How do you use connected campaigns in Pardot?

How do you use connected campaigns in Pardot?

To limit the number of campaigns created in Pardot, identify a cut-off date for replication.

1. Open the Connected Campaigns page. In Pardot, open Settings and click Edit.
2. Select Enable Connected Campaigns and Engagement History.
3. Select the Salesforce campaign record types that can be connected.
4. Save your work.

What is 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.

How do I turn on connected campaigns?

Open the Connected Campaigns page.

1. In Pardot, open Settings and click Edit. Scroll to Connected Campaigns.
2. In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click. to edit the Salesforce connector, and select the Campaigns tab.

How do I connect a campaign to a Pardot campaign in 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. 2. Select Enable Connected Campaigns and Engagement History.

Why does Pardot have connected campaigns?

Pardot Connected Campaigns just records interaction with your Pardot assets at a high level. It does not make the Leads or Contacts become Campaign Members at all. This means you still need to use the actions of ‘Add to Salesforce Campaign’ in order to make the Lead or Contact become a Campaign member.

What is a campaign in Pardot?

Pardot campaigns are thematic touchpoints (similar to “source” in other systems). Pardot campaigns are used to track a prospect’s first touch. A prospect’s Pardot campaign is set when a prospect first hits a Pardot tracked link or Pardot tracking code. Each prospect is associated with only one Pardot campaign.

How do you create a pardot campaign?

Create a Pardot Campaign

1. Open the Pardot Campaigns page. In Pardot, select Marketing and then Campaigns.
2. Click + Add Campaign.
3. Name the campaign.
4. To track ROI, enter a cost for the campaign.
5. (Optional) Add tags.
6. (Optional) Choose an archive date.
7. Click Create Campaign.

Can you merge Pardot campaigns?

Merge. I found we had a couple of Pardot campaigns which overlapped and I wanted to report on together in Salesforce. You can’t connect two Pardot campaigns to one Salesforce campaign so these will need to be merged.

How do you start a Pardot campaign?