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Pardot Tutorials

How to create an Event program in Pardot

Creating an Event program in Pardot comes with challenges. Not only did I do a lot of research, read a lot of posts in the Salesforce community, and blog posts, I decided to save you time by making a step by step guide. Here is the flow:


 

Let’s start in Pardot:

1. Create an Event folder to nest all the assets
Assets:
a) Campaign (for ex. Event Promotion)
b) Form to register
c) Landing page
d) Invitation email (make sure it’s a list email or template email)
e) Confirmation email (make sure it’s template email)
f) Day before reminder emailĀ (make sure it’s a list email)
g) Registered Static List

 

 

 

 

 

 

2. Go to Sales Cloud and create a Campaign

 

*Note: Make sure the Active checkbox is checked!

a) Click on advanced setup –> Edit –> Add the statuses below

 

 

3. Go back to Pardot and select the Form. Now it’s time to add the completion actions:

Due to limited access, you need two very important completion actions:

  • Assign to Queue – this depends on your Sales Cloud setup, but make sure the prospects are assign to Sales Cloud
  • Add to Sales Cloud campaign Event Promotion with status Registered

By Marija Milanova

Passionate marketing automation expert with understanding of business objectives and translating the objectives into automated processes in various Marketing Automation platforms.