This Presentation provides a brief introduction to Pardot’s form, Landing pages, the difference between Visitor and Prospects, list creation, Automation rules, Segmentation rules, Dynamic list, Completion actions.

1. Nitin Gupta
Salesforce Administrator - Pardot
@Nitinsfdc

2. A LOOK INSIDE THE STRUGGLE FOR
POWER TERRITORY & RECOGNITION

4. pardotclientadvocate@salesforce.com

6. Pardot Objective

7. Creating Pardot
Lists

8. Segmentation Rules

9. Automation Rules

10. Dynamic Lists

11. Taking it a Step Further
Autoresponders
Dynamic Content Completion Actions
A/B Testing

12. A/B Testing
Consider Testing:
• Subject Line
• Design
• Sender
Expert Tip
• 50 characters or
less – shorter is
better
• Avoid using SPAM
words
(e.g., “free”)

13. Autoresponders
Consider Sending For:
• E-Book download
• Webinar registration
• Event registration
Expert Tip
• Use Dynamic Content
to showcase targeted
offers

14. Dynamic Content
Consider:
• Email Offers
• Name
• Location
Consider Targeting By
• Job Title
• Industry
• Time
• Prospect vs. Customer

15. Completion
Actions
• Consider TheseActions:
• Email opened
• Email clicked
• Action toTake
• Assign to rep
• Add to ‘engaged list’ for
further actions
• Add to nurture program
• Remove from email send
list
Add to list +
Assign to Sales
rep
Expert Tip
• 1-2 clear CTAs
• Under 750
words
• Short sentences
and paragraphs

16. Completion Actions

17. Demo
Create Foam and Completions Actions

18. Created Foam and Completions Actions

19. Questions?