Emails & Templates Archives - Page 5 of 9

Emails & Templates, Getting Started, Setup & Admin
January 3, 2022

Everything to Know About the Pardot Lightning Email Builder

Erin Duncan

I’ve seen a lot of information about implementing the new Lightning Email Builder, but I wanted to get into the nitty gritty details of how to build Lightning Email Templates and Content, the current limitations, and when the new builder should be used over the classic builder.

Before we dive in, here is a quick overview of the Lighting Email Builder and its different sections:

Features you’ll use while editing in the builder

Preview Mode – Use this to preview the email template so you can adjust for desktop or mobile.
Components Panel – Available components for the email template. This section will include standard components, pre-designed layouts, and any custom components installed in the org.
Row – All Components are placed in rows. These are the editable sections of your email template.
Canvas – Add drag-and-drop Components to the canvas to build your email template.
Property Panel – Displays what can be changed in the email template or currently selected row. When no row is selected, use this panel to set your email preheader.

Note: We updated this post for the Salesforce Spring ’22 release.

Pardot Lightning Email Builder Overview

When working with the Lightning Email Builder you have the option to create Email Templates or Email Content.

Email Templates can be used as a starting point when building Email Content in the Lightning Email Builder. You can build Email Templates from scratch or download these free templates by Salesforce Labs.

Email Content are emails built within the Lightning Email Builder and can be used to send a list email or, once “Activated for Automation,” be used in an Engagement Studio Program (ESP), as an autoresponder, or within Salesforce Engage.

In this post we will cover creating Email Content. Email Templates are similar, but Email Content has a few additional options.

Designing an email in the Lightning Email Builder

If you have not yet enabled the new Lightning Email Builder in your org, this is a great blog post to walk you through it.

To start building email content, navigate to the Email Content tab in Salesforce and click New. Here you can name your Email Content and add an Email Template to start from and/or a description, if desired.

Unlike the classic builder, Email Templates and Email Content in the Lightning Email Builder can have the exact same name as other templates/content. Ensure you use naming conventions to avoid having templates/content with the same name, which can cause confusion or errors for your users.

Once saved, click Edit in Builder from the top right hand side to open the Lightning Email Builder.

To start building an email, drag a component from the left side menu to a row. If you want your row to have a pre-set background color, I’d recommend doing this first, it’s a little tricky to select the row behind a component once added.

Adding a background color

Select a row within your email or drag and drop one from the Layout components. Once the row is selected, click the Style tab from the Property Panel to set your background color.

Adding content

To start adding content to your email, drag a component from the left side menu and drop it within the row. The right side Property panel will change depending on what type of component you selected. Below is what you will see for a Rich Text component.

Similar to the classic builder, you can enter content directly into the editor or switch to the source code if you prefer editing the HTML. The classic builder will allow you to set the font face, but it is currently limited to the fonts available in this dropdown list. Custom fonts are not yet supported (as of the Spring ‘22 release), but this should be coming in a future release.

The Merge Fields button is at the bottom of the Property Panel in the Lightning Builder and works slightly differently from the classic builder. In the Lightning Builder, the Merge Fields picker displays fields by Recipient, Sender, Organization, and Other. It will also list whether or not the field is on the Lead and/or Contact object in Salesforce. Fields that only exist in Pardot are not shown in the Lightning Email Builder Merge Fields picker, but you can manually write in the merge tags. The “Other” section of the Merge Field picker is also very limited in the Lightning Email Builder, but you can manually write in the merge tags you are used to using, such as {{CURRENT_YEAR}}. Dynamic Content and Snippets are not currently supported by the Lightning Email Builder, so there is no option to insert those values.

Keep dragging in components until you’ve finished building your email, then select Save. The Lightning Email Builder does not have list email or email template drafts like the classic builder, so if you walk away from or close an editing session without saving your changes may be lost.

Unlike the Pardot Classic builder, you can save an Email Template or Email Content without an unsubscribe or email preference center link, so ensure you’ve completed this step. You will still get an error message if you try to send or activate your email and it is missing this info.

Adding the text version

Once you’ve saved your Email, go back to the Email Content view. Double click the Text Body field within the Message Content section to build the text version of your email.

Testing your email

Testing your Email Content needs to be done from the Email Content view after your email is saved. The Test option will be in the top right corner, it may be under the dropdown depending on your page layout.

Sending an email test won’t actually check your email for issues or errors, so I typically recommend clicking Send first. When you click Send the builder will check your email for issues and display an error window (example below) if it finds anything wrong. Then you can cancel out of the Send view and proceed with testing.

Similar to the classic builder, tests can be sent to a test List (renamed to “Pardot List”) or individual emails separated by a comma.

Rendering Tests are not currently supported by the Lightning Email Builder. However, you can still run rendering tests outside of Salesforce and Pardot using Email on Acid (paid) or Litmus (paid, but there is a free trial option). MailNinja also offers a free service to preview and test your emails.

Sending your email

Once your Email Content is built, tested, and ready for prime time, it can be sent from the Email Content view.

If your email has errors, you will see a similar screen after you click Send.

If your email does not have any errors, the sending options will appear. Unlike the classic builder, this is where you set your Campaign and toggle between the available Tracker Domains within your Pardot account.

If you are using multiple Pardot Business units, make sure you are logged into the correct business unit before clicking the Send option. The business unit you are logged into will affect the Campaigns and Tracker Domains available on this screen.

After you select your recipient list(s) and (optional) suppression list(s), click Calculate Mailable Prospects to get a count of how many Prospects match your Email Recipient selections.

If Einstein Send Time Optimization is enabled, this option will appear under Send Time. If this is not enabled, you will only see Send Now and Send Later.

Activating for automation

If you’d like to use your Email Content in an ESP, select Activate for Automation. This is also found within the Email Content view on the upper right-hand side.

Once activated, your Email Content will be available to add to a Send Email action in an ESP (example below), as an autoresponder in a completion action, or as a Salesforce Engage template.

If you later update the Email Content, you must re-activate it for automation to apply the changes. When doing so, Salesforce will list anywhere the Email Content is in use and confirm you would like to overwrite it with the changes.

Should you start using the Lightning Email Builder now?

Well, it depends. While the Lightning Email Builder has a lot of great features that make it easy to build beautiful emails, there are still a few missing features that may hold some users back. One of my personal drawbacks to the Lightning Email Builder is the inability to enforce or pre-populate brand standards. You can build Custom Components that are properly branded so users don’t have to start from scratch, but there is nothing stopping them from changing the styling (however, a more uniform way to style Lightning Builder emails is rumored to be on the current roadmap). Email Content and Email Templates also cannot be used as “true” templates in the classic builder or as autoresponder emails, so the Lightning Email Builder cannot entirely replace the classic builder quite yet.

If your org is brand new to Pardot and/or you have a smaller team of HTML and design savvy users building your emails, you’re probably better suited to start using the Lightning Builder now. If you have a large team with strict brand standards and users with a wide variety of HTML and design skills, you’ll likely need to take a slower approach to start. However, I’d recommend rolling the Lightning Builder out to your power users and have them start getting familiar with the intricacies of the builder. The Lightning Email Builder is only going to get better from here, so you will absolutely want to use it, eventually.

Let us know what you think about the Lightning Email Builder and your plans for using the new builder in the comments!

Emails & Templates, Forms & Form Handlers, Getting Started, Setup & Admin
October 20, 2021

Marketing Hocus Pocus: 6 Pardot Horror Stories to Avoid

Pam Carey

The life of a marketing and sales consultant is never boring at Sercante, working with companies of all shapes and sizes on tasks both large and small.

The days flow along in a sensible cadence … until …

Are you a Halloween horror story fan?

Marketing has its own kind of terror — not in the chainsaw/demonic way, but on the topics of spam, user roles, missing form follow-up, sync mishaps — you get the picture.

Read on — if you dare! (But really, you should — you’ll learn a few tricks.)

Avoid these 6 Pardot horror stories

marketing horror story no completion actions

Soothsayer Sales Team?

Picture this: You’ve placed a clean and crisp “contact us” form on your website. It’s nice and trim (not too many fields) and has prominent placement on a main page. The sales team is rubbing their hands together in anticipation of ALL of the leads.

Your worst fears come true: The sales team gets nothing, zilch, nada, zero — NO leads. ????

You frantically look around for the culprit. Finally, the ugly truth bubbles to the surface: The beautiful “contact us” form is missing a critical step. (Are you hearing the “Psycho” sound? I am.)

Pardot Horror Story 1: An inspection reveals that form completions aren’t being assigned or sending notifications to the sales team.

???? Of course. The sales team doesn’t have a crystal ball and can’t “see” the leads without a little form-based action.

It’s time for you to optimize your form setup so leads make it to the right people.

Read this post for more details »

Ghostly Links

Your day starts with an urgent note from your boss: “An email must be sent asap on ProductX because sales numbers aren’t as expected.”

Between back-to-back calls and a multitude of Slack messages, you prep the email, to get it ready for the final copy you are not-so-patiently awaiting. The copy arrives,and you review it while on yet another call, then drop it into the email you already started. Cool. Looks good ????.

You send a test to the boss, copywriter and your own inbox, and review the test email while still on a call (you are crushing the multi-tasking game ????).

You wait for approvals, then wait some more, and finally message your boss (“Please respond so I can get the email out!”). He comes back with a not-so-convincing “Yeah, it’s fine — send it” (and you never hear back from the copywriter).

You hit the “send” button — “asap” as requested — unaware of the horror to come.

Ding! The email hits your inbox. Ding! Ding! Emails from coworkers: “The button doesn’t work.” Uh-oh.

While distractedly rushing to get the email done, the link in the CTA button was forgotten.

Pardot Horror Story 2: Everyone’s messaging you to say your CTA button leads nowhere because it’s a dead link ????.

Anyone in charge of sending emails has been there — I feel you. It’s easy to miss test-clicking a link. And, as we all know, a rushed task is an invitation for errors.

Implementing a better quality assurance process can help you feel confident the next time you hit the ‘send’ button.

Read this post for more details »

The WitchWhich List Mystery

One day your database size is X, the next day it is X+5000! Where did the extra records come from? Magic? Sorcery? ????

You dig around, looking at new records trying to find the answer.

Hmmm — you see a few imports that you did not perform. Only one other user has import access — your boss. You message her: “Hey, I see you imported some lists into Pardot. Can you tell me where they are from?” She proudly comes back with, “We purchased a few small opt-in lists!”

Oh boy.

Pardot Horror Story 3: You find out that the zombie prospects in your Pardot org came from purchased lists.

Say it with me now: “Purchased lists are noncompliant with Pardot.”

Seriously, Pardot will put a hex on your account if you use those purchased prospects. Don’t do it. Just don’t.

(Learn more about Pardot’s Permission-Based Marketing Policy – which, by the way, you must agree to EVERY time you import a list!)

Read this post for more details »

Zombie Admins

There are four default Pardot user roles defined by their level of access/ability (Administrator, Marketing, Sales Manager, and Sales).

Salesforce user profiles are mapped to Pardot user roles.

You’re with me, right? Great.

According to the Thesaurus, “administrator” is also authority, commander, head, official, head honcho. You would probably agree that this would be a title reserved for the very top-most spots (I’m thinking 1-5, depending on how large the organization is).

How about 31,634 users with the Administrator role ????.

Yes, we’ve actually seen that IRL (this sounds like a Farmers Insurance® ad).

Pardot Horror Story 4: You discover that most of the users in a Pardot org have Administrator user roles.

????‍♂️ Keep the zombies at bay: Be selective with assignments to the Pardot Administrator role!

With admin access comes great power. Determine who really needs full access to everything in Pardot when assigning this role.

marketing horror story operational emails

Marketing-Killer Troll

Once upon a time, ABC Company sent out emails marketing its products and services to an opt-in list. People on the list were not a match for ABC Company, so they opted OUT of receiving emails.

Seeing this made ABC Company very angry, so they consulted the Troll living in the basement. Smashing his club into the ground, Troll decided these people MUST receive the emails ????.

Every email was then sent as an operational email. Every. Single. One.

Who knows where this story is going? ????‍♀️

An operational email is just that: operational. As in: service announcements, transactional messages, legal notices. As in: NOT marketing.

If you send an operational email and it does contain marketing information, then it is SPAM.

Pardot Horror Story 5: A quick check reveals that all emails are being sent as operational emails.

Don’t be a marketing killer, don’t send unsolicited messages and get shut down (or worse).

Read this post for more details »

marketing horror story MDS criteria mismatch

The Prospect Sync Coffin

Something is killing your synced information. Leads and contacts are dropping like flies directly into the Pardot Recycle Bin ⚰️.

No, it’s not the work of a serial killer, but it could be the work of a Marketing Data Sharing mismatch.

Pardot Horror Story 6: You realize prospects are being sent to the recycle bin because of a Marketing Data Sharing (MDS) criteria mismatch.

If you rely on specific data values to control information that syncs from Salesforce to Pardot (leads, contacts, opportunities, custom objects), then you are likely using Marketing Data Sharing (MDS).

When data values change in the field that the MDS criteria is using, the match won’t happen and prospects will be archived. If you import prospects that don’t match the MDS criteria, they’ll automatically be stuffed into the recycle bin too.

Explore the gotchas and learn how to set up MDS in this post »

Marketing Shouldn’t Spark Fear

Your daily life in marketing shouldn’t rival ghost stories or legends of monsters. With proper planning and constant education, it can be a quite happy tale.

Here are 4 ways to start:

Market with morality.
- Make sure you understand Pardot’s stance on permission-based marketing.
- Build a good base of GDPR knowledge.
- Put yourself in the shoes of your recipients and send helpful email messaging, not spam.
Stay on top of updates and new features.
- Get product and service notifications delivered to your inbox.
Always be learning.
- There is a TON of free content for you to discover, from Trailhead to blogs (like this one!), and more.
- Bookmark your favorites — or add them as startup tabs in your browser — for easy access.
- Get certified — Salesforce offers a lengthy list of options.
Join a community
- Get involved in a conversation on the Trailblazer Community, follow hashtags on LinkedIn or Twitter (such as #pardot, #marketingautomation), add channels to Slack (#emailgeeks, #pardashians), and more!
- Again, keep your eye on marketing blogs (The Spot for Pardot, Salesforce Ben, Jenna Molby, Greenkey, to name a few).

Reach out to the team at Sercante if you need help along the way. Or tells us about your biggest marketing horror story in the comments section… if you dare.

Emails & Templates, Engagement Studio, Getting Started, Setup & Admin
July 28, 2021

Work Confidently in Pardot through Quality Assurance Testing

Ambre Juryea-Amole

Feel more confident as a budding admin or end user by kicking ass at Pardot quality assurance testing. (includes downloadable PDF checklist)

We’ve all been there before. Everything is set up in Pardot for an email or engagement studio program. But the fear hits before clicking the button to launch it. Is everything set up so it tracks correctly? Could there be a typo or broken link somewhere? This is where checklists and quality assurance (QA) testing are helpful.

The term ‘quality assurance testing’ makes the process seem more complicated than it needs to be. What you’re essentially doing is checking the details to be sure everything looks and behaves the way it should before you finalize and launch whatever it is you’re doing in Pardot.

While checklists give us a certain level of assurance real confidence comes from experience and learning, if you are interested in learning from our seasoned experts then why not check out these Pardot training courses Sercante offers to immerse yourself in the topics you aren’t totally confident about yet.

What types of Pardot quality assurance testing should admins do?

Lots of quality assurance testing needs to be completed to be sure that any Pardot instance works as expected. Pardot advanced users and admins can complete quality assurance in a Pardot sandbox environment. But most of the day-to-day Pardot QA testing tasks happen in production orgs. Typically, QA tasks related to the flow of data between Pardot and Salesforce are completed in a sandbox environment to prevent the potential loss of data.

Get a PDF checklist to use for QA testing in Pardot

You can view and download a handy PDF checklist to use every time you’re launching Pardot admin campaign materials here.

You should complete quality assurance testing in a Pardot production environment (that’s a fancy term for your regular ol’ Pardot instance) when you create or launch the following:

Engagement studio program
List email
Pardot form or form handler
Static list
Dynamic list
Social media post
Custom redirects
Page actions
Dynamic content
Email preference centers
Scoring
Grading

Seasoned Pardot admins likely have lists in their heads to double-check each of these items before sending, saving, or launching them. But admins and end users who are newer to Pardot lack the experience of knowing what can go wrong without proper QA testing.

If you’re in the latter category, then you’re in the right place! These checklists are for Pardot admins and end-users who are in the beginning stages of learning to use Pardot.

You can find information about more advanced types of Pardot quality assurance testing & the Pardot Sandbox in this blog from Mike Fazio.

Pardot quality assurance testing checklists for admins and end users

As you build your confidence in Pardot, you’ll feel less apprehensive about sending your marketing efforts out into the world. You’ll also get less and less of those “please fix it” messages from your team.

Here’s a checklist of things you can double-check to feel more confident about the work you do in Pardot. Or, download the PDF version of the checklist here.

Email templates and drafts

You can perform basic quality assurance checks on Pardot email templates and list email drafts. But you may need to invest in a more advanced tool, like Litmus, to be sure your email will render correctly and pass through email spam filters.

When you’ve finished building your email, click on the ‘Testing’ tab in Pardot to send yourself and any other reviewers test emails. This list may be longer depending on the complexities of the email itself. But we’re going to assume it’s a simple email for the purposes of this checklist.

Basic info
Look at the Basic Info tab in case there’s something you overlooked. Pay attention to the Campaign and Folder to be sure you selected the right ones for this particular email.
Subject line & preview text
Check that you remembered to add them and proofread.
Header text
Proofread the email header and adjust if necessary.
Email body copy
Read through the entire email twice and fix any grammatical errors or typos. Then read it again.
URLs
Click every link including linked images to ensure they are working correctly.
Text email
Make sure the text version of the email matches the HTML version.
Sending
Look at the sender details and to be sure you chose the right ones.
Mailing lists
Check your list so you know it’s going to the right email addresses. And remember to add any suppression lists you may need.
Completion actions
Make sure you successfully added completion actions if that was part of your plan.

Pardot form or form handler

Complete the form to test
Using incognito mode in your browser, complete the form or form handler. You can add the word “test” as you’re completing the form so other Pardot users know your form data is from a test.
Find your test data
Verify data from your test entry made it into Pardot and Salesforce, if applicable, as expected. Pay attention to every field.
Check completion actions
Verify completion actions are carried out as expected.
Cause form errors
Repeat testing the form by trying to “break” it. Fill out the form again, and mess up your entry (use an incomplete email address, leave required fields blank, etc.)
Test in other browsers
You can use a tool like Browserling (free and paid versions) to mimic different types of browsers and operating systems for further testing.

Segmentation lists

Static list

Spot-check the list to ensure the correct prospects are present.

Dynamic list

Click the Preview button. Spot-check the prospects on the list to ensure the correct prospects are present.

Engagement studio program

Test every path
Click on ‘Testing.’ Run the test several times until you’ve tested every possible path.
Check your dates
Double check all of your dates to be sure they align with your goals and best practices.
Add test prospects
Create test prospects and add them to your program first when you want to test more complex programs (make sure your test prospects fit your rules). You may have to shorten your wait times to complete the test in a reasonable amount of time.

Automation rules

Check the preview
Preview automation rule to be sure it matches your expectations.

Review post copy
Proofread your text. Then read it again.
Verify @ mentions
Go to the social media channel and search for actual profiles to verify any @ mentions you include in the post. Keep in mind that @ mentions on one social media channel probably won’t work on other channels. You’ll have to duplicate tje post and change the @ mentions for other social media channels.
Check hashtags
Look up any new hashtags you want to include on the social media channel you want to use it on. This is so you know you’re using something that’s related to your post and not already in use or irrelevant.
Link to something
Remember to include a call-to-action URL if applicable. Click ‘Insert Link’ if you’re sending people to something that’s in Pardot or a custom redirect.
Check the link
Copy the URL and paste it into a separate tab to check the link.
Include a graphic
Make sure you include a graphic (if applicable). Also, check that the graphic size is appropriate for the social media channel.
Check the profile
Double check that you selected the correct social media profile for the post.
Proofread again
Read the text one last time.

Custom redirects

Click the link
Access the link from your usual web browser. Then, look for your prospect record in the custom redirect prospect list.
Test in incognito
Test the link again from a web browser that’s in incognito mode and look for your click on the custom redirect.
Check completion actions
Verify any completion actions are carried out as expected.

Page actions

You can check that your page actions are working properly after you add tracking code to your website.

Configure page actions
Set up your desired page actions.
Go to the pages
Visit those pages as a cookied prospect.
Look for results
Verify that your page actions worked as expected.

Be fearless with your Pardot quality assurance testing skills

It’s totally normal to feel uneasiness before completing tasks in Pardot. I mean, you’re sending things out into the world that hundreds or thousands of people might see. Sorry to startle you. But that’s also the cool part about working in marketing. The stuff you’re marketing is going to solve problems for people. And you’re going to help them find out about it!

Confidence will come to you in time after you click around in Pardot and test all the things you’re building.

Build confidence faster through Pardot training courses

You can fast-track yourself to feeling confident in Pardot by attending structured training sessions. There is so much to learn about Pardot with a seemingly endless list of resources. But nothing beats the real-life applications you learn through talking to people who understand Pardot and use it every day.

Check out the training courses and workshops Sercante offers for Pardot users and admins. You can find specific courses for deep-dives into a topic or beginner-level overviews for people who are new to Pardot.

Click here to view all Sercante training workshops and courses.

Emails & Templates, Getting Started
June 24, 2021

How to Add Toggles to Your Pardot Email Preferences Page

Jenna Molby

Looking for a way to spice up your Pardot email preferences page? Try using toggles instead of checkboxes. In this tutorial, I’ll show you how to create a preferences page that uses toggles instead of checkboxes. With a bit of HTML and some CSS, you can transform your preferences page in four easy steps.

Demo: Creating toggles for Pardot Email Preference Center

Here’s an example of what we’ll be creating in this tutorial.

Step 1: Style your preference page

This post does not cover the basics of styling your Pardot preferences page. Click here to learn how to customize your page from scratch.

Step 2: Update the preferences page template

To make the toggles work, you will need to edit the form section of your layout template. Navigate to the layout template and click on the form tab. Replace the content with this HTML.

<!DOCTYPE html>
<html>
<head>
  <base href="http://go.pardot.com">
  <meta charset="utf-8">
  <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
  <meta content="%%description%%" name="description">
  <title>Preferences Page</title>
  <link crossorigin="anonymous" href="https://stackpath.bootstrapcdn.com/bootstrap/4.1.1/css/bootstrap.min.css" integrity="sha384-WskhaSGFgHYWDcbwN70/dfYBj47jz9qbsMId/iRN3ewGhXQFZCSftd1LZCfmhktB" rel="stylesheet">
  <meta content="noindex, nofollow" name="robots">
  <link href="https://go.pardot.com/css/form.css?ver=2020-10-19" rel="stylesheet" type="text/css">
</head>
<body>
  <div>
    <div>
      <div>
        <img alt="" src="https://via.placeholder.com/220x65.png?text=LOGO" width="250">
        <div>
          <div>
            <form accept-charset="UTF-8" action="xx" id="pardot-form" method="post" name="pardot-form">
              <p>Select which lists you would like to receive email communications from.</p>
              <ol>
                <li>
                  <label for="piEmailPrefEmail">Email Address</label> <input id="piEmailPrefEmail" name="piEmailPrefEmail" readonly="readonly" type="text" value="j******1@g*******l.com">
                  <div id="error_for_piEmailPrefEmail" style="display:none">
                  </div>
                </li>
                <li>
                  <input id="piEmToken" name="piEmToken" readonly="readonly" type="hidden" value=""">
                  <div id="error_for_piEmToken" style="display:none">
                  </div>
                </li>
                <li>
                  <input id="list_111694" name="list[]" type="checkbox" value="111694" checked="checked">&nbsp;<label for="list_111694">Conferences & Events</label> <span>The latest updates on our events including webinars and our annual conference.</span>
                  <div id="error_for_list_111694" style="display:none">
                  </div>
                </li>
                <li>
                  <input id="list_111688" name="list[]" type="checkbox" value="111688">&nbsp;<label for="list_111688">News & Updates</label> <span>Get the best content right in your inbox.</span>
                  <div id="error_for_list_111688" style="display:none">
                  </div>
                </li>
                <li>
                  <input id="list_111692" name="list[]" type="checkbox" value="111692">&nbsp;<label for="list_111692">Product Updates</label> <span>Occasional emails about product releases and updates.</span>
                  <div id="error_for_list_111692" style="display:none">
                  </div>
                </li>
                <li>
                  <input id="list_111690" name="list[]" type="checkbox" value="111690" checked="checked">&nbsp;<label for="list_111690">Weekly Blog Digest</label> <span>Our latest blog posts delivered weekly to your inbox.</span>
                  <div id="error_for_list_111690" style="display:none">
                  </div>
                </li>
                <li>
                  <a data-confirm="Are you sure you want to opt out from all future email communications?" href="">Opt out from all email communications</a>
                  <div id="error_for_gUnsub" style="display:none">
                  </div>
                </li>
              </ol>
              <p style="position:absolute; width:190px; left:-9999px; top: -9999px;visibility:hidden;"><label for="pi_extra_field">Comments</label> <input id="pi_extra_field" name="pi_extra_field" type="text"></p>
              <!-- forces IE5-8 to correctly submit UTF8 content  -->
              <input name="_utf8" type="hidden" value="&#9731;">
              <p><input accesskey="s" type="submit" value="Save Preferences">
              </p>
              <script type="text/javascript">
              //<![CDATA[
              var anchors = document.getElementsByTagName("a");
              for (var i=0; i<anchors.length; i++) {
               var anchor = anchors[i];
               if(anchor.getAttribute("href")&&!anchor.getAttribute("target")) {
                   anchor.target = "_top";
               }
              }
              //]]>
              </script>
            </form>
          </div>
        </div>
      </div>
    </div>
  </div>
  <script src="https://code.jquery.com/jquery-latest.min.js"></script> 
      <script type="text/javascript">
      $( document ).ready(function() {
         $('label').contents().each(function() {
       if (this.nodeType == 3 && $.trim(this.nodeValue) != '') {
          $(this).wrap('<span></span>');
       }
      });
      $('.label-wrapper').after('<span></span>');
      });
      </script> 
</body>
</html>

What’s changed?

Instead of placing the form fields in a paragraph, the form fields are placed in an ordered list with a class named “switches”.
Some jQuery is added to update the HTML markup of the preferences form.

Step 3: Upload icons into Pardot

There are two icons that will need to be uploaded in Pardot, a checkmark icon and a “x” icon. Download the images and then upload the images into the content library within Pardot.

Step 4: Add the CSS for the toggles

Add this CSS to your layout template. Update the first couple of lines to include the image paths to the icons you uploaded in step 4.

/* Update this line with the URL of your checkbox image */
.switches .pd-checkbox [type="checkbox"]:checked + label span:last-child::after {
  background-image: url(https://);
}
/* Update this line with the URL of your "X" image */
.switches .pd-checkbox span:last-child::after {
  background: url(https://);
}
* {
  padding: 0;
  margin: 0;
  box-sizing: border-box;
}
ol {
  list-style: none;
}
label {
  cursor: pointer;
}
#pardot-form p {
  margin-left:0;
  padding-left:0;
}
/* hide the checkbox */ 
[type="checkbox"] {
  position: absolute;
  left: -9999px;
}
/* Position the checkbox label */
.switches .pd-checkbox label {
  display: flex;
  align-items: center;
  justify-content: space-between;
}
/* Style the switch */
.switches .pd-checkbox label.inline span:last-child {
  position: relative;
  width: 50px;
  height: 26px;
  border-radius: 15px;
  box-shadow: inset 0 0 5px rgba(0, 0, 0, 0.4);
  background: #434257;
  transition: all 0.3s;
}
.switches .pd-checkbox label.inline span:last-child::before,
.switches .pd-checkbox label.inline span:last-child::after {
  content: "";
  position: absolute;
}
.switches .pd-checkbox span:last-child::before {
  left: 1px;
  top: 1px;
  width: 24px;
  height: 24px;
  background: #FFF;
  border-radius: 50%;
  z-index: 1;
  transition: transform 0.3s;
}
/* Style the "X" switch */
.switches .pd-checkbox span:last-child::after {
  top: 50%;
  right: 8px;
  width: 12px;
  height: 12px;
  transform: translateY(-50%);
  background-size: 12px 12px;
}
/* Style the "ON" switch */
.switches .pd-checkbox [type="checkbox"]:checked + label span:last-child {
  background: #00d084;
}
.switches .pd-checkbox [type="checkbox"]:checked + label span:last-child::before {
  transform: translateX(24px);
}
.switches .pd-checkbox [type="checkbox"]:checked + label span:last-child::after {
  width: 14px;
  height: 14px;
  left: 8px;
  background-size: 14px 14px;
}

Now your page would look something like this, with the checkboxes turned into toggles.

Optional: Add any additional CSS

I added some additional CSS to my page to style the labels, list descriptions and options for my page. Here’s the CSS I added.

#pardot-form .no-label{
  text-align:center;
   margin-top:35px;
}
#pardot-form .no-label a {
 text-decoration:underline;
}
#pardot-form label {
  font-weight:500;
  font-size:15px;
}
.pd-email {
  margin:20px 0;
}
#pardot-form .description {
  text-align:left;
  display:block;
}
#pardot-form li.pd-checkbox {
  background-color:#FFF;
  margin-bottom:5px;
  border:solid 1px #ebebeb;
  padding:0px 20px 20px 20px;
  border-radius:5px;
  -moz-border-radius:5px;
  -webkit-border-radius:5px;
}
#pardot-form .label-wrapper {
  color:#444444;
}
#pardot-form {
  color:#737373;
}
#pardot-form .form-field {
  text-align:left;
}
#pardot-form input.text {
   border:solid 1px #ebebeb;
  padding:10px;
  border-radius:5px;
  -moz-border-radius:5px;
  -webkit-border-radius:5px;
  color:#737373;
}
#pardot-form .no-label {
  text-align:center;
}
#pardot-form .no-label a {
    color:#737373;
}

The final result

Here’s what my final page looks like.

Questions?

Send me a tweet @jennamolby, or contact the Sercante team for help.

Emails & Templates, Forms & Form Handlers, Getting Started, Setup & Admin
May 6, 2021

Content Personalization: Using Dynamic Content, Pardot HML, and Pardot Snippets

Marcos Duran

Prospects now more than ever are demanding personalized content. For the last 4 years, adding the first name for personalization in emails has been the default. Unfortunately, that alone isn’t going to cut it anymore. To keep their attention, you have to make sure they know you’re thinking of them— no matter how long your list becomes.

In Pardot, the options to provide these experiences differ depending on your account tier and how you intend to use them.

If you’re a veteran to Pardot, it’s likely you know that there are several ways to accomplish the personalization you need. That’s why we’ve broken down some of the most common use cases that call for Pardot HML, Pardot Snippets, or Pardot Dynamic Content. Understanding how each of these work best in different scenarios will help you save time in your creation process.

Content personalization using Dynamic Content

Dynamic content allows you to display custom content, via Javascript, on your company’s website or within Pardot. Think about displaying different content on forms, landing pages, layout templates, and emails based on prospect criteria.

When a prospect matches the criteria for your dynamic content, the content variation corresponding to that field value will display. With this feature, it is possible to display up to 25 variations of content. If there are no matches or that person has no data, then they see the default option.

The instant benefit is that you can use one email template to showcase different pieces of content per Dynamic Content block. This feature is available both in Pardot Classic and Lightning that have a Plus or higher edition.

Popular Use Case: Showing different images or text based on the values found in the country field within an email. See our post about use cases for Dynamic Content here.

Content personalization using Handlebar Merge Language (HML)

HML is a new merge language for personalizing email in Pardot. Basically it’s the representation of a field value that you can showcase anywhere you have access to the WYSIWYG editor. Think of displaying prospects data on landing pages, forms, emails, etc. based on the data found within a prospects record in Pardot.

The benefits of Pardot HML almost immediate:

Easy to upgrade your content.
Ability to search for the fields you need.
The same language is shared across Salesforce Lightning Templates, laying the foundation for more email compatibility down the road.
HML can also be used within Dynamic Content, but not Snippets.
Allows you to do IF/ELSE statements to further expand its uses.
HML is available across all editions of Pardot Classic and Lightning (if enabled).

How do you know you’re using HML?

The easiest way to know is to look at your tokens. Do they look like this %%first_name%% or like this {{Recipient.FirstName}}? The option with the curly brackets ({}) is the appropriate one. New accounts from 2020 (or more recent) should have HML activated already, however, if you have an older account and need help migrating over from PML to HML, just follow our guide.

Popular Use Case: Updating email signatures for both sales and marketing emails to quickly create a connection with prospects based on CRM ownership. We also wrote about use cases for HML here.

Content personalization using Pardot Snippets

A Snippet is a reusable block of text, date, or links that can be pulled into multiple Pardot emails, forms and landing pages. These blocks are static, meaning you select the one you want and the values don’t change unless you change them. They’re best for strict text purposes as they do not support HTML/CSS.

Snippets cannot be used with Dynamic Content. However, you can insert HML into Snippets, you just have to do it manually because there’s no HML option in the Snippet wizard. You must have Connected Campaigns and HML enabled to use them within your instance.

Snippets are based on Business Unit or Campaign ownership. Although you can use Snippets in Pardot Classic, you cannot create them without access to Salesforce (Pardot Lightning is preferred if you intend to use this feature). Snippets are available for all versions of Pardot.

Popular Use Case: Updating event or footer information across multiple assets. We recently wrote about Snippets and answered a few frequently asked questions on this blog!

Comparing HML, Snippets, and Dynamic Content

The bottom line is that people don’t want to go through a million forms. They want personalized content and they want it now.

This begs the question, when is it appropriate to use each Pardot personalization feature? If you have used Pardot for a while , you know that Pardot allows you to do similar things in several different ways. To help the decision making process, we put together this chart to help you decide when to choose each of these options.

	Dynamic Content – Used for personalizing different variations of content blocks based on prospect record information	Handlebar Mail Language (HML) – Used as values from a prospect record for personalizing content across assets	Snippets – Used to personalize assets with static content.
Pardot Lightning required	No	No	Yes
Available in All Pardot Tiers	No	Yes	Yes
Created/updated in Salesforce	No	Yes	Yes
Association to a Salesforce campaign	No	No	Yes, or Business Unit
Created/Updated in Pardot	Yes	Yes	No
Limited by Pardot Tier	Yes, Plus tier or higher	No	No
Updated by changes to Pardot-Salesforce data	Yes	Yes	No
Allows HTML/CSS for customizing content	Yes	No	No
Used to personalize Pardot forms	Yes	Yes, content regions only	Yes, content regions only
Cross Business Unit Support	No	Yes	Yes

Example Use Cases for Pardot Personalization

Below are some scenarios you may find useful to differentiate between uses.

Scenario: You need to set up a completion action on a form that sends out an autoresponder email with specific content based on a picklist option for a field called “Area of Interest”. The picklist field on the form has four options. You don’t want to build multiple email templates. You are on the Plus edition of Pardot.

Solution: Dynamic Content shows specific content in relation to the data on the record of the prospect. This would allow you to use one email template but showcase different content based on which option the prospect chose while completing the form.

Scenario: You need to send a prospect an email receipt of the information they just submitted via a form or form handler to confirm their participation in your program. You are on the Growth edition of Pardot.

Solution: HML only shows what lies within the record of a prospect, nothing more, nothing less. You can customize the rows and order of the data in the email template to look however you want.

Scenario: Your team needs to be able to update and use a content block (with webinar information) across multiple Business Units. The information for this comes from the field marketing team and they do not have access to Pardot.

Solution: Snippets show information that is static that can be shared across different business units or locked down by campaigns. Snippets can be updated by Flows or manually by a person with the right permissions within Salesforce.

Personalization and delivering value are key to moving prospects quickly through the pipeline. Pardot provides you with a variety of features to allow you to leverage the data you already have in your CRM to your benefit.

Are you looking for ways to take your email marketing strategy to the next level with Pardot? With the guidance of our strategists, we can help you identify the fields which are and aren’t actively used by your team — it could be key to qualifying leads faster!

If you are ready to maximize your use of Pardot, give us a shout!

Emails & Templates, Getting Started
April 13, 2021

3 Free Pardot Landing Page Templates for Asset Downloads

Jenna Molby

Create beautiful, responsive landing pages in Pardot by using one of these 3 free Pardot layout templates. These landing page templates are designed specifically for gated assets such as white papers and eBooks, but they will work well with any landing page that contains a form.

Terms

These templates are free for both commercial and personal projects. No attribution is required, however, if you use them I would love to see how you customize them. Share your templates with me through Twitter, email, or in the comments below.

Preview the Templates

How to Use the Templates

1. Create a new layout template in Pardot (Marketing > Landing Pages > Layout Template > Add Layout Template). Give your layout template a descriptive name and add your desired tags.

2. Copy the link to the template by clicking on one of the ‘copy link’ buttons below. This will copy the URL to your clipboard.

Template #1

https://thespotforpardot.com/Pardot-Templates/2021/Asset-Template-1/pardot-template.html

Template #2

https://thespotforpardot.com/Pardot-Templates/2021/Asset-Template-2/pardot-template.html

Template #3

https://thespotforpardot.com/Pardot-Templates/2021/Asset-Template-3/pardot-template.html

3. Navigate to the import layout drop down and select from URL. Paste the URL to the template into the text field and click import now.

Customizing Basics

All templates use the Bootstrap Framework and use SVGs from Flat Icon for the social media icons. The CSS is directly in the template (no external CSS files are referenced other than the Bootstrap library). You can easily modify the template to meet your branding requirements by modifying the hex codes directly in the template which are commented clearly within the template file.

Questions?

Send me a tweet @jennamolby, or leave a comment below.

Looking for more Pardot Landing Page templates?

Check out my free event templates while you’re at it.

Refreshed and republished on April 13, 2021

These templates were originally published on September 21, 2017 and have been refreshed.

Emails & Templates

Features you’ll use while editing in the builder

Pardot Lightning Email Builder Overview

Designing an email in the Lightning Email Builder

Adding a background color

Adding content

Adding the text version

Testing your email

Sending your email

Activating for automation

Should you start using the Lightning Email Builder now?

Avoid these 6 Pardot horror stories

Soothsayer Sales Team?

Ghostly Links

The WitchWhich List Mystery

Zombie Admins

Marketing-Killer Troll

The Prospect Sync Coffin

Marketing Shouldn’t Spark Fear

What types of Pardot quality assurance testing should admins do?

Get a PDF checklist to use for QA testing in Pardot

Pardot quality assurance testing checklists for admins and end users

Email templates and drafts

Pardot form or form handler

Segmentation lists

Engagement studio program

Automation rules

Social media post

Custom redirects

Page actions

Be fearless with your Pardot quality assurance testing skills

Build confidence faster through Pardot training courses

Demo: Creating toggles for Pardot Email Preference Center

Step 1: Style your preference page

Step 2: Update the preferences page template

What’s changed?

Step 3: Upload icons into Pardot

Step 4: Add the CSS for the toggles

Optional: Add any additional CSS

The final result

Content personalization using Dynamic Content

Content personalization using Handlebar Merge Language (HML)

How do you know you’re using HML?

Content personalization using Pardot Snippets

Comparing HML, Snippets, and Dynamic Content

Example Use Cases for Pardot Personalization

Terms

Preview the Templates

Template 1

Template 2

Template 3

How to Use the Templates

Template #1

Template #2

Template #3

Customizing Basics

Questions?

Looking for more Pardot Landing Page templates?

Refreshed and republished on April 13, 2021