Set up Pardot Connected Campaigns (in 5 Steps)
- Click the Pardot Settings tab and select Connectors.
- Click to edit the Salesforce connector, and select the Campaigns tab across the top.
- Scroll to Connect Campaigns, as shown below:
- In Pardot, open Settings and click Edit. Scroll to Connected Campaigns.
- In the Lightning app, click the Pardot Settings tab and then select Connectors. Click. to edit the Salesforce connector, and select the Campaigns tab.
How do I send a Pardot list to a Salesforce campaign?
Select the Sending tab in your Pardot list email. Scroll all the way down until you see a section called Completion Actions, and click the checkboxes next to each completion action. Pick the first dropdown next to each Completion Action and choose “Add to Salesforce Campaign”.
How do I connect a Pardot campaign to a CRM campaign?
If you have Pardot campaigns that are not connected through using the spreadsheet you can also do this manually. As you will notice on the image above, if you click on the cog next to a campaign you have the option to “connect to CRM campaign”.
How do I add a campaign to a Salesforce campaign?
Pick the first dropdown next to each Completion Action and choose “Add to Salesforce Campaign”. After you select “Add to Salesforce Campaign,” a new dropdown should appear.Find the Salesforce campaign you created in step 1 (have I mentioned enough how helpful good naming conventions are for easily locating your campaign?).
How do I create member statuses in Pardot list email?
You won’t be able to populate the Salesforce campaign for the Pardot list email without it. Scroll down to and select Advanced Setup, then select Edit. Once there, you should be able to create new Member Status Values. Create and save the following statuses: Opened, Clicked and Unsubscribed.
How do I use Pardot campaigns in Salesforce?
21:5640:35How To Use Salesforce Campaigns in Pardot - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd the leads in the contacts that interact with it when you add leads or contacts to a campaignMoreAnd the leads in the contacts that interact with it when you add leads or contacts to a campaign they'll appear as a campaign member on the campaign.
How do I enable connected campaigns in Salesforce?
0:308:45How to Set Up Connected Campaigns | Pardot - YouTubeYouTubeStart of suggested clipEnd of suggested clipThree use salesforce to manage all campaigns four enable pardot asset reporting onMoreThree use salesforce to manage all campaigns four enable pardot asset reporting on salesforcecampaignobject. And five notify users in the first step we will need to enable connected campaign and
What is the difference between a Pardot campaign and a Salesforce campaign?
A Pardot campaign is the first Pardot marketing campaign that the prospect interacted with, similar to a source field. A Salesforce campaign functions more as a multi-touch campaign. Prospects can be on many Salesforce campaigns at once with different statuses in each.
What is Pardot connected campaigns?
Connected Campaigns enable marketers to connect Pardot Campaigns and Salesforce Campaigns, putting an end to standalone, disjointed campaigns in each system. Once completed, new Salesforce Campaigns will be automatically connected and synced to Pardot.
How do Salesforce and Pardot work together?
The Salesforce connector creates a link between the two platforms, so that you can sync newly created prospects, contacts, and leads between Pardot and Salesforce. Once the connector is enabled, Pardot queries Salesforce every 2-4 minutes looking for records that have been updated since the last sync.
How do I make an active campaign in Pardot?
You can use Pardot campaigns for reporting....Creating a new CampaignClick on Marketing | Campaigns.Then click on the + Add Campaign button, as shown in the following screenshot: Add a Campaign.The next step is to enter few details, as mentioned below. ... Once you are done, click on the Save button.
Is Pardot part of Salesforce?
Yes, Pardot is owned by Salesforce. Salesforce acquired Pardot in 2013 as part of the $2.5B ExactTarget acquisition, now Salesforce Marketing Cloud (Pardot had been purchased by ExactTarget the previous year).
How do I use Salesforce campaign?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don't have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record.
How do I add a campaign influence in Salesforce?
Setting up Campaign InfluenceFrom Setup, enter Campaign Influence in the Quick Find box, then select Campaign Influence Settings.Select Enabled .In the Campaign Influence Time Frame field, optionally specify the maximum number of days between the campaign first associated date and the opportunity created date.More items...
What are two benefits of using the connected campaigns functionality?
Why? Configuring Connected Campaigns in Salesforce and Pardot unlocks key marketing reporting benefits.Ability to get a more complete Marketing Campaign Attribution.Pardot KPIs, Form Conversions, etc. ... Enables the B2BMA Dashboard's Marketing Analytics to become meaningful.Unique reporting for Pardot Business Units.
How do I enable Pardot lightning?
Make the Pardot Lightning app visible to profiles.From Salesforce Setup, in the Quick Find box, enter App Manager , and then select App Manager.Find the Pardot app with the App Type Lightning , and then edit it.Click User Profiles, and then select all profiles that need access to the app.
How do I add Pardot tracking code to my website?
In Pardot, navigate to the campaign you want to track. Click View Tracking Code. Copy the code. In your web page HTML, paste the campaign tracking code before the close body tag (