Pardot Knowledge Base

Getting Started: Establish

Last Updated: Apr 26, 2016 | Print this Article
 
Overview of the basic steps needed to get up and running once you gain access to your Pardot Account.

Users

User Roles: Pardot allows you to control the level of access for each individual user by choosing a specific Role. Learn more about the different Role description to better determine the appropriate access level for each User within Pardot.

Article: What roles should I select for my users?

Article: Custom User Roles 

Create Users: Establish Users within Pardot for each member of your team. Learn how to create Users, edit preferences and set security limits

Article: Users

Article: How To Import Users 

Single Sign-on: Allows for Single Sign-On between Pardot and Salesforce

Article: Mapping Usernames and Single Sign-on

Technical Setup Items

Designate Points of Contact: Choose the users who should receive different types of notifications from Pardot.

Article: Product and Service Notifications Overview

Implement Tracking Code: Add a snippet of tracking code to any page that you want to monitor. Any actions taken by your visitors will be recorded for your analysis.

Article: Tracking Code

Create Vanity Domain (CNAME): Pardot will utilize a vanity domain, or CNAME, for all Pardot hosted and tracked links to mask the usage of Pardot.

Article: Tracker Subdomain/CNAME 

Email Authentication: Pardot allows you to send emails from your domain, and adding email authentication helps improve your email deliverability rate.

Article: Email Authentication  

Using Custom Fonts: Some browsers, by default, block access to custom fonts that are requested from domains other than the one they sit on. Grant Pardot permission to use your fonts to ensure style consistency.

Article: Using Custom Fonts In Pardot 

IP Whitelisting: To avoid having test emails ending up trapped by your company spam filter, have your IT team add your company’s assigned Pardot IP address to their spam filter whitelist.

Article: Why did a test email to myself result in a hard bounce?

Import Prospects

Importing Prospects: The Import tool allows you to easily import a CSV file of new prospects or perform a mass update of existing prospects in Pardot. Note that it is a best practice to clean up your data prior to importing.

Article: Importing Prospects 

Subscribers Rule!: We are fanatics for permission so we thank you in advance for following our permission based email marketing policy.

View our Permission-Based Email Marketing Policy

Blog: The Dos and Don'ts of Purchasing vs. Renting Lists

Blog: Buying Lists — The Alternatives

Blog: Forms Are Great, But Confirmed Opt-In Is Better 

Database Hygiene: Good database hygiene helps you connect with the most engaged prospects, protects your sending reputation, and keeps you in-tune with the volume of mailable vs non-mailable prospect within your database.

Article: Database Hygiene FAQ 

CRM Connector

CRM Connector: Pardot natively integrates with Salesforce, SugarCRM, Microsoft Dynamics CRM, and NetSuite. Learn more about what to know before connecting and how to get your connector established.

Article: Things to Know Before Activating your CRM Connector

Article: What Syncs with my CRM?

Article: What Triggers a Sync with Pardot and my CRM?

Checklist: CRM & Marketing Automation 101 

Salesforce Connector: Pardot can sync with Salesforce Professional Edition accounts or higher.

Article: Salesforce Integration

Whitepaper: 8 Ways to Unlock Salesforce with Pardot 

Mapping Fields: A series of fields for individual records (prospects and leads/contacts) and accounts are automatically mapped when you verify your Salesforce connector. In addition, Custom Fields can also be mapped.

Article: How do Pardot default fields map to Salesforce fields?

Article: Mapping Salesforce and Pardot custom fields 

Other CRM Connectors: Pardot also natively integrates with SugarCRM, Microsoft Dynamics CRM, and NetSuite. We also provide a few options that may allow you to more seamlessly link your alternate CRM with Pardot.

Article: Integration Options for Other CRMs

Article: SugarCRM Connector

Article: Microsoft Dynamics CRM Integration

Article: NetSuite Connector

Creating Folder Structure

Creating Folder Structure: Folders are a top-down organizational feature that house campaigns, emails, and other marketing modules together. Folders let you segment and nest marketing elements in a variety of ways that make sense for your team.

Article: Folders Overview

Article: Managing Folders FAQ

eLearning Module: Folder Management 

Folder Permissions

Folder Permissions: Folder Permissions let you protect your content in folders and assign access to user groups. This feature is available to accounts with Custom User Roles.

Article: Setting Up Folder Permissions

Article: Editing & Disabling Folder Permissions

Emails

Before You Send: We know you’re excited to start emailing your prospects, but there are a few things you need to take care of before you start sending.

Article: What should I do before I send email with Pardot? 

Creating Emails: Email templates allow you to create text and HTML email designs and store them for future use. These can be used to send ad-hoc emails to prospects and lists or used in drip campaigns or as form auto-responders.

Whitepaper: The Complete Guide to B2B Email Marketing

Article: Email Templates

Article: Design for Email Template Best Practices

Handbook: The Email Template Handbook

Checklist: 9 Essential Steps to Email Template Design

Lookbook: Email Design

Tipsheet: Subject Lines 

Warming Up Your IP Address: When sending emails from a new IP address, abrupt spikes in email sending volumes can harm your IP’s reputation. To prevent this, you need to warm your IP address up gradually over time.

Article: How to Warm Up Your IP 

Testing Emails: Successful email tests are key to ensuring your email campaigns deploy as intended.

Article: Testing Emails

Article: Email A/B Testing

eLearning Module: Email A/B Testing

Checklist: Pre-flight Email Checklist 

Sending Email: Once your Email Template is built and tested, you will want to learn how to send an email out of Pardot.

Article: Sending Email

Article: Sending One-to-One Emails

Worksheet: Finding Your Perfect Email Send Time

Webinar: Back to Basics – Email Deployments that Deliver

eLearning Module: Sending an Email

Email Deliverability: Email marketing is at the heart of your online marketing efforts, so you want to make sure that every aspect of your strategy is optimized. And no aspect of your email marketing is quite as important as deliverability.

Handbook: Email Deliverability Handbook

Video: The Ultimate Email Deliverability Checklist

Article: Email Deliverability and Compliance Overview

Checklist: The Seven Deadly Sins of Email Deliverability

eLearning Module: Email Deliverability

Article: Performing a Permission Pass

Blog: What is Blacklisting? 

Forms and Form Handlers

Form Integration Overview: Pardot offers the ability to utilize a Pardot hosted form or to integrate with a third-party form. Learn how you can use forms on your website to prompt information from visitors, converting anonymous individuals into identified prospects.

Article: Difference Between a Form & a Form Handler

Webinar: Forms & Form Handlers

Forms: Pardot’s form wizard lets you create a customized form that is hosted in Pardot in seconds. Use forms on your website or on a Pardot hosted Landing Page to collect information about visitors and turn anonymous visitors into identified prospects.

Article: Forms

Article: Form Wizard Overview

Article: Basic CSS for Forms 

Form Handler Integration: Form Handlers allow you to manage forms yourself and post the data to Pardot. This allows you to completely customize your form’s look and feel and still use Pardot to track the form submissions.

Article: Form Handlers Overview 

Landing Pages

Landing Pages: A landing page is a specific web page that a visitor typically reaches after clicking a link or advertisement. In Pardot you can either build a landing page using the drag-and-drop builder, or by providing HTML code.

Article: Landing Pages Overview

eLearning Module: Landing Page Builder

Handbook: Landing Pages

Checklist: Your Essential Landing Page Checklist

Tip Sheet: 7 Tips for that Perfect Call to Action 

Layout Template: A layout template controls how elements managed by Pardot are displayed on web pages. Layout Templates are used for landing pages and forms.

Article: Creating Layout Templates

Article: Content Regions 

Hosted Content

Hosted Content: You can upload images and other files for use in campaign elements such as emails, forms, and landing pages. Uploaded files are given tracker URLs and you can track when a prospect accesses a non-image file (white papers, data sheets, etc) in their activities. Note that different Pardot package levels have varying file storage size limits.

Article: Uploading Content Files

Article: Gated Content 
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