Pardot Training

VISITORS

  • Describe how Pardot tracks visitor and prospect data.
  • Describe what a visitor is and limitations to visitor data.
  • Identify the types of visitor data that are collected.
  • Describe the methods for a visitor to become a prospect.

PROSPECTS

  • Identify the ways to create prospects in Pardot.
  • Given a scenario, apply the appropriate plan of action using Prospect Audits.

LIST MANAGEMENT

  • Distinguish the capabilities of, use cases for, and how to create different types of lists.
  • Given a scenario, apply the appropriate list management process.

SECURITY AND ACCESS

  • Identify how to provide Pardot access.
  • Distinguish between and identify the implications of the four default user roles.

ADMINISTRATION

  • Describe the capabilities of and use cases for the Pardot overview tab.
  • Describe how to update the email domains associated with the account.
  • Distinguish between the capabilities and limitations of Pardot connectors. 
  • Describe the capabilities of and use cases for Page Actions.
  • Explain how to create, edit, and map custom prospect fields.
  • Identify the two ways to set up and maintain users.
  • Describe how the recycle bin manages Pardot assets.

PARDOT CAMPAIGNS

  • Explain the application of a Pardot campaign.
  • Given a scenario, determine if a Pardot campaign should be changed for a prospect.
  • Distinguish between the metrics collected in Pardot campaign reporting.

PARDOT FORMS

  • Given a scenario, identify the capabilities and limitations of Pardot forms.
  • Distinguish between the metrics collected in Pardot form reporting.

LEAD MANAGEMENT

  • Explain the capabilities and limitations of an Automation Rule.
  • Identify the main components of creating an Automation Rule.
  • Explain the capabilities and limitations of a Dynamic List.
  • Identify the main components of creating a Dynamic List.
  • Explain the capabilities and limitations of a Completion Action
  • Explain the capabilities and limitations of a Segmentation Rule.
  • Identify the main components of creating a Segmentation Rule.
  • Given a scenario, determine which automation tool should be used.

SCORING

  • Explain what a Score measures and how it can be applied.
  • Describe the Scoring rule and how it can be updated.
  • Describe the options available when using automation tools to score prospects.
  • Given a scenario, determine the optimal workflow using a prospect score.

EMAIL MARKETING

  • Distinguish between an Email and an Email template.
  • Identify the main components of an Email template.
  • Describe the relationships between a recipient list and a suppression list.
  • Distinguish between the metrics collected in Pardot email reporting.

ENGAGEMENT STUDIO

  • Identify the main components of an Engagement Program.
  • Describe the process when updating Engagement Program assets.
  • Explain the capabilities and limitations of the types of lists used with Engagement Programs.

LANDING PAGES

  • Identify the main components of a Landing Page.
  • Given a scenario, determine when to use a Landing Page with and without a form.
  • Distinguish between the metrics collected in Pardot Landing Page reporting.
  • Describe how completion actions trigger when a prospect submits a Landing Page.

SOCIAL MARKETING

  • List the social platforms that can be used within Pardot.
  • Identify the main components of a Custom Redirect.
  • Given a scenario, determine when to use a Custom Redirect.
  • Distinguish between the metrics collected in a Pardot Custom Redirect report.

SALESFORCE INTEGRATION

  • Explain the relationship between Pardot and Salesforce.
  • List the objects synced between Salesforce and Pardot.
  • Identify the main components of the Salesforce connector.
  • Describe the field mapping process.
  • Describe the capabilities and limitations with field syncing.