When completed, don’t forget to notify your
Posted: Sun Dec 22, 2024 5:30 am
Pardot Lightning App users that you’ve added and reordered the tabs and set a date to train them on the new functionality.
Please note that some Salesforce user profiles may not have visibility to the Landing Page, Email, Email Templates or Campaign objects from Tab Settings. Work with your Salesforce admin to verify that all Pardot users have permission to view the following objects; Landing Page, Campaign, Email Content, Email Templates.
Screenshot of cambodia mobile number back end in Pardot
2. Add the new fields to your Landing Page object
Make sure that users have the information they need to best use and adopt the new Lightning Landing Page Builder by auditing the page layout. This step is only required for Salesforce instances where the page layout for the landing page object has previously been edited.
Unsure if you need to take this step? Here’s a quick way to find out:
Adjustments to the Landing Page layouts need to occur, if users notice the Publication Details are missing when creating a new landing page.
Here’s a quick video tutorial on how to edit the Landing Page object to include the new fields.
3. Create list views
Similar to making the Landing Page object easy for users to find, it’s important to make individual landing page records easy to find with custom list views to help teams differentiate between landing pages.
The following video shows you how to create and filter landing page list views. Don’t forget to create customised list views for both Marketing and Sales users and notify them of these new views.
If users are not familiar with Salesforce UI, you may also want to remind them of how to pin the list view they’re most likely to use so it doesn’t continue to default back to the most recently viewed. Use this Salesforce support video to train users how to use list views.
4. Administer list views
Once the list views are created make sure to update the selected fields to help the team quickly determine which user updated the landing pages along with other important supporting details.
5. Audit hosted images to avoid mixed content errors
The previous four steps covered administrative tasks to facilitate the use of the Landing Page Builder for Salesforce users. Next, we’re going to make sure it’s a good experience for people viewing your landing pages. The last thing you want to happen is for customers to see mixed content errors when trying to view your snazzy new landing pages.
To avoid browsers telling your customers your website is unsafe to navigate to, check to make sure that you’ve enabled SSL on your company website and in Pardot. Finally, make sure any locations you plan to use to externally host images for landing pages are using https not http in the url.
Screenshot of SSL status
Chrome began requiring SSL on all websites as of February of 2020, so this requirement isn’t new, but is worth mentioning just in case there are any non-ssl images out there you might potentially link to!
I hope these customisations help your Pardot Lightning App users better orient themselves to the new Landing Page Builder experience! To help you manage the admin process, you can access my Pardot Landing Page Builder Admin Checklist for a recap of all the prerequisites and configurations required.
Please note that some Salesforce user profiles may not have visibility to the Landing Page, Email, Email Templates or Campaign objects from Tab Settings. Work with your Salesforce admin to verify that all Pardot users have permission to view the following objects; Landing Page, Campaign, Email Content, Email Templates.
Screenshot of cambodia mobile number back end in Pardot
2. Add the new fields to your Landing Page object
Make sure that users have the information they need to best use and adopt the new Lightning Landing Page Builder by auditing the page layout. This step is only required for Salesforce instances where the page layout for the landing page object has previously been edited.
Unsure if you need to take this step? Here’s a quick way to find out:
Adjustments to the Landing Page layouts need to occur, if users notice the Publication Details are missing when creating a new landing page.
Here’s a quick video tutorial on how to edit the Landing Page object to include the new fields.
3. Create list views
Similar to making the Landing Page object easy for users to find, it’s important to make individual landing page records easy to find with custom list views to help teams differentiate between landing pages.
The following video shows you how to create and filter landing page list views. Don’t forget to create customised list views for both Marketing and Sales users and notify them of these new views.
If users are not familiar with Salesforce UI, you may also want to remind them of how to pin the list view they’re most likely to use so it doesn’t continue to default back to the most recently viewed. Use this Salesforce support video to train users how to use list views.
4. Administer list views
Once the list views are created make sure to update the selected fields to help the team quickly determine which user updated the landing pages along with other important supporting details.
5. Audit hosted images to avoid mixed content errors
The previous four steps covered administrative tasks to facilitate the use of the Landing Page Builder for Salesforce users. Next, we’re going to make sure it’s a good experience for people viewing your landing pages. The last thing you want to happen is for customers to see mixed content errors when trying to view your snazzy new landing pages.
To avoid browsers telling your customers your website is unsafe to navigate to, check to make sure that you’ve enabled SSL on your company website and in Pardot. Finally, make sure any locations you plan to use to externally host images for landing pages are using https not http in the url.
Screenshot of SSL status
Chrome began requiring SSL on all websites as of February of 2020, so this requirement isn’t new, but is worth mentioning just in case there are any non-ssl images out there you might potentially link to!
I hope these customisations help your Pardot Lightning App users better orient themselves to the new Landing Page Builder experience! To help you manage the admin process, you can access my Pardot Landing Page Builder Admin Checklist for a recap of all the prerequisites and configurations required.