Step 2: Navigating through Pardot, Folders and Campaigns

Updated 2 years ago by Matthew Smet

Training Email
Step 1: The basics	Step 2: Navigating through Pardot, Folders and Campaigns (current step)	Step 3: Creating lists	Step 4: Creating an email	Step 4b: Completing the email	Step 5: Sending the email

Pardot can sometimes be daunting and hard to figure out, but we will help you along the way!

First things first, campaigns

To create an email, you will always start with creating your campaigns. All the details on how to create them are covered in another article which explains it in more detail. For now, we will give you the quick steps.

1. Clone from the Parent campaign template and fill all the parameters accordingly and name the campaign as our naming convention. For this course we will utilize TRNG to point out the course.

--> For example: " BE TRNG my first email campaign "

2. Clone from the Outbound campaign template and add the parent campaign you just created.

--> For example: " BE TRNG my first email campaign - invitation email "

These campaigns are utilized to connect Pardot assets (landingpages, emails,...), store participants of the campaign or create opportunities.

Organizing your folder structure

Creating a clear structure will help you and your collegeaus to have everything organized.

Go and navigate to tab content
Go to folders (this is always your main starting point)
Navigate to the folder "Training Pardot" in your respective country.
When you are inside the folder, click on the button "Add new" and pick out "Folder".
Name your folder "TRNG #NAME#" and click save.

Best Practices

Folder structure is always really good to group specific assets or content together without creating a long list of stuff. In the training you are not faced with the reality, so lets give you some examples what a good structure looks like.

Example 1

BE
    Campaigns
    	_Other
            2022
            	22MS001 Super awesome event in Belgium
                    NL
                        Invitation email
                        Reminder email
                        Landing page
                        Social
                    FR
                        Invitation email
                        Reminder email
                        Landing page
                        Social

BE = Country folder
Campaigns = folder where we group all our campaigns
_Other = Everything regarding direct opportunity (SRO) generation, (5x4) Inbound model is for influenced (no direct SRO)
2022 = Year folder
22MS001 Super awesome event in Belgium = campaign folder
- BE is not in the folder naming convention because it is already in the BE folder. Country code still needs to be added on Pardot assets & campaigns. Folder is the only exemption.
NL & FR = Multi-language country need to segment their assets based on language.
Invitation email, reminder email, landing page, Social = folders to group content and assets together.

Example 2

UK
  Campaigns
      (5x4) Inbound model
          2. Payroll & Rewards
              Ongoing
                  22NI002 Insightful Payroll whitepaper
                      Landing page
                      Social
                      Nurturing track

UK= Country folder
Campaigns = folder where we group all our campaigns
_Other = Everything regarding influenced (no direct SRO) and score building.
2. Payroll & Rewards = Domain where we need to score.
Ongoing = Something that spans multiple years and will be always "on".
22NI002 Insightful Payroll whitepaper = campaign folder
Landing page, Social, Nurture track = folders to group content and assets together.