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It might be easier to explain what I am trying to achieve. I am going to be sending a number of proposals to a number of clients.  Each proposal(pdf) will be customized to the individual client. I would prefer to send it via Pardot instead of a 'standard email' to leverage Pardot's Engagement Studio and Trackability. So Client A would receive Proposal A, Client B would receive Proposal B, etc. Is this achievable in Pardot? If so, would the content be hosted in Pardot or could(should) it be hosted in Salesforce?

 

Thanks in advance

 

#Pardot Content File #Pardot Email #Pardot #Pardotnewbie #Sales Cloud #Marketing Cloud!

Mike

1 个回答
  1. Lakhan Meghani (Cube84) Forum Ambassador
    2021年7月28日 19:34

    Hi Michael,

     

    Yes It can be done You have to create a dynamic list for Client A and Client B  

    Build emails in Pardot with attachment

    https://help.salesforce.com/articleView?id=000319233&type=1&mode=1  

    Create new journey/engagement to send a email blast to dynamic list of Client A and Client B

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I am an admin in Pardot and have been trying to update some user's roles in Pardot. When I go to edit the role on the user this message is under the field which is uneditable.

'User inherited their role from the User Sync settings on the Salesforce Connector'

 

Seems straightforward after looking into it. The Connector has a user sync settings that apply their Salesforce profile to a pre determined Pardot role.

 

Is there a way to manually change roles on individual users in Pardot or is the User Sync settings on the Connector the only way? #Pardot #Pardotnewbie #Pardot Salesforce Sync

1 个回答
  1. 2021年7月20日 14:38

    Hi Katie,

     

    I don't think you can individually change the roles if they are pre-determined by the connector.

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Hi everyone, 

 

I'm confused on the reporting in Pardot. 

 

We created a campaign and in the campaign we have various landing pages (no forms, just links). I'm having issues understanding who has clicked on the landing page and what they clicked on. Is this possible? 

 

Also, what other data can we pull from the landing page?

 

Thanks

Kim

3 条评论
  1. 2021年5月24日 15:19
    I'm not 100% sure because I don't remember these stats being populated on landing page metrics I have seen. The description is: The total/unique number of link clicks from your thank you page. So maybe when you insert a link in the thank you page section of your form it will be rewritten as a trackable link.
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We are in the process of setting up multiple drip campaigns with different prospect lists.  Eventually they are going to overlap and a prospect will get 2 different emails from us on the same day.  How do I ensure they don't get the 2 emails at the same time? We are using Engagement Studio to set all this up. #Pardotnewbie 

4 条评论
  1. 2017年5月15日 16:09

    I JUST got off the phone with Pardot for their office hours and you are right on the money, thank you! I've created basically an All Customer's list but added a frequency rule so that customers will go into a short pause if they receive more than 2 emails a day.

    Yes, very confused since I'm a newbie but I KNOW how incredible Pardot is and once we have better data, our automation will be more precise and on point.

    Thanks so much for the helpful answer. In case anyone needs it, this is where I learned about the Recency and Frequency rules:

    http://help.pardot.com/customer/portal/articles/2128441
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