So, just as we did in step 2, in the Pardot Lightning app, navigate to:
- 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 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.
What are connected campaigns Pardot?
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 I link a campaign to an account in Salesforce?
To add an account as a campaign member from an account record, find the Campaign History related list, and then select Add to Campaign. To start from a campaign record, find the Campaign Members related list, and then select Add Account.
What is the difference between Pardot and Salesforce campaigns?
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.
How do I set up a connected campaign on Pardot?
Set up Pardot Connected Campaigns (in 5 Steps)Step 1: Review Your Salesforce and Pardot Campaigns. ... Step 2: Turn On Connected Campaigns. ... Step 3: Campaign Alignment. ... Step 4: Use Salesforce to Manage Pardot Campaigns. ... Step 5: Change Your Page Layouts in Salesforce to Show Pardot Metrics.More items...•
How do you use Pardot campaigns?
Required User PermissionsOpen the Pardot Campaigns page. In Pardot, select Marketing and then Campaigns. ... Click + Add Campaign.Name the campaign.To track ROI, enter a cost for the campaign.(Optional) Add tags.(Optional) Choose an archive date. ... Click Create Campaign.
How do I enable campaigns in Salesforce?
The first step is to turn on the feature, which can be done by going to the Setup area in Salesforce:Feature Settings -> Marketing -> Campaign Influence -> Campaign Influence Settings.As seen in the screenshot below, select “Enabled” and hit save.
What can you do with Salesforce campaigns?
A Salesforce campaign allows you to perform a variety of activities, some of which include:Measuring the campaign effectiveness. ... Tracking history. ... Track responses. ... Summarizing and analyzing results. ... Automated management of leads and opportunities.
How do I share a campaign in Salesforce?
When you're in Salesforce, navigate to Campaigns, create your campaign with members or choose the one you've already built, then scroll down to your Campaign Members. Select the drop-down menu on the righthand side of your Campaign Members box, and select “Send List Email”.
How do I sync my Salesforce campaign with Pardot?
Open the Connected Campaigns page.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 you connect campaigns?
0:388:45How to Set Up Connected Campaigns | Pardot - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick edit expand the connect campaigns. Section. And then click enable connected campaigns andMoreClick edit expand the connect campaigns. Section. And then click enable connected campaigns and engagement history confirm the connection.
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).
Do you need Salesforce to connect to Pardot?
You are going to need Salesforce campaigns for each of the Pardot campaigns you wish to connect, so it’s worth checking that you have Salesforce Campaigns to connect with each Pardot campaign (and if you don’t, create them because this will make step 3 much easier).
Can you connect Pardot Campaigns to Excel?
If you go to the Pardot Campaigns tab, you will see an option to “Connect Campaigns with Excel”. From here, you can download a workbook with different tabs for Pardot Campaigns and Salesforce Campaigns. It will automatically highlight any that are already have the same name.
