Pardot for Marketing Analysts

• Basic knowledge of Salesforce Pardot interface
• Experience with email marketing campaigns and prospect management
• Familiarity with list management and engagement programs in Pardot

Audience

• Marketing analysts using Pardot for daily operations
• Marketing professionals involved in campaign management and reporting
• Teams looking to optimize Pardot for advanced engagement strategies

Pardot, Salesforce's B2B marketing automation platform, helps businesses create meaningful connections, generate more pipelines, and empower sales to close more deals.

This instructor-led, live training (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Pardot Plus Edition

• Overview of Pardot features and recent updates
• Understanding the interface and key components

Optimizing Email Marketing Tactics

• Advanced email design and personalization techniques
• Segmentation strategies using dynamic lists
• Best practices for A/B testing and performance tracking

Prospect Assignment and Engagement Strategies

• Automating prospect assignment using rules and triggers
• Creating effective engagement programs
• Leveraging dynamic content for personalized marketing

Working with Forms and Custom Redirects

• Designing and optimizing forms for lead capture
• Utilizing custom redirects to track prospect activities

Mastering Reporting and Dashboards

• Creating detailed reports for campaign performance analysis
• Building custom dashboards for data visualization
• Integrating Pardot reports with Salesforce for unified insights

Advanced Engagement Dynamics

• Enhancing engagement programs with automation rules
• Using completion actions and scoring models effectively
• Strategies for re-engagement and lead nurturing

Case Studies and Practical Exercises

• Real-life scenarios based on the client’s Pardot environment
• Hands-on exercises to apply learned concepts

Summary and Next Steps