In the Pardot community, we see the same questions over and over. This one about sending email with Pardot has come up a couple of times lately.
“I’m sending an email to people who are Leads or Contacts in Salesforce. I set up my email to come from the Assigned User. Why does Pardot show me this error message?”
And the error message is an alert that the email ‘Sender must have either a Specific User or General User as the last option.’
This error message is a bit vague when you’re new at Pardot, but it’s basically asking you to declare a fallback sender.
You may think you set up your recipient list so that the only Prospects on it will be Prospects with an Owner (aka Assigned User) in Salesforce.
But Pardot itself isn’t smart enough to know that your list is perfect.
(And really … are you positive something weird won’t happen along the way?)
So to be on the safe side, Pardot makes you set up a fallback sender … just in case you are wrong, and someone on your list does not have an Assigned User.
Set up your fallback sender
This is really easy. See that plus sign to the left of the box? Click that.
You’ll get a new line. Pick “Specific User” and then select your sender from the list of names.
Picking the correct sender of your email
I chose a single Pardot User (myself) as the fallback sender for this email.
You can pick any Pardot User in your account. Their names will be available in the dropdown box.
If you want to use a fallback sender who is not a Pardot User, you can add a General Sender. This will let you type in a Name and also an email address.
Save time by saving Senders into your email templates
One of the nice things about this hierarchy of senders is that you can save this into your Email Templates.
Then you can use the Email Templates to make new emails. Those new emails will inherit your senders.
Save yourself tons of time by setting up your Email Templates with the proper senders, and you’ll never have to scramble to remember who should be sending this email or that email. It will all just be saved there for you.
Need help with your Email nurturing and Pardot?
Not sure how to turn an email template into an automated nurturing program? If you need help with your Pardot implementation reach out to our team of Salesforce and Pardot certified consultants at Invado Solutions.