Setting Up Pardot Connected Campaigns

Setting Up Pardot Connected Campaigns

At Xenogenix we have been using the new Pardot connected campaigns feature for a while. Its a great new addition to the Pardot features which can really demonstrate the value of your marketing campaigns to the rest of your business. Anyone in your organisation can now check the success of your marketing campaigns right from within Salesforce.

So, how do you get started with Pardot Connected Campaigns?

STEP 1 - Review Your Current Campaigns

My key learning from the set up would be, that before you do anything else, review all of your current Pardot campaigns! You are going to need Salesforce campaigns for each of the Pardot campaigns you wish to connect. 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.  If you switch the feature on, you won't be able to move your files, forms, email templates etc between campaigns. So do this first. It's also worth checking at this point that you have Salesforce Campaigns to connect with each Pardot campaign, this will make step 3 much easier!

Step 2 - Turn On Connnected Campaigns

In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click gear icon to edit the Salesforce connector, and select the Campaigns tab across the top. If you aren't using the Pardot Lightning app,  open Settings and click Edit. Scroll to Connected Campaigns.

So, to get started you will tick some of the boxes here:

  1. Enable connected campaigns and engagement history,
  2. Show unconnected campaigns in Pardot,
  3. and the campaign record types you wish to connect.

Step 3 - Campaign Alignment

Now for the interesting bit! You now need to align all of your Pardot Campaigns with Salesforce Campaigns. The first place to start is with those that already have campaigns to align with.

If you go to the Pardot Campaigns tab you will see an option at the top for connect campaigns with Excel. From here you can download a workbook with different tabs for Pardot Campaigns and Salesforce Campaigns. It will automatically highlight any that are already named the same. You can then go through this workbook and match up campaigns it hasn't already matched (matches will show on a thrid tab), then mass update by uploading the workbook.

If you have Pardot campaigns that are not connected through using the spreadsheet you can also do this manually. As you will notice on the image above, if you click on the cog next to a campaign you have the option to "connect to CRM campaign". This will open a box with a drop down where you can connect to the right Salesforce Campagin. If you did your prep work in step 1 thoroughly you should have your Salesforce campaigns set up, if not you can still create them now. Keep going until all of your cmapaigns are connected.

Step 4 - Use Salesforce to Manage Pardot Campaigns

We now need to go back to the campaign set up and allow Salesforce to manage the Pardot campaigns. So as in step 2:

In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click gear icon to edit the Salesforce connector, and select the Campaigns tab across the top. If you aren't using the Pardot Lightning app,  open Settings and click Edit. Scroll to Connected Campaigns.

Then tick this box:

SALESFORCE IS NOW MANAGING YOUR PARDOT CAMPAIGNS! 

Step 5 - Change Your Layouts in Salesforce to Show Pardot Metrics

One of the nicest looking ways to demonstrate your metrics is by using the widget on your campaign layouts. So visit one of your newly connected Salesforce campaigns, click on the cog on the top right and then click edit page. Find the engagement mentric component and drag it onto your page. This will then show the widget on all campaigns!

If you don't want to show the widget you can show each of the metrics as a field on the campaign.

You are now all set up with the basics of Pardot Connected Campaigns. If you would like information or advice before setting this up then please get in contact with our experts!

 

 

By |2019-07-29T12:15:56+00:00July 29th, 2019|Marketing Automation, Pardot|Comments Off on Setting Up Pardot Connected Campaigns