Form And Form Handlers Flashcards
What is the purpose of a form and form handlers?
To capture leads.
To collect visitors information and creat idenified propects.
What are forms?
Pardot forms are designed and managed in pardot.
What are form handlers?
Form handlers connect pardot to your external forms so you can funnel prospects information into pardot.
What features come woth pardot forms?
- Prevents data duplication in pardot
- Validates email addressed
- Provides progressive profiling
- Protects against bots
- Provides forms views and error data
- Provides field-level change audits for prospects
- Integrate with pardot landing page
- Base automation rules on form views
- Base automation rules on form completions
- Send pardot autoresponder email
- Redirects to a success page
- Displays pardot thank you content after form submission
- Supports prospect resubscribe
What features can form handlers provide?
- Prevents data duplication in pardot
- Validates email addressed
- Integrates with third-party forms
- Maintains current lead flow
- Integrates with SF web-to-lead forms
- Supports custom front-end editing
- Provides field-level change audits for prospects
- Base automation rules on form completions
- Send pardot autoresponder email
- Redirects to a success page
What user permissions are need med to create form and form handlers?
Admin and marketing role
How do you create a pardot form?
Content > form
Step 1: name
- name form
- select folder
- select campaign
- click next
Step 2: fields
- add new field > click + add new field
- use the tool icon to edit, rearrange, delete fields
- click next
Step 3: look and feel
- choose a layout template
- enter the text for the submit button
- on the above form tab, enter the content that appears above your form fields
- on the below form tab, enter the content that appears below you form fields
- on the style tab customise the look and feel of your forms elements
- on the advanced tab, configure how your form behaves, how it tracks prospect activities, and how it protects against spam bots
- click next
Step 4: conpletion actions
- on the thank you conten tab, enter the content that displays after the prospect submits the form
- on the thank you code tab, enter cose that you want to run after form submission
- add completion action
- click next
Confirm and save form
What steps can you do if you don’t want your form to live on a landing page?
You can place the form on your website using an iframe.
Content > form
Select form > click the arror and select view HTML code
Copy the iframe code and paste into your web page source code
What is kiosk / data entry mode?
It allows a sumbit a for multiple times without causing visitor association.
Where would you use kiosk mode?
At a trade show where prospects fill out forms on the same screen.
When you manually enter prospects data into a form from a signup sheet.
Where would you enable the kiosk mode?
Its on a per-form basis
Advance tab of look and feel step
How to edit a field on a form?
Open the form for editing
Click fields tab
Next to the field that you want to edit > click the pencil icon
Make yiur changes and save field when you’re done
Why would you customize a form’s fields?
Seasonal campaign
Change the value in a dropdown box for a specific use
What are the basic tab form fields options?
Label - the label for the field that appears in the form.
Prospect fields -
Load default data - loads the field’s global settings
Type - the fields data type - text number etc
Data format - specifics which format the prospect enters data
Required - makes field required
What are the advanced tab form fields options?
Error message - empty or invalid
CSS classes - enter a class tonuse for specific css in the layout template associated eith your form.
Description
Always display even if previously completed - use for fields for which the prospect can submit the samw value more than once.
Do not pre fill - use for fields that are set to always display and that you dint want to be prefill with a previous value
Maintain the initial value upon subsequent form submissions - retains the initial field value when the prospect submits more forma with different values for the same field.
What are the values tab for form fields options?
The values tab is available only for checkbox, radio button and dropdown fields.
Prefill with - value from the dropdown
A icon - display an alternate value on the form. The original value appears in the prospect record
Grid icon - assign a profile to the prospect when the prospect selects the value
+ icon - adds prospects who select the value to the designated list
What is the progressive tab form field options?
Show this field only if the prospect alreadt has data in the following fields
What are the dependent tab form fields option?
Display other fields in this form based on the value of this field
When this field equals - value triggers the dependent field
Show this field - field to display when trigger value is entered
Who can edit global field settings?
Only admins
When editing a fields global settings, does existing forms fields update?
No. To pull the new settings, edit the field on the form and load the default data
How to edit global form fields?
Pardot Settings >
Object and field configuration >
Locate field and edit
Save
What are pardot’s default prospect fields character limits measured in?
Bytes - is a unit of a digital information that most commonly consists of 8 bits.
On a per-form basis, what prospect field global settings can be changed?
Type
Value
What are the default field settings for prospect global fields?
Name - change field name prospects see on the form
Tags - tags to organise custom fields and other items
Salesforce field name - sync the field with a salesforce field. Default fields are automatically mapped
Keep this fields type and possible value (for dropdown, radio buttons, checkboxes) in sync with crm
Sync behaviour- this option controls your sync behaviour
Set a defaukt mail merge vakue to be ised when this filed does not have a value - default value to populate varible tags when a prospect field is empty.
Use pre-defined values (radiobuttons , drop down)
Validate on import - only import when accepted values are met. Compare import values to predefined values.
Type - changes the data type
What are custom field global settings?
Name - change field name prospects see on the form
Tags - tags to organise custom fields and other items
Salesforce field name - sync the field with a salesforce field. Default fields are automatically mapped
Keep this fields type and possible value (for dropdown, radio buttons, checkboxes) in sync with crm
Sync behaviour- this option controls your sync behaviour
Record and display multiple responses
Set a default mail merge value to be used when this filed does not have a value - default value to populate varible tags when a prospect field is empty.
Use pre-defined values (radiobuttons , drop down)
Validate on import - only import when accepted values are met. Compare import values to predefined values.
Type - changes the data type
What do Prospect field types do?
Determines what kind of data the field can captured.
What field types are available in Pardot?
Text - free-form text entry
Number - number value - can use this for incremental actions and criteria in rules and dynamic lists
Date - used for time-based criteria in rules and dynamic lists
Radio button - customise to select one option out of several
Checkbox- custom checkbox
Dropdown - custom dropdoen menu
Textarea - large free-form text box - 65,535 characters
Multi-select - custom list. Can select multiple options
Hidden - invisible field can capture data but visible on form
Crm user - connects to Salesforce user
Why would you validate email addresses?
To prevent prospects from submitting forms with invalid ema addresses
What is required to validate an email with valid mail server?
Valid email address syntax
Live domain name
Receiving email server listed in DNS records
What is required to validate email not from ISPs and free email providers?
- Valid email address syntax
- Live domain
- Receiving email server listed in DNS records
- Not from known ISP ( comcast, charter)
- Not from a free email provider (gmail, hotmail)
How can you protect your forms and landing pages from bots?
Switch reCAPTCHA on
What technique can pardot use to protect against bots?
Pardot have a built in protection using a negative CAPTCHA called a honeypot.
Its an invisible field - prospects can’t see but bots do.
What is a conditional CAPTCHA?
Extra protection against sophisticated bots.
Pardot pings a database of IP addresses known for spam when a new visitor views a form or landing page
How to enable reCAPTCHA?
Enable in advance tab of look and feel step in the form
When will Pardot automatically enable a reCAPTCHA?
When an usual amount of form submissions are detected within a certain time frame
What would you use if you want more control over your forms look and feel?
Layout templates and customise your form code
Can you change submit button to an image?
Yes but only with a pardot form that uses a layout template.
If your form is on a pardot landing page, where would you change the submit button to an image?
You would edit in the layout template for the landing page.
If your form is NOT on a pardot landing page, where would you change the submit button to an image?
You would make the changes in the form’s layout template.
Can you use a stock template for a submit button image in pardot forms?
Yes. Only when the pardot form is on a landing page.
Can you change the font style on pardot forms?
Yes. By adding code to your layout template.
If using a landing page add the code to the landing page layout.
What are layout templates used for?
They are used to fomat landing pages, forms and site search results
What elements controls a form’s styling?
If a form is by itself, the layout template for that form is used?
If a form is on a landing page, the landing page layout is used and the forms layout template is ignored
If a form is on a landing page built using the landing page builder, no layout template is used
How to create a layout template?
Content > layout template
Click +add layout template
Name template
Create or import styling using one of these methods
> layout tab > add HTML and CSS
> import styling from website by clicking > import layout from URL
What variable always need to remain on a forms and landing pages?
%%title%%
%%content
Description
Can you add CSS classes to fields in forms?
Yes. You can add CSS classes to individual fields.
When can you customise a forms CSS?
When the form layout template has a tag
Can you test a form?
Yes. Complete the form just as a prospect would.
How would you check a form is working as expect?
Check a prospects audits
When testing a form, How many submissions are shown in a prospects activity?
1 will appear every 30 minutes
Why should you not add a form in an email?
- the form might not render correctly
- the form might not capture data
- the form might trigger an alert about submitting data to an external page. Email clients tend to flag emails that contain forms as spam, so could hurt engagement.
What is gating content with forms?
Gated conten requires visitors to submit a form to access resources (like white papers).
Great way to convert visitors to prospects
What method could you use to make sure a prospect provides a valid email address before sending gated content?
Set up an Autoresponder emails to confirm the email address
Redirect on form completion
Why would you use a form handler instead of a pardot form?
Completely control the look and feel of your forms
Post form submission data to more than one database
Integrate pardot with your existing forms
Use a third-party form tool
How do you integrate your form handle to an external form?
- In Pardot, navigate to your form handler
- Click View form handler code, and copy the URL
- In your form’s code, change the post URL to your form handler URL
Can you add a honeypot field to external forms?
Yes. Add a code to your external form
What does a honeypot field do?
Its a hidden field only visable to bots. Pardot rejects submissions that contain a value in the honeypot field.
What should you disable when setting up form handlers?
Disable the activity throttling and send autoresponder emails after every submission
Why should you disable activity throttling?
To prevent rapid submissions from spawning duplicate activities and emails.
Example - if a prospect submits a form handler to cirrect their name, you dont want them to receive the autoresponder email again.
Can you integrate pardot form handlers with Salesforce web-to-lead forms?
Yes - for campaign and source tracking with pardot’s mirco-level web analytic.
The integration posts form data to both Salesforce and pardot almost simultaneously
What can happen if you use completion actions to assign a prospect in pardot when form handler to sf web-to-lead is set up?
It can cause duplicate leads
