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Cheatography

This is a comprehensive cheat sheet built by Corptec Technology Partners to provide our esteemed client, iPartners with a one-stop reference guide for all Pardot training materials.

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Form

Select Tracker Domain
Select identical root domain as the embedded landing page for better tracking quality
Create and Map Fields
Prepare for any custom data you'd like to collect and sync to Salesforce
Form Label
Form - Fields - Basic
Select Field / Custom Field
Form - Fields - Basic
Field Type
Form - Fields - Basic
Field Data Format
Form - Fields - Basic
Make Field Compulsory
Form - Fields - Basic - Toggle Checkbox Required
Error Message
Form - Fields - Advanced
Custom CSS Class
Form - Fields - Advanced
Instru­ction descri­ption below a form field
Form - Fields - Advanced - Descri­ption
Always display even if previously completed
By defualt, Pardot hide fields that have been previously completed. Toggle this option on to override this setting
Do not prefill
By defualt, Pardot prefill fields that have been previously completed. Toggle this option on to override this setting
Maintain the initial value upon subsequent form submis­sions
Toggle this option on to stop Pardot override the first value a prospect submits
Form - Fields - Values
Custom drop-down / checkbox / radio values
Form - Fields - Values - A
Custom label appear to prospects without changing internal process value
Form - Fields - Values - +
Add prospects select this option to a list
Form - Fields - Progre­ssive
Show field if the prospect already has data in other fields
Form - Fields - Dependent
Show other field based on value of this field
Form - Fields - Dependent - Above Form
%%form­-be­for­e-f­orm­-co­ntent%%
Form - Fields - Dependent - Below Form
%%form­-af­ter­-fo­rm-­con­tent%%
Form - Fields - Dependent - Styles
Set form Style
Form - Fields - Dependent - Advanced - Kiosk/Data Entry Mode
Toggle this option on to let Pardot do not cookie the prospect
Form - Fields - Dependent - Advanced - Not You?
Toggle this option on to let prospect reset the form
Form - Fields - Dependent - Advanced - reCAPTCHA
Toggle this option on to enable reCAPTCHA
Thank you code
Thank you code executes when the form is submitted
Always display form after submission
Toggle this option on to prevent re-sub­mission within 10 minutes time
View HTML Code
Embed this form as a <if­ram­e> to your website
 

Landing Page

Title
reflect in %%title%% in its associated landing page template. It is the website tab title.
Descri­ption
reflect in %%desc­rip­tion%% in its associated landing page template. It is the meta descri­ption.
Select Form
reflect in %%cont­ent%% in its associated landing page template
Content Layout - Stock Templates
This is the No-code option with drag & drop compon­ents, but Stock Templates are not mobile responsive
Content Layout - My Layout Templates
This is the Low-code / Full code option
Landing Page Content
Add this piece of code: pardot­-re­gio­n="" pardot­-re­gio­n-t­ype­="" to its associated place in landing page template
HML Pereso­nal­isation
Utilise the merge fields, for example {{FirstName}}.
Advanced HML Tricks
Fetch Images
Use Salesforce CMS / absolute URL links to public images

Landing Page Template

Import Template
Import from URL / 5 Pardot Default Templates
Pardot Region Type - Link Region
pardot­-re­gio­n=”­Link1” pardot­-re­gio­n-t­ype­=”link”
Pardot Region Type - Image Region
pardot­-re­gio­n=”­Image1” pardot­-re­gio­n-t­ype­=”i­mage”
Pardot Region Type - HTML Region
pardot­-re­gio­n=”­HTML1” pardot­-re­gio­n-t­ype­=”html”
Pardot Region Type - Simple Region
pardot­-re­gio­n=”­Sim­ple­Edi­tor1” pardot­-re­gio­n-t­ype­=”s­imple”
Pardot Region Type - Basic Region
pardot­-re­gio­n=”­Basic1” pardot­-re­gio­n-t­ype­=”b­asic”
Pardot Region Type - Pardot Region
pardot­-re­gio­n=”­Com­pre­hen­siv­eEd­itor1” pardot­-re­gio­n-t­ype­=”p­ardot”

Email Template

To create Email Template
Marketing - Emails - Templates
To Send list email
Marketing - Emails - Draft
Choose email type
HTML and Text (This email will be an HTML email with a text altern­ative) OR Text (This is a text only email)
Choose Available for
Select the option based on, where the email template will be used for. a) One to one emails b) List emails c) Autore­sponder emails d) Engagement Program Emails
HML Person­ali­zation
Select Merge fields from the content editor. E.g For First name {{Recipient.FirstName}}
To Send test email
Use test list or enter individual email (Emails sent to manually entered addresses will not populate merge fields or re-write links to be tracked.)
Rendering Tests
To see how your email will look in various email clients.