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Questions tagged [pardot]

Pardot is a B2B Marketing Automation Tool. This tag is for questions related to Pardot's integration, Api, or Automated Processes.

1
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1answer
83 views

Pardot grading not working as expected

We have to grade prospects in Pardot, but we noticed that the rules we are writing work only on the first assignment. For example, if a prospect is graded for the first time and gets a grade of A-, ...
1
vote
1answer
81 views

Manage displayed content on external data based on data available in SFMC or Pardot

I'm looking for a solution that will allow to manage displayed content on external website, displayed content should be dependent on data from SFMC or Pardot and be easily configured preferably by ...
0
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1answer
18 views

GotoMeeting Webinar prospects are not syncing to Pardot

I have created 14 days free trail account for GoToMeeting Webinar. Added connector in Salesforce Pardot successfully. Scheduled Webinar on GoToWebinar it got sync with Pardot Calendar. But when I ...
0
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1answer
18 views

How can we automate the importing Prospects data in to Pardot

We want import the Prospect data in to the pardot without any manual interaction. Is there any way to do the automate the data import process in pardot. Please explain with steps/examples. Thanks, ...
0
votes
1answer
28 views

Pardot form - comment field not showing value for existing leads

I have added a 'comments' field in a pardot form. This field by default maps to 'pardot comments' in SF. If someone fills the form and gives comment, this value is shown in 'pardot comment' field in ...
0
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1answer
22 views

Forms created in pardot not sending in leads

I have created a form in pardot and put it on landing page. Form completion actions are: add to list send autoresponder add to crm campaign first two things are happening however last one is not ...
0
votes
1answer
73 views

Connecting form in Unbounce landing page to Pardot form handler

I need to link a form placed on a landing page created in Unbounce with a Pardot form handler. Does anybody know if there is a direct integration between Pardot and Unbounce?
0
votes
1answer
34 views

On creation of campaign in Pardot, Send an emails to users and Tack if the users have accessed/Open that mail

We need to build a Campaign in Salesforce Marketing Application called Pardot, Where we need to create a Campaign which will send out an email with a webinar link to the list of users and we need to ...
0
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1answer
50 views

Can we self-host pd.js?

We are adding the Pardot tracking script to some of our pages. Looking at the JS, all it does is set a couple of variables and load a further JS file (https://pi.pardot.com/pd.js). Is there any reason ...
0
votes
1answer
88 views

Pardot - using merge fields in an URL link

I'm trying to embed the following link in a Pardot email template: https://<mydomain>.secure.force.com/customRest/ContactUpToDate?id=%%crm_contact_fid%%&ob=1 But it gives me the following ...
0
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1answer
154 views

How to create Dataset in Einstein Analytics Salesforce/Pardot

I have implemented B2B marketing Analytics in Salesforce Training Version i.e. it is synced with Pardot data now. My question is that do we need to create a dataset or does it automatically takes data ...
5
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0answers
496 views

Salesforce and Pardot vs. Ciphercloud

I stumbled upon an architectural question regarding Salesforce.com, Pardot and CipherCloud. Once set up Ciphercloud to encrypt data in Salesforce, e.g. personal information like Lead name and Contact ...
3
votes
0answers
448 views

Send email through Pardot with Apex trigger

I have some workflows and triggers created to send emails at certain points of a sign-up process in my companies app. It was recently requested that I send these emails in a way that can be tracked ...
2
votes
0answers
16 views

Scratch Org creation for Non-native clouds (e.g. Financial, Commerce, Marketing Cloud, Pardot,..)

We have developed managed packages for customers that extends Salesforce products that are not fully native like Sales Cloud. I mean products that you have to install in your org like Financial ...
2
votes
0answers
15 views

Pardot engagement studio is sending emails with a delay

I set up engagement studio for our newsletter opt in. After submitting a form, the user is added to a list which is the starting point of the engagement studio. Then the user is supposed to receive an ...
2
votes
0answers
58 views

Should I Install a Pardot Conector Directly on Production, or In a sandbox and then send to production?

I'm doing all the configuration for an instance, in a sandbox, and then I'm deploying, but I don't know If I should do the pardot connector, and then deploy my first configuration, or vice-versa, or ...
1
vote
0answers
11 views

Inactive prospects in a drip program in pardot

A drip program in Pardot running based on a dynamic list. Currently there are 10 prospects in the program coming through that list. All these prospects are either 'Never Active' or 'Inactive since ...
1
vote
0answers
13 views

Pardot engagement program

I have created a engagement program in pardot. 10 propest enters the program. From Engagement studio - report, I click on '10' mentioned along with 'start'. It shows me those 10 prospects who entered ...
1
vote
0answers
39 views

Pardot Prospect sync when connecting to a new SFDC org

in a new project we have a bit of a tricky migration issue I never faced before, described in the following: The context: The customer moved his Service Cloud license to a reseller. Due to this we ...
1
vote
0answers
95 views

Mass email to contacts, using visualforce email template

I have a Visualforce Email Template, I am trying to send out emails to Multiple contacts with related Leads data. I am unable to include visualforce template in the mass email. Leads: fields ...
1
vote
0answers
460 views

Pardot API and custom fields in email templates

I'm using the Pardot REST API to send emails documented here: http://developer.pardot.com/kb/api-version-4/emails/#sending-one-to-one-emails It's all great but I would like to set custom fields in ...
1
vote
0answers
61 views

Add lead to Campaign through the use of a unique code entered on Website

I am using Salesforce /Pardot for Marketing purposes. I have a requirement where I would like to send mass letters to Leads, inviting them to an Event. On this letter I have a unique random number ...
0
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0answers
11 views

Pardot Interaction Report

I have a request to get the data that is currently in Pardot under reporting and the email interaction tab and add it to Campaigns in Salesforce. Pardot Email Reporting I have gone through all the ...
0
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0answers
11 views

Sending email in Pardot Engagement Studio using dynamic list during business hours

There is a program in Pardot Engagement Studio having 3 simple steps - start/entry point - a dynamic list, send email, end. The email is to be send on weekdays during business hours. The dynamic list ...
0
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0answers
8 views

Pardot list segmentation complex

I have multiple lists (100s) within Pardot instance. The one which I have to work on contains 9000 prospects. chances are that these prospects can also be a part of multiple lists or may be not. From ...
0
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0answers
14 views

syncing non synced contacts from salesforce to pardot

There are say 100 contacts in sales cloud, out of which 50 are already synced with pardot. What's the best to sync rest of them and how to find out which ones are synced and which are not?
0
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0answers
10 views

Rule group within a rule group in Pardot

Is it possible to have a rule group within a rule group while creating dynamic list in Pardot?
0
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0answers
14 views

Pardot-Only users not working when “Salesforce User Sync” is not enabled?

Occasionally we do user management in Pardot. Only recently did we notice that for several users we see the message "Please select a CRM Username for this user" on the top of the window. We have no ...
0
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0answers
10 views

Alternate to 3rd party tools for newletters in pardot

Excuse me for a direct question, however need just a hint if someone can. Just wondering if it's compulsory to use 3rd party tool to send weekly newsletters via Pardot or is it feasible within Pardot ...
0
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0answers
10 views

Prevent a user having to re-submit data to gain access to a form restricted page on our website

We have a Wordpress website with several restricted pages that are accessed by submitting an embedded Pardot form (same form on multiple pages). Following submission of the form, is it possible to ...
0
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0answers
8 views

Engage Report in Salesforce Engage

Can we customize Engage Report in Salesforce Engage? I want the engage report to show prospect`s name or email address, basically any detail which can help me make i more specific.
0
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0answers
25 views

Loading of 'fonts.googleapis.com' is counted as 'click' in Pardot

Is it always the case that loading of '@import url('https://fonts.googleapis.com/css?family=Open+Sans:300,300i,400,400i,600,600i,700,700i,800,800i');' is counted as 'click' (type = click) in prospect'...
0
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0answers
7 views

How to change Pardot Lead id and contact id using Apis

Can anyone please answer me on this is it possible or not How to change a prospect's FID in pardot Thanks in advance
0
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0answers
12 views

No “Prospect Lists” Available

I'm getting the following error and not able to see the drip campaigns under Prospect Lists? Any idea how to fix it? Prospect could not be found matching email: 'leadEMAIL'
0
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0answers
11 views

Suppression list with Salesforce Engage

do you know how can I use Pardot suppression list with Salesforce engage? Thanks, Angelo
0
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0answers
21 views

Pardot-Multiple tracking code in multiple site pages or single tracking code in various pages??[LEX]

Requirement: To track the visitors on the website. Shall I add a single Tracking code onto various pages or Shall I use various tracking code on different web pages? If I use various tracking code ...
0
votes
0answers
10 views

Pardot's 'comments' field sync with salesforce for already existing email

A lead comes through a landing page form. This lead's email already exist in our records. The lead gets updated in pardot (including 'comments' field) but it doesn't in salesforce. Barring who is the '...
0
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0answers
9 views

Looking for couple of simple example pages using pardot gated content

Looking for two types of simple pages using pardot gated content. One with the simple form in landing page which download the file after submitting the form but keeps you on the same page. and ...
0
votes
0answers
18 views

Pardot: Account Field Mapping - Parent Account

I am trying to map the Parent Account field of Salesforce Account Object to the Pardot Account object but can't seem to find it in the list of options when creating a custom field. I have refreshed ...
0
votes
0answers
24 views

how to get Pardot List Data using Pardot API?

I've a requirement to sync the list with the database two ways. So, is it possible to get all the data inside a list through Pardot API call?
0
votes
0answers
25 views

Pardot Engagement - Multiple Choice Fields

I am trying to set up a Pardot engagement to send emails based off state. Is there a way to check for multiple values in a picklist while using a Pardot engagement rule ? For example, in an engagement,...
0
votes
0answers
21 views

Connect Salesforce Bounce notifications with Pardot Bounce notifications

We are going to enable email bounce return as attachment to sender and email bounce pop-up notification in lightning. Bounce notification and tracking is native in Pardot, and we would like a way to ...
0
votes
0answers
17 views

Pardot - More control on the Lifecycle report

Our company recently acquired the Pardot tool for the Marketing and Sales teams and a question was recently raised regarding the Lifecycle Report. The teams felt that the report was too general and ...
0
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0answers
49 views

Pardot tracking code js request takes a long time to load

I have the tracking code implemented. It's a script tag with the src starting with https://pi.pardot.com/analytics?ver=3 and includes a bunch of params. This script is taking 5+ seconds to load. Why ...
0
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0answers
35 views

How to get pardot's prospects back up into salesforce's custom object using pardot api

I have requirement where I need to backup all the pardot propects from pardot to salesforce's custom object. Is there easy way to do it ?
0
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0answers
92 views

Approval Process Pardot

I am working with a client in the process of migrating from Marketing Cloud to Pardot. As a part of its Email Governance, the client uses approvals in marketing cloud to ensure all outbound ...
0
votes
0answers
215 views

Error when loading account detail page in lightning UI

I have a picklist field in contact called Merge_Date_Text__c. Since I am using person account, it displayed as Merge_Date__pc in account and this field is displayed in account detail page. So when I ...
0
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0answers
104 views

Retrieve email ID pardot

I want to retieve the id of an email within the HTML but I don't manage to reach the email ID : I tried several expressions like : %%_emailid%%, %%id%%, %%email_id%% but nothing works. Do you have ...
0
votes
0answers
48 views

Report Emails From Pardot

I am wondering if its possible to report the different emails a lead/contact/account has received from Pardot in Salesforce. I want to be able to create an automated list of salesforce contacts that ...
0
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0answers
63 views

Pardot dynamic content from RSS feed

We're looking for a solution to use Pardot for our email marketing communication. Our intention is to serve personalised content to customers based on selected preferences. The content is published ...