Pardot Migration is a process of migrating data from one Pardot account to another. Pardot is a lead generation and automation solution offered by Salesforce. It is a part of Salesforce Marketing Cloud. It helps to track user behavior and helps the marketers to personalize content across various channels based on the customers’ requirements. Today, in this blog, CloudVandana will describe the Pardot migration best practices.
Most of the time, users purchase Pardot to automate the business process. To migrate the existing plan and implement Pardot, a proper migration strategy should be there. To migrate the email plans, Pardot experts are required to think and set up the landing page templates, forms, programs, and campaigns. All the existing files can not move to the new platform automatically. So each and every element should be operated with attention.
A proper mapping should be there to move things from one place to another. This mapping will migrate all emails and landing pages.
Data is the first thing that needs to be focused on by updating a data dictionary. This dictionary contains fields that can e moved to the new system and may work as a reference for other functions in the future. Marketing automation specialists can include field names, types, values, etc in the dictionary. In addition, experts are needed to check if the field can live in Pardot or it can be synced to the CRM.
The list of the pages should be documented in a proper way along with the names and location if any form is attached or not, or other important information such as the URL of a landing page, images, etc. Pardot forms allow sharing thank you content upon completion. So there is no need of migrating an extra landing page into Pardot. Rather, the body copy can be saved from the thank you landing page and plugged into the thank you content in the form wizard.
It is recommended to create a matrix to arrange the database properly. So the assets can be tracked easily. In the matrix, Pardot specialists can name the emails that they need to migrate, their location in the old system, and a tag should be there with this if it is a part of a program/campaign. Autoresponder emails can be listed in another segment for future lead nurturing.
There are many things involved to migrate forms. Among many things, form name and fields are the two most important things. There are other important things such as field API names, Field types, etc. These are important items needed for the migration process.
There are three lists included in this section. Static List, Dynamic Lists, and Test Lists.
Static lists are easy and straightforward. Pardot experts just need to be sure to include email addresses as Pardot initially uses email addresses as the unique identifier. Dynamic lists are more complicated than Static List. Next comes the test lists. They are simple in nature.
It is over the Pardot experts that they want to migrate the old templates or need to build from scratch. If the Pardot expert has not started doing the templates, it is recommended to build responsive templates for better mobile optimization. They can just click on the Testing tab after building the templates, scroll down to the button, then select the + New Render button then check out all the renders Pardot displays for the users’ convenience.
Dynamic content changes depending on the audience. It shows content based on the interests and industries of the customers.
The database is a very important thing to consider during migration. The Pardot experts just need to be ensured to remove junk, duplicates, or information those are no longer in use. It is recommended to review the data regularly to keep it clean and synced.
These are some of the features that need to be considered while migrating Pardot. But there are a few other things like Workflow, Campaigns, etc that experts should also consider.
Are you looking for a registered Salesforce partner for a successful Pardot implementation or migration? Please feel to take a consultation call with CloudVandana, the registered Salesforce partner from India, and get a hassle-free Pardot migration without interrupting the workflow.
Digital Marketing Manager at Cloudvandana Solutions