Pardot: How do I add webinar leads to Pardot Lists and Salesforce Campaigns?

Pardot Lists are a great way to track, manage, and follow-up with leads that have engaged with your BrightTALK content.  In addition to using Lists, you may also want to add those leads to Salesforce Campaigns.  Here are two easy ways to use Lists and Salesforce Campaigns with BrightTALK:

 

Option 1 (basic): Use Dynamic Lists to segment leads by webinar

 

Option 2 (moderate): Use Static Lists and Salesforce Campaigns to segment leads by webinar status (Registered vs. Attended)

 

 

Option 1: Using Dynamic Lists to Segment Leads by Webinar

 

Dynamic Lists in Pardot use "rules" to automatically add leads to the List.  In this sample template, all leads from a webinar called "2018 Benchmarks Webinar" will be added to list using the custom BrightTALK property "Webcast ID" . 

 

Screen_Shot_2018-12-09_at_1.37.33_PM.png

Please note two key points:

  • We use "Webcast ID" instead of "Webcast Title" because the the ID can never change.  If you use Title and you later decide to change that title, you will need to update your list.  For information on how to find your Webcast ID, please see this article

 

  • For this method to work, the Webcast ID field should be set up to "Record Multiple Responses" in Pardot.

 

 

 

Option 2: Using Static Lists and Salesforce Campaigns to Segment Leads by Webinar and Webinar Attendance Status

 

If you are looking to segment your leads by both webinar and by webinar attendance, you'll want to use Static Lists.  Unlike Dynamic Lists, Static Lists will not auto-update, making them perfect for maintaining a permanent history of webinar engagement.   

Here is an example for how to use Static Lists with BrightTALK webinars (Note: These steps should be completed either before or right after you create your webinar):

 

Step 1: Create two Static Lists- one for Registrants, one for Attendees:

Screen_Shot_2018-12-09_at_1.41.08_PM.png

 

Step 2Using the "Activity Type" and "Webcast ID" fields, setup two automation rules to populate these lists:

 

Registrants:

Screen_Shot_2018-08-14_at_8.36.05_AM.png

Attendees: 

Screen_Shot_2018-08-14_at_8.36.27_AM.png

 

Adding to a Salesforce Campaign

Using the same methodology listed above, leads can be added to a Salesforce campaign by adding the Action "Add to Salesforce Campaign."

 

Screen_Shot_2018-08-13_at_6.29.23_PM.png 

 

 

Please note:

  • We use "Webcast ID" instead of "Webcast Title" because the the ID can never change.  If you use Title and you later decide to change that title, you will need to update your list.  For information on how to find your Webcast ID, please see this article

 

 

 

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