The Key Stages of Implementation
- Kick off & Overview
- Technical Set Up
- Introduction to Emails, Lists, Forms and Landing Pages
- Managing Lists, Automation and Scoring
- Integration of Emails, Landing Pages, Forms
- Social, Adwords and Connectors
- Wrap Up, Support & Next Steps
Stage 2 Pardot Technical Set Up
You might need to involve your IT department with the following items.
Tracker Domain: Create a tracker subdomain (CNAME) for Pardot generated URLs to appear they are from you. (Instructions)
Note: One CNAME per account.
Tracking Code: Implement your unique tracking code on all pages you want to track -- typically added to a global include. (Instructions)
Custom Fonts: Grant Pardot permission to use your website's custom fonts on your Pardot forms and landing pages. (Instructions)
Email Authentication: Add TXT entries to your DNS to authenticate Pardot sending emails on your domain's behalf. (Instructions)
Add Users: Add your users to Pardot. (Instructions)
For detailed information on User Role access levels, see What user type should I select for my team members?
Create Custom Fields: Create custom fields to capture and track additional data points about your prospects. (Instructions)