How To Trigger Task Creation To Assigned User In Salesforce When Prospect Views the Landing Page?
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.
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'.
Fill in all the required information. And click Next.
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'.
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.
Please go to Pardot --> Marketing --> Campaigns --> View Tracking Code --> And cop the code to Paste it on your Landing Page.
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.
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. :)