Salesforce gives you the ability to easily clone your records to minimize the effort and increase your productivity. The new clone record interface by the latest salesforce release ensures that the correct record details appear when you clone any record. Previously, the clone records dialog also showed read-only fields relevant only to the original record whose values aren’t actually cloned to the new record.
This image shows the clone dialog before (1) and after (2). Along with a slightly updated look, records now show only the fields relevant to the cloning process.
When you do not want to change your existing forms and need total control over the look and feel with the data manipulation than the Pardot Form Handlers here is to your rescue, Pardot Form Handlers allow you to connect your external form with Pardot. You can use Pardot Form Handlers to collect the information by integrating the external forms.
Need to remember before integrating Pardot Form Handlers to existing form.
Set an Email Address field to be required on an existing form.
Both side fields should be the same as if a field requires on our form Handlers then should be required on our existing form too.
Let’s create a Form Handlers in Pardot.
In Pardot, Navigate to Marketing | Forms | Form Handlers
Click on Add Form Handlers.
Fill up the all Pardot required information.
Give the form Handlers a name.
Select a folder and add tags.
Choose your campaign.
Kiosk/Data Entry Mode: It allows you to submit multiple submissions on form without overwriting on your existing prospect.
Enable data forwarding to the success location: Does you data need to
Success & Error Location: Choose a redirect page for Error and a Thank you page.
Completion Actions: Add an action on prospects when they fill out the form.
Add Fields in Form Handlers which you are using on external/third party form.
External field name should be the same as the external/third party form field.
Create all fields as on the external form and when field creation is done, Click on the Create Form Handlers.
Copy the Endpoint URL.
Follow these steps to connect the Pardot Form Handlers to the External Form.
Method should always be Post.
Paste the same Endpoint URL of Form Handlers into the form Action.
Forms fields name should be the same as Form Handlers External field name.
Pardot can be a powerful tool for your business, but it takes some know-how to use it effectively. These five tips will help you get the most out of your investment. Pardot has many features that can differentiate it from other marketing automation tools. I’m a huge fan of Pardot, and when it comes to Pardot, that’s exactly what you need to help you engage your prospects and keep them coming back. But do you have an idea how much you can do with Pardot? From content creation to organization, Pardot is all about streamlining your marketing processes. So whether you’re just a beginner or you’re a Certified Pro
Here are 5 of my favorite Pardot tips to help you get the best out of your platform:
1. SEGMENTATION RULES:
Need a list based on how many Prospects have bought something from you in the last 15 days? No Worries Segmentation rules give you flexibility and in just a little bit of time, you can have the list of that prospect that is bought from you, providing you with a current snapshot of prospects within your criteria.
2. DYNAMIC CONTENT:
Is there any ways to show the content to the prospect according to their location, and any other specific fields like Industry, etc, Dynamic Content is here to the rescue.
With dynamic content, your website can boost up. Instead of having a simple white paper on your homepage, Dynamic content gives you the functionality to show the personalized piece of content which is fully based on the prospect’s location and industry.
For Example: like you want to change a piece of information on your website monthly then you have to change manually every month, but with Dynamic Content, you can change only once within Pardot and save your time.
3. Folder Destination:
Naming convention of folders is the best practice, by Folder naming convention you can find the right files without wasting your time. If you don’t save your assets to the right folder, then you’ll miss out some useful insights and it could even occur some issue with your automation rules. Always remember to change the folder when you save.
4. RE-ENGAGE WITH PROSPECTS
As known, the landing pages have the ability to help you to show brief information about your products/services. Let’s take an example of many of your existing prospects checking your landing page but don’t fill out the form, then you can add some logic into your program so they will receive an email a few days later with an attractive offer! This process will definitely increase your conversion rate and sales.
5. SCORING CATEGORIES:
By using Scoring, you can have the perfect view of prospect interest in your product/service. As Scoring Pardot also provides you the Scoring Categories features it helps you when you are selling multiple products/services, then the Scoring Category shows you picturized about prospect interest in your specific products/services.
For example, prospects have the default score field where the score will be assigned automatically as per the prospect activities on your marketing assets. but Scoring Category can give you the insights view of the prospect score by dividing the Product views.
Here you can check the screenshot of Score and Score Category.
Prospect Score Overview
Prospect Score Category Overview
If you need help setting up the Pardot, you can get in touch with us here.
Pardot can be a powerful tool for your business, but it takes some know-how to use it effectively. These five tips will help you get the most out of your investment. Salesforce provides a compact layout that displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. (On smaller screens, the highlights panel displays fewer fields.) When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field also displays the first seven fields from the compact layout. Highlights panels display the first field from the compact layout at the top in an accented font.
Like Page layouts, there are separate compact layouts for each object. By default, each object derives its record highlight fields, preview cards, and action-related feed items from the predefined set of fields in the object’s read-only, system default compact layout. You can create custom compact layouts on an object-by-object basis.
Note:
Each record type can have only one compact layout assigned to it.
List emails enable you to send an individual email to each recipient instead of one email to the entire group. You can send individual, personalized emails to recipients on contact and lead lists and members of a campaign. Or, choose individual records on a list or campaign view. Use email templates with merge fields to customize each email. List email is intended to facilitate your business processes, not to replace your email application or handle mass-marketing campaigns.
Schedule List Emails to Send at the Ideal Time
With the new release, Reps can now schedule when to send a list email. Choose an ideal date and time to ensure that the list email has the best chance of being read. For example, schedule a list email to arrive at the beginning of the workday. Scheduling was previously available for individual emails only.
Step to Follow
To schedule a list email, select Send Later.
Set a date and time for the list email to be sent.
Click Save to save the date and time and return to the list email.
Click Send Later and the email is scheduled to be sent at that date and time.
To change the scheduled time or delete the email, click the Send Later dropdown Or, go to the List Emails home page.
Note: List emails count against an org’s daily email send limit, which is typically 5,000 email recipients per day
