Pardot Knowledge Base

Adding Add to Nurture Action to Page Layouts

Last Updated: Apr 26, 2016 | Print this Article
 
Adding the Add to Nurture action allows Salesforce® Engage users to add Leads and Contacts to Pardot lists.
Add to Nurture List will only show lists that are CRM-visible.

These instructions are for a Salesforce Administrator.
  1. In Salesforce, navigate to Setup > Customize> Leads> Page Layouts.
  2. Click Edit next to the Page Layout you want to modify.
  3. Click Actions.
  4. Click Add to Nurture List and drag it into the Actions in the Publisher section.
  5. Click Save.
Repeat steps 1-5 for your Contacts Page Layouts.

Note: Drag and drop Add to Nurture List into one of the first three spots in Actions in the Publisher. This will prevent your users from having to click More in the page layouts. We recommend leaving the first action as Post, unless your organization doesn't use Chatter.
Add to Nurture List  
 

Next Step

Once you've added the Add to Nurture action, you can add Send Engage Email buttons to your layouts.

Need more? Start a conversation with other Pardot users in our Success Community