Pardot Knowledge Base

Adding Send to Pardot List to Salesforce Campaigns

Last Updated: Apr 26, 2016 | Print this Article
 
Pardot syncs with Salesforce campaigns to both display the campaigns, their participants and statuses in Pardot, as well as to add prospects to Salesforce campaigns from the Pardot interface. To segment prospects within Salesforce and sync them into a new or existing Pardot list, you can add the Add to Pardot List button to your Salesforce campaign object.
 
Note that this button needs to be installed separately before it can be added to campaign objects. See this link for instructions.

This feature functions similar to an import (small lists will be instantaneous and large ones will run in the background) but without the need to use a CSV file. Any prospects who are in your Salesforce campaign, but don’t already have a prospect record in Pardot, are created in Pardot after you click the button provided they have an email address in their Salesforce record.
  1. In Salesforce, click Setup.
  2. Navigate to Customize > Campaigns > Page Layouts.
  3. Edit your page layout.
  4. Select Buttons.
  5. Drag the Add to Pardot List button to your row of custom buttons at the top of the Campaign view.
  6. Save layout.
For more information on using this feature, refer to our Salesforce campaign article

Next in this series: Salesforce Permissions Setup for Pardot

Move to a different part in the Salesforce Connector Series:
Part 1: Getting Started
Part 2: Salesforce Configuration
Part 3: Pardot Configuration
Part 4: Advanced Topics

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