Salesforce Pardot Automation Mastery
You're under pressure. Your marketing team is stretched thin. Manual tasks eat up hours you can’t afford to lose. Leads fall through the cracks. Campaigns run late. And worst of all, your leadership is asking: Where’s the ROI? You know Pardot holds the answer - but you’re stuck in reactive mode. You’ve tried piecing together guides, hunting for documentation, reverse-engineering other people’s workflows. It’s exhausting. And it’s not scaling. What if you could stop guessing and finally master Salesforce Pardot automation with precision? Imagine deploying intelligent, self-running nurture paths that convert leads 24/7. Picture your role transformed - from overwhelmed operator to strategic driver of pipeline growth. The Salesforce Pardot Automation Mastery course is your proven path from confusion to command. In just 21 days, you’ll go from scattered efforts to launching board-ready, fully documented automation strategies that generate measurable revenue impact. One recent learner, Maria T., Senior Marketing Ops Lead at a $200M B2B SaaS company, documented a 37% drop in lead response time and a 52% increase in MQL conversion within six weeks of applying the framework. She presented the results to her CMO - and was fast-tracked for promotion. This isn’t about learning features. It’s about mastering execution. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced. Immediate Online Access. Zero Time Conflicts. This is an on-demand learning experience designed for working professionals. You begin the moment you're ready. There are no fixed start dates, no scheduled sessions, and no deadlines. Whether you have 20 minutes during lunch or two focused hours after work, the structure adapts to your rhythm. What You Can Expect
- Typical completion in 21–28 days with 45–60 minutes of focused daily work
- First measurable automation launched within 72 hours of starting
- Lifetime access to all materials, including future updates at no extra cost
- 24/7 global access with full mobile compatibility - learn from any device, anywhere
You receive structured guidance every step of the way. Direct instructor support is available through curated feedback loops and expert-reviewed implementation templates. You’re never left guessing what to do next. Certification & Recognition
Upon successful completion, you earn a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by thousands of enterprises and hiring managers. This certificate validates your ability to design, deploy, and optimise enterprise-grade Pardot automation systems. No Risk. Full Confidence.
We stand behind this course with a 30-day satisfied-or-refunded guarantee. If you follow the process and don’t see immediate value, we’ll refund every penny. No forms. No hoops. Just results - or your money back. Pricing is transparent and one-time, with no hidden fees. All major payment methods are accepted, including Visa, Mastercard, and PayPal. After enrollment, you’ll receive a confirmation email, and your access details will be sent separately once the course materials are ready. Will This Work For Me?
Yes - even if you’ve never built a complex automation before. Even if your current Pardot instance is underutilised. Even if you’re not a developer. This system works because it’s not based on theory. It’s battle-tested by marketing operations leaders at enterprise companies who faced the same constraints you do. The curriculum bypasses fluff and delivers only what moves the needle. This works even if you’re time-poor, working with legacy data structures, or supporting multiple stakeholders with conflicting priorities. We give you the templates, decision trees, and quality assurance checklists to ensure first-time-right execution - no matter your starting point. You gain clarity, confidence, and control - with every step de-risked and every outcome designed for career ROI.
Module 1: Foundations of Pardot Automation Strategy - Defining automation maturity: where your organisation stands today
- Core principles of scalable marketing automation
- Understanding the Pardot object model: Visitors, Prospects, Contacts, Accounts
- Lifecycle stages and how Pardot maps to your buyer journey
- Key differences between Pardot Classic and Engagement Studio
- Identifying high-impact use cases for automation
- The 80/20 rule of automation: targeting highest-ROI workflows first
- Aligning automation goals with sales and revenue outcomes
- Establishing success metrics: conversion rates, velocity, engagement lift
- Creating your automation charter: scope, stakeholders, approvals
Module 2: Data Integrity & List Management Best Practices - Database hygiene: auditing and cleaning your prospect records
- Standardising data at point of capture: form field logic and validation
- Configuring dynamic lists with multi-layered criteria
- Using completion actions to auto-tag and segment incoming leads
- Setting up exclusion lists to prevent over-messaging
- Building progressive profiling paths across multiple forms
- Managing list churn and decay with automated re-engagement rules
- Segmentation strategies for ABM and persona-based targeting
- Creating time-based segments for lifecycle stage progression
- Exporting and sharing list data securely with sales teams
Module 3: Engagement Studio & Customer Journey Design - Introduction to Engagement Studio: components, cadence, logic
- Designing multi-channel nurture streams: email, ads, social
- Setting up wait periods and branching logic based on engagement
- Triggering program entry based on page visits, form submissions, or CRM updates
- Using scoring and grading rules as decision gates in journeys
- Creating manual vs automated program entry strategies
- Setting exit conditions and re-entry rules
- Deploying re-engagement campaigns for cold leads
- Designing win-back paths for churned customers
- Using Engagement Studio for post-purchase onboarding
Module 4: Lead Scoring & Grading Frameworks - Defining lead scoring: behavioural vs demographic weighting
- Building custom scoring models aligned to your buyer profile
- Setting up automated score adjustments based on engagement
- Creating negative scoring for disengaged behaviours
- Grading leads based on firmographics and intent data
- Integrating third-party intent signals into scoring logic
- Thresholds for lead handoff to sales: service-level agreements
- Syncing scores to Salesforce with field-level control
- Testing and refining scoring models with A/B validation
- Reporting on scoring accuracy and conversion lift
Module 5: Automation Triggers & Real-Time Actions - Configuring completion actions for instant follow-up
- Triggering internal alerts when high-value leads convert
- Automated task creation in Salesforce upon lead qualification
- Using URL redirects to personalise next steps
- Launching pop-ups based on visitor behaviour
- Auto-assigning leads using round-robin or territory rules
- Sending Slack or Teams notifications to sales reps
- Updating CRM fields based on campaign engagement
- Syncing Pardot actions with Salesforce process builder
- Creating conditional logic trees for dynamic next actions
Module 6: Email Automation & Template Engineering - Designing automated email sequences with strategic timing
- Building modular email templates for reuse across campaigns
- Using dynamic content rules for personalisation
- Inserting merge fields for first name, company, industry
- Creating industry-specific variants with content blocks
- Scheduling drip campaigns by timezone and region
- Setting up automated resend for non-openers
- Configuring bounce handling and suppression logic
- Testing deliverability with inbox placement tools
- Analysing open, click, and unsubscribe trends over time
Module 7: Form & Form Handler Automation - Building high-conversion forms with progressive fields
- Using conditional logic to show/hide form fields
- Setting up thank-you actions: pages, emails, redirects
- Auto-filling known user data using cookies
- Configuring form handlers to route submissions
- Assigning form submissions to specific campaigns
- Triggering nurture flows upon form completion
- Blocking spam submissions with CAPTCHA and validation
- Creating embedded, modal, and inline form types
- Tracking form performance: conversion rate, abandonment
Module 8: Campaign Architecture & Folder Organisation - Structuring campaigns for scalability and auditability
- Using folder hierarchies for campaign categorisation
- Naming conventions for templates, emails, programs
- Creating reusable campaign blueprints
- Version control for nurture streams and templates
- Documenting campaign logic for handover and compliance
- Archiving inactive campaigns without data loss
- Setting up campaign tracking for UTM consistency
- Aligning campaign structure with fiscal quarters
- Using campaigns for regulatory opt-in and consent tracking
Module 9: Salesforce Integration & Field Mapping - Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Defining automation maturity: where your organisation stands today
- Core principles of scalable marketing automation
- Understanding the Pardot object model: Visitors, Prospects, Contacts, Accounts
- Lifecycle stages and how Pardot maps to your buyer journey
- Key differences between Pardot Classic and Engagement Studio
- Identifying high-impact use cases for automation
- The 80/20 rule of automation: targeting highest-ROI workflows first
- Aligning automation goals with sales and revenue outcomes
- Establishing success metrics: conversion rates, velocity, engagement lift
- Creating your automation charter: scope, stakeholders, approvals
Module 2: Data Integrity & List Management Best Practices - Database hygiene: auditing and cleaning your prospect records
- Standardising data at point of capture: form field logic and validation
- Configuring dynamic lists with multi-layered criteria
- Using completion actions to auto-tag and segment incoming leads
- Setting up exclusion lists to prevent over-messaging
- Building progressive profiling paths across multiple forms
- Managing list churn and decay with automated re-engagement rules
- Segmentation strategies for ABM and persona-based targeting
- Creating time-based segments for lifecycle stage progression
- Exporting and sharing list data securely with sales teams
Module 3: Engagement Studio & Customer Journey Design - Introduction to Engagement Studio: components, cadence, logic
- Designing multi-channel nurture streams: email, ads, social
- Setting up wait periods and branching logic based on engagement
- Triggering program entry based on page visits, form submissions, or CRM updates
- Using scoring and grading rules as decision gates in journeys
- Creating manual vs automated program entry strategies
- Setting exit conditions and re-entry rules
- Deploying re-engagement campaigns for cold leads
- Designing win-back paths for churned customers
- Using Engagement Studio for post-purchase onboarding
Module 4: Lead Scoring & Grading Frameworks - Defining lead scoring: behavioural vs demographic weighting
- Building custom scoring models aligned to your buyer profile
- Setting up automated score adjustments based on engagement
- Creating negative scoring for disengaged behaviours
- Grading leads based on firmographics and intent data
- Integrating third-party intent signals into scoring logic
- Thresholds for lead handoff to sales: service-level agreements
- Syncing scores to Salesforce with field-level control
- Testing and refining scoring models with A/B validation
- Reporting on scoring accuracy and conversion lift
Module 5: Automation Triggers & Real-Time Actions - Configuring completion actions for instant follow-up
- Triggering internal alerts when high-value leads convert
- Automated task creation in Salesforce upon lead qualification
- Using URL redirects to personalise next steps
- Launching pop-ups based on visitor behaviour
- Auto-assigning leads using round-robin or territory rules
- Sending Slack or Teams notifications to sales reps
- Updating CRM fields based on campaign engagement
- Syncing Pardot actions with Salesforce process builder
- Creating conditional logic trees for dynamic next actions
Module 6: Email Automation & Template Engineering - Designing automated email sequences with strategic timing
- Building modular email templates for reuse across campaigns
- Using dynamic content rules for personalisation
- Inserting merge fields for first name, company, industry
- Creating industry-specific variants with content blocks
- Scheduling drip campaigns by timezone and region
- Setting up automated resend for non-openers
- Configuring bounce handling and suppression logic
- Testing deliverability with inbox placement tools
- Analysing open, click, and unsubscribe trends over time
Module 7: Form & Form Handler Automation - Building high-conversion forms with progressive fields
- Using conditional logic to show/hide form fields
- Setting up thank-you actions: pages, emails, redirects
- Auto-filling known user data using cookies
- Configuring form handlers to route submissions
- Assigning form submissions to specific campaigns
- Triggering nurture flows upon form completion
- Blocking spam submissions with CAPTCHA and validation
- Creating embedded, modal, and inline form types
- Tracking form performance: conversion rate, abandonment
Module 8: Campaign Architecture & Folder Organisation - Structuring campaigns for scalability and auditability
- Using folder hierarchies for campaign categorisation
- Naming conventions for templates, emails, programs
- Creating reusable campaign blueprints
- Version control for nurture streams and templates
- Documenting campaign logic for handover and compliance
- Archiving inactive campaigns without data loss
- Setting up campaign tracking for UTM consistency
- Aligning campaign structure with fiscal quarters
- Using campaigns for regulatory opt-in and consent tracking
Module 9: Salesforce Integration & Field Mapping - Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Introduction to Engagement Studio: components, cadence, logic
- Designing multi-channel nurture streams: email, ads, social
- Setting up wait periods and branching logic based on engagement
- Triggering program entry based on page visits, form submissions, or CRM updates
- Using scoring and grading rules as decision gates in journeys
- Creating manual vs automated program entry strategies
- Setting exit conditions and re-entry rules
- Deploying re-engagement campaigns for cold leads
- Designing win-back paths for churned customers
- Using Engagement Studio for post-purchase onboarding
Module 4: Lead Scoring & Grading Frameworks - Defining lead scoring: behavioural vs demographic weighting
- Building custom scoring models aligned to your buyer profile
- Setting up automated score adjustments based on engagement
- Creating negative scoring for disengaged behaviours
- Grading leads based on firmographics and intent data
- Integrating third-party intent signals into scoring logic
- Thresholds for lead handoff to sales: service-level agreements
- Syncing scores to Salesforce with field-level control
- Testing and refining scoring models with A/B validation
- Reporting on scoring accuracy and conversion lift
Module 5: Automation Triggers & Real-Time Actions - Configuring completion actions for instant follow-up
- Triggering internal alerts when high-value leads convert
- Automated task creation in Salesforce upon lead qualification
- Using URL redirects to personalise next steps
- Launching pop-ups based on visitor behaviour
- Auto-assigning leads using round-robin or territory rules
- Sending Slack or Teams notifications to sales reps
- Updating CRM fields based on campaign engagement
- Syncing Pardot actions with Salesforce process builder
- Creating conditional logic trees for dynamic next actions
Module 6: Email Automation & Template Engineering - Designing automated email sequences with strategic timing
- Building modular email templates for reuse across campaigns
- Using dynamic content rules for personalisation
- Inserting merge fields for first name, company, industry
- Creating industry-specific variants with content blocks
- Scheduling drip campaigns by timezone and region
- Setting up automated resend for non-openers
- Configuring bounce handling and suppression logic
- Testing deliverability with inbox placement tools
- Analysing open, click, and unsubscribe trends over time
Module 7: Form & Form Handler Automation - Building high-conversion forms with progressive fields
- Using conditional logic to show/hide form fields
- Setting up thank-you actions: pages, emails, redirects
- Auto-filling known user data using cookies
- Configuring form handlers to route submissions
- Assigning form submissions to specific campaigns
- Triggering nurture flows upon form completion
- Blocking spam submissions with CAPTCHA and validation
- Creating embedded, modal, and inline form types
- Tracking form performance: conversion rate, abandonment
Module 8: Campaign Architecture & Folder Organisation - Structuring campaigns for scalability and auditability
- Using folder hierarchies for campaign categorisation
- Naming conventions for templates, emails, programs
- Creating reusable campaign blueprints
- Version control for nurture streams and templates
- Documenting campaign logic for handover and compliance
- Archiving inactive campaigns without data loss
- Setting up campaign tracking for UTM consistency
- Aligning campaign structure with fiscal quarters
- Using campaigns for regulatory opt-in and consent tracking
Module 9: Salesforce Integration & Field Mapping - Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Configuring completion actions for instant follow-up
- Triggering internal alerts when high-value leads convert
- Automated task creation in Salesforce upon lead qualification
- Using URL redirects to personalise next steps
- Launching pop-ups based on visitor behaviour
- Auto-assigning leads using round-robin or territory rules
- Sending Slack or Teams notifications to sales reps
- Updating CRM fields based on campaign engagement
- Syncing Pardot actions with Salesforce process builder
- Creating conditional logic trees for dynamic next actions
Module 6: Email Automation & Template Engineering - Designing automated email sequences with strategic timing
- Building modular email templates for reuse across campaigns
- Using dynamic content rules for personalisation
- Inserting merge fields for first name, company, industry
- Creating industry-specific variants with content blocks
- Scheduling drip campaigns by timezone and region
- Setting up automated resend for non-openers
- Configuring bounce handling and suppression logic
- Testing deliverability with inbox placement tools
- Analysing open, click, and unsubscribe trends over time
Module 7: Form & Form Handler Automation - Building high-conversion forms with progressive fields
- Using conditional logic to show/hide form fields
- Setting up thank-you actions: pages, emails, redirects
- Auto-filling known user data using cookies
- Configuring form handlers to route submissions
- Assigning form submissions to specific campaigns
- Triggering nurture flows upon form completion
- Blocking spam submissions with CAPTCHA and validation
- Creating embedded, modal, and inline form types
- Tracking form performance: conversion rate, abandonment
Module 8: Campaign Architecture & Folder Organisation - Structuring campaigns for scalability and auditability
- Using folder hierarchies for campaign categorisation
- Naming conventions for templates, emails, programs
- Creating reusable campaign blueprints
- Version control for nurture streams and templates
- Documenting campaign logic for handover and compliance
- Archiving inactive campaigns without data loss
- Setting up campaign tracking for UTM consistency
- Aligning campaign structure with fiscal quarters
- Using campaigns for regulatory opt-in and consent tracking
Module 9: Salesforce Integration & Field Mapping - Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Building high-conversion forms with progressive fields
- Using conditional logic to show/hide form fields
- Setting up thank-you actions: pages, emails, redirects
- Auto-filling known user data using cookies
- Configuring form handlers to route submissions
- Assigning form submissions to specific campaigns
- Triggering nurture flows upon form completion
- Blocking spam submissions with CAPTCHA and validation
- Creating embedded, modal, and inline form types
- Tracking form performance: conversion rate, abandonment
Module 8: Campaign Architecture & Folder Organisation - Structuring campaigns for scalability and auditability
- Using folder hierarchies for campaign categorisation
- Naming conventions for templates, emails, programs
- Creating reusable campaign blueprints
- Version control for nurture streams and templates
- Documenting campaign logic for handover and compliance
- Archiving inactive campaigns without data loss
- Setting up campaign tracking for UTM consistency
- Aligning campaign structure with fiscal quarters
- Using campaigns for regulatory opt-in and consent tracking
Module 9: Salesforce Integration & Field Mapping - Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Understanding the Pardot-Salesforce connector
- Configuring sync directions: Pardot to Salesforce and vice versa
- Mapping custom fields for extended data transfer
- Setting up field-level security and visibility
- Resolving sync conflicts and data mismatches
- Using Salesforce validation rules without breaking sync
- Creating dependent picklists that work across systems
- Automating Campaign Member Status updates
- Syncing engagement data with Salesforce reports
- Testing integration with sandbox environments
Module 10: Reporting & Analytics for Automation Performance - Building custom reports for automation ROI
- Analysing nurture campaign conversion rates
- Measuring email engagement over time
- Tracking lead velocity from first touch to opportunity
- Identifying drop-off points in nurture paths
- Using heatmaps to visualise engagement patterns
- Creating dashboards for stakeholder reporting
- Exporting data for external analysis
- Setting up scheduled report distribution
- Using attribution models to assign credit across touchpoints
Module 11: Advanced Decision Logic & Custom Redirects - Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Using custom redirects to personalise user journeys
- Passing UTM and lead data through redirect URLs
- Creating dynamic landing page experiences
- Routing visitors based on score, segment, or geo
- Setting up conditional logic in email CTA buttons
- Using hidden fields to capture behaviour metadata
- Launching different nurture streams based on offer
- Building logic trees for multi-path decisioning
- Testing logic with simulation tools
- Debugging misrouted prospects in real time
Module 12: Automation Governance & Change Management - Establishing approval workflows for campaign launches
- Creating change logs for audit and compliance
- Setting up user roles and permission sets
- Managing access: admin, marketing, sales users
- Training teams on new automation processes
- Documenting standard operating procedures
- Conducting monthly automation health checks
- Reviewing compliance with GDPR, CCPA, CAN-SPAM
- Scheduling quarterly process optimisation sessions
- Scaling governance as teams grow
Module 13: ABM Automation & Account-Level Targeting - Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Identifying target accounts using CRM data
- Creating account engagement scores
- Using IP recognition to track company-level activity
- Launching ads and content to target account lists
- Automating engagement reports for ABM stakeholders
- Triggering sales alerts when target accounts engage
- Building personalised nurture paths by industry
- Syncing engagement data with Salesforce account records
- Reporting on account penetration and coverage
- Measuring ABM campaign ROI against pipeline goals
Module 14: Advanced Testing & Optimisation - Setting up A/B tests for subject lines and CTAs
- Running multivariate tests on email content
- Using holdout groups to measure true campaign impact
- Testing send times and frequency caps
- Analysing statistical significance in results
- Documenting test learnings for future use
- Iterating on underperforming nurture streams
- Optimising for mobile vs desktop engagement
- Using heatmaps and click tracking data
- Scaling winning variants across global campaigns
Module 15: Seasonal & Event-Based Automation - Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Setting up holiday campaign templates
- Scheduling recurring nurture streams by calendar
- Automating event registration follow-ups
- Creating pre-event engagement sequences
- Triggering post-event surveys and content delivery
- Personalising event invites based on past attendance
- Automating reminder sequences with countdown logic
- Managing no-shows and waitlist promotions
- Syncing event data with Salesforce campaigns
- Reporting on event-driven pipeline contribution
Module 16: Multi-Touch Attribution & Revenue Mapping - Understanding first-touch, last-touch, and linear models
- Setting up touchpoint tracking in Pardot
- Mapping automation touches to Salesforce opportunities
- Using attribution reports to justify spend
- Calculating cost per acquired customer by channel
- Assigning revenue credit to nurture campaigns
- Presenting attribution data to finance and leadership
- Aligning attribution with quarterly business reviews
- Adjusting automation strategy based on ROI data
- Integrating with third-party analytics platforms
Module 17: Automation Maintenance & Troubleshooting - Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs
Module 18: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice exercises for real-world problem solving
- Checklist for implementing a full automation system
- Template library for immediate reuse
- Self-assessment quiz with detailed feedback
- Preparing your portfolio of automation projects
- Documenting impact for performance reviews
- Positioning your expertise in internal meetings
- Leveraging your Certificate of Completion for promotions
- Bonus: Access to Pardot community and job board resources
- Setting up monitoring for failed email sends
- Checking for broken links in automated emails
- Validating form-to-CRM data flow
- Resolving sync errors between Pardot and Salesforce
- Updating expired content in active nurture programs
- Checking domain authentication and sender reputation
- Reviewing suppression lists for accuracy
- Handling GDPR and opt-out requests automatically
- Running diagnostics on program logic
- Recovering from failed automation runs