Pardot Campaign Launch Checklist

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Our Salesforce Pardot Checklist

  Review our handy checklist that will guide you through all the steps you need to launch your Salesforce Pardot campaign successfully following best practices and helping you avoid common pitfalls and mistakes.   We've included major items, such as:  

  • Pardot Campaigns: Focus on structure
  • Salesforce Campaigns: Track your effectiveness
  • Marketing Assets: Stay organized
  • Lists: Maintain your prospects.
  • Emails: Prepare your templates
  • Email Testing: Crucial before launching
  • Test Your Marketing Campaign: Critical.

  Use the Pardot Checklist we created for you as a reference. We would love to hear your feedback, so let us know what you think.

(looks like the checklist did not migrate properly, there was a bunch of short codes)

Marketing Assets

When it comes to your marketing assets like your forms, landing pages, or content files, make sure they are stored in the correct folder with the right naming convention and folder structure. Your marketing assets also have to tie into the correct Pardot campaign, and you have to take steps to ensure they are tagged correctly.   Regarding completion actions, your email or forms have to be set up to change the Salesforce Campaign member status to an appropriate "responded status." Also, ensure they are set up to make any additional lead score changes that are required.   Lastly, make sure the appropriate template is used for landing pages and emails, the correct Variable Tags are used, and that all asset links include the proper tracking codes.   Final housekeeping steps include making sure that the copy is spell checked, that all of the links work, and that the landing pages and emails are optimized for mobile.

Email Testing

Regarding email testing, there are a number of steps you can take to make sure your campaign launch goes smoothly. Firstly, send a test to your internal test list, followed by individual emails. Remember that Variable Tags don't populate in test emails to individual emails. Secondly, enable prospect preview to review personalization and how the Variable Tags work. Don't forget to check the HTML version and Plain Text version of your campaign, as well as test the unsubscribe link and preference center.

Test Your Marketing Campaign

These last confirmation steps ensure that you are able to test your campaign's functionality, and that you are a member in the correct Salesforce Campaign. This final checklist allows you to review your prospect activities and make sure you have the correct Lead Source.

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