Migrating to Pardot Business Units can be a pretty big deal and a little bit overwhelming. That’s why we’ve put together our Migrating to Pardot Business Units blog series and in this post, we’d like to share a list of all the things you should consider before you decide to make the move.
Continue reading “Business Units Migration Checklist – what to consider before your migration”
NPS, or Net Promoter Score, surveys are a great way to monitor your customer experience in a consistent and well established way. A simple score from 0 to 10 tells you how likely a customer is to recommend your business. And it allows you to track changes in customer experience over time.
Typically, surveys are hard to set up in Pardot because Forms are linked to Prospect fields. And you don’t want to end up creating a whole bunch of new fields every time you send out a survey. This is where the simplicity and consistency of NPS surveys makes them perfect for Pardot!
When you set up NPS surveys in Pardot, you can automate everything. From triggering the email invite, to capturing the survey submission, and reporting on the results effortlessly from Salesforce. The process is simple, but effective, so let’s get started.
Continue reading “Boost your Customer Experience with NPS Surveys in Pardot”
“Error: Certificates in your Salesforce org will expire soon”. Have you received this email and not sure what it means? Likewise, wondering what will happen if you do nothing? Or, have you simply seen it as spam and consequently forgotten about it. Or ignored it for too long and as a result something has stopped working?
Continue reading “How Do I Renew an Expiring Salesforce Certificate?”
So you want to run a Re-Engagement Campaign in Pardot? Maybe you’ve been doing some list cleaning and discovered you had more inactive prospects than you thought. What now? How do you reach that audience and bring them back into your campaigns?
The answer is three simple steps to an effective re-engagement campaign, inviting your prospects to rediscover your brand.
Continue reading “3 Steps to the Perfect Re-Engagement Campaign”
Pardot account management has been gradually moving over to Salesforce. Now, there are specific permissions you can apply to a permission set, so that your Pardot Super User can manage your Pardot account directly in Salesforce. Empower your Pardot Administrator today by unlocking the Marketing Setup area.
We have created some handy blogs covering all aspects of the Pardot Email Builder in Lightning Experience release. Find out everything you need to know in this series with these handy blogs.
Continue reading “Pardot Email Builder for Lightning Experience: Blog Series”
Once your Salesforce Administrator has set up Salesforce CMS, you’ll be able to create, manage and deliver content across all of your channels in a way that’s super easy to collaborate with your team and even external contacts. Here, we’ll show you how to use Salesforce CMS and some tips around creating and organising your content.
Salesforce CMS is a one-stop-shop for managing your multi-channel content, straight from Salesforce. Here’s how to set it up, with a view to using the new Pardot Email Builder for Lightning Experience. Continue reading “Pardot Email Builder in Lightning Experience: Setup Salesforce CMS”
One of the most anticipated releases in Pardot history – the Pardot Email Builder in Lightning Experience – was released this month. This new email experience uses the power of lightning to give users the seamless experience of a drag and drop email editor. Here at Nebula, we wanted to share the set up of this shiny new feature, and provide some tips along the way. Continue reading “Setup the Pardot Email Builder in Lightning Experience”
Thinking about using Pardot Landing Pages or Forms? You’ve come to the right place. Before you can build your first Landing Page in Pardot, you’ll need to have your Layout Template ready. But what if you are not sure where to start? Then go ahead and read on!
Continue reading “The Beginners Guide to Pardot Layout Templates”
Grading is Pardot’s answer to getting a quick view on how closely a prospect matches your ideal customer profile. But what if your business has several ideal customer profiles, one for each business offering? Perhaps you could set up custom Grading profiles…
Continue reading “Grading Profiles for Different Products / Services”
As we move closer to a World of virtual events, webinars and conferencing platforms are growing exponentially in popularity. One of the fastest-growing webinar platforms is Zoom. Here’s how you can integrate your webinars from Zoom with your Pardot account.
Note: This blog originally detailed two methods of integrating Pardot and Zoom, this has now been updated to reflect Zoom’s Pardot integration method changes from June 2021.
While Zoom is not a native connector in Pardot like Webex, GoToWebinar and ReadyTalk are, you can still connect your accounts for automation Prospect creation in Pardot, and to leverage Pardot’s tools and features!
Easy right? Once you have installed the Pardot App to your Zoom account, you can now look to integrate your individual webinars with your Pardot account!
For each webinar you will need to set up three static lists in Pardot:
Once you have set up your lists, navigate to your webinar in Zoom and click on Integration, next to ‘Generate Prospects in Pardot via Lists’ select Configure.
From here you can select your Pardot lists:
Now you can run your webinar, Zoom will automatically update your Pardot lists for you to then use for email marketing and other automation!
This integration means that Prospects will be created in Pardot through the API, and added to your specified Lists. Consider the below factors with this API integration:
If you have any questions on using Pardot for webinars, please don’t hesitate to get in touch!
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In case you aren’t using Zoom and using GoToWebinar instead, check out our Webinar Guide which focuses on managing your webinars through the out-of-the-box connection to GoToWebinar!