9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support

As a Pardot user, you have an array of options when it comes to your Pardot onboarding and ongoing support/content packages. There are different tiers of Pardot partnership and different offerings.

So, why choose Cloud on Tap for your Pardot onboarding or support?

Here are 9 reasons:

1. At Cloud on Tap, you get a personal, 1-on-1 relationship with your Pardot Project Coordinator. We strive to provide the best personalized support and onboardings and we get to know our clients and their needs. We are lucky enough to have many of our clients, who completed onboardings with us, come back for ongoing support/content work!

pardot onboarding

 

2. Salesforce and Pardot are all we do — they have our complete focus and passion. Unlike many other partners, Salesforce/Pardot is our bread and butter. We work in the two services all day every day, becoming more skilled by the minute.

pardot onboarding

 

3. That being said, we have specialized Salesforce and Pardot admins under one roof. Bringing on Pardot, but have a complex Salesforce setup? Because we have both kinds of experts under one roof, we can work as a team to get you set up and running smoothly as quickly as possible.

group

 

4. ASCENT! After hearing from clients that they could use some guided “homework” between calls, we developed gamified Pardot learning to go along with our Pardot onboarding offerings! Ascent is a fun way to do your Pardot homework, creating forms, landing pages, and emails on your own and competing with others for a spot on our leaderboard/prizes!

pardot onboarding

 

5. We actively participate in pilot and beta programs for Pardot’s latest features. Have you heard of Pardot’s upcoming Engagement Studio? We are very excited, especially after being a part of the pilot program, where we were able to test the features and make suggestions based on our clients’ wants and needs. We also are a part of the beta program! (safe harbor notice)

pardot onboarding

6. We volunteer in the community and offer discounted onboardings to nonprofits! We are proud to be a Salesforce/Pardot partner that also participates in philanthropy. We have volunteered with Habitat for Humanity, local wildlife preservation groups, and the Red Cross!

pardot onboarding

 

7. We have been around since the beginning. Our owners, Mike and Sikes, were a part of the first Pardot training!

pardot onboarding

8. We are always attending classes and events to build on our marketing/communication skills. We have enjoyed attending Salesforce Connections, Dreamforce, Rise of the Rest, and communication classes!

pardot onboarding
9. We are a lot of fun! Our company is full of interesting, fun-loving people — you can catch us having cornhole tournaments, shooting videos, going to the Coastal Carolina Fair, and doing other fun activities! We like to bring the same fun, exciting energy to our onboardings.

 

Whether you are new to Pardot or you’ve already been onboarded, let us know how we can help you with your Pardot instance:

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Salesforce Pardot Lightning

New Pardot Style — What’s Different?

pardot lightning menu
Note: If you prefer to see the titles for each tab, click the three lines at the top left corner of your Pardot page and the menu will widen to display names.

Update: “Pardot Lightning Style” is now called “New Pardot Style”

As you’ve probably heard, Salesforce recently rolled out a Lightning version. This is the first major change to the User Interface (UI) in 16 years! Clicks are reduced and the overall experience is greatly improved – once you get used to the updated layout.

Pardot also rolled out a Lightning version last month. Their update wasn’t quite as dramatic, but it sure looks good! The top menu has been moved to the left side and simplified even further for intuitive navigation. Each tab is indicated by its classic icon, and when you hover, you’ll see the links stored in each section.

 

pardot lightning side menu
The new Reports tab. Now Connected Apps and Marketing Assets have their own subtabs, which trims the list size and reduces confusion.

Overall, you won’t see many gargantuan differences (yet) – but you will enjoy a fresh, attractive interface. Sure, I miss the orange buttons. And I’m still getting used to the rearranged icons and different fonts. But the updated design choices create a sleek, modern look that’s easy to browse.

Pro Tip: You do not have to enable Salesforce Lightning in order to use Pardot’s Lightning Style. The two are not connected in that way. We recommend new Pardot clients go ahead and make the switch. If you’ve been in Pardot for a while, it’s still worth checking out. Even our most seasoned Pardot pros here are enabling Pardot Lightning Style and loving it!

 

 

 

Can You Spot the Differences?

Pardot Lightning Differences

 

To Activate / Deactivate Pardot Lightning Style

pardot lightning disable
If you want to disable in the future, click the cog in the top right corner to “Disable Lightning Style.”
pardot lightning enable
To activate Pardot Lightning Style (Beta), hover over your email address and select “Enable Lightning Style.”

 

 

 

 

 

 

 

 

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Scoring Rules (Automation Settings, Part 3)

The last piece of this series- Scoring Rules.

Admin> Automation Settings> Scoring Rules
Edit Scoring Rules> Select Rule> Adjust Score> Save Changes

Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much we will get into at a later time. For this post we’ll only deal with the bare minimum that you might encounter in your first 40 days of setting up Pardot as a novice user.

These are the most common scores asked about by clients. In the initial setup you will spend a lot of time creating this content and it’s nice to know how it’s being valued!

Scoring Rules

 

2 changes that you may want to consider from the beginning:

  1. Give 1 or 2 points for opening an email.
    a. Check the box for this only to take effect on the first email open, not subsequent opens of the same email.
    b. This will trigger the sync to SFDC so that the contact/lead record has the most up-to-date info (note: opening an email without a score adjustment will not trigger a sync).Edit Score
  2. Update the “Webinar Attended/Invited/Registered” scores if you have connected WebEx, ReadyTalk, or GoToWebinar to Pardot.

If you are interested in customizing Scoring and Grading for your organization, check out Pardot’s Scoring and Grading Lab, this Infographic, and KB article.

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Visitor Filters (Automation Settings, Part 2)

Part 2/3 today- Visitor Filters!

Admin> Automation Settings> Visitor Filters
+ Add Filter, enter Name and hostname or IP value, Create Filter

There are 2 common questions we get regarding Visitor Filters:

Q. How do I keep my activity from skewing the campaign reporting?

A. Filter yourself out. You can filter by IP address (find yours here) or by your domain (example: cloudontapsc.com). This way your frequent website visits and clicks won’t track and exaggerate your Campaign results. The only thing you need to keep in mind is the flip side of this coin, question 2 below.

Visitor Filters

Q. Why am I not receiving notifications when testing a form?

A. Take the filter off. If you had previously setup a visitor filter for your IP address or domain, your activity is being filtered. Whenever we hear someone isn’t receiving notifications for form testing, the first place to check is their Visitor Filters.

We call that a Maritza explanation- Short and Sweet.
Have more questions about how Visitor Filters work? Check out Pardot’s KB article here.

Coming up next: Scoring Rules

 

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Page Actions (Automation Settings, Part 1)

Hi all! We’re doing a series of 3 posts about a lesser talked about area in Pardot- Automation Settings. These settings are amazingly helpful and everyone should use it, but they aren’t necessarily the first thing your company will get to during implementation.

First up are Page Actions!

Admin> Automation Settings> Page Actions
+ Add Page Action, Name it, Enter the full URL that you want the action on, Save.

Use Options:

1. Page Actions give you real-time control of your website. Website tracking is great, but sometimes we need to take action on a prospect asap. Page actions allow you to set completion actions (ex. Add to list, notify user, send autoresponder, etc.) to a Prospect when he/she visits specific pages on your site. Consider this- Which is better?

Page Actions Scenario 1

 

2. Page Actions can identify specific pages as being worth more or less points than others. If you had Page Actions set to decrease the score for your Careers Page and/or increase the score for the Pricing Page, you would have a better picture of which Prospect is worth sales’ time.
Page Actions Scenario 2

 

3. Page Actions can be used to call a page out as priority. Even if you have no need to take action on a page or score someone differently for visiting it, you still may want a Pricing or Product/Service page to stand out in the Prospect Activity section. Checking the “Priority Page?” box allows the page to stand out from the typical “1 visit 4 pages” on the activity.

Page Actions are awesome and you should definitely try them out!
Questions about how Page Actions behave in Pardot? Check out Pardot’s KB article here.

Coming up next: Visitor Filters

 

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