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Step 1: The basics and access to Pardot

Updated by Chandni Danhoo

Step 1: The basics
and access Step 2: Create
responded list Step 3: Create
Registration form Step 4: Form
completion action Step 5: Create
Landing Page

In the training for emails, we have already covered some of the basics. It is recommended to first follow this training before starting your training on landing pages & forms.

In the following document, it explains into detail how to access the Pardot Lightning App and how to create folders including Salesforce campaigns:

  1. Access to Pardot Lightning Experience App: Step 1: The basics - MarTech Academy (helpdocs.io)
  2. Create Salesforce child campaign and folder: Step 2: Navigating through Pardot, Folders and Campaigns - MarTech Academy (helpdocs.io)

Summary:

1. How to access the Pardot Lightning Experience App?

2. How to create a folder in the Pardot Lightning Experience App?

Who to contact if you do not have sufficient access/credential or the right permission on Pardot?

🤵 Matthew Smet (Matthew.smet01@sdworx.com) or
💇‍♀️Chandni Danhoo (chandni.danhoo@sdworx.com)

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