Dynamic Content In Pardot

When you need to create multiple variations of email for different segments the Dynamic content can be your savior because it removes the need to create multiple variations.

Dynamic content helps you to replace the content within an email based on a particular data point for your records. You can use Dynamic content on Landing pages and your own website, for example, you can tailor the digital experience based on what you know about that person.

Here is an Example to use Dynamic Content in Email Template

  • In Pardot, click in the email where you want to add dynamic content.
  • Click the lightning bolt icon in the editor.
  • From the first dropdown, select the dynamic content to include.
  • Use the preview dropdown to preview different variations.
  • To insert the content, click OK. Depending on the merge language your account uses, it appears as a PML variable tag or HML merge field.

Here you can check this Screenshot

NOTE: The dynamic content variation populates in the recipient’s inbox. Verify the dynamic content by creating a test prospect that matches the criteria for each variation. Then add the prospects to a test list.

If you need help setting up the Dynamic Content, you can get in touch with us here.

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How to Find Prospect CRM Status in Pardot

Having trouble with finding out the CRM Status of Prospects in Pardot? No worries, Pardot Automation Rule here to the rescue.

As known, Pardot comes with automation rules which allow you to perform certain marketing and sales actions based on criteria that you specify. It allows you to perform specific tasks to help you achieve your marketing goals. Automation rules make your job easier in a variety of ways like Lead qualification, assignment, task creation, assign to your sales representatives, applying tags, adding to campaigns, etc.

Steps you need to follow:

  • Navigate to Marketing > Automation > Rules
  • Click +Add Automation Rules
  • Choose a Name for the rule for internal use
  • Select a Match type
    • Match any – Only one aspect of the Rule must be satisfied in order to take the action(s).
  • Rules: select the same rule in your automation rule.
CRM Status
  • Actions – Select at least one action to take place when your rule criteria are met. Click the + and select any actions like, add the prospect to List, apply tags or Remove Prospect from List, etc.
  • Click Create automation rules to save the rule.

Note: This rule will filter on all prospects based on the status of the prospect’s synced CRM record.

If you need help setting up the Automation, you can get in touch with us here.

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Setup Email Sending Domains in Pardot

Learn the best practices and tips for setting up email sending domains in Pardot with this comprehensive guide. Ensure your emails reach the inbox every time! Before sending emails through Pardot, add the Email Sending Domain in Pardot.

In Pardot, the email addresses of your users will determine which domain is used when sending emails. For example, if you send a Pardot email and choose user@yourcompany.com as the sender email, yourcompany.com is the domain that would be used. That is the domain that will need to be configured in Pardot, and Pardot will provide you DNS entries, and these DNS entries will need to be placed in your DNS. If your users have different domains, each one that will be used will need to be configured.

The Email Sending Domain involves 3 separate DNS entries:

Add SPF and DKIM Records to Your DNS

Domain: info.yourwebsite.com

Have your IT team add TXT records for SPF and DKIM to your sending domain’s DNS record.

1. Add Pardot’s SPF statement to your SPF record.

  • If you don’t have an SPF record, add a TXT record with this statement:        @ -> v=spf1 include:aspmx.pardot.com ~all
  • If you do have an SPF record, add this statement, and move ~all to the end: @ -> include:aspmx.pardot.com

Here you can check the screenshot.

  • Add a TXT record and paste the DomainKey value with this statement:
    200608._domainkey.info.yourwebsite.com ->k=rsa; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQDGoQCNwAQdJBy23MrShs1EuHqK/dtDC33QrTqgWd9CJmtM3CK2ZiTYugkhcxnkEtGbzg+IJqcDRNkZHyoRezTf6QbinBB2dbyANEuwKI5DVRBFowQOj9zvM3IvxAEboMlb0szUjAoML94HOkKuGuCkdZ1gbVEi3GcVwrIQphal1QIDAQAB;

Here you can check the screenshot.

If you need help setting up the Email Sending Domain, you can get in touch with us here.

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3 Ways to Use Pardot Automation Rules

As known, Pardot comes with automation rules that allow you to perform certain marketing and sales actions based on criteria that you specify. These rules allow you to perform specific tasks to help you achieve your marketing goals. Automation rules make your job easier in various ways, like Lead qualification, assignment, task creation, assigning to your sales representatives, applying tags, adding to campaigns, etc. 

Today, I am going to share with you 3 ways to use automation that might help you understand the power of Pardot Automation.

Pardot Automation Rules


“Automation rules are a powerful way to customize your scoring and grading models. Consider customizing your global, baseline scoring rules, while using automation rules as an additional layer of measuring and responding to customer engagement and intent. You might look at prospects who meet a certain scoring threshold in addition to specific, tracked activities to do things like:

  • Increment score even higher. The combination of certain activities may be even more valuable and indicative of buying intent, wherein the whole is greater than the sum of its parts.
  • Create a task in Salesforce for the assigned rep. Sales will find great value in real-time alerts through Salesforce Engage. Up the ante by automating task creation for sales users when their Leads or Contacts are especially engaged and ready to buy.
  • Alert a member of the marketing team. This is a way to proactively alert marketing to affirm the effectiveness of their lead qualification model or to encourage them to revisit their model to regularly improve and iterate.”


Autoresponder Emails are emails that are triggered automatically whenever the prospect engages with your marketing assets.

“Increase personalization and content engagement by sending custom autoresponder emails to prospects who complete forms. Automation rules can be configured to assess field criteria in combination with form submission data to push specific autoresponder emails to prospects who complete forms.”

Autoresponder emails can be used:

  • After prospects submit a form on your website, they will receive an autoresponder welcome email.
  • A prospect submits a form to download a file on your website and receives an autoresponder email with a link to download the file.
  • A confirmation email for event registration.
  • Last but not least, here is a simple follow-up email.


“When new prospects are created, you could create an automation rule that adds them to a list that feeds a Welcome Series Engagement Program.”

For example, when a prospect signs up for a blog newsletter, the action of signing up triggers a welcome email, and after that, you can start a journey program with them.

Follow these steps to create a Welcome Journey program for new prospects.

Step 1, add a competition action on form, choose action add to List, and select a list for the subscriber which you want to add after fill-up the form.

Here you can check the Screenshot of Completion Action

Note, this process will add prospects to the list when they fill-up the form.

Step 2, Now, create an Engagement Program and select that list as a Recipient list in the program.


  • Suppression List: This will allow you to add those prospects list which you do not want to include in your journey.
  • Send email during business hours allows you to send emails at specific times, or you can skip that part.
  • Allow prospects to enter the program more, this option will allow prospects to re-enter into that program if they exist by clicking on the unsubscribe link.

Here you can check the screenshot of the Welcome Journey Program

Note: You can add as many actions, triggers, and rules in your program as per your needs.

If you need help setting up the Automation, you can get in touch with us here.

Request a Free Consultation


Best Practices for 5 Types of Email Templates

E your email game with expert guidance on crafting effective templates for various purposes. From captivating subject lines to persuasive content, learn how to create emails that resonate with your audience and drive results.

As known, Pardot makes it easier for B2B marketers to send personalized emails to their customers. But that doesn’t mean marketers used one type of email to approach when they were planning to send emails to their customers.

First, make sure which type of email you are going to send to your customer like the emails should be related to the customer’s interest in your products/services.  

If you’re looking for some guidelines when it comes to email design, or worried about which style of email performs best for certain types of messages, check out a few of the email examples below. 


Are you going to launch an event for your product or service?  No worries, then the Event Email is the best solution for you.

But you should follow some trick to make your email attractive,your email should be informative and important information should be at the top, always include your company logo, add call to action, and key points that you’d like readers to take away from your email like event name, date, and time information).

By using Pardot you can add more features in your email like, countdown timers, promo videos. This gives you a chance to be more creating excitement around your event.


Follow-up emails — when you want to increase your engagement with those audiences who have attended your webinar then follow-up emails are the best solutions for you. Based on their past actions, you have a picture of what type of content and resource they are interested in. so you can use this technique to follow-up with the audience to provide them with the related articles, informative blogs, e-books, or other important information.  

Tip: If you know your readers’ interests, send them content that’s specifically related to those interests. Don’t just send a thank you email — add value by including additional content that your recipients might find useful based on the recipient’s past actions


Do you have several upcoming events that you want to share with your audience? then use an email template that provides the exact information your clients, customers, and prospects are looking for — don’t make your content lengthy, intimidating, and difficult to read. Focus on creating a design that is simple, appealing, and easy to read.

also, don’t forget your mobile audience. Make sure your template is well-optimized for mobile devices, and use CTAs that are prominent, clear, and easy to work on a mobile device. In today’s day and age, your readers are often just going to be skimming your emails for important, relevant points. Calls to action need to stand out and should be emphasized by either color, placement, size, or a border.


When you want to gather qualitative opinions from customers after attending an event, buying a product, using the service then Feedback emails are the solutions for you. It contributes to building customer loyalty and helps marketers gather valuable insights and use them to improve the product.

Use a template that breaks content into easy-to-read sections and drives attention to your calls-to-action. Make sure CTAs are clear and direct, such as “Take the survey” or “Leave a review.” 

Feedback emails should make it easy for your customers to engage with you in the way they most prefer. So don’t forget to include a “Contact us” option and social media links. The “Contact Us” section and social share buttons are often neglected during email template design. It’s important that your email recipients can contact you with any questions or comments. Missing either of these elements can hinder communication between your clients and company, your clients and potential clients, or your prospects and company (depending on the type of email).


The best way to create a relationship between your product/services and your consumers is the Lead Nurturing Process. It will help you to give you a proper idea of whether the lead is interested in your product or not.

always focus on providing value to your reader. This is where the powerful personalization capabilities of marketing automation really take the stage. Tailor the content you send based on their individual interests and past behaviors. And keep individual emails limited to the most important content your audience wants to see and read. You can always link them out to more resources. If you are sending emails to prospects who are in the early stages of the buying cycle, keep your content light and educational. Focus on thought leadership articles and blog posts instead of promoting late-stage sales collateral like buyers guides, white papers, and recorded webinars. 

Finally, make sure to optimize your send times, so your emails are hitting your reader’s inbox at the right moment. 

If you need help setting up the Pardot, you can get in touch with us here.

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