Easy Steps for Pardot Setup Implementation - TransFunnel Consulting

 Pardot is a Salesforce automation product that nurtures business automation activities and offers a complete solution with powerful tools that facilitate targeted action for the business. This competent product captures leads, offers customized customer experience and creates effective communication aimed at satisfying potential prospects.

There are various ways to personalize Pardot marketing automation to meet the long/short term needs of the business. The best value of this Salesforce automation can be achieved by identifying and organizing everything you would require for the set-up of Pardot.

In this article, we have curated easy steps for Pardot implementation for you to add value to your business. Let us dig deeper:

1. Team Involvement

Before you set up Pardot, you would require a diligent need of the in-house IT team, marketing and sales department to act as a support strength.

 

2. Setup of Technical Task

Once the teams are set up, you would need to set up the technical task, which is divided into 4 steps.

 

• Implementing tracking code 

Every Pardot campaign incorporates a tracking code that is distinct to Salesforce. Once it is added to the website, it monitors the visitors on the web page and tracks their activities.

• Adding tracking code

You can incorporate a distinct tracker domain into the account to rewrite the link and facilitate customised URLs.

• Authenticating SPF and DKIM email

Email authentication such as DomainKeys Identified Mail(DKIM) and SparkPost’s Free email tools(SPF), when applied to Pardot can enhance the deliverability of this Salesforce automation.

• Pardot sending IP address 

You can enable the feature of real-time monitoring and viewing of IP whitelisting requests for admin in Pardot by refining through the account information to trace the final IP address.

 

3. Adding Users in Pardot Salesforce Automation

Users can be added to the Pardot Salesforce automation by either manually importing the users to the system or directly by using the Salesforce User Sync.

 

4. Integration of Pardot Salesforce Automation

For integrating the two, you can use the Salesforce-Pardot connector sync. This connector sync seamlessly organises the data link between Salesforce CRM and Pardot.

5. Setup Salesforce Engage

Salesforce engage is an efficient and reliable team that offers digital capabilities, which improves productivity to further enhance business sales. It gives businesses a competitive edge, allowing them to practice result-oriented sales strategies to accelerate the sales process.

 

6. Setup Marketing Analytics

B2B marketing automation analytics includes the Salesforce data and Pardot to provide a powerful analytics capability. This enables businesses to have a strong grasp over the constantly changing business scenario and adapt accordingly.

7. Creating Marketing Assets

Marketing assets are the tools that help businesses to generate leads, enhance customer engagement and utilise a robust tracking system that delivers a customised customer experience. Pardot can facilitate the process through the following marketing assets:

• Forms 

Pardot-hosted forms help with seamless integration with the existing digital forms on websites. Users have an option to either integrate it with the ones already present on their business web page or replace them with the Pardot hosted forms.

• Email templates 

When you set up your system, you can select the desired email template from the many available on Pardot for engagement programs.

• Centre pages 

Centre pages follow a similar pattern as that of the existing web page and users have designed dedicated pages for unsubscribing and email preferences.

• Landing pages 

Pardot offers its hosted landing pages, which you can create by digital drag-drop builder or HTML coding, where you run your marketing campaign.

8. Setup Pardot Hosting Files

For your business, you might require certain features to host content such as whitepapers, newsletters or datasheets. Pardot Salesforce is equipped with this element, which when downloaded will facilitate activities-based marketing automation.

9. User Segmentation

Businesses can choose if they want to send or skip the leads from the Pardot engagement email list or other programs. They can also choose to keep their list only for internal use or make it public. Admins can add customers to the list by either a dynamic list creation method or static list creation method.

 

10. Setup Automation Tools

Pardot Salesforce automation offers tools that simplify, streamline and speed up things besides creating a criteria-based customer list to execute tasks.

Whether you are just getting started or looking to move beyond the basics of Pardot, TransFunnel can help you reap the full benefits of the platform’s capabilities to accelerate customer acquisition and enterprise growth. It can be quite daunting to work with a new platform and utilise its full potential while you are at it. And that’s why a little help goes a long way. TransFunnel can help you quickly get up and running on the Pardot platform.

You can have improved lead generation, better sales and marketing alignment with successful implementation and benefit from integrating your sales and marketing systems into a unified demand factory. TransFunnel is here to help you leverage Pardot’s digital marketing abilities to the fullest.