How to Set Up a Pardot Form Handler

แชร์
ฝัง
  • เผยแพร่เมื่อ 17 ก.ค. 2024
  • Implementing a Pardot Form Handler isn't super straightforward. So this video covers what a Pardot Form Handler is vs a Pardot Form. We talk a little bit about the benefits of a Form Handler and how it differs from Salesforce's Web 2 Lead. Finally, I implement a form handler onto a live form and show what the process of converting a Prospect via a Pardot Form Handler looks like.
  • ภาพยนตร์และแอนิเมชัน

ความคิดเห็น • 16

  • @freelancpro1127
    @freelancpro1127 4 ปีที่แล้ว +2

    This was By far the Best clear & Concise walk through of Form handler. Please do more videos. You explanations are simple too. :)

  • @jmxt3
    @jmxt3 2 ปีที่แล้ว

    the best pardot form handler tutorial on the web. Thank you

  • @four321zero
    @four321zero 2 ปีที่แล้ว

    really nice job at detailing the whole process. I dont find Pardot's documentation this detailed

  • @sophiesmith5964
    @sophiesmith5964 5 ปีที่แล้ว

    Great video, really clear, best I have seen :)

    • @ImplementationGuru
      @ImplementationGuru  5 ปีที่แล้ว

      Hey Sophie! Thank you so much for the kind words, I'm on the hunt for more topics that users are looking for answers on, do you have any suggestions of another video you may want to see?

  • @WebDesignMX05
    @WebDesignMX05 3 ปีที่แล้ว +2

    I use Pardot form handlers for fields types of different varieties...(radio, checkboxes, drop downs)...but my implementation involves manipulating the submission of data into a hidden js client side or backend approach copying all form fields to hidden form text fields to post to pardot text fields. I know there is documentation on this but wonder why so many youtube pardot form handler demos showcase only text fields and never ever show multiple checkboxes , radio and drop down input being successfully implemented. Curious to know if in 2021 you have been able to successfully map multiple check boxes, radio buttons and drop downs able to submit directly without trouble to form handler fields without strict requirements.

  • @digital_rein
    @digital_rein 5 ปีที่แล้ว +1

    Thank you!

  • @kirozhkov
    @kirozhkov 5 ปีที่แล้ว +1

    Hi! Thank you for the guide! But what if I already have this prospect in my Pardot account? Will they be matched in one person or another one will be created?

    • @ImplementationGuru
      @ImplementationGuru  5 ปีที่แล้ว

      If they use the same email address then Pardot should match them, activate the prospect and start logging visitor activity against the existing prospect. However, IF you have AMPSEA (Allowing Multiple Prospects with the Same Email Address) enabled in your org, Pardot will attribute the activity to the most recently updated record.

  • @mr_chon
    @mr_chon 4 ปีที่แล้ว +1

    Has Pardot implemented a way to handle file submissions? Last I saw they were working on it; but hadn't done anything about it yet and folks are finding different workarounds for it.

    • @ImplementationGuru
      @ImplementationGuru  3 ปีที่แล้ว

      We're all waiting for this, but it's still not available out of the box yet

  • @amitwagaskar2491
    @amitwagaskar2491 5 ปีที่แล้ว +1

    Hi, I am following the same step which you have followed in this video,still i'm not able to create a data in my pardot org.

    • @ImplementationGuru
      @ImplementationGuru  5 ปีที่แล้ว

      Ok first things first, go through this document to see if this fixes it; help.salesforce.com/articleView?id=000264418&language=en_US&type=1
      Another common problem is when a form gets submitted with no value in a field and the form handler field is ticked as required. The form handler will not process the submission properly. If you are still having trouble, email me at team@implementation.guru and we can work through it in more detail if you need?

  • @EashwerIyer
    @EashwerIyer 4 ปีที่แล้ว

    Thanks for the helpful video Trent. It helped me understanding Pardot Form handler. But when you got to 1minute 20s th-cam.com/video/jbMbzI6smlQ/w-d-xo.html&t=1m20s you spoke about 2 possibilities - pardot form and pardot form handler.But you delved into Pardot Form handler. Is there a similar video for Pardot form build .. and capture of visitor
    within Pardot, that also explains the difference in the setup of the 2

  • @KCComics
    @KCComics 4 ปีที่แล้ว

    Your voice is way too low