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.
Category: Pardot
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!
Country Field Discrepancies between Salesforce and Pardot
If you have enabled Salesforce State and Country picklists and you are using the Pardot default list of countries for the Prospect Default field as a dropdown, then make sure you read this article on how to ensure the mapped fields match and avoid getting lots of sync errors!
Continue reading “Country Field Discrepancies between Salesforce and Pardot”
Person Accounts in Pardot
At the recent Pardot London’s meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with a locked one to one relationship, allowing you to take advantage of the standard Salesforce functionality for both objects.
Automate Prospects Nurture from Salesforce
We have been excited about the Pardot Summer ’20 Release since the initial announcements. On a recent Pardot webinar we got the chance to see a new feature in action, with which you can automate prospects nurture from Salesforce directly. It will work through an ‘Add to Engagement Studio list’ action button and will be available in July.
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Getting your Communication Preferences Right
Back at the start of 2020, when we could still get out and visit clients, one of the hottest topics of conversation was email communication preferences. In preparation for 2018’s GDPR Directive, companies scrambled to put in place a strategy to manage an “opt in” process. Often with little thought to longer term consequences. Or to the wealth of engaged data built up over the preceding years.
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Let’s Get Excited about the Pardot Summer ’20 Release
With the Pardot Summer ’20 Release we are getting one step closer to a perfect Pardot <> Salesforce alignment. In this release there are many great new features to look forward to, here are the ones I am most excited about.
Continue reading “Let’s Get Excited about the Pardot Summer ’20 Release”
Leverage Pardot for OnDemand Webinars
Webinars have become a popular topic with our customers recently as it is a great way to stay in touch with prospects. I am sure that’s the same with you, but have you thought of using Pardot for OnDemand webinars as well?
Spring ’20 Release Overview for Pardot
Longer days and sunny mornings can only mean one thing: spring is coming. With that, the Pardot Spring ’20 Release is here as well. It is full of exciting new features keeping B2B Marketers happy and excited.
Pardot Export – What, where and how?
When it comes to healthy account management, Pardot export is one of the tools we leverage the most. This post explains where you can find this functionality and how it can be used. If you are already familiar with the feature don’t walk away, as some things have recently been changed.
Optimise your Emails For Dark Mode
Dark mode, a hot topic in the tech industry, has made its way into email marketing. But what is dark mode and how is it affecting email marketing? Read on to see the challenges emails face with dark mode, and how you can get around it.
To Be, or Not to Be… Resending Emails?
Resending emails sounds like a logical decision to implement in your marketing campaign but, if your first email hasn’t received good open rates should you bother with resends? My answer: Yes, you should, just not all of them.