Pardot

What is Pardot?

Pardot is a lead generation and marketing automation tool that integrates with Salesforce. It's the Eccles School's mass emailing tool with additional functionality (e.g. electronic form creation). 

Pardot Access

Users gain access by completing the Pardot Training Canvas Course. To request a course invitation, email pardot@eccles.utah.edu the following information:

• Name

• uNID

• Proof of FERPA certification

• Title + program / department

• Brief description of why your job responsibilities require Pardot access

Pardot Policies

Users must adhere to the Rules for Using Pardot, found in the Pardot User Materials folder in UBox. (Users gain access to this folder when they're invited to the Pardot Training Canvas Course.) Failure to comply will result in the loss of access. 

Regular audits will maintain a clean system. Users are expected to participate in each audit as requested. During the audit, the team will deactivate all Pardot users who have not logged in for 6+ months.

Location Activation

You may be asked to activate your location when you log in to Pardot. If you encounter issues during, email pardot@eccles.utah.edu.

"When you attempt to log in to Pardot from an unrecognized IP address or uncookied browser, the login attempt is blocked. An in-app message directs you to check your email for a Pardot message with an activation link. Click the link in the email to verify the login attempt and activate the new location. After activation, you can log in to Pardot normally. If you clear your cookies or access Pardot from a new location, you’re prompted to activate again.

• IP activation is required when a user attempts to access Pardot with a Pardot username and password. 

• IP activation is not required for these kinds of users.

  • Users with two-factor authentication enabled

  • Users with Salesforce single sign-on (SSO)

  • Users connected with Salesforce User Sync"

Pardot Support

Send your comments, questions, and concerns to pardot@eccles.utah.edu.

• The Eccles Salesforce Team handles technical integration, access, and security.

• Marketing + Communications handles marketing strategy and content creation. 

Email Best Practices

Please visit the following link for more information on university policy and email best practices.

Salesforce Basics- Email and Communication Best Practices

UPDATED: 4/15/2021 (RACHEL OSTERMAN)