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The Complete Guide for Salesforce Pardot
Rating: 4.3 out of 5(200 ratings)
669 students

The Complete Guide for Salesforce Pardot

The objective is to make you a successful Pardot expert even if you have no prior marketing automation experience.
Created byPardot Penny
Last updated 12/2019
English

What you'll learn

  • Create Landing Pages & Layout Templates
  • Downloads: 3 Landing Page Layout Templates & Folder Systems
  • Setup Automated Programs in the Engagement Studio
  • Build List Emails & Email Templates
  • Develop Essential Segmentations for Marketing & Sales Activities
  • Obtain Reporting on Marketing Assets
  • Configure & Modify Technical Settings

Course content

5 sections • 59 lectures • 7h 26m total length

  • Dashboard Overview7:20

    Update: Pardot Support has been merged with Salesforce Support. For technical support, your account may require you to access the 'Help & Training Portal' below:
    #1. https://help.salesforce.com/home
    #2. Click the block that says: “Contact Support"

  • Technical Setup3:43

    Explanation & Setup - CNAME + SPF & DKIM

  • Folders3:22

    Methods of Organizing Folders

  • Automation – Automation Rules26:39

    Utilize Rule Criteria to Apply Relevant Actions to Prospects

  • Automation – Drip Campaigns1:35

    Drip Campaigns - Limitations & Restrictions

    Use the NEW Elements Available in the Engagement Studio

  • Calendar2:22

    Manage Scheduling Functionalities

  • Campaigns10:38

    Campaign Uses & Recommendations

  • Content – Custom Redirects4:30

    Track Links on Your Website OR on a Third Party Site

  • Content – Dynamic Content10:37

    Personalize Style & Text Based on Prospect Criteria

  • Content – Files2:10

    Import & Delete Files Included in Marketing Assets (Images, PDFs, Charts etc.)

  • Emails – Emails Navigation4:55

    Email Navigation Walk-Through

  • Emails – Drafts, Scheduled, and Sent4:26

    View Drafts, Schedule Emails, and Review Sent Emails

  • Emails – A/B Testing6:23

    Test Two Versions to Find Which Higher Conversions

  • Emails – Rendering Tests2:58

    Test Emails With a Robust Evaluation - Functional & Visual Testing

  • Emails – Preferences9:28

    Allow Email Recipients to Select Which Types of Emails They Want to Receive

  • Emails – Unsubscribe2:50

    Style & Modify the Unsubscribe Page

  • Emails – Email Templates16:58

    Build Text and HTML Email Template Designs

  • Emails – List Emails14:06

    List Email Overview, Setup, & Use Cases

  • Engagement Studio42:30

    Walk-Through & Automated Program Uses

  • Forms – Forms28:16

    Form Tutorial, Styling Overview, & Form Best Practices

  • Forms – Form Handlers10:16

    Collect External Form Data & Send the Data to Pardot

  • Landing Pages – Landing Pages & Layout Templates28:37

    - Build Landing Pages with Platform Builder 

    - Create Layout Templates to Achieve Custom Functionalities & Appearance

  • Landing Pages – Multivariate Tests2:21

    Test Two Landing Pages Versions & Use the Landing Page That Has Higher Conversions

  • Search – Keywords3:44

    Track Site Ranking in Google and Bing for Relevant Keywords

  • Search – Competitors2:28

    Monitor Site SEO Metrics Compared to Competitors

  • Search – Paid Search2:15

    View Performance of Paid Search Keywords Displayed on Google AdWords Campaigns, Ad Groups, and Ads

  • Segmentation – Lists #14:56

    Segmentation Overview - Sorting Views, Options, & Actions

  • Segmentation – Lists #29:21

    Segmentation Setup & Recommendations

  • Recommendations: Segmentation List Strategies17:42

    Examples of Valuable Segmentation Lists

  • Segmentation – Rules6:44

    Apply Actions to Prospects Based on Specified Filters

  • Segmentation – Tags6:42

    Tag Overview, Recommendations, & Use Cases

  • Segmentation – Profiles21:07

    Setup a Profile to Grade Prospects By Setting Criteria Based on a Perfect Customer/Client

  • Social6:47

    Manage & Utilize Pardot's Social Features

  • Site Search5:50

    Access Reports Based on Search Queries That Lead Prospect to Your Site

  • Recommendations: Process for Creating Marketing Assets2:51

    The Process From a “Big Picture” Perspective

Requirements

  • All you need is a computer, an Internet connection, and an interest in learning Pardot.

Description

Welcome to "The Complete Guide for Salesforce Pardot". This course is over 7 hours in length and is one of the MOST complete and comprehensive online courses covering marketing automation concepts from beginning to end.

The main goal of the course is to make you a skilled Pardot professional capable of leading successful marketing initiatives—even if you have not worked in a marketing automation platform before.

Note: Items such as lists and names in this Pardot course have been censored to maintain database confidentiality.

Who this course is for:

  • This course is intended for anyone who has a desire to leverage Pardot’s features. The lesson plan covers basic concepts. Note: those with Pardot experience will also benefit from this course because the instructor goes through each section of the system’s navigation, teaching you not only core concepts, but providing expert tips and strategies that you should be using.

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