Should I Forward Pardot Emails? No!

by Dorottya Dvorak - September 27, 2019
Should I Forward Pardot Emails? No!

One of the most common request I come across is: “How can users forward Pardot emails to their customers?“. Whether it is for an event invite or a promotional email, simply forwarding a tracked Pardot email can cause serious issues.

When users forward Pardot emails all the tracking is forwarded as well, which will create false activity data for your prospects. What does that mean? It means that any activity happening on that forwarded email will be recorded against the original recipient. This can include email link clicks, registrations or even unsubscribes.

 

How to solve it

If the issue has already occurred and you have identified the original recipient, you can debug the situation. Use the Audit tab of your prospect record and follow Sophie’s instructions to remove the association.

 

How to prevent it

My recommendation is to prevent this issue before it happens, you can use either of the following options:

1. AddThis connector

One way to forward emails in Pardot without any issues is by enabling the AddThis connector. Once the connector has been enabled you can include the forwarding link to your email templates.

Forward Pardot emails

Add the AddThis Email link (%%addthis_url_email%%) to the top of the email templates, and then it will be part of every new email that will be created after that.

However, this will actually not forward the email itself in a normal way (as you do manually from your inbox), but it will generate a webmail link that is no longer tracked. That link can be sent via AddThis or as part of a normal email, but it would still just be an email.

2. One-to-One Email Templates

Use Salesforce to send one-to-one emails to your leads and contacts, based on email templates you prepared in Pardot. You will be able to keep your original email design as well as see how your emails perform.

 

Do you need help?

If you want to learn more about how you can prevent your users from forwarding Pardot emails, don’t wait until the issue occurs, contact us for support instead.

Related Content


Get In Touch

Whatever the size and sector of your business, we can help you to succeed throughout the customer journey, designing, creating and looking after the right CRM solution for your organisation