Pardot Platform Audit


$2,500.00 $1,500.00



Product Description

Pardot Platform Audit

Identify, document, and review gaps in Pardot setup and provide recommended configuration settings

During our Pardot Platform Audit we review and thoroughly document many areas of the Pardot menu system and feature set. Once we’ve performed the audit, we’ll meet with you to go over our findings in detail, giving you a clear understanding of any gaps in your current Pardot setup. We’ll also make you aware of any implications of your certain setup and offer our recommendations for configuration settings.

We also provide best practices advice along the way!

What we look at during a Pardot Platform Audit

  • Settings
  • Prospect Analysis
  • Marketing
    • Folders
    • Automations
    • Campaigns
      • Pardot Campaigns
      • Salesforce Connected Campaigns
    • Content
      • Custom Redirects
      • Dynamic Content
      • Files
    • Emails
      • Sent (List Emails)
      • Templates
      • Email Preference Pages
      • Unsubscribe Page
    • Engagement Studio
    • Forms
      • Forms
      • Layout Templates (Forms)
      • Form Handlers
    • Landing Pages
      • Landing Pages
      • Layout Templates (Landing Pages)
    • Segmentation
      • Lists
      • Rules
      • Profiles
  • Reports
    • Lifecycle Report
  • Admin
    • Scoring Rules
    • Connectors
      • Salesforce Connector
        • Salesforce Connector Preferences
        • Sync Errors
      • Other Connectors
    • Fields
      • Prospect Custom Fields
      • Account Custom Fields
      • Opportunity Custom Fields
    • Domain Management
    • User Management
      • Users
      • Queues
      • Custom Roles

How our Pardot Platform Audit works

We take a brief look at an abbreviated list of items as outlined above and document our high-level findings. For many features, we have additional custom documentation available that provides deeper understanding into feature insight, recommendations, setting options, and implications. We allow for up to about 12 total hours for discovery, documentation, and meeting to review our findings.

NOTE: Due to time constraints the actual audit may not allow for the full breadth of items described within this document.

Pardot Training
Pardot Marketing Automation Strategy Workshop
Pardot and Salesforce Managed Services

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