Managing your prospects effectively is a crucial aspect of successful marketing, and Pardot is one of the most effective tools available to help you achieve this. One feature that can be particularly helpful in keeping your prospect list organized is the ability to archive a prospect. In this article, we will take a step-by-step look at how to archive a prospect in Pardot, including how to retrieve them from the recycle bin if necessary.

Step 1: Navigate to the prospect list in Pardot

The first step in archiving a prospect in Pardot is to navigate to the prospect list. To do this, simply log in to your Pardot account and click on the ‘Prospects’ tab from the top menu and then “Pardot Prospects” in the side menu. From there, you will be able to see a list of all your prospects.

Step 2: Select the prospect you want to archive

Once you are on the prospect list, select the prospect that you want to archive. You can do this by clicking on the name of the prospect or by selecting the checkbox next to their name.

Step 3: Click the ‘Archive’ button

After selecting the prospect you want to archive, click on the ‘Archive’ button located at the top of the prospect list. You will then see a confirmation pop-up message asking if you are sure you want to archive the selected prospect. Click ‘OK’ to confirm.

Step 4: Confirm the prospect has been archived

After clicking ‘OK’ on the confirmation pop-up, the prospect will be removed from the list and archived. You can confirm that the prospect has been archived by checking the ‘Archived Prospects’ tab, which is located just below the ‘Prospects’ tab.

Step 5: Retrieve an archived prospect

If you need to retrieve an archived prospect, you can do so by navigating to the ‘Archived Prospects’ tab and selecting the prospect you want to retrieve.

Step 6: Click the ‘Unarchive’ button

Once you have selected the prospect you want to retrieve, click on the ‘Unarchive’ button, which is located at the top of the prospect list. You will then see a confirmation pop-up message asking if you are sure you want to unarchive the selected prospect. Click ‘OK’ to confirm.

Step 7: Confirm the prospect has been unarchived

After clicking ‘OK’ on the confirmation pop-up, the prospect will be unarchived and will appear on the ‘Prospects’ tab once again. You can confirm that the prospect has been unarchived by checking the ‘Prospects’ tab.

Archiving prospects in Pardot is a simple and effective way to keep your prospect list organized and up-to-date. By following the steps outlined in this article, you can easily archive and retrieve prospects as needed, helping you to focus your marketing efforts on those who are most likely to engage with your messaging.