Overview
- Pardot Marketers
- Business Users
- Salesforce Administrators
Prerequisites
Delegates will learn how to
- Enable the Pardot Lightning App.
- Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled.
- Generate leads with Pardot Lightning App’s various lead generation tools including forms, landing pages, and custom redirects.
- Manage leads with Pardot Lightning App’s lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions.
- Engage leads with Pardot Lightning App’s lead engagement tools including email, personalization, dynamic content, and Engagement Studio.
- Qualify leads with Pardot Lightning App’s scoring and grading functionality.
- Interpret data generated via Pardot Lightning App’s reporting capabilities.
- Design and execute successful end-to-end marketing workflows using the Pardot Lightning App.
Outline
- Course Objectives
- Learner Expectations/
- Housekeeping
- Additional Course Resources
- Course Case Study
- Pardot Salesforce Relationship
- Syncing
- Enabling the Pardot Lightning App in Salesforce
- Custom Fields
- Salesforce Campaigns
- Pardot Dashboard
- Email Domains
- Connectors
- Recycle Bin
- Users and User Groups
- Usage Governance
- Visitors
- Prospects
- List Types
- Static Lists
- Test Lists
- HML and Advanced Dynamic Content
- Email Marketing
- Email Templates
- AB Testing
- Email Reports
- Forms
- Landing Pages
- Forms and Landing Page Reports
- Custom Redirects
- Custom Redirect Reports
- Page Actions
- Completion Actions
- Segmentation Rules
- Automation Rules
- Dynamic Lists
- Choosing an Automation Tool
- Scoring
- Grading
- Building an Engagement Program
- Engagement Program Reports
Frequently asked questions
How can I create an account on myQA.com?
There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.
If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".
If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.
Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
How do QA’s virtual classroom courses work?
Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.
We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.
How do QA’s online courses work?
QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.
When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.