Working with multiple Pardot users, I often get asked the same questions. I also see similar questions being asked on the Trailblazer Community. To make your life easier, I’ve rounded up five of the most common Pardot questions and shared the answers below.
Category: MC Account Engagement
Why you need to set up the Pardot Lightning App now
Are you using Pardot and Salesforce, but still not enabled the Pardot Lightning App? Find out what you can gain by setting it up – the sooner the better. Continue reading “Why you need to set up the Pardot Lightning App now”
Litmus 2020 State of Email Report – The Pardot Take
For several years Pardot has been integrated with Litmus Email Analytics in order to assist marketers with their email campaigns. Litmus is a rendering test tool which offers previews of how your email will look across different email clients, browsers and screen sizes. The Litmus 2020 State of Email Report has recently come out – keep reading to find out more!
Continue reading “Litmus 2020 State of Email Report – The Pardot Take”
The What, How and When of Pardot Sandboxes
Pardot Sandboxes have been widely requested by Pardot users around the world. (You can take a look at the idea here). They allow you to test in a safe, non-live environment before making changes for real. While Sandboxes have been available in Salesforce for a while, they have been long awaited in Pardot. But now they are here…
Continue reading “The What, How and When of Pardot Sandboxes”
Campaign Organisation in Salesforce and Pardot
Frustrated at your current campaign situation in Salesforce and Pardot? Whether you are setting up your campaigns for the first time or looking to improve, here are some things you can implement to make your campaigns easier to find, manage and report on.
Continue reading “Campaign Organisation in Salesforce and Pardot”
How to Use Workbench for Campaigns
During the configuration of a new feature anyone can face certain challenges, like when you need to work in a third-party platform all of a sudden. In this post, I’m here to tell you how I came across mine, when I recently used Workbench for Campaigns.
Auto-Populate Address in Pardot Forms
Ever wondered if there is a way to auto-populate prospect address information on your Pardot forms? Continue reading to find out how you can help your prospects experience while collecting their address in Pardot.
Should you be Using the Pardot v2 Connector?
It’s Summer 2020. You’re getting on in this crazy world and then BAM, Pardot makes the v2 connector available to upgrade to. What’s the v2 connector you ask? Am I on it already? Should I upgrade? All great questions. I’m here to answer them.
Continue reading “Should you be Using the Pardot v2 Connector?”
Why you should enable HML in Pardot
In 2019 Pardot released a new merge language for personalising emails – Handlebar Merge Language (HML). If you haven’t enabled HML in Pardot yet, you should look to do so soon, I’m sharing some of the reasons why.
Grading Profiles for Different Products / Services
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”
Remove Pardot Tests from your Reporting
During campaign execution it is important to run a few Pardot tests to make sure everything is working correctly. However, these can often cause inconsistencies and false data in your reporting. I’m here to share my recommendations for preventing them.
Integrating Zoom with Pardot
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.
How to integrate Zoom and Pardot
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!
Step 1. Install the Pardot App to your Zoom account
- Go to the Pardot App in Zoom’s App Marketplace
- Ensure you’re signed in to your Zoom account, and click ‘Install’
- Confirm the Pardot User details, you’ll need the Email, Password, and User API Key. (You can also exclude any domains to block users of those domains from being added to your Pardot lists)
- Click ‘Save’
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!
Step 2. Set up your webinar Lists on Pardot
For each webinar you will need to set up three static lists in Pardot:
- Registrants
- Attendees
- Absentees
Step 3. Select your Pardot Lists to use for your webinar
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!
Considerations
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:
- Unlike the native webinar connectors, Pardot will not be able to automatically score Prospects based on Registering / Attending a webinar via the Scoring Model.
- The Source Campaign may not be correct, you’ll need to set this using automation.
- Completion Actions that you would typically use on a Pardot Form capturing registrants, such as sending an autoresponder, notifying a user, etc. aren’t available on Pardot lists – use the lists in automation tools to achieve this.
- Reporting is limited, as you aren’t using a Pardot Form or Landing Page to capture conversions, you’ll need to ensure you are reporting on the Campaign level instead.
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!