Account Engagement online training course
Updated
Welcome to our online course of the Account Engagement app! Here, you’ll find a curated collection of training videos designed to help you understand the tool and gather valuable insights on your prospects.
Dive into our comprehensive tutorials and learn how to effectively track interactions, build relevant assets, analyze prospect data, and enhance your marketing strategies. Whether you’re just starting out or looking to refine your skills, these videos will guide you every step of the way.
In order to register your course completion, find the quiz link at the bottom of this page.
Section 1 - Account engagement overview
In this video, I provide a detailed walkthrough of the main overview in the Account Engagement app. It explains how to navigate the interface, use the search bar effectively, and access various features like global actions and notifications.
I also highlight the importance of exploring different modules and folders for a comprehensive understanding of the tool. Watch to learn how to optimize your first access to the app and understand quickly how to personalize your experience.
00:00 - Introduction
00:50 - Einstein AI search bar
02:00 - Set Favorites
03:00 - Navigation buttons
09:58 - Adding Items to the overview
11:48 - Stressing out the need of investigating to get familiarized
Section 2 - Folder structure and naming convention
This video is designed to provide you with a visual walkthrough of the SD Worxs existing folders and how effectively organize your assets in Pardot.
Understanding and implementing a well-structured folder system is crucial for efficient marketing automation. It not only helps in keeping your assets organized, but also plays a vital role in reporting and user permissions.
00:00 Introduction to Folder structure
01:21 Main 5 types of folders across countries
please find below the descriptive article that will ensure you set with no errors the right naming convention for your assets:
- Naming convention Campaigns & Assets - MarTech Academy
Section 3 - Campaigns Hierarchy (Parent/Child) and how to create them
Salesforce Campaigns are design to track and manage marketing efforts. They allow you to organize and analyze the effectiveness of your marketing activities and their impact on your sales pipeline. Understanding the hierarchy of Salesforce Campaigns is crucial for leveraging their full potential.
This video will explain the typical hierarchy, which consists of parent and child campaigns, and how to create them through the menus of Pardot & Sales salesforce apps.
00:00 Introduction
02:27 Hierarchy Explanation
05:21 Building a Parent Campaign
10:14 Building a Child Campaign
13:12 Final Recommendations and Tips
please find below additional articles that will ensure you set your new campaigns without incurring in to mistakes:
- Marketing Campaigns - Overview / Parent / Child / How to create them - MarTech Academy
- Best Practices - MarTech Academy
Section 4 - Creating lists and test lists
In this section, we’ll explore the key steps and best practices to create regular lists, as well as test lists, used for testing out our emails created, before sending them out, just to prevent the fake insights of doing regular sends as testing action to our own emails.
Watch to learn how to efficiently organize and utilize lists for effective marketing strategies.
00:00 Introduction
00:35 Creating a regular list
01:15 Options when creating a list
04:10 Creating a Test List
06:05 Populating a Test List
please find below additional articles to support the list creation and it´s variants:
- Creating lists - MarTech Academy
- Creating your own Test List - MarTech Academy
- Create a responded list - MarTech Academy
Section 5 - Email creation & Best practices
In this section, we’ll explore the key steps and best practices for designing Bulk emails, utilizing the available templates and exploring in to the range of components and editing possibilities, to optimize deliverability and engagement.
00:00 Introduction to Email Creation
02:41 Saving the Asset and Choosing Templates
04:48 Building tab
12:36 Embedding images
16:10 Testing tab
17:10 Sending tab
please find below a set of additional knowledge that compliments the already learned within this section:
- Setting the recipients for sending emails in Pardot - MarTech Academy
- Guidelines to use UTM parameters - MarTech Academy
- Types of Emails Templates in Pardot - MarTech Academy
- Emails (all scope) - MarTech Academy
Section 6 - Form creation & Best practices
Creating a form in Pardot is a straightforward process that allows you to capture and manage leads effectively. By customizing fields and integrating with your CRM, you can streamline data collection and enhance your marketing efforts.
Learn how to create these assets in the video below:
00:00 Introduction
01:00 Name tab
01:20 Fields tab
07:15 Look and feel tab
09:00 Completion Actions
14:10 Confirm and Save
please find below a set of additional knowledge that compliments the already learned within this section:
- Creating an autoresponder/confirmation email in Pardot - MarTech Academy
- Gather Prospect Data Over Time (Progressive profiling) - MarTech Academy
Section 7 - Landing page creation and best practices
Creating an effective landing page is crucial for capturing your audience’s attention and driving conversions. In this last section, whether you’re a beginner or looking to refine your skills, you’ll find valuable insights and practical tips to enhance your landing page design.
Learn how to create these assets in the video below:
00:00 Introduction to Creating Landing Pages
00:40 Name tab
01:44 Select Form tab
02:24 Content Layout tab
03:25 Landing Page Content tab
07:17 Review and save tab
please find below a set of additional knowledge that compliments the already learned within this section:
- Create Landing Page - MarTech Academy
- Move Pardot Forms from Landing pages to Website - MarTech Academy
it´s worth mentioning that even the landing page creation can turn in to an enjoyable process, compared with other ones described in this training, the room for incurring in to mistakes and errors is not so small, having the need from our side to stress out that is always convenient to contact studioWorx or the Marketing automation team, if your requirements are advanced or have never been done before.
Final Section - Account engagement online knowledge test
Welcome to the Quiz Challenge!
Get ready to test your knowledge with our 20-question quiz. To pass, you’ll need to score at least 75% of correct answers. You have 1 attempt to achieve this, so we recommend leaving the quiz (closing the tab) and come back to the course content in case of feeling doubtful. Since if the countdown timer reaches 0:00, your progress will be blocked and submitted automatically.
If you don’t pass within this attempt, do not panic, there is no mayor repercussion, although you’ll be automatically added to our future live training session based on your preferences picked at the initial form.
Hopefully your knowledge after completing this training is now enough to work properly on Pardot, please do provide us with your feedback on the following link and do not hesitate to let us know if there is anything to improve:
Account engagement online training feedback survey
Thank you all, enjoy your acquired knowledge on Pardot, and come back to us if you have any trouble!
