Supporting your Customer Success Team with Pardot

Share this article...


“Supporting your Customer Success Team with Pardot”  is a comprehensive guide on how to leverage Pardot, a marketing automation tool, to enhance customer engagement during the onboarding process. The speaker, Kelli Meador, a Salesforce Marketing Architect, introduces the concept of gamification to increase actionable steps during onboarding.

The tools used within Pardot for this process include custom fields, page actions, custom redirects, dynamic content, email templates, and the Engagement Studio. The first step involves creating a new custom field to track engagement points. This field, which should be a number field, collects points over time depending on the onboarding process. The video also mentions that even without dynamic content, users can still implement gamification by using more HTML to pull in the points. The entire program is driven by the Engagement Studio.

Leave a Reply

Your email address will not be published. Required fields are marked *