About this course

Course code TPPDT-101
Duration 3 Days

Are you looking to become proficient in designing and implementingmarketing workflows in Pardot that drive your company’s business? Or do youwant to become a Salesforce Certified Pardot Specialist? Whether you are an experienced user, or completely new to Pardot, this course will show you how to effectively design, build, and implement marketing workflows, as well as use Pardot-generated reports to make data-driven decisions.

Prerequisites

  • None. Two to six months of experience building marketing workflows with the Pardot platform and/or on a similar technology platform is recommended to get the most out of this course.


Who should attend?

  • This course is designed primarily for digital marketers looking to build and hone their marketing automation skillset using the Pardot platform. It’s also perfect for those wishing to prepare for their Pardot Specialist certification—a credential designed to prove your skills and knowledge in building strategic marketing processes while incorporating tools such as lead scoring, email marketing, lead generation, and reporting.

Delegates will learn how to

  • Build strategic marketing workflows in Pardot, incorporating processes including lead generation, management, and qualification, as well as email and drip marketing.
  • Effectively use Pardot reports to make data-driven decisions.
  • Build on existing Pardot knowledge in preparation for the Pardot Specialist certification.

Outline

Day 1


Module 1: Course Introduction

  • Course Objectives
  • Learner Expectations/ Housekeeping
  • Additional Course Resources
  • Course Case Study


Module 2: Salesforce Integration

  • Pardot/Salesforce Relationship
  • Syncing
  • Salesforce Connector Steps
  • Custom Fields


Module 3: Administration

  • Pardot Overview Tab
  • Email Domains
  • Connectors
  • Recycle Bin
  • Users and User Groups
  • Usage Governance


Module 4: Tracking Campaigns, Visitors, and Prospects

  • Pardot Campaigns
  • Tracking
  • Visitors
  • Prospects
  • Campaign Reports


Module 5: List Management

  • Lists Types
  • Static Lists
  • Test Lists


Day 2


Module 6: Personalization and Email Marketing

  • Variable Tags and Advanced Dynamic Content
  • Email Marketing
  • Email Templates
  • AB Testing
  • Email Reports


Module 7: Forms and Landing Pages

  • Forms
  • Landing Pages
  • Form and Landing Page Reports


Module 8: Social Marketing

  • Social Connectors
  • Custom Redirects
  • Custom Redirect Report


Module 9: Lead Management

  • Page Actions
  • Completion Action
  • Segmentation Rule
  • Automation Rule
  • Dynamic Lists
  • Deciding What Automation Tool to Use


Module 10: Lead Qualification

  • Scoring
  • Grading

Day 3

Module 10: Lead Qualification (continued)

  • Scoring
  • Grading


Module 11: Lead Nurturing

  • Building an Engagement Program
  • Engagement Program Reports


Module 12: Capstone Project (Classroom Only)

Module 13: Wrap

3 Days

Duration
Salesforce
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

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