Besides the new single login for both Salesforce and Pardot, we see several other benefits of the Pardot Lightning App you will want to take advantage of today:
Benefits #1 of the Pardot Lightning App: All people in 1 place
The Pardot Lightning App shows all your visitors, prospects, leads and contacts into 1 place, so you can see where your pipeline needs work.
Benefits #2 of the Pardot Lightning App: Better Campaign Management
Pardot Lightning App shows you the Salesforce Campaign-functionality within the context of Pardot marketing. With Connected Campaigns set up, this is a welcome change from Pardot’s prior limited campaign functionality being merely a way to group marketing assets and relate them to visitor-‘source’.
You also can now see the campaigns you’re using for Pardot marketing in a handy Salesforce List-view. This takes campaign management up several nudges. For example, now being able to select a view of campaigns based on filter criteria, you will saves time when looking for a specific campaign.
You can also customise the Pardot navigation bar to include favourite Salesforce tabs that are often used my your marketing team.
Benefits #3, the Engagement History Lightning Component for More Readable Insights
The Engagement History Lightning Component shows you tracked website page visits, interactions with emails, and form and landing page submissions, in a much more readable way.
Benefits #4 of the Pardot Lightning App is Homepage customisation
For some companies this tip can be a game-changer to marketing insights and workflow: for an even more customised user experience, you can assign a different home page to a different profile. This way, a Pardot Sales user can have a different home page than a Pardot Marketing user, for example.
How-to: choose this option in the Activation setting when deploying the new Homepage to users.
Update: Pardot is renamed to Marketing Cloud Account Engagement as of April 5, 2022.
Learn more: Contact form spam protection – 10 tips (particularly suited to Pardot)
Last Updated on July 29, 2022