
Our journey together starts with
1- Overview of Salesforce Marketing Cloud Account engagement: uncovering its features and benefits
2- From there, I'll help you set up a Develop org to guide step-by-step through the major steps of Pardot implementation with Salesforce.
3-We will also learn how to seamlessly synchronize user data between Salesforce and Pardot through Salesforce USer Sync
4- Once we set up Account Engagement, we will roll up our sleeves and start generating leads using landing pages and capturing them using Forms
5- You will also learn the power of personalisation using Dynamic Content
6- In the Email Marketing Section : you will learn how to design Email templates and content, how to test, preview and send your emails for effective well designed email campaigns.
And As you may know Pardot is all about Automations
7- That’s is why i have two sections on automations you will learn how to choose the best automation tool for your business from segmentations lists, engagement programs, automation rule, completion actions, page actions a wide variety of tools
8- Finally : you will learn how to report on your marketing efforts using Engagement history features, reportings and dashboards.
Who is this course for ?
Beginners: If you're new to Pardot or marketing automation, this course offers a solid foundation. You'll start with the essentials and progressively advance.
Marketing Professionals: For those looking to enhance their skills, this course will empower you to wield Pardot's full potential, from engagement programs, email templates, Dynamic Content to segmentations.
Salesforce Users: If you're familiar with Salesforce and want to extend your prowess to Pardot, this course bridges the gap seamlessly.
Freelancers & Consultants: Elevate your value by mastering Pardot, making you an asset to clients seeking to optimize their marketing automation.
Entrepreneurs: If you're running a business, learn how to automate marketing efforts, target the right audience, and enhance customer experiences.
Sales Teams: Discover how Pardot can supercharge lead nurturing, empowering your sales teams to close deals more effectively.
In this lecture, I will provide you with some insights into my background and expertise, helping you understand why I'm the right instructor to guide you through the exciting journey of mastering Salesforce Marketing Cloud Account Engagement (Pardot).
I have been in the Salesforce ecosystem for over 7 years. I've collaborated with renowned Consultancy companies such as Capgemini and Accenture, and I've worked with Salesforce directly before becoming fully independent.
Long story short, I have been setting up Pardot since 2016 for multiple businesses in different sectors, including insurance and real estate.
⇒Consequently, I’ve seen a wide variety of use cases on a daily basis and I'm up to date with the latest Pardot Features.
In a nutshell:
I've successfully implemented Pardot for different businesses.
I’m certified in both Pardot and Salesforce
I bring real-world experiences and practical solutions.
I'm happy and humbled to pass this K to you.
By the end of this course, you'll not only have mastered Pardot's automation features and its setup but also gained insights from my industry journey. This will empower you to excel in your role, upskill yourself, gte that job or even attract the clients you've been aiming for.
Learn
- What is Salesforce Marketing Cloud Accoount Engagement (formerly known as Pardot) ?
- Pardot key features
- Pardot key benefits
Learn
- What is the difference between Salesforce Marketing Account Engagement (Pardot) and Marketing Cloud ?
- When to use each Pardot and when to use Marjeting Cloud ?
- Which kind of Businesses Marketing needs each one suits ?
- The Key deliverable for each Solution
- This lecture is not for you if you already have your own Sandbox.
- This lecture if for you if you want to learn how to create a Developer Edition Org: a safe and sandboxed environment where you can experiment, learn and follow along this course.
This section is for you :
If you have purchased Pardot after February 11 2019 or you are about to implement it
If Pardot is already integrated with your org but you need to upgrade your connector
Learn how Data is synchronized between Account engagement (Pardot) and Salesforce using Salesforce Connectors (eg: B2BMA Integration user or Salesforce Admin user).
Learn what is a Connector User
In this lecture, we will install live the Account Engagement AppExchange package.
Learn
To set up different Business units in Acocunt Engaement (Pardot)
To Designate an Account Engagement Admin for each unit and grant him/her access to the B2BMA_Canvas Application
In this lecture we will enable the Account Engagement Application so that's it's visible in the App Launcher.
Learn how to unpause the Salesforce Conenctor
Why ?
The Salesforce Connector is created in a Paused state and need to be unpaused in order for Data to Sync between Salesforce and Account Engagement
Disclaimer !
This lecture is Strictly for the Admins who already have Account Engagement (Pardot), and it’s time for their organisation to upgrade their connector from V1 to V2.
If you did set up Account Engagement recently than you automatically have the V2 of the Connector. But if you have Pardot before 2019, probably you have a message on your Account engagement dashboard asking you to upgrade the Connector.
Learn how to
- Verify your Connector Version
- Choose/change Salesforce Connector
- Set up a new Salesforce Connector
- Upgrade the Connector to V2
Disclaimer !
This lecture is Strictly for the Admins who already have Account Engagement (Pardot), and it’s time for their organisation to upgrade their connector from V1 to V2.
If you did set up Account Engagement recently than you automatically have the V2 of the Connector. But if you have Pardot before 2019, probably you have a message on your Account engagement dashboard asking you to upgrade the Connector.
Learn how to
- Verify your Connector Version
- Choose/change Salesforce Connector
- Set up a new Salesforce Connector
- Upgrade the Connector to V2
Learn
- What is Salesforce User Sync ?
- Who is Salesforce User Sync for ?
- Steps to implement Salesforce User Sync
Learn how to assign Salesforce users to Account Engagement based on Public groups, Roles, Roles & Subordinates or individually
Learn how to Map your current Salesforce Profiles to Account Engagement default Roles "Marketing and "Sales"
Trasnfer User Management to Salesforce and Opt In (enable) Salesforce User Sync
The remaining actions for the Account Engagement Admin to finish the Pardot Set up
Learn:
- What is a Landing page
- The objective of a Landing Page
- The difference between Enhanced Landing Page Experience and Classic Landing Pages
Learn how to give access to landing pages using Permissions Sets or using the Roles in Account Engagement
Learn how to
- Create, edit and publish an enhanced landing page
- Create an automation rule type : Completion Action
In this Lecture I'll explain Forms (also called Hosted Forms) and Form Handlers
- Their Key features
- The difference between them
- When and where to use them
Learn how to
- Create a form
- Preiview and Test a Form
Learn how to add a form to a landing page or a Website
Learn how to create a Form Handler from scratch
Learn how to test your form handler before attaching it to a website.
Learn how to integrate your form Handler with :
- An external Website Form
- Salesforce Web-to-Leads Forms
Learn:
- Dynamic Content definition
- What are its main benefits and some real world examples
Learn how to create Dynamic Content:
- Set the Default Content
- Set the variations
Learn how to
- Add a Dynamic Content to a Form
- Test Dynamic Content in a Form
Learn how to
- Add Dynamic Content using the built in functionality (eg: in Forms or Advanced Subject composer for Emails).
- View the Embed Code to add it to the Target Component HTML Source Code.
Learn :
- What is Email Template
- What is Email Content
Learn how to create "Account Engagement Content" Permission for your Marketing users to be able to create content emails & use the Builder.
Learn how to create an Email Template using Email Builder available in the Account Engagement lightning app.
Learn how to
- Create an Email record in Account Engagement Lightning
- Associate it to an already created Email Template
Learn how to
- Preview Emails as specific prospects
- Send your Emails to an internal Test list first
Learn how to Send Emails from Email Content records in Account Engagement lightning
Learn how to send an Email from Account Enagement Email Tab (formerly know as Pardot Email)
Learn :
- Best Practises for Email Design
- Common Delivrability errors and how to overcome them
- Add and Verify and a Domain for Email Sending
Learn the broader landscape of marketing automation tools and how to choose the right one for your needs:
- Automation Rule
-Compeltion Action
- Segmentation Rule
- Dynamic List
Learn:
- Segmentation role in Marketing automation
- Segments and segments criterias.
- Difference between Static and Dynamic Lists, hwo are they managed and when to use each ?
Learn how to :
- Create a Static List
- Add prospects to your static List
- Remove prospects from the Static List
Learn how to
- Create A Dynamic List
- Preview the Dynamic List results
- Set up Segmentation rules
Learn:
- What is Engagement studio ?
- Why Engagement studio is a game changer and some real world examples
- Engagement studio entry point and personalisation
- Engagement Studio Benefits
- Learn how to create an Engagement Program
- Use Case: Demonstration of an Engagement program design
Learn how to
- Test an Engagement Program
- Start an Engagement Program
- Pause, Edit and Resume an Engagement Program
Learn how to evaluate and report on your Engagement Program
Learn when to choose one of the following automations tools depending on your business needs
- Automation Rule
-Compeltion Action
- Segmentation Rule
- Dynamic List
Learn what are
- Automation Rules
- Automation Actions
Learn how to
- Create an Automation Rule
- Preview the results matching your automation rule criteria
- Customise the logic (And/OR)
- Edit, Resume an automaton Rule
- Use Case: Create an automation rule to assign the unassigned prospects to a specific prospect.
Learn:
- What are completion actions
- The Available completion Actions
- Where can you use them
Learn how to create a completion action from
- Forms
- Forms Handlers
- Email Content
Learn:
- What is a Conditional Completion Action
- The difference between a Compeltion Action and a Conditional Completion Action
- How to create a Conditional Action
Learn:
- What are Page Actions ?
- How are they different from other automation tools and when to use them ?
- Real World examples
Learn to :
- Create a Page Action
- Set a Page as Priority Page
- Add a Compeltion Action to a Page Action
Learn:
- What is Engagement History
- What are Engagement History features and the specificities of each one
- How to choose the Right Engagement History feature for your business needs
Learn how to configure Engagement History Metric fields and Related Lists for
- Campaigns
- Leads
- Contacts
Learn how to configure Engagement History Metrics Lightning Component for
- Campaigns Record Page
- Leads Record Page
- Contact Record Page
Learn how to Set up Engagement History dashboards for:
Campaigns
Accounts
Leads
Contacts
Person Accounts
Opportunities
Learn:
- What are the Standard Account Engagement Reports available for your use
- How to access them Account engagement (Pardot) reportings
Learn how to report on Campaigns and how to use
Campaign Performance Report
Campaign Report Table Metrics
Monthly Cohort Graph
Learn to
- Report on Email Deliverability and Email bounces
- The difference between Soft Bounces and Hard Bounces and how to report on each one.
Elevate your marketing strategies with our comprehensive course on Salesforce Marketing Cloud Account Engagement (Pardot). Immerse yourself in the dynamic world of Pardot, from strategic implementation to harnessing lightning-fast features. Gain mastery in crafting captivating email communication that resonates with your audience. Learn to optimize campaigns through automation rules that streamline marketing, boosting efficiency and engagement. Uncover the secrets of constructing high-converting landing pages that drive results.
Explore advanced features including engagement studio, dynamic content, and email templates, crafting personalized and impactful customer experiences. Delve into the power of engagement programs, creating strategic customer journeys that convert. Decode complex engagement history features and reporting tools, deriving actionable insights for data-driven decisions.
Whether you're a marketing novice or a seasoned professional, this course caters to all skill levels. With a blend of comprehensive theory and hands-on practice, you'll emerge as a Pardot expert, empowered to transform businesses.
Why Enroll:
Master Pardot from setup to advanced features
Craft compelling email content that drives engagement
Implement automation rules for efficient campaigns
Design high-conversion landing pages to draw in visitors and capture them using forms
Personalize experiences with dynamic content and email templates
Create strategic engagement programs for optimal customer journeys
Analyze engagement history and use advanced reporting tools
Join us now to embark on your journey to mastering Pardot. Enroll and harness the power of marketing automation with finesse, propelling your career to new heights!