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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