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    • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)

      Posted at 9:22 AM by Rakesh Gupta, on January 11, 2021

      Pardot is a new kid on the block. So, in most cases, Pardot is implemented after initial business set up. Not surprisingly, there was life before Pardot. So, organizations have existing pre-Pardot era forms in their orgs that trigger Sales (Business) processes, Web-to-Lead (Salesforce) and Online Purchases (Online store). Once Pardot is implemented, a decision needs to be made about how to manage pre-Pardot era forms. But, before we proceed, if you are unfamiliar with Pardot Forms then, please visit my previous blogs. In these blogs, I will discuss how to create a form in Pardot  How to create a Form that prospects actually want to fill out and I explain how to use Progressive profiling to streamline the Pardot Form process. 

      In this blog, we will focus on the following: What is a Pardot Form Handler?; And, when, where and why is it used?

      After implementing Pardot, you have two options to manage existing (pre-Pardot era) forms: 

      1. Completely migrate pre-Pardot era forms into Pardot Hosted Form. 
      2. Use Form handlers to pass prospects data in Pardot. 

      Let us take a closer look at the second option mentioned above – the use of existing form to pass the data to third-party applications. Under the second option, you may want to consider using a server-side post instead of migrating pre-Pardot era forms to Pardot. A server-side post occurs after the data has been captured by your existing form and posts the captured data onwards to a Pardot Form Handler. By using this mechanism, you can keep using your existing business processes intact without the need to migrate pre-Pardot era forms into Pardot. 

      To setup the second option, you have to create a Form Handler in Pardot to receive the fields that will be passed through your existing web form. Once the data is successfully passed to Pardot Form Handle, the prospects are tracked by Pardot in the similar fashion as if the information has been submitted directly through Pardot Hosted Form. 

      Whether you use Form or Form Handlers, Prospects will be tracked by Pardot is the same manner; unless and until, Prospects delete the browser cookie or enable Do Not Track feature in browsers feature. Before we look into a business scenario, let us review the difference between Forms and Form Handlers by reading this article How to create a Form that prospects actually want to fill out.

      Now we have two scenarios as displayed in the preceding screenshot: Read the rest of this entry!

      Posted in Pardot | 1 Comment | Tagged Completion Action with pardot form handler, connect third party form with pardot, connect web-to-lead with Pardot, Do Not Track feature in browsers, Enable data forwarding to the success location, How to Use Pardot Form Handlers, Kiosk/Data Entry Mode, Learn Pardot Form Handler, Learn Salesforce Pardot, Overview of Pardot Campaign, Pardon online training, Pardot, Pardot basics, Pardot Certification Exam, Pardot dumps, Pardot Exam, Pardot Form Handler use case, Pardot implementation consultant, Pardot implementation expert, Pardot independent implementation consultant, Pardot independent implementation expert, Pardot Specialist Certification, Pardot Training, Pardot tutorials, Progressive Profiling, Salesforce Certified Pardot Specialist Certification, Success Location Pardot form, Use Pardot Form Handler in Pardot, Use Pardot Form Handlers
    • Getting Started with Pardot – Part 19 (Savvy Marketers Soar with ‘Less is More’!)

      Posted at 1:15 PM by Rakesh Gupta, on February 6, 2019

      You are preaching to a choir if you are advocating ‘less is more’ to a savoir-faire marketer! Marketing automation tools are delivering ROIs beyond expectations.  The tools are enabling seasoned marketers to (1) create content for their website with ease; (2) generate relatively relevant high-volume leads; (3) foster Email marketing; and, (4) leverage the power of segmentation and scoring to winnow out less than promising leads. Keenly aware, that none of the automation magic would eventuate with stale leads, astute marketers guard, quality and quantity, of their leads like a hawk! And, you should too!

      At times, on the Salesforce Trailblazer Community, I come across questions like:

      1. My prospect limit in Pardot overreached, what options do I have?
      2. I’m ready to reduce my prospects – what next?
      3. My list doesn’t have good open/read % rate – please help!

      Got Mailable Prospects?

      Ah! Mailable prospects – ones, that can receive emails from Pardot because either they have (1) not unsubscribed;(2) have not had (one) hard or (five) soft bounces; or (3) have not manually opted out. Pardot only counts mailable prospects as part of database limit. 

      Crossed Mailable Prospects Database Limit? Now What?

      You could opt for the following stop-gap options:

      1. Purchase additional storage for burgeoning list of prospects.
      2. Prune excess database contacts within 10 business days.

      Limit Prospects

      However, the keyword in the options listed above is ‘stop-gap’. Because, until and unless you optimize your list, you will continue to encounter storage issues. In this article, we will discuss various optimizing strategies so that you can build a robust mailable prospects list and, simultaneously, avoid hitting against the database limits.

      Get Notified Before Exceeding Mailable Prospects Database Usage Limit! 

      When you approach your database limit, Pardot starts displaying a message within the in-app message as follows. Read the rest of this entry!

      Posted in Pardot | 0 Comments | Tagged in-app message, Mailable Database, Mailable Prospects, Pardot, Pardot Database Limit, pardot practice, Pardot Training, salesforce, Salesforce Ohana, Salesforce practice questions, salesforce release, Trailhead
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
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      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Pardot – Part 14 (How to Use Pardot Form Handlers)
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