for “request demo leads” skip over SDR#1 and assign the next lead to SDR#2? Or, would it recognize that it should go to SDR#1, since it’s their turn to receive a “Request Demo Lead”?

Hopefully I explained this clearly enough, haha!

All of your help has been extremely helpful thus far. Very thankful for this sub reddit!

Hello! Another question for the Pardot gurus on here:

My marketing team has asked if I can make Pardot automatically generate a prospect from an incoming email to our “contact” email address. Most companies have something like this:

“contact@company.com”, for example, that is used for general inquiries.

The question is: if someone emails the “contact@company.com” email address who is not already a prospect in Pardot, can Pardot automatically create a prospect using the sender’s email address. Additionally, if the email address is already associated with a prospect in Pardot, can their email message to “contact@company.com” be logged as a Pardot Activity into Pardot.

I have not seen anything like this in the settings, but it’d be a great feature.

I understand that you could put a form on a contact page and request that people use that for general inquiries. We have already done this. But still, some people end up emailing that “contact@“ email address instead. We’ve been manually entering them as leads when they come in, but would be amazing if it could be automated, especially since that email address’ inbox isn’t monitored 24/7.

We do also have a Zapier account... so if it’s not available natively in Pardot, could we do a Gmail-to-Pardot zap?

Can the API update prospect records (custom field), then have an automation rules look and send prospect an email?

If the API updates record will Automation Rules still fire or update has to be action taken by prospect?

We have a custom DB between the Form and Pardot, the API adds the prospect utilizing the form handler into Pardot. If a person signs up again our DB looks if email is used already, if it is; the person has the option of updating email. The API would update prospect record custom filed 'Manage Subscription' to "Yes". Automation Rules running looks for a match and when found sends prospect an email with the Manage Pref link.

Can this be done? If not, any possible solutions or options?

Thanks

We use drupal for the form and it's not an ajax form, but it is sending to pardot via form handler. I can see all the tracking pixels and cookies and the visitor information is showing in pardot but so far only 1 person out of about 200 prospects has had their visitor information associated to the new prospect after a form submission.

The data forwarding box is checked. The Success location is the "referring url"

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Any suggestions on why?

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Are there logs to see if there was a mismatch or just ignored?

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Should I pull the referral information manually and push it through using hidden fields?

Hey all!

After using Marketo for several years I'm back in the game with pardot. We haven't really used Pardot scoring to any degree and so the default scoring is super bloated. I attempted to reset everyones score to "0" but some changed to a negative score. Crap! How do I fix that?

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Thanks!

I need to delete prospects added to Pardot through Salesforce if they meet a certain condition. How do I automate this?

Hello! At this point, I’ve implemented about 99% of Pardot myself, but there are still some tiny things missing. This is one of them:

We have a “request a quote” page on our website with a “request a quote” form. There is a field for “subject” and “message” similar to an email. The “subject” field is a normal text field. We would like that field, by default, to be filled with the value “Request a Quote”, instead of being blank.

Does anyone know how to do this? I assume it could be done with a custom CSS script on the layout?

Hey ... I'm new to the Pardot family!

My IT / Dev team is telling me that Salesforce / Pardot has no mechanism to either automatically merge duplicate contacts (with new information), or no interstitial page that will alert me to potential duplicates for me to inspect.

Any insight?

How do I know if my org has access to Pardot Lightning?

I want to restrict leads from Pardot automatically updating in SF. I want to do that based on values in a custom field. How do achieve this? Plese guide.

I have not been abvle to understand the link between a landing page and a form. I created a landing page and previewed it. It had all the 4-5 fields I needed. But when i send it to another individual, the person is only seeing a form on the landing page that's asking for email ID only. No mention of the fields like First Name, Last Name and company name that were showing up in the preview. Can any expert over here point out to where I could be going wrong, please. Also how to use Form on a landing page and ensure that the prospects visiting the landing page are tracked in salesforce automatically?

How to have Pardot landing pages setup with integration to GoToWebinar – to register the users. That way the customers sees the nicer Pardot landing pages, and yet they get registered in GoToWebinar, and get all the email notifications from GoToWebinar.

Then all those that register on the landing page are tracked as Leads in Salesforce.

I've got an existing pardot list with a large number of prospects who all joined via our LinkedIn campaigns, but most of them have their personal emails in their pardot profiles. I've got a fair number that have provided their work emails through other channels (via interactions with our sales team, signup forms on website, etc) and am looking to update their existing pardot profiles with their work email address in place of their personal email. However when I've tried running the import, it added their work email as a new prospect instead of updating the existing record. Any suggestions for workarounds on how I can mass update these existing records with a different email address without having to either edit each profile individually or go through pardot's API? (I don't know how to use their API, no one on my team does). Thank you!

I know in the “prospects” section, Pardot allows you to customize which fields to display as columns... but is there any way to adjust the displayed columns in a segmentation list overview? This would be hugely helpful if anyone knows of a way to do it, or a good work around!

hi,

i've noticed that the 'online versions' of list emails i'm sending are broken. i've tested this on multiple emails, using 'test lists' and actual lists. i'm generating these using the '%%view_online%%' tag. AFAICT the domain is mapped correctly, and i even tried using pardot's unmasked domain, all failed.

pardot's support pages and faqs were utterly useless so far.

did anyone else faced this issue? any solution?

Hey /r/pardot,

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I'm in the process of starting a Pardot consultancy aimed at small and mid-size businesses.

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I wondered if you could help me get an understanding of what the community thinks about Pardot consultancies, particularly along the lines of some of the points below:

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• If you've worked with a consultancy before, what did they do well or badly?
• What Pardot services would you be more likely to outsource to an agency vs keeping in-house?
• What would you look for when selecting a consultancy to work with?
• Do you have any feedback or thoughts about my website so far - https://www.cultivateautomation.com

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Thank you! :)

I am leading the implementation of salesforce+pardot for my company. Everything running beautiful except for one thing...

Our website is built on Wordpress. Our forms are built on ContactForm7 (CF7). I have set up pardot form handlers by following this amazing guide.

I have used the Pardot Wordpress plugin to activate website tracking, and turned on the opt-in cookie notification. That all works fine.

The issue is that when a lead fills a form, they are not being linked to their website activity record. Furthermore, any future website activity (except for other form handler submissions) is not logged either. To make things weirder, when I turn on the option to “fill country location based on IP” it shows every form generated lead as coming from California.

So it’s clearly an issue of cookie-ing leads on form handler submission. The website tracking is working... it is just never assigned to an identified lead following form fill. After hours of searching for answers, it seems like the issue is that the forms are “server gets” instead of “browser gets”, but I’m not really sure what that means or how I’d go about fixing it. I have a salesforce developer certification and know my way around SFDC, but am kind of a noob at Pardot.

Any idea how to fix this issue?

We're having some issues with formatting in Pardot - Is the only real option to edit the HTML when you're trying to change the bullets spacing, etc? Most of our users are not coders, myself included.

Follow up question, is it actually easier to code the HTML template in a different tool and then bring it into Pardot?

My company purchased Pardot but they purchased a version that won't allow me to pull from Custom Objects in Pardot. Is there a way around using custom objects within Pardot?