how do i connect pardot campaigns to salesforce campaigns

So, just as we did in step 2, in the Pardot Lightning app, navigate to:

• Click the Pardot Settings tab and select Connectors.
• Click to edit the Salesforce connector, and select the Campaigns tab across the top.
• Scroll to Connect Campaigns, as shown below:

Full Answer

How do I connect Pardot to Salesforce?

In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click to edit the Salesforce connector, and select the Campaigns tab. Select Enable Connected Campaigns and Engagement History. Select the Salesforce campaign record types that can be connected. Click Save.

What is Pardot connected campaigns?

Pardot Connected Campaigns refers to the integration of Salesforce Campaigns and Pardot Campaigns. They both are managed as one and help in ease of analyzing Marketing performance with the help of more Metrics and visualizations.

How do I add a campaign to a Salesforce campaign?

Pick the first dropdown next to each Completion Action and choose “Add to Salesforce Campaign”. After you select “Add to Salesforce Campaign,” a new dropdown should appear.Find the Salesforce campaign you created in step 1 (have I mentioned enough how helpful good naming conventions are for easily locating your campaign?).

What is the difference between Salesforce campaigns and Pardot campaigns?

Once established, the Pardot campaign maintains a 1:1 relationship between itself and the prospect. In contrast, Salesforce campaigns allow leads and contacts to be tied to multiple campaigns at the same time, supporting multiple interactions.

What is a connected campaign?

Connected Campaigns enable marketers to connect Pardot Campaigns and Salesforce Campaigns, putting an end to standalone, disjointed campaigns in each system. Once completed, new Salesforce Campaigns will be automatically connected and synced to Pardot. As a relatively recent release, there are plenty of Pardot accounts out there that do not have Connected Campaigns enabled yet.

What does it mean when Salesforce is the master campaign?

When campaigns are connected, Salesforce becomes the master campaign, which means its field values are taken as the source of truth. During the connection process, if there is a difference between Salesforce campaign field values and those on the Pardot campaign side, Salesforce wipes the Pardot values, and replaces those fields with ...

What is the final gotcha in Salesforce?

Read up on Campaign Member Sync, a separate feature that can be enabled to sync a Prospect to a Salesforce Campaign automatically. There’s a misconception with this feature, as Prospects will be automatically created as Campaign Members for their first-touch only!

Why do you need a training campaign in Salesforce?

Do yourself a favour, and set up Training Campaigns for your users to practice with when you are training them. Having a campaign dedicated to training will help prevent users associating assets and prospects to real campaigns, and therefore skewing the Engagement Metrics found on the Salesforce Campaign Engagement Metrics component.

Is Pardot Campaign risky?

Pardot Campaign fields: Pardot Campaign fields are potentially at risk if there’s a difference in values between Salesforce and Pardot. Export Pardot Campaigns to CSV, in case the Pardot Campaign fields are overwritten.

Do marketers need to add prospects to Salesforce campaigns?

Marketers still need to add Prospects to Salesforce Campaigns using Completion Actions, in order to create or update Campaign Members on the Salesforce side. This is essential for the infamous ‘ multi-touch attribution ‘, and cannot be overlooked!

Can you filter Pardot campaigns?

If you are using the Pardot Lightning app, you may not be able to filter by ‘Unconnected Campaigns’ ; in this case, switch back to Pardot Classic to grab them, and connect them (a one-time only task).

Why integrate Salesforce with Pardot?

There are several reasons you should integrate your Salesforce campaigns with Pardot list emails: First, it encourages information flow between platforms so they don’t become siloed, preventing duplicate or unlinked data that paints a more robust picture of a prospect.

How to create a status in Salesforce?

Scroll down to and select Advanced Setup, then select Edit. Once there, you should be able to create new Member Status Values. Create and save the following statuses: Opened, Clicked and Unsubscribed. You will need these later for your list email. This is the piece that allows Salesforce and Pardot to “talk” and track those engagement actions in the Pardot list email.

Can you segment an email based on actions?

If they opened the list email, clicked a link in the email or unsubscribed, you can create segmentation for it!

Can you keep sender list in Salesforce?

Thanks to the lovely suppression list we just created using the Salesforce campaign integration we setup, we can keep our sender list the same as our previous event promotion – but only target customers who did not click through.

How to connect Pardot to Salesforce?

To do so, select the Pardot Campaign you want to connect. Now simply click Connect to CRM Campaign and select associate Salesforce Campaign with it. You have successfully created Pardot Connected Campaigns by connecting individual Pardot and Salesforce Campaigns.

How to set up a Pardot campaign?

Step 1: Logging into a Pardot Account. To begin setting up Pardot Connected Campaigns, you first need to log in to your Salesforce Pardot account. To do so, you can go to the official website of Salesforce Pardot and log in using your credentials such as username and password.

What is Pardot software?

For B2B sales and Marketing businesses, Pardot operates as a Software as a Service (SaaS) Marketing Automation platform from Salesforce that includes Email Automation, Targeted Email Campaigns, and Lead Management. Pardot automates typical marketing operations like consumer behaviour tracking, Digital Marketing, etc. Creating Digital Marketing Campaigns is a job that requires a lot of creativity which is automated in Pardot.

What is a marketing campaign?

Marketing Campaigns use a variety of media across numerous platforms to advertise items, including television, radio, print, and online platforms. The purpose of a campaign usually determines how much Marketing is required and which media platform is the most effective in reaching a given target niche.

Can a prospect participate in a Salesforce Pardot campaign?

All of Salesforce Pardot’s Marketing assets are linked to Campaigns, so when a prospect engages with one of them, their Campaign is automatically created. Each Salesforce Pardot prospect can only participate in one Salesforce Pardot Campaign at a time.

What is automated lead assignment?

Automated Lead Assignment: The lead will be assigned automatically to the Sales representative based on the minimum score and grade threshold decided by you.

What is lead scoring and grading?

Lead Scoring and Grading: To reach the ideal lead prospectus, lead scoring and grading are done for aligning Marketing and Sales teams. Lead scoring and grading depend on factors such as activity levels, stay time, etc. The lead grade tells how fit they are for your product or service.