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Do you have Pardot implemented but need help with training your staff?
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What Does The Standard Package Cover ?
Visitors and Prospects
- Who is a visitor and Prospect in Pardot and how does Pardot track them?
- Data collected for visitors and its limitations
- Methods for a visitor to become a prospect.
- Overview of prospect record and related tabs
- What is a Pardot campaign and its difference with Salesforce Campaign?
- What metrics are tracked for campaign reporting?
- How can you track ROI of your Pardot campaigns?
- What is Scoring and Grading?
- How to automate scoring and grading?
- How to apply scores based on categories?
- Distinguish the capabilities of each list types and how to create different types of lists.
- Use cases for lists
- Given a scenario, apply the appropriate list management process.
- How to add prospects to the lists?
- What is an automation rule and how to create it?
- What is a completion action and how to create it?
- What is a segmentation rule and how to create it?
- Given a scenario, determine which automation tool should be used.
- How to create an email template and its application?
- How to execute an email campaign?
- Testing an email template and mass email
- Recipient list and suppression list
- Various metrics shown in Email reports
- Email preference page and unsubscribe
- Overview about IP warming
Pardot Forms and Form Handlers
- Difference between Pardot hosted forms and form handlers
- How to create a form and form handler?
- Progressive profiling
- Metrics captured in Form reports
- How to create a landing page?
- Scenarios to use a Landing Page with and without a form
- Completion action triggers on a landing page
- Metrics captured in Landing page reports
- What is an engagement studio and its use cases?
- How to build a drip campaign using engagement studio?
- Test and view reports of the drip campaign
Other Pardot Features
- How to create and use Custom redirects?
- How to create a dynamic content and use them?
- Files storage and limitations
- How to use tags?
- Capabilities of and use cases for Page Actions
- Social posting
- List the objects synced between Salesforce and Pardot.
- Walk through and links to install Pardot connector and package in Salesforce
- Steps to perform in Salesforce to fully utilize the tight integration
- Main components of the Salesforce connector.
- Describe the field mapping process.
- Describe the capabilities and limitations with field syncing.
- User management
- Different types of roles and how to create custom roles
- How to update the email domains associated with the account?
- How to create a vanity alias?
- How to whitelist an IP?
- Explain how to create, edit, and map custom prospect fields.
- How to import prospects into Pardot?
- Describe how the recycle bin manages Pardot assets.
- Best practices to administrate Pardot