Custom Redirects In Pardot

Do you want to track the links that you have shared on social media or any third party website? No worries, Pardot can give you the functionality to track each and every link that you have shared no matter if the link is on your website or any other third party website.

Pardot gives you the Custom Redirects option which can help you to track your link even if they are not on your websites, For example, newsletter links on Social Media.

The benefit of using the Custom redirects are:

  • You can set a completion action on the links when the prospect is associated with them.
  • Helpful in tracking the Banner Ads clicks.
  • Tracking the links on Social Media.
  • All link clicks will be tracked as an activity on a prospect record.

Some Consideration while using the Custom redirects:

  • If a prospect clicks on the Custom Redirects, that will be added in prospect activity after 30 minutes.
  • Completion actions on the Custom Redirects will work only for prospects. If a visitor clicks on the link and becomes a prospect later, in that case the links activity will not show up on the prospect activity tab.
  • Custom Redirects will work continuously even if they are archived in Pardot.

How to Create a Custom Redirects

  • Navigate to Marketing | Content | Custom Redirects.
  • Click +Add Custom Redirect.
  • Enter the Name. That name will appear in prospect activity and reporting.
  • Choose a Campaign
  • Enter the valid URL of the page, which you want to track after click.
  • (Optional) Add Google Analytics parameters. 
  • Add completion actions as per your needs. 
  • When finished, click Create Custom Redirect.

Here you can check the Screen Prompt of the Custom Redirects.

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Page Actions In Pardot

Having a problem with instantly taking action on prospects if they visit your price page or any other specific page on your website? Pardot Page Actions are here to the rescue, they can help you to take action on prospects if they view any of the specific pages that match as per the criteria defined by you.

Page Actions are completion actions that are triggered by a prospect’s page views. It helps you to find out the best set of prospects for your organization. You may choose to add them as prospects to a list, assign these prospects to users if they view your product pricing page or any page which you consider as a good match for the prospect to reach out.

With Page Actions you may also remove prospects from any list, For example: if any of your prospects visit a page that contains some free resources for download or any specific page which you consider not a good match for your prospects then you can take a completion action and remove them from the list.

Consideration for using the Page Actions 

  • You can apply Page Actions to any website page that contains your Pardot tracking code.
  • Page Actions do not retroactively. They work when one or more of your pages are viewed by prospects.
  • Page Actions works on the exact URL which needs to be matched with your website URL.

Completion Action are available for Page Actions

  • Assign to user
  • Add to List
  • Remove from List
  • Add to Salesforce Campaign
  • Set prospect’s Source Campaign

Let’s Create a Page Actions and set a completion action based on the prospect page views.

  • Navigate to Marketing | Automation | Page Actions.
  • Click + Add Page Action.
  • Enter the Name.
  • Enter the full URL of the page. It must be a valid URL, and the website page must contain a Pardot tracking code.
  • (Optional) Change the page’s score.
  • (Optional) Choose a scoring category.
  • (Optional) Select Priority Page.
  • Add completion actions as you want.
  • When finished, click Create Page Action.

Here you can check the Screen Prompt of the Page Action.

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Website Integration with Pardot Form

Having trouble with finding out the prospect’s activities on your website? No worries, Pardot Forms are here to the rescue. Pardot Forms allow you to collect the information about your prospects with their activities on your website.

Pardot forms can convert anonymous visitors into prospects, Once visitors start converting into prospects you can start the Nurturing process,  you can use Pardot forms to learn more about them and get the perfect view of their needs.

Follow these steps to create a Pardot Form.

In Pardot, Navigate to Marketing | Forms | Forms

Click Add Form.

Step 1: Name

  • Enter Name for your Form.
  • Select the folders.
  • Select the Campaign which you want to associate with that form.
  • Click Next.

Step 2: Fields

By default, a form has four fields to choose from.

Note: you can not remove Email field on your form.

For adding field to a form, you must click on + Add New Field.

  • Select Country from the list of prospect fields.
  • Click Load Default Data next to the Country field to automatically load in a list of Countries. 
  • Note: You can use the tool icons to edit, rearrange, and delete fields.
  • Click Next.

Step 3: Look and Feel

  • Select the layout template for your Form.
  • Enter the name for Submit Button.
  • If you want to add content for your above form, then select Above Form & for Below Select Below Form.
  • Click Next.

Step 4: Completion Actions

  •  Add Thank You Content that will show up to the user after form submission
  •  Add Thank You Code if you want.
  •  If you want to display the completed form after submission, then select Always display form after submission.
  • If you have a thank you page then you can select redirect to the following URL instead of showing the forms Thank you Content.
  • Select Completion action whatever you want to trigger after submission of your form Like assign to a user, send an autoresponder email to after submission, etc.
  • Click Next.

Step 5: Confirm and Save.

  • Now click on confirm and save.

Now we’re going to add that form into our website!

In Pardot, Navigate to Marketing | Forms | Forms

Select your existing form which you create for your company website.

Go to the top right corner and click on the dropdown menu then select View HTML code.

Copy and paste this iframe code into your website wherever you want to place it.

By using this Iframe code to your website you have successfully implemented Pardot form integration with your website.

Note: please make sure that before starting the process you should put the Pardot tracking code on all the website pages.

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Lead Source In Pardot

Having an issue with finding out the Source of your visitors. No worries Pardot can provide you the default functionality to find out the source of your visitors like where they came from (natural search, ad, paid search, or empty) or any of your social campaigns.

For better understanding just take an example, if a visitor clicks one of your twitter campaigns which URL’s is  https://twitter.com/profile/advertisement then the Source field is automatically populated as Twitter.

Here you can check some examples of the other vendors that can appear in the Source field.

  • Google
  • Yahoo
  • LinkedIn
  • Facebook
  • Twitter
  • Reddit
  • Indeed
  • Monster
  • Eventbrite
  • Wikipedia

Consideration for Lead Source In Pardot

  • Website should have the Pardot tracking code.
  • Website should be SSL Certified.

Here you can check the Source field screen prompt.

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Conditionally Show Content in Pardot (Handlebars Merge Language/HML)

Having a problem with being more personalized with your prospects? No worries, Pardot HML is here to your rescue.

With Pardot HML you can conditionally show content and default statements when prospect records are missing certain values.

HML can be used in the following places in Pardot,

  • Email Templates
  • List Emails
  • 1:1 Emails
  • Landing Pages
  • Forms
  • Dynamic Content

How to use HML language in Pardot Email:

{{#if Recipient.FirstName}}! // First we’ll check the Recipient’s first name

Welcome {{Recipient.FirstName}} // if found, then showing this

{{else}} // if not found any, then showing this custom message

Welcome to CloudVandana Solutions

{{/if}} // End the #if statement

Here you can see both of the versions of email, personalized and well formatted.

Version 1

Version 2

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