Configuring Your Pardot Lightning App for the Landing Page Builder
Posted: Sun Dec 22, 2024 5:29 am
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
This is a guest post written by Lindsey Mark, Global Cloud Solution Alliances Sr. Manager at Salesforce, responsible for Pardot Consulting Partner Enablement. She lives in Indianapolis, IN and has been working at Salesforce with the Pardot business since 2017.
We’re all very excited to enable the new Lightning cambodia mobile number Landing Page Experience and the setup wizard makes most of the configuration a breeze. There are, however, a few configuration items which will help orient and onboard your users to the new Lightning Content Builder Experience. This post will outline Pardot Lightning App administration tasks and provide you with an action plan for landing page configuration after the content setup wizard steps are completed.
Following best practices is key to a successful Content Builder rollout. Consider auditing your Pardot instance before beginning the process of enabling the new Lightning Content Builders. Many partners like MarCloud, offer account audits or health checks to ensure you’re set up properly. Contact them or check out the AppExchange for skilled Salesforce Pardot partners in your region.
A majority of the following configuration items require Salesforce Admin or Marketing setup admin permissions. If you’re not a Salesforce or Marketing Setup Administrator please connect with your Salesforce Admin to complete these steps.
Pardot Training Banner
1. Add the Landing Page object to the App
When onboarding new users it’s important to make the new Pardot Lightning Builder easy to find within the Pardot Lightning App.
While it’s possible to create Lightning Builder landing pages from the campaign object, it is much easier for users to navigate to the Landing Page object home. Adding the landing page object to the Pardot Lightning App ensures that all users can view the new object from the app, rather than having everyone attempt to customise their app independently.
This task can only be performed by a Salesforce Administrator or a Salesforce Marketing Admin with “Customize Application” user permissions.
Screenshot of back end in Pardot
Optional: If you’ve not yet configured the Lightning Email Builder, consider also adding Pardot Email and Email Templates to Selected Items.
Before beginning this process, discuss needed tabs and the ideal order with your key marketing stakeholders, with the most used tabs listed first. They may want to add the campaign, Pardot Email, Email Template object tabs in the Pardot Lightning App. After making the change, perform a final test with your marketing team to verify the tab order is optimal for the average user’s screen size.
Navigate to Salesforce Setup > Apps > App Manager
Navigate to the Pardot Lightning App and use the drop-down to “edit”
Select “Navigation Items”
Move “Landing Pages” from the Available Items list to the Selected Items.
Reorder the items as desired
Verify the tabs visible for all users
Verify the tabs are in the preferred order for Marketing users
This is a guest post written by Lindsey Mark, Global Cloud Solution Alliances Sr. Manager at Salesforce, responsible for Pardot Consulting Partner Enablement. She lives in Indianapolis, IN and has been working at Salesforce with the Pardot business since 2017.
We’re all very excited to enable the new Lightning cambodia mobile number Landing Page Experience and the setup wizard makes most of the configuration a breeze. There are, however, a few configuration items which will help orient and onboard your users to the new Lightning Content Builder Experience. This post will outline Pardot Lightning App administration tasks and provide you with an action plan for landing page configuration after the content setup wizard steps are completed.
Following best practices is key to a successful Content Builder rollout. Consider auditing your Pardot instance before beginning the process of enabling the new Lightning Content Builders. Many partners like MarCloud, offer account audits or health checks to ensure you’re set up properly. Contact them or check out the AppExchange for skilled Salesforce Pardot partners in your region.
A majority of the following configuration items require Salesforce Admin or Marketing setup admin permissions. If you’re not a Salesforce or Marketing Setup Administrator please connect with your Salesforce Admin to complete these steps.
Pardot Training Banner
1. Add the Landing Page object to the App
When onboarding new users it’s important to make the new Pardot Lightning Builder easy to find within the Pardot Lightning App.
While it’s possible to create Lightning Builder landing pages from the campaign object, it is much easier for users to navigate to the Landing Page object home. Adding the landing page object to the Pardot Lightning App ensures that all users can view the new object from the app, rather than having everyone attempt to customise their app independently.
This task can only be performed by a Salesforce Administrator or a Salesforce Marketing Admin with “Customize Application” user permissions.
Screenshot of back end in Pardot
Optional: If you’ve not yet configured the Lightning Email Builder, consider also adding Pardot Email and Email Templates to Selected Items.
Before beginning this process, discuss needed tabs and the ideal order with your key marketing stakeholders, with the most used tabs listed first. They may want to add the campaign, Pardot Email, Email Template object tabs in the Pardot Lightning App. After making the change, perform a final test with your marketing team to verify the tab order is optimal for the average user’s screen size.
Navigate to Salesforce Setup > Apps > App Manager
Navigate to the Pardot Lightning App and use the drop-down to “edit”
Select “Navigation Items”
Move “Landing Pages” from the Available Items list to the Selected Items.
Reorder the items as desired
Verify the tabs visible for all users
Verify the tabs are in the preferred order for Marketing users