Learn How to Navigate Pardot
After completing this unit, you’ll be able to:
- List the main sections of the Pardot dashboard.
- Find your way around Pardot.
Now that you’ve got an idea of what Pardot is and that it’s the right tool for your company or group, it’s time to get into the fun stuff. We’re going to take a look around Pardot and show you where to find all the tools you’ll fall in love with. In this unit, we assume you are a Pardot administrator as well as an end user.
The Pardot dashboard is the first thing you’ll see after you log in to Pardot. It’s your home base, your command central. It gives you a macro view of your account notifications and active prospect records. It also gives easy access to other data that we’ll talk about next.
Your Navigation Sidebar (1) contains main menu items, including Marketing, Prospects, Reports, and Admin.
The Prospects Created (2) chart displays the number of prospects created in your account over time. It reports on all visitor-to-prospect conversions, including prospects that you import or manually create.
Your Marketing Calendar (3) automatically displays all scheduled email campaigns and social posts, so you can see your upcoming planned content and make adjustments to the schedule if necessary. You can also add additional events and other markers to keep your team on track.
The Active Prospects For Review (4) list displays up to five of the most recent prospects who’ve performed an activity, such as submitting a form, visiting a page, or clicking a link.
The Identified Companies (5) list displays up to five of the most recent visitors whose companies could be identified. Click More Visitors to see all Identified Companies.
Similar to the Lightning Experience navigation bar in Sales Cloud, the Pardot main menu navigation is easy to use and gives you a consistent way to navigate in Pardot. As a Pardot admin or user, you’ll become familiar with the dashboard, and you’ll navigate in Pardot using the menu sidebar. It’s where you customize and configure your account, build automation tools and programs, add users, and more.
Pardot navigation is divided into four main sections: Marketing, Prospects, Reports, and Admin.
The Marketing tab is where you’ll spend the majority of your time. Here you can use automation tools to segment your prospects, and build email templates, forms, and landing pages (we’ll cover both forms and landing pages in detail in the Pardot Lead Generation module). From here you also send emails, monitor your social platforms, and create marketing content.
The Prospects tab is where you access records for the prospects in your account. Your Prospect List contains every prospect in your account. You can also group prospects into accounts under Prospect Accounts. Under One-to-One Emails, you can send an individual email to a single prospect. Finally, you can monitor your website’s page views and individual visits under Visitors.
The Reports tab gives you access to all the reports Pardot offers, including campaigns, conversion rates, any apps you’ve connected, the prospect lifecycle funnel, and your marketing assets’ performance. Use this tab to monitor the progress and health of your marketing efforts.
You'll use the Admin tab frequently as a Pardot administrator. Here you’ll control your field settings, create and sync custom objects, set up your email authentication protocols, import users and maintain your account security.
Now that you’re familiar with Pardot navigation, in the next unit, we’ll look at how to effectively administer it. We’ll look at how to manage users, create custom fields, and connect third-party applications to Pardot.