\documentclass[10pt,a4paper]{article} % Packages \usepackage{fancyhdr} % For header and footer \usepackage{multicol} % Allows multicols in tables \usepackage{tabularx} % Intelligent column widths \usepackage{tabulary} % Used in header and footer \usepackage{hhline} % Border under tables \usepackage{graphicx} % For images \usepackage{xcolor} % For hex colours %\usepackage[utf8x]{inputenc} % For unicode character support \usepackage[T1]{fontenc} % Without this we get weird character replacements \usepackage{colortbl} % For coloured tables \usepackage{setspace} % For line height \usepackage{lastpage} % Needed for total page number \usepackage{seqsplit} % Splits long words. %\usepackage{opensans} % Can't make this work so far. Shame. Would be lovely. \usepackage[normalem]{ulem} % For underlining links % Most of the following are not required for the majority % of cheat sheets but are needed for some symbol support. \usepackage{amsmath} % Symbols \usepackage{MnSymbol} % Symbols \usepackage{wasysym} % Symbols %\usepackage[english,german,french,spanish,italian]{babel} % Languages % Document Info \author{suri.liu} \pdfinfo{ /Title (pardot.pdf) /Creator (Cheatography) /Author (suri.liu) /Subject (Pardot Cheat Sheet) } % Lengths and widths \addtolength{\textwidth}{6cm} \addtolength{\textheight}{-1cm} \addtolength{\hoffset}{-3cm} \addtolength{\voffset}{-2cm} \setlength{\tabcolsep}{0.2cm} % Space between columns \setlength{\headsep}{-12pt} % Reduce space between header and content \setlength{\headheight}{85pt} % If less, LaTeX automatically increases it \renewcommand{\footrulewidth}{0pt} % Remove footer line \renewcommand{\headrulewidth}{0pt} % Remove header line \renewcommand{\seqinsert}{\ifmmode\allowbreak\else\-\fi} % Hyphens in seqsplit % This two commands together give roughly % the right line height in the tables \renewcommand{\arraystretch}{1.3} \onehalfspacing % Commands \newcommand{\SetRowColor}[1]{\noalign{\gdef\RowColorName{#1}}\rowcolor{\RowColorName}} % Shortcut for row colour \newcommand{\mymulticolumn}[3]{\multicolumn{#1}{>{\columncolor{\RowColorName}}#2}{#3}} % For coloured multi-cols \newcolumntype{x}[1]{>{\raggedright}p{#1}} % New column types for ragged-right paragraph columns \newcommand{\tn}{\tabularnewline} % Required as custom column type in use % Font and Colours \definecolor{HeadBackground}{HTML}{333333} \definecolor{FootBackground}{HTML}{666666} \definecolor{TextColor}{HTML}{333333} \definecolor{DarkBackground}{HTML}{640466} \definecolor{LightBackground}{HTML}{F5EFF5} \renewcommand{\familydefault}{\sfdefault} \color{TextColor} % Header and Footer \pagestyle{fancy} \fancyhead{} % Set header to blank \fancyfoot{} % Set footer to blank \fancyhead[L]{ \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{C} \SetRowColor{DarkBackground} \vspace{-7pt} {\parbox{\dimexpr\textwidth-2\fboxsep\relax}{\noindent \hspace*{-6pt}\includegraphics[width=5.8cm]{/web/www.cheatography.com/public/images/cheatography_logo.pdf}} } \end{tabulary} \columnbreak \begin{tabulary}{11cm}{L} \vspace{-2pt}\large{\bf{\textcolor{DarkBackground}{\textrm{Pardot Cheat Sheet}}}} \\ \normalsize{by \textcolor{DarkBackground}{suri.liu} via \textcolor{DarkBackground}{\uline{cheatography.com/187373/cs/39093/}}} \end{tabulary} \end{multicols}} \fancyfoot[L]{ \footnotesize \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{LL} \SetRowColor{FootBackground} \mymulticolumn{2}{p{5.377cm}}{\bf\textcolor{white}{Cheatographer}} \\ \vspace{-2pt}suri.liu \\ \uline{cheatography.com/suri-liu} \\ \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Cheat Sheet}} \\ \vspace{-2pt}Not Yet Published.\\ Updated 7th June, 2023.\\ Page {\thepage} of \pageref{LastPage}. \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Sponsor}} \\ \SetRowColor{white} \vspace{-5pt} %\includegraphics[width=48px,height=48px]{dave.jpeg} Measure your website readability!\\ www.readability-score.com \end{tabulary} \end{multicols}} \begin{document} \raggedright \raggedcolumns % Set font size to small. Switch to any value % from this page to resize cheat sheet text: % www.emerson.emory.edu/services/latex/latex_169.html \footnotesize % Small font. \begin{multicols*}{2} \begin{tabularx}{8.4cm}{x{4 cm} x{4 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Form}} \tn % Row 0 \SetRowColor{LightBackground} Select Tracker Domain & Select identical root domain as the embedded landing page for better tracking quality \tn % Row Count 5 (+ 5) % Row 1 \SetRowColor{white} Create and Map Fields & Prepare for any custom data you'd like to collect and sync to Salesforce \tn % Row Count 9 (+ 4) % Row 2 \SetRowColor{LightBackground} Form Label & Form - Fields - Basic \tn % Row Count 11 (+ 2) % Row 3 \SetRowColor{white} Select Field / Custom Field & Form - Fields - Basic \tn % Row Count 13 (+ 2) % Row 4 \SetRowColor{LightBackground} Field Type & Form - Fields - Basic \tn % Row Count 15 (+ 2) % Row 5 \SetRowColor{white} Field Data Format & Form - Fields - Basic \tn % Row Count 17 (+ 2) % Row 6 \SetRowColor{LightBackground} Make Field Compulsory & Form - Fields - Basic - Toggle Checkbox Required \tn % Row Count 20 (+ 3) % Row 7 \SetRowColor{white} Error Message & Form - Fields - Advanced \tn % Row Count 22 (+ 2) % Row 8 \SetRowColor{LightBackground} Custom CSS Class & Form - Fields - Advanced \tn % Row Count 24 (+ 2) % Row 9 \SetRowColor{white} Instruction description below a form field & Form - Fields - Advanced - Description \tn % Row Count 27 (+ 3) % Row 10 \SetRowColor{LightBackground} Always display even if previously completed & By defualt, Pardot hide fields that have been previously completed. Toggle this option on to override this setting \tn % Row Count 33 (+ 6) \end{tabularx} \par\addvspace{1.3em} \vfill \columnbreak \begin{tabularx}{8.4cm}{x{4 cm} x{4 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Form (cont)}} \tn % Row 11 \SetRowColor{LightBackground} Do not prefill & By defualt, Pardot prefill fields that have been previously completed. Toggle this option on to override this setting \tn % Row Count 6 (+ 6) % Row 12 \SetRowColor{white} Maintain the initial value upon subsequent form submissions & Toggle this option on to stop Pardot override the first value a prospect submits \tn % Row Count 10 (+ 4) % Row 13 \SetRowColor{LightBackground} Form - Fields - Values & Custom drop-down / checkbox / radio values \tn % Row Count 13 (+ 3) % Row 14 \SetRowColor{white} Form - Fields - Values - A & Custom label appear to prospects without changing internal process value \tn % Row Count 17 (+ 4) % Row 15 \SetRowColor{LightBackground} Form - Fields - Values - + & Add prospects select this option to a list \tn % Row Count 20 (+ 3) % Row 16 \SetRowColor{white} Form - Fields - Progressive & Show field if the prospect already has data in other fields \tn % Row Count 23 (+ 3) % Row 17 \SetRowColor{LightBackground} Form - Fields - Dependent & Show other field based on value of this field \tn % Row Count 26 (+ 3) % Row 18 \SetRowColor{white} Form - Fields - Dependent - Above Form & \seqsplit{\%\%form-before-form-content\%\%} \tn % Row Count 28 (+ 2) % Row 19 \SetRowColor{LightBackground} Form - Fields - Dependent - Below Form & \seqsplit{\%\%form-after-form-content\%\%} \tn % Row Count 30 (+ 2) \end{tabularx} \par\addvspace{1.3em} \vfill \columnbreak \begin{tabularx}{8.4cm}{x{4 cm} x{4 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Form (cont)}} \tn % Row 20 \SetRowColor{LightBackground} Form - Fields - Dependent - Styles & Set form Style \tn % Row Count 2 (+ 2) % Row 21 \SetRowColor{white} Form - Fields - Dependent - Advanced - Kiosk/Data Entry Mode & Toggle this option on to let Pardot do not cookie the prospect \tn % Row Count 6 (+ 4) % Row 22 \SetRowColor{LightBackground} Form - Fields - Dependent - Advanced - Not You? & Toggle this option on to let prospect reset the form \tn % Row Count 9 (+ 3) % Row 23 \SetRowColor{white} Form - Fields - Dependent - Advanced - reCAPTCHA & Toggle this option on to enable reCAPTCHA \tn % Row Count 12 (+ 3) % Row 24 \SetRowColor{LightBackground} Thank you code & Thank you code executes when the form is submitted \tn % Row Count 15 (+ 3) % Row 25 \SetRowColor{white} Always display form after submission & Toggle this option on to prevent re-submission within 10 minutes time \tn % Row Count 19 (+ 4) % Row 26 \SetRowColor{LightBackground} View HTML Code & Embed this form as a \textless{}iframe\textgreater{} to your website \tn % Row Count 22 (+ 3) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{x{3.76 cm} x{4.24 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Landing Page}} \tn % Row 0 \SetRowColor{LightBackground} Title & reflect in \%\%title\%\% in its associated landing page template. It is the website tab title. \tn % Row Count 5 (+ 5) % Row 1 \SetRowColor{white} Description & reflect in \%\%description\%\% in its associated landing page template. It is the meta description. \tn % Row Count 10 (+ 5) % Row 2 \SetRowColor{LightBackground} Select Form & reflect in \%\%content\%\% in its associated landing page template \tn % Row Count 13 (+ 3) % Row 3 \SetRowColor{white} Content Layout - Stock Templates & This is the No-code option with drag \& drop components, but Stock Templates are not mobile responsive \tn % Row Count 18 (+ 5) % Row 4 \SetRowColor{LightBackground} Content Layout - My Layout Templates & This is the Low-code / Full code option \tn % Row Count 20 (+ 2) % Row 5 \SetRowColor{white} Landing Page Content & Add this piece of code: pardot-region="" \seqsplit{pardot-region-type=""} to its associated place in landing page template \tn % Row Count 26 (+ 6) % Row 6 \SetRowColor{LightBackground} HML Peresonalisation & Utilise the merge fields, for example \{\{FirstName\}\}. \tn % Row Count 29 (+ 3) % Row 7 \SetRowColor{white} Advanced HML Tricks & Check more advanced use of HML merge field on: \seqsplit{https://www.salesforceben.com/the-drip/4-hml-tricks-for-advanced-pardot-personalization/} \tn % Row Count 36 (+ 7) \end{tabularx} \par\addvspace{1.3em} \vfill \columnbreak \begin{tabularx}{8.4cm}{x{3.76 cm} x{4.24 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Landing Page (cont)}} \tn % Row 8 \SetRowColor{LightBackground} Fetch Images & Use Salesforce CMS / absolute URL links to public images \tn % Row Count 3 (+ 3) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{x{3.68 cm} x{4.32 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Landing Page Template}} \tn % Row 0 \SetRowColor{LightBackground} Import Template & Import from URL / 5 Pardot Default Templates \tn % Row Count 3 (+ 3) % Row 1 \SetRowColor{white} Pardot Region Type - Link Region & \seqsplit{pardot-region="Link1"} \seqsplit{pardot-region-type="link"} \tn % Row Count 6 (+ 3) % Row 2 \SetRowColor{LightBackground} Pardot Region Type - Image Region & \seqsplit{pardot-region="Image1"} \seqsplit{pardot-region-type="image"} \tn % Row Count 9 (+ 3) % Row 3 \SetRowColor{white} Pardot Region Type - HTML Region & \seqsplit{pardot-region="HTML1"} \seqsplit{pardot-region-type="html"} \tn % Row Count 12 (+ 3) % Row 4 \SetRowColor{LightBackground} Pardot Region Type - Simple Region & \seqsplit{pardot-region="SimpleEditor1"} \seqsplit{pardot-region-type="simple"} \tn % Row Count 16 (+ 4) % Row 5 \SetRowColor{white} Pardot Region Type - Basic Region & \seqsplit{pardot-region="Basic1"} \seqsplit{pardot-region-type="basic"} \tn % Row Count 19 (+ 3) % Row 6 \SetRowColor{LightBackground} Pardot Region Type - Pardot Region & \seqsplit{pardot-region="ComprehensiveEditor1"} \seqsplit{pardot-region-type="pardot"} \tn % Row Count 23 (+ 4) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{x{3.04 cm} x{4.96 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{Email Template}} \tn % Row 0 \SetRowColor{LightBackground} To create Email Template & Marketing - Emails - Templates \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} To Send list email & Marketing - Emails - Draft \tn % Row Count 4 (+ 2) % Row 2 \SetRowColor{LightBackground} 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) \tn % Row Count 9 (+ 5) % Row 3 \SetRowColor{white} 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 \tn % Row Count 16 (+ 7) % Row 4 \SetRowColor{LightBackground} HML \seqsplit{Personalization} & Select Merge fields from the content editor. E.g For First name \{\{Recipient.FirstName\}\} \tn % Row Count 20 (+ 4) % Row 5 \SetRowColor{white} 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.) \tn % Row Count 27 (+ 7) % Row 6 \SetRowColor{LightBackground} Rendering Tests & To see how your email will look in various email clients. \tn % Row Count 30 (+ 3) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} % That's all folks \end{multicols*} \end{document}