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  • Tag: Pardot

    • 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 | 4 Comments | 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 20 (Avoid Playing Hookie – Understand the Role of Cookie in Opt-In Consent Banner for GDPR Compliance)

      Posted at 9:14 AM by Rakesh Gupta, on September 10, 2019

      Cookies – Yay!! Sorry to disappoint! But, here, we are not referring to a Chocolate Chip cookie!! A Cookie, in this article, refers to a piece of information, stored as text strings, on the visitor’s web browser while they browse your website. 

      Examples of Cookies

      1. Cookies are most commonly used to track website activity to gather information about which web pages are used the most. Or, which pages are collecting the most repeat hits.
      2. Cookies are also used for online shopping stores. They often use cookies that record any personal information you enter, as well as any items in your electronic shopping cart, so that, you do not need to re-enter this information each time you visit the site.
      3. Service providers can use cookies to provide personalized web pages by storing selected preferences at a website in a cookie. 

      What is GDPR?

      With the onset of General Data Protection Regulation (GDPR) you, as a website owner, must obtain, and store, ‘cookie consents’ from your visitors from the European Union (EU), Ireland, Lichtenstein, Norway, and Switzerland – if you are using some tracking software to track their activities. GDPR gives website visitors more rights and control over how their data is processed.

      Who Does GDPR Apply to?

      GDPR applies to businesses that target the European Union (EU) data subjects. This means that the new privacy law – GDPR – applies, not only to organizations operating within the European Union (EU) but, it also applies to all the businesses worldwide that target individuals in the European Union (EU).

      What are the Consequences of Violating the GDPR Regulation?

      Businesses that violate the European Union (EU) GDPR face a maximum penalty of €20 million ($23 million) or 4% of their annual global turnover (whichever is higher).

      The largest penalty, so far, was issued on January 2019, when Google received a GDPR fine of €50 million for not fully informing users how their data would be used when they set up its Android operating system. 

      What is GDPR Compliance?

      Complying with the European Union (EU) GDPR means that, businesses have to ensure that data is collected legally. That is, the businesses must inform users (1) how their data is collected; (2) how will it be treated; and, (3) last but not least, how it will be secured (i.e., protected from breaches).

      What is a cookie consent banner?

      As mentioned, under the regulations of GDPR, companies must ask users’ permission to track their activities and process their data. Read the rest of this entry!

      Posted in Pardot | 0 Comments | Tagged cookie consent banner, Cookie OptIn Consent Banner, cookie policy, GDPR Compliance, GDPR Privacy Laws, GDPR Regulation, OptIn Consent Banner, Pardot, Pardot track website visitors, salesforce, Salesforce Ohana, tracking OptIn Preference
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