Pardot Training

Logging into Pardot

• Go to Pardot (https://pi.pardot.com/).

• Click Log In with Salesforce.

Creating and updating a newsletter

• Go to Marketing >>> Emails >>> New List Email.

• Naming conventions: yyyymmdd_major

  • 20191111_msba

• For folder, go to BCS >>> BCS Career Newsletter >>> BCS Career Newsletters.

• For campaign, select Corporate Outreach & BCS.

• Click Save.

• Select the template for your major/program and click Apply.

• After editing content, click Save.

• Before hitting send:

  • Click on the Text tab and click Sync From HTML. Click Save.

Formatting and uploading images

• Google search for the logo.

• Save logo to computer with the name of the company as the title.

• Right click on the saved photo, then select Open with >>> Photos.

• At the top-right corner, there is a button that says crop and edit. Use the button.

• Click Save.

• On Pardot, in the part of the newsletter where you want to place the photo, click Upload Photo.

• Click Upload from Computer.

• Resize the image to be 180 pixels for width.

  • Make sure to lock the ratio.

Copying and pasting text

• If you copy and paste text from somewhere else:

  • • Select the paragraph ONLY.

    • From the Format dropdown, choose Normal.

Sending a test newsletter

• • Click on the Testing tab and type your email in the Individual Emails box.

  • Click Send to Individual Emails.

• • • Note: The test email will not include any merge fields, including Dynamic Content.

Previewing and sending a newsletter

• Click the Preview tab. This will show you how the email will appear to recipients. You can select a prospect from the To dropdown to view any dynamic content (e.g. International Student Info).

• When you’re ready to email the newsletter, click the Sending tab.

• Under Lists (Send To), click Choose.

  • Select the Dynamic and Static lists associated with the major/program. They are named like this:

    • BCS Information Systems Undergrads Dynamic

    • BCS Information Systems Undergrads Static

  • After selecting the appropriate lists, you should see the number of recipients on the right side of the screen. Double-check this to ensure everything is working.

• Edit the Subject using the below naming conventions and then click Save. Note: these naming conventions only apply to the BCS newsletters - other mass emails sent using Pardot can use any subject name.

  • [Name of Program] Career Newsletter | [Month Day, Year]

    • MSBA Career Newsletter | November 11, 2019

• Sending the newsletter.

  • You can send it immediately by clicking Send Now, or

  • You can send it later by clicking Schedule.

Saving and accessing a newsletter draft

• If you are editing a newsletter and would like to come back later to finalize/send it, you can save a draft of the email.

• Follow all of the instructions above [How to update/send a newsletter] and ensure you’ve hit the Save button from the Editor.

• Under Marketing >>> Emails >>> Drafts, you will find your drafts emails. Click on the draft email to resume editing.