Pardot Forms Flashcards
Why do you want to use forms?
To collect info from visitors and turn them into prospects
What do you use to create customized forms?
Form Wizard
How many forms can Standard Edition have?
50
What are your form styling options?
Form Wizard has built in options or can style with custom CSS
What actions can follow a form submission?
Autoresponder emails, add to marketing lists, notify users with completion actions. Or redirects to a specified page
What do Form Reports tell you?
Total views, total submissions, submission rate, total errors, error rate
What do Form Handler Reports tell you?
Total submissions, unique submissions, conversions
When should you use form handlers?
When you already have an existing form and form infrastructure and need total control of form design. Or just want to pass data back to Pardot from specific fields in pre-existing forms
What’s progressive profiling?
keeps forms short by asking for more info based on previous response
What are dependent fields?
hidden by default but appear based on value entered in another field
Pardot Form Reporting Metric: Total Views
total times viewed, including if more then once by same person
Pardot Form Reporting Metric: Unique Views
doesn’t include if someone viewed more than once
Pardot Form Reporting Metric: Conversions
of times visitor successfully filled out the form
Pardot Form Reporting Metric: Total Submissions
total times form was successfully filled out
Pardot Form Reporting Metric: Unique Submissions
doesn’t include if same visitor submitted form more than once
Pardot Form Reporting Metric: Total Errors
errors happen when invalid value is entered, or not all fields are completed
Pardot Form Reporting Metric: Unique Errors
doesn’t include if same visitor failed more than once
Pardot Form Reporting Metric: Total Clicks
of clicks on the links on your thank you page
Pardot Form Reporting Metric: Unique Clicks
doesn’t include if same visitor clicked more than once
Pardot Form Reporting Metric: Last Submitted
date/time prospect most recently filled out form
Pardot Form Reporting Metric: Updated
date/time prospect record was last updated
All Form/Form Handler Submissions Reports
Can be filtered by campaign or date range and sorted by form/handler, prospect, company, score, grade, or submission date/time
What happens after a form is submitted? (the conversion to prospect)
Pardot uses cookies to try to associate it with a prospect:
If found, activity saved to prospect record
If not, uses email in form to look for matching prospect
If no prospects are found, creates new prospect
If found in recycle bin, undeletes prospect
If you’re at a conference and want to manually enter prospect data into a form from a signup sheet or have prospects fill out forms at a tradeshow booth, what should you enable?
Kiosk Data Entry Mode: allows a form to be submitted multiple times without causing visitor association changes because it doesn’t cookie visitors
How should you include forms in emails?
Provide a link to the form instead of embedding it in the email.
How do you add a Pardot form to your website (not a Pardot landing page)?
Use an iframe
What are the Pardot form options for bot protection?
Honeypot Technique: invisible field that only bots can see and Pardot will reject the form if the field has a value
Conditional CAPTCHA: checks IP first, and if the IP is known for spam, visitors will see a CAPTCHA
reCAPTCHA
What are the ways to share content after a prospect completes a form to access gated content?
Autoresponder email: confirms that email is valid
Redirect on form completion: can include a link on the thank you content or redirect the prospect directly to the URL of the content
