In today’s data-driven marketing landscape, it’s essential for marketers to have access to real-time insights about their prospects’ activities. Pardot daily prospect reports help you stay informed about lead engagement by providing valuable information on prospects active in the past 24 hours. With these reports, you’ll receive daily updates straight to your inbox, enabling you to react quickly and effectively to your prospects’ changing needs and preferences.

In this step-by-step guide, we’ll walk you through setting up Pardot daily prospect reports to make informed decisions and tailor your marketing strategies accordingly. You’ll learn to configure report settings, choose specific data points to track, and ensure automatic email delivery each day. Prospects will be displayed in descending order, starting with the most recently active. By the end of this guide, you’ll be well-equipped to leverage Pardot daily prospect reports, drive engagement and conversions, and stay ahead of the curve in your marketing efforts.

How to setup the daily prospect report

Daily prospect reports are set up individually for each user. To add the daily report for a user, click on the Pardot Settings from the menu.

Next select User Management from the side menu

Under the drop down options that are available choose Users. Then click on the name of the specific user that you want to add the daily prospect report to.

Once you have selected your user, then click on the Edit preferences button at the top right of the screen.

Now you can select the types of reports that you want that user to receive. At the top of the list of options is Send daily prospects activity emails (for my prospects). Check this box. 

You also have the option to Exclude prospects with tags. This is a useful way to exclude prospects that may have already converted into a sale. For these prospects you could create a tag such as closed. When a sale closes, then you can tag these prospects with the tag. This will prevent them from being featured in the daily report.

Generally you will only want to send a daily prospect report for that user’s assigned prospects. However other types of users, such as marketing, may want a broader overview. In this case you can select the option Send daily prospect activity emails (for all prospects).

Lastly click on the blue Save user preferences button.

The daily prospect for that use has now been set up. The user will automatically receive their daily report via email each day. 

To wrap up, Pardot daily prospect reports provide a valuable way to monitor your leads’ engagement and guide your marketing choices. Pardot daily report ensure you get essential insights delivered right to your inbox. Utilize Pardot daily prospect reports to refine your marketing approach, foster engagement, and elevate conversion rates.