Pardot Knowledge Base

Gmail Extension for Google Chrome

Last Updated: Apr 26, 2016 | Print this Article
 
Pardot’s Gmail extension for Google Chrome allows you to send tracked emails to prospects directly from within your default email interface. Simply click the Track with Pardot button and any links in your email will automatically be tracked behind the scenes. You can then send out the email as normal and receive valuable insight into any prospect activity that occurs as a result of your message.
This feature is deprecated and is only available for accounts created before 5/1/2015. If your account was created before 5/1/2015, you can download this feature by logging into Pardot, hovering over your email address, and then clicking Downloads. Click here for a video walkthrough.

Instructions

  1. Open Chrome and download the extension.
  2. When installation is complete, go to Preferences by clicking on the three-bar icon in the top right of your browser window then go to Tools > Extensions, or by going to Window > Extensions.
  3. Click "Options" below "Track with Pardot" extension.
  4. Enter your Pardot email address and password, and click Save.
  5. Refresh the browser, and now when you compose a new message or reply to a message in Gmail/Google Mail, you will see a "Track with Pardot" link next to the send button. Click this to convert URLs to be tracked.
  6. After tracking the email you can send it as normal via your Send button.

Using the Extension

When an email is tracked via the extension's "Track with Pardot" button the following actions occur:
  • Any link beginning with http:// (or https://) is rewritten as an individually tracked link. Links are tracked to the first recipient in the To: field of the email.
  • If a prospect with that email address already exists in Pardot, the email activity is added to the prospect's record. If the sender of the email is different from the prospect's assigned owner, the prospect remains assigned to their original owner.
  • If the prospect already exists in Pardot and is unassigned, the prospect will be assigned to the sender of the plug-in email and their email activity recorded.
  • If a prospect does not exist in Pardot with that email address, a new prospect record is created in Pardot and assigned to the user who sent the email. The new record will likely only have an email address and other fields may need to be filled in at a later point.
  • A new lead record, assigned to the user who sent the email, is created in the connected CRM system if applicable. If a contact or lead already exists (using the identical email address), the email will simply be added to the existing record as an activity.

Extension Campaign

Prospects created via the Extension will automatically be associated with a campaign titled "Email Plug-in" by default. To change the campaign associated with your email extension, administrator users can take the following steps:
  1. Click on your email address in the top right of the Pardot interface.
  2. Click Edit account.
  3. Scroll down to Email Plug-in Campaign and select the desired campaign from the dropdown menu. All emails sent using the Outlook, Thunderbird, Gmail, and Apple Mail plug-ins will be tagged with this campaign.
gmail.final

Usage Notes

  • Because of the way Pardot uniquely tracks links, you will not be able to send tracked emails to multiple recipients at once. If multiple people receive the email or the email is forwarded and others click the links, there is a risk that they could be tracked as though they were the first recipient.
  • The plug-in does not allow for recipients to be CC’d on tracked emails.
  • The add-in will track each link that begins with http:// (or https://).  If you have links that you do not wish to track, you would need to begin them without the http://.
  • HTML opens are only tracked if the recipient clicks on a link in the message (we cannot tell if they downloaded images).
If you are experiencing any issues installing or using the plugin, please contact our Solutions Team. Please be sure to note your operating system (e.g. “Windows 7 32-bit”), Google Chrome version, and any error message(s) you may have received.

Release History

  • November 27, 2012 - Version 1.5: Now accommodating the new Gmail compose and reply interface.
  • October 2, 2012 - Version 1.4: Fixed a bug where the "Send with Pardot" button was not displayed due to a change with the Gmail interface.
  • February 29, 2012 - Version 1.3: Now accommodating email addresses with trailing commas
  • January 23, 2012 - Version 1.2: Now accommodating recipients with "Last, First" syntax; added compatibility with the Boomerang plugin
  • January 17, 2012 - Version 1.1: Fixed window pop-out bug and first launch refresh bug
  • January 16, 2012 - Version 1.0: First release

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