Free Tool: Managing Pardot Account Hygiene

Highlights:

Scheduling tips

Folders and Naming Conventions

Integrations

What's inside?

 

The Pardot Marketing Hygiene Calendar is a readymade tool that helps B2B marketers stay on top of their account organisation, in turn, saving time and the headaches of an unruly account.


It’s best used in conjunction with our free eBook: How to Organise Your Pardot Account Like a Pro.

From scheduling and assigning responsibility for full Pardot audits, to removing sync and integration errors, this calendar will ensure nothing slips under the radar when it comes to maintaining a healthy, risk-free Pardot account.

It comes pre-filled with the frequency we recommend for each task - but you can copy and edit to suit your business needs too!


Inside, you’ll find:

  • Users & usage limits
  • Integrations
  • Folders and naming conventions
  • Campaigns & Tags
  • Lists & custom fields
  • Automation Rules
  • When, and how often?
  • Emails
  • FAQs
  • Features

 

… and tips about what to check in each of these categories to keep an organised Pardot account!

Client reviews

Communications

Our company has been struggling with an incorrect setup of our Pardot workflows and content download processes. We hired Tom and his team to help us set up these processes in a cleaner and more efficient way, and they did an excellent job!

Flora, Website Administrator, Ecosio, UK

Education

MarCloud’s knowledge on Pardot and Salesforce are second to none. They’ve supported us in making sure we have the basics set up well through to creating in-depth and creative Engagement Studios that have allowed us to attract and track more new business.

Jon, Marketing Manager, Ambition Institute, UK