A permission pass is never to be used on a purchased list, and you can only perform a permission pass for a list once. There are two different methods for setting up a permission pass in Pardot: Form and Custom Redirect.
Permission Pass Using Forms
- Navigate to Admin > Configure Fields > Prospect fields.
- Click Add custom field.
- Create a custom field named “Opt in” as a checkbox with one value: Opt In
- Create a form containing the "Opt in" field.
- Send an email requesting that your prospects opt in to receive further communication. Include the link to your form from step 4 as your "click here to opt in" link.
- Wait 7-14 business days to allow your prospects to open and click the link in the permission pass email.
- Run an automation rule to opt out anyone who didn't click the opt-in link. Set the rule up as follows:
- Prospect list is <email list name>
- Prospect custom field <opt in> isn't opt in
- Completion action: Change prospect default field Do Not Email to Do Not Email
Permission Pass Using Custom Redirect
- Create a Thank You landing page.
- Create a custom redirect to your landing page to be used in your permission email.
- Send an email requesting that your prospects opt in to receive further communication. Include the custom redirect link from step 2 as your "click here to opt in" link.
- Wait 7-14 business days to allow your prospects to open or click the permissions pass email.
- Open reporting for your custom redirect, select the entire table of prospects with at least one click, and add an "opted in" tag to these prospects.
- Run an automation rule to opt out anyone who didn't click the opt-in link. Set the rule up as follows:
- Prospect list is <email list name>
- Prospect tag isn't opted in
- Completion action: Change prospect default field Do Not Email to Do Not Email
