Account Engagement Essentials

2 days

location: Virtual or In-Person

About this Course

If you're looking to get up and running with Salesforce's Account Engagement (Pardot) quickly and confidently, this course is for you! Led by our Pardot Certified Consultants, you'll learn the basics of Pardot and gain the confidence you need to run your own campaigns, manage your leads, and drive your marketing automation forwards.

The course consists of four two-and-a-half hour sessions that are held remotely or in-person over a time period that suits you (either over two consecutive days, or spread out over a couple of weeks).
This course is suitable for anyone with a job role working with Pardot, including: Marketing Operations, Marketing Manager, or a Developer supporting marketing.
No experience with Pardot or marketing automation is required. However, some familiarity with email marketing or CRM software will be helpful.

Course Outcome

Master Pardot Basics: Learn how to efficiently manage leads, create impactful email campaigns, and track campaign performance for successful marketing.
Optimise Campaigns with List Emails & Engagement Studio: Discover the power of Pardot's Engagement Studio feature to automate and enhance your marketing campaigns. Unleash intelligent workflows, trigger actions based on lead behaviors, and dynamically adjust campaigns for optimal results.
Target Specific Audiences with Segmentation: Gain expertise in creating Dynamic Lists, Automation Rules and Segmentation Rules, allowing you to segment and target specific groups of leads. Explore advanced segmentation options and filtering criteria to deliver personalised and compelling messaging.
Personalise Content for Maximum Impact: Harness the power of personalised content using Dynamic Content. Learn how to create relevant content for your prospects, resulting in increased engagement and higher conversion rates.
Become a Valuable Marketing Asset: With your newfound skills, you'll be a valuable asset to your team, contributing to the creation of highly effective marketing campaigns.

Course Structure

Introduction to Pardot Dashboard, campaigns, visitors and prospects, lists (dynamic, static, public), imports	Session 1
Creating Assets Forms, landing pages, completion actions	Session 2
Emails, Admin & Reporting Creating emails, testing, personalisation, recycle bin, CRM connector, lifecycle, conversions and campaign reporting	Session 3
Automations Engagement Studio (actions, rules, triggers), automation tools (rules, page actions, custom redirects)	Session 4

How We Train You

- Blended Learning: We use a mix of classroom and hands-on learning techniques, adapting to the learning styles and preferences of those in the 'room'. We utilise practical exercises, polls, quiz questions and discussions to get you thinking and give you the knowledge and expertise to maximise use of your martech.
- Interactive Remote Learning - We utilise a dedicated online learning platform which has been designed with facilitation, training and interactivity in mind. You'll feel like you are in the room with us!
- On-going Support & Resources - All sessions will be recorded and shared after each session, along with the content and exercises that we'll use during the training. Our trainers will keep you updated with new platform features and best practices too.

Let's get started