• First Name
• Last Name
• Email
• Company
• Website
• Job Title
• Department
• Country
• Address One
• Address Two
• City
• State
• Territory
• Zip
• Phone
• Fax
• Source
• Annual Revenue
• Employees
• Industry
• Do Not Email
• Do Not Call
• Years in Business
• Comments
• Saluation
• Opted Out

The fields listed above cover some of the most common information people capture about their prospects. But, what if you need to collect or store information about prospects that is not in the list above? You can create your own custom prospect fields! In this blog we will show you how.

If you need marketing automation or Pardot support, please contact us right away.

Adding Custom Prospect Fields

We have encountered many clients that need to collect or store additional information about their prospects depending on their business. Some examples include classifying a prospect with their primary SIC/NAICS code, current software they are using, product/service requested, and more. The possibilities are endless and totally customizable to your unique needs.

1) Go to Administration > Configure Fields > Prospect Fields

2) Click +Add Custom Field

3) Add field details

Name: Name your custom field – ex: SIC Code, Current Software, etc.

Custom Field ID: This will be automatically generated based on your field name above. Leave this as is.

Tags: (optional) Add tags to organize your custom fields

Salesforce.com Field Name: If you’re using Salesforce, you can sync your custom field with a Salesforce field by selecting it from the list here.

• Keep this field’s type and possible values (for dropdowns, radio buttons, checkboxes) in sync with the CRM – Check this box if you would like the master settings to come from your CRM. Changes to the type or values in your CRM will be synced to Pardot.
• Overwrite Value in CRM – Check this box if you would like data in Pardot to overwrite data for the corresponding field in your CRM in the event of a difference. By default (unchecked) the CRM value is your master.

Type: Set the type your field will be. Your field type determines the kind of data the field can capture. Using the examples above, I would select ‘Number’ for a SIC code field and ‘Text’ or ‘Dropdown’ for a current software field. Here is more information on each type to help you decide:

• Text: Free-form text entry. The limit is 255 characters for default fields, and 56,000 characters for custom fields.
• Number: Number value. You can use this field for incremental actions and criteria in rules and dynamic lists.
• Date: Date value. Used for time-based criteria in rules and dynamic lists.
• Radio Button: Customized radio button. The prospect can select one option out of several.
• Checkbox: Custom checkbox. The prospect can select multiple options out of several.
• Dropdown: Custom dropdown menu. The prospect can select one option out of several.
• TextArea: Large, free-form text box. The limit is 65,535 characters.
• Multi-Select: Custom list. Prospect can select multiple options out of several.
• Hidden: Invisible field. Can capture data, but isn’t visible on forms. (TIP: we often use this field type for conversion/source tracking)
• CRM User: Connects to Salesforce users. Lets the CRM user be used as a Send From address. You can’t use this field type on Pardot forms.

Record and display multiple responses: If you have a form that will be set to Always Display, enable this option. This option is useful for fields that prospects may complete multiple times like “comments”.

Set a default mail merge value to be used when this field doesn’t have a value: If you are going to be using your new custom field as a variable tag in any email templates you will want to enable this option. This will prevent a blank space from showing in your email template if a prospect didn’t fill out this field. For example, you could use a default mail merge value of “Dear Subscriber” for first name.

Use pre-defined values: If prospects will be choosing from a list of items (field type of checkboxes, radio buttons, drop downs, or multi-selects) enable this option.

Sync with GoodData: Enable this option if you’d like your new custom field to be one of the 10 custom fields available in your GoodData account. Also, select whether it is a Fact (Numeric Data) or Attribute (Text Data).

4) Click Create Custom Field

There you go! Your custom field is now ready to use in forms. To learn more about creating forms in Pardot check out: How to Create a Form With Email Autoresponder in Pardot.

Need Pardot help? Modern Marketing Partners can help! Contact us for more information.

The post How to Add Custom Prospect Fields in Pardot appeared first on Modern Marketing Partners.

If you need marketing automation or Pardot support, please contact us right away.

Create Pardot Autoresponder Email

1) Go to Marketing > Email > Templates. Click + Add Email Template

2) Add your template information including name, tags (optional), folder, campaign, etc. 

The key here is to make you have Autoresponder emails selected at the bottom under ‘Available For’.

3) Select from available basic layouts, or use one of your own. 

4) Edit the email template content

For this example, we have created a very basic email that includes a Pardot Variable Tag for the user’s first name and a link from them to view the whitepaper they downloaded.

5) Set Your Sender Details – who your email will be sent from, a custom reply-to email address (optional) and your subject line.

6) Publish to Template*

*Before publishing your template, we would recommend visiting the ‘Testing’ tab. Run a rendering test so you can see how your email will look in various email clients (ex: mobile devices, browser emails, Outlook, etc.). You can also send a test email to yourself or anyone on your team. The variable tags (like the First Name) we used above won’t populate, but it will give you a good idea of what your final email will look like.

Create Pardot Form

With your new autoresponder email created, you are now ready to create your new Pardot form.

1) Go to Marketing > Forms > New Form

2) Add the form name, tags (optional), folder, and campaign > Click Next

3) Add form fields (the information you would like the visitor to provide)

In our example, we are going to be asking for the user’s First Name (required), Last Name (required), Email (required), and Company (not required).

Related: How to Add Custom Prospect Fields in Pardot

To edit the field details, like required vs non-required, click the ‘Edit’ pencil icon.

4) On the Look and Feel tab you can set the ‘Submit Button Text’ and style your form.

For our example, we would like the submit button to say ‘Download’.

If you have already created a layout template, select that here. To learn more about creating layout templates for forms, click here.

5) Set Your Completion Actions

• Thank you content: You can add text that will be displayed after the form is submitted. If you will be using an autoresponder email, consider something like, “Thanks for your submission, please check your email…”.
• Thank you code: If you are tracking conversions on form submissions in Google Analytics, add your goal’s specific conversion code to this box.
• Always display form after submission: By default, a visitor who fills out your form and then returns to the page with that form within ten minutes will see the Thank you content instead of the form. For the most part, this default is the display of choice for our clients. However, if you would like the form to show always, select this box.
• Redirect to the following URL instead of showing the form’s Thank You Content: Have a custom thank you/success page you would like to send visitors to? Add that URL here and instead of seeing the Thank you content, form submitters will be redirected to any URL you put here.
• Completion Actions: select Send Autoresponder Email from the dropdown list. Then, select the email template you created.

Another completion action we typically use is Notify User. This allows you to set a member of your team to receive real-time notifications when someone submits the form.

6) Confirm & Save

7) Go to View HTML Code > Copy and paste the HTML code in your landing page where you would like the form to appear

There you go! Your form is now ready to use. You can monitor form success/activity by going to Reports > Forms > Click on the Form’s Name to see:

• Total views – the total number of times your form has been viewed.
• Unique views – if a visitor has viewed your form more than once, their views are deducted from the “total views” number above
• Conversions – the total number of times a visitor successfully filled out your form and therefore “converted” to a prospect.
• Total submissions – the total number of times your form has successfully been filled out.
• Unique submissions – if a visitor has submitted your form more than once, their submissions are deducted from the “total submissions” number above.
• Total errors – the total number of errors that occurred (ex: invalid email address, not filling out all required fields, etc.)
• Unique errors – if a visitor experiences errors more than once, their subsequent errors are deducted from the “total errors” number above
• Total clicks – the total number of clicks on your thank you page which appears after a form submission
• Unique clicks – if a visitors has clicked the links on your thank you page more than once, their subsequent clicks are deducted from the “total clicks” number above.
• Last submitted – the date and time that a form submission last occured

Need Pardot help? Modern Marketing Partners can help! Contact us for more information. More Pardot Resources below:

How to Add Custom Prospect Fields in Pardot

The post How to Create a Form With Email Autoresponder in Pardot appeared first on Modern Marketing Partners.