New Updates to #Pardot to support a new privacy regulation called the Global Data Protection Regulation #GDPR

by Kristina Alexandra


First, Pardot is introducing a “Permanent Delete” feature for Prospects. Pardot Admins will soon be able to delete all Prospect information and associated engagement from the Prospect Recycle Bin. More information will be available shortly on the Pardot blog so stay tuned.

Second, Pardot will no longer track activities on archived prospects (those in the Recycle Bin). Additionally, prospects will not be unarchived automatically unless they take an explicit action like filling out a form or unless a Pardot/Salesforce user takes an explicit action on the associated prospect record.

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How To Trigger Task Creation To Assigned User In Salesforce When Prospect Views the Landing Page?

by Kristina Alexandra


In my scenario, it was even a bit trickier. As I used a Pardot Email Template builder to build pretty HTML email tempalte and the copy-pasted the HTML code and create a Custom Email Template in Salesforce.

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Once you are happy with your email template we need to move on a build your Landing Page. The concept is simple --> Once a person lands on the Landing Page we trigger a Task creating for Assigned User (i.e. Prospects Record Owner aka Leads/Contacts/Person Account Record Owner).

So let's get cracking.

Go to Pardot --> Marketing --> Landing Pages --> Landing Pages --> click on '+ Add Landing Page'.

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Fill in all the required information. And click Next.

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On the second screen you will be presented with form option. In our case we don't need any form. So just select 'No form' and click 'Next'.

Next, the third screen will ask you to select a Landing Page layout. Again, I will choose the most basic option as I want to simply only simple confirmation text. Click 'Next'.

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In the forth screen we are building THE PAGE. I have provided the text that I want Prospects to see once they click on the button in my email template.

But, that's not it! There is a tracking magic behind. To be able to track the Prospects Visit on your Landing Page we need to paste in Campaign Tracking code.

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Please go to Pardot --> Marketing --> Campaigns --> View Tracking Code --> And cop the code to Paste it on your Landing Page.

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Now. When Email Template is created. Landing Page is created. What else?

The answer is - Automation rule. Automation rule will be the one that will be listening to all the Page Views on your Landing page and will be creating a Task in Salesforce for the Assigned user.

So hear to Pardot --> Marketing --> Automations --> Automation Rules --> + Add Automation Rule. Simply follow the steps and select desired autcomes.

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I hope this was helpful. I did not want to go into too much detail, but I am sure you were able to follow along. Make sure to test everything and make sure it works properly as expected. Please note. If the prospect is viewing stuff in Incognito, this might not work. :(

If you have any questions please let me know. :)


How To Add Salesforce Lead Queue in Pardot?

by Kristina Alexandra


This is the weird one. In the beginning of 2017 there was no tad or a section in Pardot where you could add a Salesforce Queue. What is the reason for adding a Queue in Pardot?

One of the common use cases would be to create an Automation rule and every time new Prospect is submitted via Form or Form Handler it would create a Prospect in Pardot and automatically assign it in Salesforce to a Lead Queue.

I used to access Pardot Queue setup by using this link - https://pi.pardot.com/queue

Then I would click on "+ Add Queue".

Select available Queue from the dropdown and the click on "Create queue."

Now the process seems to be improved, but it can be hard to find it if you don't know where to look for or you are new to the system.

And if you scroll all the way down, you will be able to find a queue setup there. :)

I hope this was helpful.

If you have any questions, please do not hesitate to get in touch. :)


How to Enable Pardot Engagement Studio? I.E. Pardot Is Not Appearing Under Marketing Dropdown

by Kristina Alexandra


To enable Pardot Engagement studio in your Pardot org. please follow these steps:

1. If you are in new Pardot UI interface, please switch to old Pardot Style by clicking on the gear icon in the top right corner and clicking on "Disable New Pardot Style".

2. Now go to your Pardot Dashboard and click the "Get Started Now" button.

3. Go through the slides and click on "Complete Activation".

4. When that is done, you will see that 'Engagement Studio' option will appear in your dropdown menu under the Marketing tab.

I hope this was helpful.