Pardot New Lightning Email Template Builder Training Video and Q&A

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  • เผยแพร่เมื่อ 12 ธ.ค. 2024

ความคิดเห็น • 27

  • @katemaso
    @katemaso 2 ปีที่แล้ว +3

    For anyone running into issues adding the Email Template within Email Content, you have to select "Lead" or "Contact" as the Related Entity Type.

    • @roncostalab
      @roncostalab 2 ปีที่แล้ว

      Does it cause any conflict with Pardot Prospects or the actual List? Just wondering, but your comment is really a life savier. I was literally rebuilding the lightning template into the email content. Thank you.

    • @danielamera8746
      @danielamera8746 2 ปีที่แล้ว

      Kate you've saved my Friday, thank you so so much

  • @jordangray6867
    @jordangray6867 2 ปีที่แล้ว +1

    This is a great resource, thank you! The one issue I have, however, run into is that when I upload two 1:1 ratio images in the 2 column format, one image uploads slightly larger than the other. Why would this occur with two equal-sized images and how can I fix this issue? Thank you in advance.

  • @Monica-yp6yc
    @Monica-yp6yc 3 ปีที่แล้ว +1

    another great video - love your demos and content, so helpful!

    • @ParetoPi
      @ParetoPi  3 ปีที่แล้ว

      Glad you like them!

  • @nasrzain1028
    @nasrzain1028 2 ปีที่แล้ว +2

    33:19 may you explain this part more? I tried everything with permissions sets but still can't see the templates

    • @ParetoPi
      @ParetoPi  9 หลายเดือนก่อน

      Make sure all Email related objects and permissions are available to your profile.

    • @voxvesper4617
      @voxvesper4617 14 วันที่ผ่านมา

      I think it's because she selected "Opportunity" as a related object. The Salesforce Documentation says it the object selected needs to be either "Lead" "Contact" or "None".

  • @sagarbrahmbhatt
    @sagarbrahmbhatt 7 หลายเดือนก่อน

    Can we use the template built under salesforce template builder in Pardot now? I understand the presenter in the video says its not possible, possibly after the update. Since the video is 2 years old, I'm wondering whether that update/functionality exists?

  • @saurabhtyagi939
    @saurabhtyagi939 3 ปีที่แล้ว +1

    Thank you for the video!

    • @ParetoPi
      @ParetoPi  3 ปีที่แล้ว +1

      My pleasure!

  • @adityapatra9183
    @adityapatra9183 2 ปีที่แล้ว

    Can't thank you enough for this!!!! Quick question - can I incorporate a pardot form into my email template? I want to create a survey campaign but can't find a way to include Likert scale into pardot forms and then include the form into the email template so users can fill the form inside the email itself rather than clicking a link and go to a different webpage.

    • @ParetoPi
      @ParetoPi  2 ปีที่แล้ว +1

      Hi Aditya, sorry we just only now noticed your comment. Unfortunately, you can not really host a form inside of the email template, but you can make a clickable button to take them to the form (to the Pardot Landing page, for example). Hope this helps.

  • @sushmamaurya5083
    @sushmamaurya5083 2 ปีที่แล้ว +1

    Thanks...very good.
    questions - converting Pardot existing email template into Lighting Email Template Builder, so challenges are below :
    HTML code -
    1. It wont support , , ,,, and
    2. No css, only inline Style
    3. In html Body tag, only limited style and background image and colour can be added
    4. As of now my challenge is if else condition in html code

    also for Body, we can not add repeat image and some other style for font and all

  • @abigailcox5809
    @abigailcox5809 ปีที่แล้ว

    Great tutorial :) Had a question. Is it possible to add a custom font into the existing pardot fonts?

    • @kenschwartz7683
      @kenschwartz7683 ปีที่แล้ว

      wondering if anyone ever responded to this?

    • @ParetoPi
      @ParetoPi  9 หลายเดือนก่อน

      Hi there, you could attact CSS style sheet to your Salesforce or MCAE Files (depending on which email builder are you using) and load the custom font from there. BUT it needs to be tested, and for various reasons Prospects browser might be blocking or not supporting it. So I would discourage this, simply for the time, maintenance and unpredictability factors.

  • @nasrzain1028
    @nasrzain1028 2 ปีที่แล้ว +1

    can we use them in Forms "send auto responder" ? because I tried but I didn't find the template that I built

    • @gigiguga78
      @gigiguga78 2 ปีที่แล้ว

      I can´t see my templates either. I wish someone can help. :)

    • @nasrzain1028
      @nasrzain1028 2 ปีที่แล้ว

      @@gigiguga78 make your you arent using images from salesforce. only from CMS :)

  • @yissakb3044
    @yissakb3044 ปีที่แล้ว

    Is the email template builder in Salesforce CRM and Pardot are the same?

    • @ParetoPi
      @ParetoPi  9 หลายเดือนก่อน

      This is in Salesforce Lightning CRM

  • @mckenziebinkley-jones8444
    @mckenziebinkley-jones8444 2 ปีที่แล้ว

    Hi,
    I am not seeing all of my segmentation lists when I try to send an email. How do those get added to the email content side of things?

    • @ParetoPi
      @ParetoPi  9 หลายเดือนก่อน

      Make sure these lists appear in your Salesforce CRM and are available for the type of email you are sending. Are you trying to send email to the Test List? - Then You need to select "Test List" type when you are creating a List.

  • @SEBASTIANANTONIOCORDOVADIAZ
    @SEBASTIANANTONIOCORDOVADIAZ ปีที่แล้ว +1

    The consultant fails to show the most important part of the process. Sending the test and the email.

    • @ParetoPi
      @ParetoPi  9 หลายเดือนก่อน

      Hi there, sorry about that, here was a bit different focus, will try to do it another time. My apologies.