Manage users within Pardot, giving each a corresponding role:

individual user by choosing one of the following Roles. Following

Edit my user information. You can now enter new

Assign the newly created prospect to a Pardot user or

form) and users to be notified upon submission.

Select optional Email notifications that will be sent to the selected Pardot user(s) upon submission and/or the prospect's assigned user.

cookied user (i.e. someone already being tracked or clicking a

Creating a User Group

Queues is a feature available to salesforce.com users that

displayed. Advanced users can customize this logic based on their

A new prospect record, assigned to the user who sent the email, is created in Pardot. The new record will likely only have an email address and other fields may need to be filled in at a later point. If a prospect record already exists, the email is simply added as an activity associated with the prospect.

A new prospect record, assigned to the user who sent the email, is created in Pardot. The new record will likely only have an email address and other fields may need to be filled in at a later point. If a prospect record already exists, the email is simply added as an activity associated with the prospect.

The Removed from all Emails field will be checked in a prospect's record if there is a hard bounce or 5 soft bounces when sending them email through Pardot, if a user imports the prospect in a CSV and chooses the option to globally opt them out, if they are opted out in salesforce.com, or if a user checks this field manually in their record (see Manually Opting-out Prospects for more information).

analysis. This small piece of code will invisibly capture all user

You can manually remove (opt-out/unsubscribe) a prospect from

notifications that users can click for more information.

A new prospect record, assigned to the user who sent the email,

Use the Post URL generated by Pardot in your search form. Edit your web page's HTML so the site search form's action URL (action=”URL”) is now the Pardot Post URL. When a user clicks the submit button, the search query is first passed to Pardot, where we record the search term, and then the request is forwarded back to the redirect URL specified in the wizard so that the user sees the search results page.

Assigning a prospect to a user will create a new record in the

may want to remove them from the drip, assign them to a sales user

Within an automation rule, complex rules can be created by adding a new rule group. Rule groups allow you to construct combinations of criteria while reducing the restriction of "match all" and "match any" requirements. The flexibility of rule groups allows users to combine multipart rules that would have previously been two separate rules. For example, within the same rule, assignments to a sales representative can be qualified by both location and industry by using two groups.

Total opt-outs are the total number of prospects that no longer wish to receive emails from your company. They are automatically removed from future mailings. They are however kept on the list they are associated with. A user can be resubscribed if they visit the unsubscribe page or manually in PI. Clicks on the unsubscribe link are not counted toward Total or Unique clicks.

Concept

Concept

Assigned User

Assigned User

assigned users/sales reps, your .CSV file should have a column with

one administrative user or have made recent changes in your set-up

Provide an internal Name for this Email that will not be visible to your prospects. This name will only be visible to Pardot users, so utilize a descriptive name (e.g., Q4 – Tech Bulletin – List

all of your user accounts.