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  • Tag: Progressive Profiling

    • 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 8 (How Progressive Profiling is Not as Bad as You Think)

      Posted at 9:01 AM by Rakesh Gupta, on June 7, 2017

      Once you are done with Pardot Form development, the next step is to build a prospect’s profile with relevant information.

      This blog is a sequel to my previous blog – How to create a Form that prospects actually want to fill out. In the previous blog, I discussed how to create a simple form using Pardot form builder.

      The key takeaway of the previous blog was that collecting information is a balancing act – asking too many questions may confuse and overwhelm your prospects; on the other hand, if you ask too few questions, it would hamper your ability to capture necessary information to vet a lead.

      Progressive Profiling is pivotal in achieving a right balance between collecting relevant information about a prospect without overwhelming them. The profiling allows a user to dynamically frame questions on a form, based on previously provided information by a prospect. For example, if the country selected is United States on a Pardot form, only then, the form will display a Phone field.

      In this blog, I am going to show you how to get started with progressive profiling using a real-time use case.

      What is Progressive Profiling?

      Progressive profiling a feature that is usually an extension of dynamic form fields. The feature allows you to set up iterative forms that enable you to define which fields appear based on what you already know about a prospect.

      As a result, every time a prospect fills out a form, you are progressively collecting valuable new information about them while keeping your form as short and easy to complete as possible. In other words, progressive profiling enables you to collect the right information, about your prospects, in a succinct manner.

      Why is Progressive Profiling beneficial?

      I am so glad you asked! Progressive Profiling is beneficial for a number of reasons, few of them are mentioned below

      1. Shorter Forms has better conversion rates: – Check out this article – Expedia gained $12 million in profit by removing just one redundant field from a Form. The field in question was Company Name. The field was confusing because prospects thought that Expedia was asking for their Bank’s name! Due to the confusion, the prospects entered their bank’s address instead of their home address. The error, in turn, frustrated the prospects because it led to failed transactions.

      2. Progressive Profiling avoids repetition: – It helps you to avoid asking the same question again and again.  For instance, suppose you have existing prospects who have previously submitted a form (From we have created in last blog post How to create a Form that prospects actually want to fill out) and their primary details are already in your database. If so then, there is no point in asking them to answer the same set of questions every time they download a white paper from your site.

      By not requesting a prospect to provide the same set of information -that they have already previously provided – conveys to the prospect that you recognize them, and their engagement, with your site; this is a golden nugget/gesture, for it delivers a highly personal user experience!

      3. Capture more valuable prospects Intelligence over time: – With progressive profiling, first time when a prospect fills a form, you must can ask the most critical information about them; and then, progressively, you may ask for more detailed information over time as they become more qualified. For example, on a prospect’s second or third visit to your site, you can ask more sales-specific questions, such as Interested in Buying? or What other PRM products are you using? As a result, progressive profiling can even help you shorten your sales cycle.

      Below is a roadmap of how a Progressively Profiling process would look like:

       First submission:

      • First Name
      • Last Name
      • Company Name
      • Email

      Read the rest of this entry!

      Posted in Pardot | 1 Comment | Tagged Create Inbound Marketing, Create Progressive Profiling, Form Wizard Overview, How Does Progressive Profiling Work, Inbound marketing, Learn Salesforce Pardot, Marketing Automation, Overview of prospect record, Pardon online training, Pardot, Pardot basics, Pardot Certification Exam, Pardot dumps, Pardot Exam, Pardot implementation consultant, Pardot implementation expert, Pardot independent implementation consultant, Pardot independent implementation expert, Pardot Specialist Certification, Pardot Specialist Certification dumps, Pardot Training, Pardot tutorials, Progressive Profiling, progressive profiling best practice, Progressive Profiling Form Pardot, progressive profiling in Form, progressive profiling in Pardot, Progressive Profiling Overview, progressive profiling Pardot, Salesforce Certified Pardot Specialist Certification, Salesforce Certified Pardot Specialist Certification dumps, What is progressive profiling
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