小组 Pardot Admins | 讨论 | Salesforce Trailblazer Community

2024年8月23日 07:41

Previewing Automation Rules led to Duplicate matching

I have created automation rules and previewed them. The weird thing that is happening is that the prospects that are matched have duplicated. Meaning, the rule is only mean to match 8 prospects, but it matched those 8 prospects twice. Has anyone faced this before?

5 个回答

Tom Bassett (Vera Solutions) Forum Ambassador
2024年8月27日 07:06
Do you have duplicate Prospect Records with the same First Name, Last Name and Email address?
If this is the case then the system could match multiple records for the same Prospect if they all match the criteria.

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2024年5月21日 23:18

Leads sync errors with images clicks

I've been having sync errors with the images my leads are clicking, I'm uploading the jpg or png to Pardot but now the platform does not allow me to assign to a user.

Is there a workaround to fix this?

Leads sync errors with images clicks

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2024年4月19日 15:29

Pardot form: Question on assigned and using the same form for multiple tradeshows

I have a request I am looking for some guidance on for pardot forms.

In the past we have had one form per tradeshow for example. We attend 7-12 tradeshows a year.

I have a request from our team to create a drop down list onto the form for which tradeshow as they want try and use one form for all tradeshows.

Is anyone else using the forms like this? How does that get the member into the correct campaigns?

Second they have asked for a list of Users that they want to use as the assign to rep.

If our prospects are already assigned or if the person filling out the form is already a customer I wouldnt want these to reassign in Salesforce. What would be the best practice in a way to show who they spoke to at an event?

1 个回答

Becka Miller (Rosetree Solutions, LLC)
2024年4月21日 16:18
If you were wanting to stick with declarative, out of the box, functionality - and depending on where you’re using the form(s) - I might stick with the multiple forms. Forms now have conditional logic on them, but if you’re having 7 to 12 trade shows, you’re going to exceed the ability of the conditional logic on the form. An alternative is to have 7 to 12 automation rules and use the automation rule to assign the prospect to a campaign based on the value of the drop-down field. I think it depends on where the form is. If the form is on your website, you may want to go with the automation rules.
Pardot can’t overwrite the assignment in Salesforce, so you can assign a prospect to a user in your form completion actions. When that prospect syncs with Salesforce, if it already exists/is already assigned, the assignment will not change. It will be updated in Pardot to match Salesforce. You cannot change this.
Hope this helps!

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2023年9月27日 14:22

Track Emails Sent from Salesforce

How would one go about tracking a 1:1 email sent through Salesforce through the standard email function there? The use case is sending out a quote to a customer want to be able to automate Account Engagement marketing based on opens and clicks of the emails that is sent. Version of Account Engagement does not support custom objects. Also do not have Salesforce Engage. Seems like this should be a simple thing.

2 个回答

Patrick Solum (Bridgenext)
2023年9月27日 15:02
@Piyusha Pilania I saw that but does that tracking communicate to Account Engagement to leverage automation there? That is what is unclear to me.

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2022年12月29日 16:30

Pardot Classic Email Templates

Is there any way to convert Pardot Classic Email Templates into the Lightning Email Templates? My marketing department has a ton of Classic Email Templates and really don't want to recreate all of them.

@Pardot Admins vs The World

@* MC Account Engagement (fka Pardot) *

6 个回答

Rebecca Rechner (FTI)
2023年1月9日 18:38
Hi @Janet Pennington, where do you utilize the auto-update to HML function? I do apologize. I'm a bit new at this and trying to help out our Marketing department.

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2022年11月9日 07:24

Integrate Pardot on website without HTML insertion

We are currently struggling to find a good solution for integrating Pardot on our website. Our development team is very adamant on not allowing third party HTML, especially forms, on the website.

However we need to find a solution to this problem. Currently we have been looking at Pardot forms, which is a no go due to HTML insertion, however the form-handlers has CORS issues when using AJAX calls instead of form-posts that pardot reccomends.

This leaves us with the last possible solution which is kiosk-mode / data-entry-mode. If we enable this and post to pardot through our backend server, does that keep all the pardot tracking through the script that we are going to include on our pages?

@Pardot Admins vs The World

4 个回答

Bill Fetter (UnFettered Marketing)
2022年11月18日 14:07
Yes, they've put you in a difficult spot because you've bought an expensive piece of tech and you're not using a great deal of it's capability. You can submit to form handlers server-side, but you still must use the HTTP post method to do so, and then you have to use kiosk mode because it's the server sending the data and not the actual client. With that method you get no tracking pixel set. The only way to get a tracking cookie set in Pardot is you have to go through Pardot's server in some manner (which you have hopefully set up as a subdomain of your main site). If they want to do a server-side submission of the form, then another way to get the cookie set is for your form to do a redirect to a thank you page through a pardot custom redirect with the variable ?pi_list_email={{email}} appended, where the portion in brackets is dynamically adding the email address captured in the form. This capability is described here. The reason to use a custom redirect is so the email address is not visible in the browser's address bar -- the redirect sends to the destination thank you page. That sets the tracking cookie and shows up in your history as essentially another form fill. You'd have to evaluate how that fits with your cookie consent, however, as that method doesn't necessarily respect third party cookie management.

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2022年10月28日 16:49

Pardot - Social Media Tagging

I work for a university and we recently started using Pardot. I want to use the social posting feature but it doesn't let me tag anyone. I see that the social cloud has those features. If I want to get social cloud, can I add it to my Pardot as an extra feature? or is that a completely different setup?

3 个回答

Doğan Şensoy
2022年11月28日 15:02
Unfortunately, Pardot does not have the feature of tagging any accounts to your social media post. Just able to add one single image and a URL. At least for LinkedIn posting.

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2022年8月1日 15:18

Prospect Reports

Is there a way to report over newly added prospects within Salesforce? We have a third party app (Zapier) creating new prospects but don't have a way to report over it.

Any ideas are welcomed!