When consulting for a brand new Pardot Project, you need to keep in mind that most of the work will be training sessions, since most clients don’t have every marketing asset ready at the beginning. It’s important to teach the client on the most important parts of Pardot, so they can create their own content in the future.
Here’s a basic timeline of Pardot training sessions that you can use to guide your clients:
| Topic | Pardot Components |
| Initial Overview | Set up Product and Service Notification Contacts |
| Define Pardot limits and compare that to prospect count in Salesforce | |
| Whitelist Pardot IP Ranges | |
| Configure the Connector | |
| Prospects Sync | Import Contacts/Leads |
| Configure Salesforce for Pardot (page layouts, campaign influence, permissions) | |
| Configure Fields and Mapping | |
| Email/Tracker Domain | Setup Email Sending Domains |
| Setup Tracker Domains | |
| Train on Social Message creation | |
| Educate Client on Folder and Campaign Relationships and Structure | |
| Connected Campaigns | Configure Connected Campaigns (recommended) |
| Lists and Prospects Criteria | Train on/Create Send Lists |
| Train on/Create Dynamic Lists | |
| Set up preference pages | |
| Configure Scoring Criteria | |
| Configure Grading Criteria (includes building profiles) | |
| Pardot Content | Build Email Templates & Completion Actions |
| Build Forms/Form Handlers & Completion Actions | |
| Build Landing Pages | |
| Build Page Actions & Completion Actions | |
| Implement Tracking Codes | |
| Automation | Train on/Create Automation Rules |
| Train on/Create Segmentation Rules | |
| Train on/Create same Engagement Studio program | |
| Dashboards and Users | Turn on B2B Analytics Dashboards |
| Manually provision users or choose to sync with CRM. |
On my next blog posts, I’ll be going over each of these topics with some useful tips and tricks you can use for each training session.
Salesforce World 