We can host this training at your preferred location. Contact us!

Are you looking to become proficient in designing and implementing marketing workflows in Pardot Lightning App to drive your company’s business? Are you looking to take the next step in your career by becoming 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 in the Pardot Lightning App to make data-driven decisions.

Who should take this course?

Pardot Marketers
Business Users
Salesforce Administrators

Prepare for the course with this Trailmix.

When you complete this course, you will be able 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.

Lesson 1: Course Introduction

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

Lesson 2: Salesforce Integration

Pardot Salesforce Relationship
Syncing
Enabling the Pardot Lightning App in Salesforce
Custom Fields
Salesforce Campaigns

Lesson 3: Admin

Pardot Dashboard
Email Domains
Connectors
Recycle Bin
Users and User Groups
Usage Governance

Lesson 4: Visitors and Prospects

Visitors
Prospects

Lesson 5: List Management

List Types
Static Lists
Test Lists

Lesson 6: Personalization and Email Marketing

HML and Advanced Dynamic Content
Email Marketing
Email Templates
AB Testing
Email Reports

Lesson 7: Forms and Landing Pages

Forms
Landing Pages
Forms and Landing Page Reports
Custom Redirects
Custom Redirect Reports

Lesson 8: Lead Management

Page Actions
Completion Actions
Segmentation Rules
Automation Rules
Dynamic Lists
Choosing an Automation Tool

Lesson 9: Lead Qualification

Scoring
Grading

Lesson 10: Lead Nurturing

Building an Engagement Program
Engagement Program Reports

Lesson 11: Capstone

Lesson 12: Course Wrap

Upcoming Trainings

Join our public courses in our South Africa facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

08 August 2024