Pardot Support: Fixing Data Import Problems in Pardot
Bad data can get into Pardot and Salesforce in several ways, but then it is a battle to clear it out. Here are tips on how to solve the problem of bad data syncing back and forth from Salesforce and Pardot.


As Pardot Consultants, we see a lot of questions about how to fix a data mis-match with Pardot and Salesforce and other Pardot data syncing issues.

This is different than the question of making data appear in a new field in Pardot, or questions about why the Pardot and Salesforce sync aren't quite working as expected.

This question deals with a fairly common data syncing problem where you have data in the wrong field and need to move it over to the correct field. Plus you want to delete the 'bad' data from Pardot.

Example of a common data swap in Pardot
Example of a common data swap = City is in the state field, and State is in the City field.

How does something like this happen?

There are many possibilities, including getting bad data in a form submission (Prospect using the wrong field on a form), or getting bad data from Salesforce in the first place.

Most commonly it happens because during an import to Pardot someone accidentally picked the wrong field to insert the data.

Pardot import gone wrong
A Pardot import with the city and state data mapped to the wrong fields.

So it's fairly easy to see how this can happen. But once the 'bad' data is in Pardot, how do you fix it?

How do you clear out the bad data from a Pardot field?

Your first instinct might be to just import a new CSV, and be careful to match up the columns correctly, and also include a new column full of blank cells to overwrite the field you previously mixed up.

And yes, if you just have a couple of swapped fields:

  1. If there is data in every field that you uploaded
  2. And you map the fields correctly
  3. And you select "overwrite existing data"

Then yes, the import is probably the easiest way to get the correct data into the correct fields.

Check the overwrite box during your Pardot import
Just be sure to check the boxes for 'overwrite existing data' and it should be fine.

But what happens if you wrote data to a field that should have NO data in it?

For example, what if instead of putting "city" in the city field, you accidentally put it in the "Address two" field?

Data mapped to field that should be blank
Pardot import with City field mapping to wrong field (Address Two).

Performing a CSV upload won't help you get rid of the bad data because it is not possible to overwrite the bad data by replacing it with a blank during import.

(You can certainly try, but it will not be fruitful.)

Cannot overwrite with Blank during Pardot import
Attempting to overwrite the bad data with a blank CSV file will not work.

Your import will probably proceed fine, and throw no errors. But when you go to check that the data field is now empty … you'll find nothing happened.

The bad data is still there, which means you need to pursue other options to clear this field of the bad data.

How you tackle this depends on how your fields are set up in Pardot

Scenario 1: When the field you need to clear exists only in Pardot

This is the best possible scenario. If the field exists only in Pardot, then you can simply run an automation rule to clear the field.

Pardot automation rule action to clear field value
Choose the option "Clear prospect field value" from the first box.

Pardot Pro tip: You want to make sure you affect ONLY the prospects who were incorrectly updated. The best way to do that is to go to your import page, and apply a custom tag to your affected prospects. Make it something unique - a tag not used anywhere else in Pardot.

In Pardot apply tag to everyone in the import
Apply a Tag to all your Pardot prospects at once using a Table Action.

Now that every prospect has a Tag, you can create an Automation Rule where you match only prospects with this unique tag, and apply the action to clear their field.

Pardot automation rule clear field value
Pardot Automation Rule to clear a field of bad data.

Scenario 2: When the field you need to clear is synced to a Salesforce field

If the Pardot field is synced to a Salesforce field, then fixing this bad data gets trickier.

The way data syncing (field syncing) in Pardot and Salesforce operates is under the belief that 'any data is better than no data.'

This effectively means that any time one system has data (the field contains any data) and the other system has no data (the field is blank), then the system with data pushes to the system with no data.

Data pushes to system with no data
Data pushes to system with no data

Which works perfectly fine when you have something like Pardot forms collecting the prospect's Job Title, and Pardot pushes the new data up into Salesforce to complete the prospect profile.

But it's a big pain when you already have data in both systems, and then want to clear the field. The problem is that the two systems keep pushing data back and forth, putting data into your recently cleared field.

What does this look like in practice?

  1. Let's say your Salesforce field is blank, and the Pardot version has data. Pardot will push data up into Salesforce.
  2. Now you go wipe that field in Salesforce
  3. Next time the systems sync, Pardot will push the (bad) data back into Salesforce.
  4. You keep wiping out the field in Salesforce, Pardot keeps pushing it back.
  5. Over and over.

Next you think that you should be able to fix this behavior by changing the Pardot field settings - there is an option on each Pardot field that says 'In the event of a Data Conflict' which system do you want to win?

  • Salesforce wins
  • Pardot wins
  • The most recently updated record wins
Pardot field settings for data conflicts.

It seems like if you set this to 'Salesforce wins' then clearing the field in Salesforce should finally work, right?

Nope.

Remember how I said Pardot and Salesforce operate under the philosphy "any data is better than no data" ? Well, same thing here. Pardot has some data. Salesforce has none. Therefore the system with data (Pardot) pushes it to the system without data (Salesforce).

Pardot and Salesforce data push
The system with data (Pardot) pushes it to the system without data (Salesforce).

You try to clear one system. The other system pushes the data back. Over and over again.

And all your efforts to clear it were in vain.

So the underlying question: How to actually fix this data syncing issue permanently?

Option 1: Disconnect Your Salesforce Connector (Stop the Sync) and Reconnect

By disconnecting your Pardot Salesforce connector, you can now go clear the field in both systems.

Pardot and Salesforce Connector Syncing
Disconnect the Pardot Salesforce Connector to stop the back and forth syncing.

That handy Automation Rule described above will work great for wiping out the Pardot field, and for Salesforce your Salesforce Admin can clear it out for you (probably with Data Loader).

Once the field is empty in both systems, go ahead and re-connect your Pardot Salesforce Connector.

Salesforce Pardot Connector Syncing again

Now that there is no data in either system (the field is blank in both systems) they stop pushing data back and forth. (And peace returns!)

Option 2: Ask Pardot Support to Enable a Special Data Syncing Setting

This is not a setting that I recommend often, but some companies perform large-scale data cleansing efforts from the Salesforce side of the operation, and need to stop Pardot from 'helpfully' adding data back into Salesforce.

If this is you - if you frequently need to update data in Salesforce and need Pardot to stop pushing data into a newly-emptied field - then you do have one more option.

Open up a support ticket with Pardot Support, and ask them to turn on a special setting for you.

This setting doesn't have an official name (as far as I know) but it allows you to do something special.

You can read more about this setting to have Pardot respect Null values from Salesforce at the documentation here, but the key line from the article is this:

There is a Salesforce Connector setting to allow blank or null values in Salesforce 'win' over existing Pardot values.

With this special data syncing setting, Salesforce null values overwrite Pardot
With this special data syncing setting, null values go one way only: from Salesforce to Pardot.

In plain English, this means that with this setting turned on:

  1. When the field is set so that 'Salesforce wins' (see earlier picture)
  2. When you clear that field in Salesforce
  3. This now-empty field (null field) in Salesforce will sync down to Pardot
  4. And Pardot will respect the empty field and ALSO clear the field.

Be Cautious of this Setting

Like I said, this is not a setting that I recommend often.

It seems really great, but the caveat here is that you cannot pick and choose which fields this affects. This is a GLOBAL setting for all Salesforce fields.

Need some help with data problems in Pardot?

There are so many things that can go wrong with your data syncing in Pardot Salesforce, and this barely scratches the surface. If you need help figuring out the problem with your data in Pardot we can provide Pardot support to help you solve it.


We're super proud to congratulate our own Lara Black, who today became the newest Salesforce MVP! We're elated Salesforce agreed that Lara's Pardot Expertise is unmatched!

Lara Black, Salesforce MVP
Lara Black, Salesforce MVP

Lara, the first employee at Invado Solutions, is a top contributor in the Salesforce Pardot B2B Marketing Automation Success Community. On the Community site she answers questions tirelessly. To date, she has provided over 5,000 community answers! Lara is also the leader of our local Austin, Texas B2B Marketing Group (aka the Austin Pardot User Group). If you’re looking for amazing Pardot insights, be sure to follow her on Twitter where she goes by @PardotPro. (A well-deserved name, indeed!)

She blogs frequently for us at Invado Solutions, covering topics like Connected Campaigns, and how and when Pardot and Salesforce Sync, as well as sharing many of the Pardot tips and tricks she has learned over the years.

As a Pardot Consultant and valued member of our team, Lara brings her enthusiasm for Pardot and marketing automation to every client project. We’re busting at the seams to see her earn this well-deserved recognition.

SALESFORCE MVP

Some of you may be asking, "What is a Salesforce MVP?"

The Salesforce blog explained the MVP award best when it described Salesforce MVPs as lifelong learners who, in turn, share their expertise with the broader Salesforce community, and help others to ‘blaze their trail’ to success.

Salesforce MVPs contribute to the Salesforce Ohana by answering questions and leading and participating in discussions in the Success Communities, in the Answers forum, in local community groups, on their numerous blog posts, and on Twitter, LinkedIn and other social channels. Some MVPs have even written their own books!

Congratulations again, Lara! You’re an invaluable member of the Invado Solutions team.


Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns - Campaign Member Sync
Campaign Member Sync is a little bit of a mysterious feature in Pardot Connected Campaigns. What does it do, and what are the pros and cons of turning it on? Read our article for an in-depth analysis.


Recently some members of the Pardot B2B Marketing Trailblazer Community asked some questions about the Connected Campaigns feature called Campaign Member Sync, and I decided the topic was deep enough to deserve its own post.  

I have written a lot about Pardot Connected Campaigns recently - everything from how much you'll love Pardot Connected Campaigns, to how to start turning it on, and how to get Connected Campaigns reporting into Salesforce for everyone to see it.

It's important to note that the Campaign Member Sync feature has some possible benefits to Salesforce Campaign reporting as well as some potential downsides for dynamic lists and other automations in Pardot.

In good news - it is an optional feature. If you decide it isn't for you, you don't have to turn it on. However: once you turn on Campaign Member Sync you cannot turn it off. So read on to learn about it, and be prepared to make a decision.

What is Connected Campaigns Member Sync, and what does it do?

Essentially this feature will auto-create campaign members in Salesforce campaigns for you, and give them the campaign member status of 'connected' as it does so. But it will only make campaign members for the campaign which is the prospect's first touchpoint (the campaign that brought the person into your database).

Auto-creating campaign members has some pros and cons - we'll discuss them so you can make a decision on if you want to turn this on or not.

What are the benefits of Campaign Member Sync?

Essentially Campaign Member Sync lets you run reports based on the campaign member status of 'connected' and report on the first touch campaign = the campaign which brought the prospect into your database.

Salesforce Report on the first touch campaign (where all records have a campaign member status of Connected).
Salesforce Report on the first touch campaign (where all records have a campaign member status of Connected).

How Pardot and Campaign Member Sync get us to this kind of reporting requires a bit of background.

In a previous blog post, I covered regular Pardot Campaigns versus Salesforce Campaigns, and described how even though they both have the word 'campaign' in them, these two platforms use Campaigns in very different was.

  • a Pardot Campaign traditionally tracks only the first tracked thing brought a prospect to your Pardot database. This is sometimes called the Source Campaign.
  • a Salesforce Campaign tracks all the marketing touches that lead to a closed/won Opportunity.

With Connected Campaigns turned on, now when you create a Pardot Asset and are asked to select a Campaign, the Campaign you select is a Salesforce Campaign.

With Connected Campaigns set up, now the Campaign selected when building this List Email is a Salesforce Campaign.
With Connected Campaigns set up, now the Campaign selected when building this List Email is a Salesforce Campaign.

Directly choosing the Salesforce Campaign is the magic which lets Pardot insert data into all the great reporting items on the Campaign page in Salesforce.

The Engagement Metrics Component can be put on the Campaign page so everyone can see stats about the Campaign.
The Engagement Metrics Component can be put on the Campaign page so everyone can see stats about the Campaign.

Although you are now selecting Salesforce Campaigns when you create Pardot assets, this does not mean Pardot has dropped the concept of Source Campaign or first touch.

Where does Source Campaign fit into this?

Behind the scenes, Pardot is still tracking the Source Campaign. It's still present on all Prospect records.

Pardot prospect record showing Source Campaign.
Pardot prospect record showing Source Campaign.

And when creating a brand new Prospect in Pardot you still need to select a Campaign for them. This is true of both creating an individual Prospect one at a time, and also when doing an import.

Importing a prospect still requires a Campaign.
Importing a prospect still requires a Campaign.

What does Pardot do with Source Campaign once Campaign Member Sync is turned on?

When you turn on the setting for Campaign Member Sync, every prospect in Pardot will be added to the Salesforce Campaign tied to their Source Campaign.

This means that the Lead or Contact will automatically become a Campaign Member of that campaign, and they will now have a Campaign Member Status of 'Connected.'

Salesforce Campaign Members with status of Connected.
Salesforce Campaign Members with status of Connected.

This Campaign Member Status makes it possible to run reports in Salesforce.

Salesforce Report of Campaign Members with Connected as their status.
Salesforce Report of Campaign Members with Connected as their status.

Tip: Don't worry if you didn't make a custom Campaign status for Connected. When you use Campaign Member Sync, Pardot will automatically create that status in your Salesforce Campaigns for you.

Pardot will add the Campaign Member Status of Connected for you.

So if that's what happens with Leads or Contacts… What happens with Pardot-only prospects? They're not in Salesforce yet, so Salesforce can't report on them.

The Source Campaign will come back later. Pardot basically 'remembers' that the prospect has been added to a Salesforce Campaign, and when the prospect later becomes a Lead or Contact, Pardot will push them into the appropriate Salesforce Campaign.

What are the potential downsides of Campaign Member Sync?

The downside is seemingly small.

Have you ever run a Pardot Dynamic List based on prospects being a member of a certain Salesforce Campaign?

Many companies, for example, put Leads and Contacts into a Salesforce Campaign, and give them a campaign member status of 'sent' or create a custom status such as 'identified.' This campaign then serves as the jumping off point for an email campaign.

In order to send a Pardot email to the members of that Salesforce Campaign, you make a list based on the criteria:

Prospect CRM Campaign [ is ] [ Campaign Name ]

Pardot Dynamic List criteria for all members of a Salesforce Campaign.
Pardot Dynamic List criteria for all members of a Salesforce Campaign.

This dynamic list will now include all Campaign members you expect, as well as all Campaign members with a status of Connected.

This may balloon the size of your dynamic list beyond what you expect.

For example: Let's say you wish to send an email to everyone you met at a trade show event last year.

If you received a list of trade show attendees last year, and imported a CSV file into Pardot - did you select the trade show campaign when performing the import?

If so, all those brand new prospects you added to Pardot were given the Source Campaign equal to the trade show. With Campaign Member Sync, they will all get the campaign member status of Connected.

When you make a Dynamic List based on the prospect CRM Campaign is the trade show campaign, the list may be much larger than you expected.

In order to drill in to only the prospects you identified as candidates for an email, you may need to start using a different line of criteria to select only the status you want, and exclude the Connected status:

Prospect CRM Campaign status [ Campaign Name ] [ is ] [ status ]

Pardot Dynamic List criteria for only members of a Salesforce Campaign with a certain status.
Pardot Dynamic List criteria for only members of a Salesforce Campaign with a certain status.

While this could get a bit tedious to set up, it is a relatively minor downside.

Still, if you frequently make Dynamic Lists based on Campaign Members in Salesforce, weigh the pros and cons of turning on this feature.

Where is Campaign Member Sync, and how to turn it on?

So you decided to turn on Campaign Member Sync.

Once you have turned on Connected Campaigns and have completed Campaign alignment, you went into your Pardot settings and enabled the setting to let Salesforce Manage all Campaigns.

Use Salesforce to manage all Campaigns.
Use Salesforce to manage all Campaigns.

When you are ready to have Salesforce manage all your Campaigns, it is time for you to decide if you want to use Campaign Member Sync.

Notice that just above the setting for Salesforce managing all Campaigns is the option for turning on Campaign Member Sync.

It says:

Enable Campaign Member Sync.
Sync Prospects to Salesforce when they're associated with connected campaigns.

Where to find Campaign Member Sync in the Pardot Connected Campaigns settings.
Where to find Campaign Member Sync in the Pardot Connected Campaigns settings.

Remember, if you turn it on, it results in a big change. And it cannot be turned off, so be sure you want to proceed.

Not sure if you are ready to embrace Connected Campaigns and Campaign Member Sync?

Our experienced Pardot Consultants are ready to help you decide if Campaign Member Sync is for you, and help set up everything you need. Contact us today and let us bring our expertise to you.

Want to read all of the blog posts in this series about setting up Pardot Connected Campaigns? Start here: 

  1. Pardot Connected Campaigns: Why You Should Turn It On Today
  2. Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On
  3. Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment
  4. Pardot Connected Campaigns: Final Steps and Adding to Salesforce
  5. Pardot Connected Campaigns: Campaign Alignment Gotchas
  6. Pardot Connected Campaigns: Campaign Member Sync (this article)

Pardot Campaign Usage Table

Pardot Campaign Alignment Gotchas
In our efforts to match up every Pardot Campaign to a Salesforce Campaign, we found some bumps along the way. Everything we found can eventually be fixed, so don’t worry! Learn how.


In our effort to match up all our Pardot Campaigns to Salesforce Campaigns, we found some bumps along the way. Everything we found can eventually be fixed, so don’t worry!

Campaign Alignment Gotcha #1

When you first got your Pardot account, it shipped with at least two Pardot Campaigns:

  • Website Tracking
  • Email Plug In

You may have also implemented others – such as the Pardot Campaign used in the Salesforce/Pardot Connector, and the Pardot Campaign used in the Google AdWords Connector, or other apps that connect with Pardot.

Probably you did not make Salesforce Campaigns matching these Pardot Campaigns. I recommend doing so now, and connecting these Pardot and Salesforce Campaigns.

Campaign Alignment Gotcha #2

Pardot Campaigns and Salesforce Campaigns connect in a one-to-one relationship. Meaning: you can only connect one Pardot Campaign to one Salesforce Campaign. You cannot connect multiple Pardot Campaigns to one Salesforce Campaign.

If you ended up with duplicate Pardot Campaigns (maybe you find that one is spelled slightly differently) then you will need to pick which of these Pardot Campaigns will connect to your Salesforce Campaign. The other Pardot Campaign can be deleted (sent to Pardot recycle bin).

Campaign Alignment Gotcha #3

You can’t delete a Pardot Campaign unless it is not in use by other Pardot Assets. So scroll down to the bottom of the Campaign page and check the Usage Table to see if any Forms, or Email Templates, or Dynamic Lists, or Automation Rules, etc., use a Pardot Campaign before you try to delete it.

Pardot Campaign Usage Table
Check the Usage Table on the Pardot Campaign to see what Pardot assets use it

Do you see that the Pardot Campaign is used by other assets? If so, maybe this is the Pardot Campaign you should keep, and you should delete the other one. (It’s probably easier to do this, because the Pardot Campaign name is going to change to match the Salesforce Campaign name anyway.)

If the Pardot Campaign you want to delete is used by other Pardot assets, then you now need to go edit each of your assets and remove the ‘wrong’ Pardot Campaign and substitute the ‘correct’ Pardot Campaign.

Campaign Alignment Gotcha #4

Did you slip up and pick the ‘wrong’ Pardot Campaign to connect to a Salesforce Campaign? Good news: you can switch.

But your ‘wrong’ Pardot Campaign will now have a line item in the usage table which is for the previous connection to the wrong Salesforce Campaign.

It’s annoying, but not a problem. You can ignore it and move on.

Campaign Alignment Gotcha #5

If you cannot find some of the Salesforce Campaigns you are looking for, you may not have set up the Campaign Record Types you need.

Remember how we went to the Account Settings page, and turned on Connected Campaigns? And we had to indicate which Campaign Record Types you want to use with Pardot?

Make Pardot Connected Campaigns use Record Types
Re-visit this checkbox, and select any record types.

If you did not choose the correct Record Types, then you want to go turn them on now.

Alternatively, if your ‘missing’ Salesforce Campaign has not been assigned to a Record Type (in Salesforce), you will need to go edit your Salesforce Campaign and apply the Record Type.

Then you can refresh your Pardot sync and will shortly see the Campaign available for you to connect.

Campaign Alignment Gotcha #6

If you don’t use Campaign Record Types in Salesforce, but you do use a Parent/Child hierarchy in your Salesforce Campaigns, you may find that you cannot find some of your Salesforce Campaigns during the Campaign Alignment step.

We’re not sure why this is the case, but is for some reason the Parent/Child relationship on Salesforce campaigns can make the Child Salesforce Campaign invisible to Pardot!

The Campaign is just fine in Salesforce. But it simply can’t be found during the Campaign Alignment step. It’s very weird!

To solve this:

  • Make Record Types for Salesforce Campaigns (we recommend simply Parent and Child)
  • Then apply the Record Types to each of your Salesforce Campaigns, and save the Salesforce Campaign.

For some reason, this solves the problem, and the Salesforce Campaign will sync to Pardot soon.

Need help wrapping up your Campaign Alignment?

It can be tricky to do all the parts of Connected Campaigns and Campaign Alignment. Please contact us if you need some support setting up your Connected Campaigns.

Update – Want to read all of the blog posts in this series about setting up Pardot Connected Campaigns? Start here: 

  1. Pardot Connected Campaigns: Why You Should Turn It On Today
  2. Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On
  3. Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment
  4. Pardot Connected Campaigns: Final Steps and Adding to Salesforce
  5. Pardot Connected Campaigns: Campaign Alignment Gotchas (this article)
  6. Pardot Connected Campaigns: Campaign Member Sync

Ignore Bots in Pardot Emails

Pardot Feature: Ignore Bots Who Click Your Email Links
Did you notice a decrease in your email opens/clicks recently? Pardot rolled out a feature which could drastically decrease the clicks reported on your emails. Don't panic! It's a good thing.


Did you notice a decrease in your email opens/clicks recently? Pardot rolled out a feature which will drastically impact your email KPIs. This feature will detect email link clicks which are performed by bots, and ignore them. As a result, your emails after November 12, 2018 will very likely have lower email opens and email link clicks.

Don't panic - this is really good news!

How do fake email link clicks happen?

Companies of all sizes subscribe to antivirus and spam blocking services, in order to reduce the amount of spam that gets through to their employees.

Most of the time these tools have little or no impact as you send out your email. (You are making sure that you send email that people want, right?)

Usually these services perform a gentle 'ping' on every link in an email - including the link for the email's tracking pixel. That 'ping' on the tracker pixel will register as an email 'open' even though the activity was performed by a program (a bot) and not a person.

But some of these antivirus/anti-spam services are overly-aggressive, and do more than gently ping links. Sometimes they check all the links in the email, which registers as a full Link Click.

That's how a fake click (a bot click) can throw off your real email click rate.

How Do You Identify a Bot Clicking an Email Link?

From the outside, it's not easy to see when a bot is clicking your emails versus a real person. But when you click into the prospect record you can see the behavior.

Take a look at a Prospect Activity record. You can see that an email was opened and all the email's links were clicked at the same time. This is a sure sign of a bot, not a person:

Pardot activity - all email links clicked at exact same time
All links in the email have been clicked at the same time. Sure sign of a bot.

While a real person might click all the links in an email, usually a real person will pause between clicks, so that the timestamp of the email link click will cover multiple minutes.

Are Clicks by Bots Really a Large Problem?

What percent of email link clicks are performed by real people versus bots is hard to determine.

At Invado, we took a brief (and non-scientific survey) of our clients' email click rates. While we didn't find a solid percent across all our clients, we found that certain target audiences are more likely to have bots clicking their emails than others.

By looking over recently sent emails we can strongly see the presence of bots clicking links in the Higher Education and Government spaces, and a smaller yet still noticeable presence in large corporations and financial institutions.

Why would the Higher Education segment have a ton of bots clicking their links? At first that seemed like a outlier, but upon second look this makes more sense.

A University's target audience is made up of current high school Juniors and Seniors. These students will most often provide their email address for their high school district's email system - frequently this email is something like: jane.doe@something.k-12.com

School districts are tasked with keeping minors safe from spam. This means they aggressively block spam, and they employ antivirus and anti-spam tools to help them do so.

The other segments - government, large corporations, and financial institutions - companies in these industries have potentially huge numbers of employees (and therefore a huge number of email addresses), so even a small amount of spam sent to all employees can be overwhelming. They also all have vested interests in keeping viruses off their employees' computers, to safeguard everyone's privacy and trade secrets.

In short, it seems like many large entities or corporations who are fighting a losing battle with spam will subscribe to an antivirus or spam-blocking service.

What does this mean for you and your email sending?

Is your company targeting an audience like this? Then yes, your email click rates are similarly bloated by bots clicking your links.

Fortunately, this recently launched feature from Pardot will cut out the bot traffic, and ignore the false email opens and clicks.  

What will happen now? 
  • Your emails will have fewer opens and clicks because activity from bots will no longer be recorded. Any emails you have already sent will not retroactively adjust their reporting.
  • This means you will (possibly) see a big drop in the Click Through Rate (CTR) and CTR% in your emails stats from November 12, 2018 onward.
  • Any Pardot assets like Completion Actions on emails, Listening steps in Engagement Studio, etc, will not fire on fake clicks performed by these bots
  • The click rate and other reporting in your Engagement Studio programs will be affected from November 12, 2018 onward.
How is this controlled?

It uses the existing feature for Visitor Filters. Pardot inserted over 30 new filters for you - they function to detect traffic from an IP address, IP range, or hostname, and then Pardot knows to 'ignore' that traffic.

How can I turn it off?

I highly recommend you leave this feature turned on. From a reporting standpoint, you want only legitimate clicks in your system - not fake clicks. Fake clicks can astronomically inflate activity scores for your prospects, leading you to turn over 'hot' leads to your sales team (who are not actually hot leads).

Also the fake clicks on emails inflate your number of 'active' prospects. Since email marketing gets the best results when it is sent to your 'active' and engaged prospects … filtering out the fake-engagement will help you get better results.

But if you MUST turn it off, here's how.

Go to Admin > Automation Settings > Visitor Filters.

Pardot Visitor Filters
Pardot Visitor Filters Page. The new entries to help you ignore when bots click your email all begin with [PD-SYS].
On this page, delete the entries that begin with [PD-SYS]. This naming convention indicates that the Pardot system entered the data.

If you later decide you do want to block spam clicks, then there is no way to restore them en masse ... so I really recommend you leave this in place.

Final Pardot Pro Tip:

If you can identify the IP address of any additional fake clickers … you can add your own filters!

Or if you know the IP address of any of your competitors, you can add their IP address to the list, and ignore their activity as well.

Check your email KPIs - are they are performing well?

Contact us for assistance auditing your email sending and email performance KPIs, and understanding how this feature could change the way you send and respond to email activity.


Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns: Final Steps and Adding to Salesforce
Wrap up your Pardot Connected Campaigns implementation with fantastic reporting features in Salesforce. Learn how to add reports to Salesforce Campaigns, as well as Contact and Lead pages.


Now that you have turned on Pardot Connected Campaigns and have done the Campaign Alignment steps, it's time to finish setting it up and making Salesforce display the awesome things on Salesforce Campaigns page layouts, as well as Leads and Contacts.

Make Salesforce control all Campaigns

Once you are finished with Campaign Alignment (matching up all your Pardot Campaigns to Salesforce Campaigns) it is time to make the big change - you're going to make Salesforce control all Campaigns. Pardot is no longer able to manage them.

Go back to your Account Settings page, and click edit.

Account Settings in Pardot.
Account Settings in Pardot.

You will drop down the section for 'Connect Campaigns' again.

Start turning on Pardot Connected Campaigns
Now expand the section for Pardot Connected Campaigns

Now find the checkbox that says 'Use Salesforce to manage all Campaigns.'

Make Salesforce manage all Campaigns - not Pardot.
Make Salesforce manage all Campaigns - not Pardot.

Remember how we skipped this checkbox, back when we first started doing the Pardot Connected Campaigns set up?

Notice how it says to enable this feature when you are finished connecting Pardot campaigns to Salesforce Campaigns?

Well - now's the time! Check that box and save.

You're now using Pardot Connected Campaigns

Really, all the tedious parts are done.

Now you get to make pretty things happen in Salesforce, to show your sales team how hard you are working for them.

Cool Engagement Metrics for Contacts and Leads

Is your sales team looking at a Contact or Lead in Salesforce, and want to see what they did?

Well, Salesforce Classic has the boring old Visualforce thing that lets you see Prospect Activities.

Prospect Activities from Salesforce Classic.
Prospect Activities from Salesforce Classic.

And for Lightning that was revamped to be an Engagement History Lightning Component (still Visualforce behind the scenes).

Newer look - the Engagement History Lightning Component for Contact and Lead page layouts.
Newer look - the Engagement History Lightning Component for Contact and Lead page layouts.

But now you get something totally new - because you are using Connected Campaigns. You can add Engagement History Related Lists to the Contact and Lead page layouts, and you get much nicer data in Lightning.

See what Marketing Assets your Contact or Lead has interacted with.
See what Marketing Assets your Contact or Lead has interacted with.

Fantastic data available for your Sales team to look at, directly on the Lead or Contact page in Salesforce Lightning.

More reporting for Salesforce Campaigns

But back in the beginning I promised you some new things for the Salesforce Campaign page layouts, and this is where your hard work with Campaign Alignment pays off.

Engagement Metrics Component for Campaign Pages

See these great 'widgets' on your Campaigns, and configure which widgets you want to show or hide.

Engagement metrics you can display on your Campaigns in Salesforce Lightning
Some of the items you can display on your Salesforce Campaign Layout in Salesforce Lightning.

These great widgets are called the Engagement Metric Component.

To add them to your Salesforce Campaign page, you'll have to enter Setup and modify the Page Layout for the Campaigns page.

If you are a Salesforce admin it can be as simple as visiting a Campaign page, and clicking to 'edit page.'

This will get you to the Lightning App builder.
This will get you to the Lightning App builder.

And then you need to find the Engagement Metrics component (under Standard) and drag it to your page.

Adding the Engagement Metrics component to your Campaign Page Layout in Lightning.
Adding the Engagement Metrics component to your Campaign Page Layout in Lightning.
Engagement Metrics Fields for Campaigns

If you prefer not to use the widgets above (the Engagement Metrics Component) you can add more traditional fields instead.

Form Engagement Metrics for Salesforce Campaigns
Example of Form Engagement Metrics for Salesforce Campaigns.

Add the Engagement Metric Fields to Campaign page layouts.

Let Salesforce Users see Engagement data in Campaign List Views

Want to see how Campaigns compare side by side? You can make the Engagement data appear in Campaign List views, and save their custom list views. They can even sort by column to see campaigns with the most form submissions or most email clicks.

Add Engagement Fields to Campaign List Views in Salesforce
Add Engagement Fields to Campaign List Views in Salesforce.

To get this, you can go to your Campaigns home, and select the gear/cog icon, then choose 'Select Fields to Display' from the menu.

Adding Pardot Engagement Metric Fields to Campaign List Views in Salesforce.
Adding Pardot Engagement Metric Fields to Campaign List Views in Salesforce.

Then on the pop-up you can search for your fields and move them to the right side.

To have these fields in Campaign List Views, move the fields you want to the right side.
To have these fields in Campaign List Views, move the fields you want to the right side.

After that you can set up custom List Views for your teams, or let them make (and save) their own list views.

Now you're all set with Pardot Connected Campaigns

This has been a long road, and thanks for sticking with me as I walked you through setting it up. Now I hope you're as excited about the new Pardot Connected Campaigns features as I am!

In the near future I hope they release more 'widgets' (Campaign data) for Email Templates, since right now we only get email statistics for List Emails (like one-time send Newsletters or eblast emails).

Since nurturing is done with Engagement Studio, and Engagement studio requires you to use Email Templates, it seems like a great next step for a future release.

Need help setting all of Pardot Connected Campaigns up in Salesforce?

There is an overwhelming amount of things to set up to use Pardot Connected Campaigns correctly. Do you need help?

We would be happy to help you set everything up in Pardot and Salesforce and help you get the most out of this great tool. Contact us now for assistance.

Update - Want to read all of the blog posts in this series about setting up Pardot Connected Campaigns? Start here: 

  1. Pardot Connected Campaigns: Why You Should Turn It On Today
  2. Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On
  3. Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment
  4. Pardot Connected Campaigns: Final Steps and Adding to Salesforce (this article)
  5. Pardot Connected Campaigns: Campaign Alignment Gotchas
  6. Pardot Connected Campaigns: Campaign Member Sync

Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment
Connecting your Pardot Campaigns to Salesforce Campaigns involves doing Pardot Campaign Alignment. A little bit tedious, a little bit fun... a whole lot of pay off in the end.


So far in this series we have covered why you want to turn on Connected Campaigns, and how to turn it on in your Pardot accountNow we get to dive in to the fun part - Pardot Campaign Alignment.

Pardot Campaign Alignment Can Be Tedious, But It's Important

This is where things start moving along. Matching up your Pardot Campaigns and connecting them to Salesforce Campaigns can be a bit boring (although I kind of enjoyed it), but it has big payoff in the end. This is what we call Pardot Campaign Alignment.

Go to the Pardot Campaigns page, and check out the new settings. There are some important differences here.

Pardot Campaigns with Campaign Alignment
New sections on the Pardot Campaigns page. This screenshot courtesy of the Salesforce Spring '18 Release Notes.

At the very top of the Campaigns page - where it says 'Connect Campaigns with Excel' - is a workbook you can use to mass-update your Campaigns.

It's worth trying out - the Excel file will download to your computer and be pre-populated with separate tabs for your Pardot Campaigns, your Salesforce Campaigns, and a final tab where the campaigns are matched up.

The Pardot team worked some awesome Excel magic here, because that final tab will already show you some matches - or it should, if your Pardot Campaigns and Salesforce Campaigns have the exact same names.

You should be able to use the workbook to match up your Pardot and Salesforce Campaigns, and then upload the Excel file back to the system. This will let you mass-update and perform Pardot Campaign Alignment on all those Campaigns at once.

Chances are good that you have at least some matches, so start with those and then work through the remaining unconnected Pardot Campaigns.

Manually Perform Pardot Campaign Alignment and Connect Pardot Campaigns with Salesforce Campaigns

If you have Pardot Campaigns you can't match up with the workbook - or the workbook doesn't seem to work for you for some reason - then you can move on to manually connecting your Pardot Campaigns and Salesforce Campaigns.

Click Edit on one of your Pardot Campaigns, and you'll see a new option.

Pardot Campaign Alignment
New option on your Pardot Campaign to perform Campaign Alignment with Salesforce Campaigns.

This new dropdown box will let you search for your Salesforce Campaigns and select them.

Once you find the Salesforce Campaign that you need, go ahead and save your Pardot Campaign again.

Success! Your Pardot Campaign is now connected to a Salesforce Campaign! Pardot Campaign Alignment magic!

  • Pardot Pro tip #1: If your Pardot Campaign and Salesforce Campaign had different names, you'll now only see the Salesforce Campaign name.
  • Pardot Pro tip #2: If your Pardot Campaign was used by other Pardot assets (like Forms or Email Templates) all those Pardot assets are now associated with the Salesforce Campaign, automatically.

Work your way through all your unconnected Pardot Campaigns, and connect each of them to a Salesforce Campaign.

Once you finish connecting all your Pardot Campaigns to Salesforce Campaigns, we will move on to finishing the setup of Connected Campaigns. That's next week!

Some Pardot Campaign Alignment Gotchas

In our effort to match up all our Pardot Campaigns to Salesforce Campaigns, we found some bumps along the way. Everything we found can eventually be fixed, so don't worry!

We consolidated all the most common issues into this post specifically about Pardot Connected Campaigns and Campaign Alignment Gotchas.

Are You A Bit Overwhelmed by Pardot Connected Campaigns?

Very soon we wrap up our series on turning on Connected Campaigns. If you want to be notified of our next post be sure to subscribe to our newsletter!

This is a fantastic feature, but there can be a lot of moving parts. Contact us today for support in turning on Pardot Connected Campaigns.

Update - Want to read all of the blog posts in this series about setting up Pardot Connected Campaigns? Start here: 

  1. Pardot Connected Campaigns: Why You Should Turn It On Today
  2. Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On
  3. Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment (this article)
  4. Pardot Connected Campaigns: Final Steps and Adding to Salesforce
  5. Pardot Connected Campaigns: Campaign Alignment Gotchas
  6. Pardot Connected Campaigns: Campaign Member Sync

Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On
How do you turn on Pardot Connected Campaigns and benefit from the enhanced reporting? We walk you through the process, step by step.


Last time I outlined all the reasons you should turn on the Pardot Connected Campaigns feature.

This fantastic feature has huge potential for aligning your Pardot Marketing Automation platform more closely with Salesforce.

There are just a couple of steps to getting it set up.

Turn on Connected Campaigns in Pardot

In Pardot, go to your Account Settings page.

Find the gear/cog icon at the top-right of your screen, and click it. Then click Settings.

Find Pardot Account Settings
Find your Account Settings under the gear/cog icon at the top-right corner of your screen

The new page will be a summary page for your Pardot Account.

Click the Edit button at the top-right.

Edit your Pardot Account Settings
Edit your Pardot Account Settings

Now scroll down to find the Connected Campaigns bar, and click to expand it.

Start turning on Pardot Connected Campaigns
Now expand the section to start turning on Pardot Connected Campaigns

Is your Pardot Account ready for Connected Campaigns?

If you have a fairly new Pardot account - you just got Pardot or you got it after February of 2018 - you are probably ready to go. You will see a screen similar to this one.

Ready to turn on Pardot Connected Campaigns
Ready to turn on Pardot Connected Campaigns

If your Pardot Account is a bit older, then you may see an error message like below:

Warning for Pardot Connected Campaigns
This error message indicates you need to contact Pardot Support to get Connected Campaigns turned on.

"Requirements: Your org needs a few changes. To connect your Pardot and Salesforce campaigns, make sure your org meets these requirements: At least one Salesforce campaign record type must be enabled for connection."

This error message is a tiny bit misleading in that it doesn't tell the whole story.

To resolve it, you need to contact your Salesforce AE. You will just need to agree to Pardot's newest terms and conditions, and then Pardot will enable the feature for you.

Don't worry! It's a really simple procedure. It may take a day or so to get everything settled, but it's very straightforward.

You will get an updated terms and conditions document, and you can do a simple e-signature. If you do not usually sign for updated Salesforce contracts then it will be sent to your Salesforce Admin (or other major point of contact). Just give them the heads up and make sure you tell them why they should sign it.

After Pardot gets the newly updated e-signature on file, your Pardot account will be enabled to use Connected Campaigns.

At this point you will be able to come back to this page and start enabling Connected Campaigns.

Enable Pardot Connected Campaigns

Now you are ready to enable Pardot Connected Campaigns, you will check three options to start.

Three things to turn on
Select these three boxes to start the Connected Campaigns process
  1. The first box will be the box that says "Enable Connected Campaigns and Engagement History."
  2. The second box will be the box that says "Show unconnected campaigns in Pardot Campaigns tab"
  3. And the final option will be for the Campaign record types. If you have multiple Campaign Record types you can choose just the record types you want to use for Pardot assets. If you don't have any Campaign Record Types then you must select the 'Master Record Type' at a minimum.

Tip: you may need to save this page and edit it again a couple of times in order to check all the boxes. You may need to first check the box for "Enable Connected Campaigns and Engagement History" and then save the page, and then click 'edit' again to continue. However you get there, make sure you select these other settings.

When you save, you will get a pop-up warning:

Pardot Connected Campaigns Warning Pop-up box
Last chance to cancel! But go ahead and click OK and move on to Campaign Alignment.

Campaign Alignment is where the fun begins, and the magic starts happening in Salesforce. We'll cover that topic soon.

Want to get an alert when I publish the next article? Sign up for our newsletter to get our news by email.

Are you ready for Pardot Connected Campaigns? Let us guide you through the process!

Do you want support in turning on Pardot Connected Campaigns? We would love to be your guide through the process. Contact us today about turning on Pardot Connected Campaigns.

Update - Read all the blog posts about Connected Campaigns:

  1. Pardot Connected Campaigns: Why You Should Turn It On Today
  2. Pardot Connected Campaigns: First Steps to Setting It Up and Turning It On  (this article)
  3. Pardot Connected Campaigns: Next Steps and Pardot Campaign Alignment
  4. Pardot Connected Campaigns: Final Steps and Adding to Salesforce
  5. Pardot Connected Campaigns: Campaign Alignment Gotchas
  6. Pardot Connected Campaigns: Campaign Member Sync

Planning Your First Pardot Marketing Campaign

You got Pardot Set up...Now What?

This is part 4 of 4 in our series on how to have a successful Pardot implementation. If you missed the first 3 posts you should read the 3 Things to do Before a Starting a Pardot Implementation, the First 4 Steps to Starting a Successful Pardot Implementation and the Final 5 Steps to Finish Your Pardot Implementation.

This also assumes that you were able to finish all the recommend steps in the 24 page Pardot implementation guide. If so, continue reading because you are ready to start using Pardot to automate your marketing!

Now that you are up and running it's time to rev up that marketing automation engine with this checklist of 3 things to do after you implement Pardot:

1. List Imports and Clean Up

Have you collected thousands of email addresses from various sources and added them to your mailing list without properly verifying if they actually want to be subscribed to your list? If you send out an email to bunch of people that have never heard of your company you run the risk of being blacklisted by ISPs and spam filter systems.

You need to verify those people are actually interested in receiving email.

How can you fix this problem?

Send a Permission Pass email to rid your list of addresses that should not be on there. A permission pass is a one-time email you send to prospects on an out-of-date list. Recipients who click an opt-in link are added back to your list. You can use a permission pass one time per list.

Please note that you should never use a permission pass on a purchased list. If you’re sure you’ve got some purchased lists, you’ll need to run an external calling or emailing campaign on that list (outside of Pardot) to obtain the necessary permission to send marketing email. Once they’ve told you it’s okay, you are clear to start emailing those prospects through Pardot.

An alternative to sending a permission pass email is to use an email verification service to cleanse your database and tell you which emails are good/bad/unverified/duplicate. Neverbounce has a Salesforce Pardot integration that allows you to easily import your lists and syncs the validation results back to Salesforce Pardot.

2. Make Your Email Templates Responsive...and Test Them!!!

It really bugs me when I open an email marketing campaign on my phone and have to pinch and expand to see the text.

It probably bugs your customers and prospects too. As a result, they might not care to do business with you.

With over half of all email now opened on a mobile device, looking good on mobile is essential to delivering a quality message to your customers and subscribers.

A lot of people rely on their phones to check email. It’s important to keep this in mind and adopt responsive email design so that your message gets across clearly regardless of device type and screen size.

Maybe you think your business is different. You suspect that your clients and contacts are more likely to open an email on their desktop making responsive email design a low priority for you... Maybe you are right, but to make sure let's check... You can easily see exactly how many people are opening your emails on mobile versus desktop within your Pardot Email Reports.

Whenever you are creating a new responsive email be sure to test your email before saving it as a template or sending the email to a list of people.

If you need help with assessing your current email template portfolio and designing responsive emails, Invado Solutions can help.

3. Gated Content and Autoresponders

Gated content requires visitors to submit a form to access resources like white papers. It’s a great way to convert visitors to prospects. You can gate Pardot-hosted content and content hosted elsewhere.

Upon successful completion of the form a prospect can be taken to a page to view/download the content. Or they can be shown a success/thank you message telling them to check their email with a link to download the content.

This extra step of having your prospect jump through another hoop to get your content might make them mad, but it will help you out in the long run.

Using gated content on forms, combined with autoresponders in the completion actions will help you increase your email open rates, reduce fake leads and prevent bad data from getting into your Pardot and Salesforce systems.

If someone fills out a form and gives you a fake email address, they will not be able to access the information.

If they really want the information they will give you a real email address, then immediately go to check their email, to download the content.

People that go through multiple steps to access your content indicates a higher level of engagement. Anyone that is that excited about reading your content is probably a good prospect that should either be passed on to sales or placed on a nurture campaign that continues to send them valuable content based on their previously indicated interest.


By now you have, hopefully, been able to do some of the steps we as Pardot Consultants recommend to our clients to get the up and running with Pardot.

If you tried to get thru the implementation guide but ended up skipping over a few, (or a lot), of the steps, don’t worry, we can help: Learn about our marketing automation and Pardot consulting services. If it looks like we are a good fit for what you need, you can contact us.


Why you'll want to adopt Pardot Connected Campaigns today

Pardot Connected Campaigns: Why You Should Turn It On Today
Questions swirl around Pardot Connected Campaigns. What is it? What does it do? Should I turn it on? This is the new way to manage campaigns with Salesforce and Pardot. Make adopting this feature a priority for your Pardot account.


Pardot has released a new feature called Connected Campaigns. Launched in the Spring '18 release and currently in open Beta, this feature should go GA (Generally Available) in the next few months. The Pardot Success Community is full of questions about it - mainly "Should I turn on Connected Campaigns?" and I come down on the side of YES. You're going to want to turn on Pardot Connected Campaigns, and you're going to want to turn it on very soon.

What is Pardot Connected Campaigns?

To understand the benefits, first a refresher on both Pardot Campaigns and Salesforce Campaigns. Read my previous blog post Pardot Campaigns: Your Questions Answered, where I go into detail about the differences. For now, the key differences:

  • Pardot Campaign: Prospects can be in only one Pardot Campaign. You would call it 'source' or 'first touch' in most other programs. A Pardot Campaign answers the question: 'What brought the prospect to your Pardot Database?'
  • Salesforce Campaign: Salesforce Campaigns are multi-attribution, and Prospects can be in multiple Salesforce Campaigns at the same time. A Salesforce Campaign can help you answer the question: 'What marketing activities influenced them to convert/buy from us?'

Pardot Connected Campaigns is the way Pardot Campaigns and Salesforce Campaigns are combined. After that, there are no more separate Pardot Campaigns. There are only Salesforce Campaigns.

There are two basic steps to setting up Connected Campaigns:

  1. You first go through a process of matching up your Pardot Campaigns to a Salesforce Campaign. This is called Campaign Alignment.
  2. Then you configure your Pardot instance to only use Salesforce Campaigns.
Use Salesforce to manage all Campaigns in Pardot
The setting in Connected Campaigns to have Salesforce manage all Campaigns

After this you will never make another Pardot Campaign. You will only make Salesforce Campaigns from then on.

Build Your Pardot Assets and Align them with Salesforce Campaigns

The first benefit of Pardot Connected Campaigns is that you no longer have the confusing concept of two different types of Campaigns.

Now when you go to Pardot and make a new Form, or make a new Email, or do any activity which asks you to set the Pardot Campaign, you will simply select the relevant Salesforce Campaign instead of the Pardot Campaign.

Create a Pardot email and assign a Campaign
With Pardot Connected Campaigns, the Campaign you select will be a Salesforce Campaign.

This will save you a ton of time. If your company makes a Pardot Campaign for every Salesforce Campaign, then you will be able to simplify your entire process.

See More Marketing Metrics Directly on Salesforce Campaigns

The second benefit to Pardot Connected Campaigns is that you will be able to see the results of your marketing efforts directly on the Campaign's Page Layout in Salesforce.

It's available in Salesforce Classic, but it really shines in Salesforce Lightning.

Engagement metrics you can display on your Salesforce Campaign Layout in Salesforce Lightning thanks to Pardot Connected Campaigns.
Some of the items you can display on your Salesforce Campaign Layout in Salesforce Lightning thanks to Pardot Connected Campaigns.

There are now reportable statistics on the Salesforce Campaign itself. They display the following:

  • For List Emails associated with this Salesforce Campaign:
    • Total Emails Delivered
    • Open Rate
    • Click Through Rate
  • For Pardot Forms associated with this Salesforce Campaign:
    • Total Form Views
    • Form Submission Rate
  • For Custom Redirects associated with this Salesforce Campaign:
    • Unique clicks on the custom redirect
  • For Pardot Landing Pages associated with this Salesforce Campaign:
    • Total Landing Page Views
    • Landing Page Form Submission Rate

Though this next screenshot is of Lightning, you can get a number of reportable elements in Salesforce Classic, too. (You just don't get the nice interface of boxes from the above screenshot.)

Form Engagement Metrics for Salesforce Campaigns
Example of Form Engagement Metrics for Salesforce Campaigns.

In addition to these reportable elements, you can add various engagement fields to campaign list views.

Add Engagement Fields to Campaign List Views in Salesforce
Add Engagement Fields to Campaign List Views in Salesforce

This will let Salesforce users find Salesforce Campaigns with engagement, and explore what is working.

One more cool benefit for Lightning: You can embed report charts on your Lightning campaign page layouts, like you see in the below screenshot:

Use native Salesforce reports to embed charts on your Lightning Campaign Page Layouts
Use native Salesforce reports to embed charts on your Lightning Campaign Page Layouts

While you can still run the same reports in Salesforce Classic, these embedded charts are not available for Classic. They are only available for Salesforce Lightning.

Real Benefits: Leadership Visibility into Campaign Performance

What's the real benefit here? Your executive team can see at a glance how a Salesforce Campaign is performing.

Side benefit? This sort of data being available on Campaign pages in Lightning is going to help convince more executives that it's time to move everyone over to Salesforce Lightning.

Numbers will show Leads and Contacts Only

These charts and other reporting elements will only reflect the Salesforce Leads and Contacts who interacted with your Pardot assets. It will not reflect any Pardot-only Prospects. Those Prospects who are not syncing with a Lead or Contact cannot be seen by these Salesforce Engagement metrics and reports.

So if you have a large number of Prospects who are only in Pardot, and are not in Salesforce, you cannot see the 'real' number of interactions.

For example: Let's say you send a List Email to announce the launch of your new White Paper.

You send the email to 500 prospects, but only 200 of those prospects are Leads or Contacts in Salesforce.

Your report will look rather small - it will look like only 200 Leads or Contacts were sent the email, instead of the real number of 500.

If the Pardot-only prospects later convert and become Leads or Contacts, your report numbers will grow. If you end up permanently deleting the Pardot record, the permanent deletion will reduce your report numbers.

Still use the 'Add to Salesforce Campaign' actions in Pardot

Pardot Connected Campaigns just records interaction with your Pardot assets at a high level. It does not make the Leads or Contacts become Campaign Members at all.

This means you still need to use the actions of 'Add to Salesforce Campaign' in order to make the Lead or Contact become a Campaign member.

Excited About Pardot Connected Campaigns? We Are too!

Do you want support in turning on Pardot Connected Campaigns? We would love to be your guide through the process. Contact us today about turning on Pardot Connected Campaigns.

Update: Now you can follow along with my blog posts about how to turn on Connected Campaigns. Start with Connected Campaigns: First Steps to Setting It Up and Turning It On, then learn about Campaign Alignment, and wrap up with Final Steps and Adding to Salesforce and the setting for Campaign Member Sync. I also wrote a post specifically about some of the minor quirks you might encounter during Campaign Alignment, and how to resolve those.