Merging prospects in Pardot is an essential skill for marketers seeking to optimize their database and maintain accuracy. With duplicate prospect records being a common challenge, knowing how to merge prospects in Pardot effectively can greatly improve your marketing efficiency. In this article, we will walk you through the step-by-step process to merge prospects in Pardot, helping you keep your database clean and organized.

Step 1: Navigate to Prospects

To merge prospects in Pardot, you need to first navigate to the Prospects tab. This can be done by clicking on the Prospects option in the top navigation bar.

Step 2: Prospect List

Once you are on the Prospects tab, click on the “Pardot Prospects” option from the dropdown menu. This will take you to the list of prospects in your Pardot account.

Step 3: Select the Prospects to Merge

Locate the prospects you want to merge, and multi-select them by marking the boxes next to their names. You can merge up to three prospects at a time. Once you have selected the prospects you want to merge, select Merge from the dropdown.

Step 4: Select Merge from the dropdown

After selecting Merge from the dropdown, click Go. This will take you to the Merge Prospects page.

Step 5: Choose the Master Record

On the Merge Prospects page, you will be asked to choose a Master Record. The Master Record is the prospect that you want to keep after the merge. This record will retain all of the data and information from the other prospects that you are merging.

Step 6: Select the Fields to Keep

Next, you will need to select the Fields, Custom Fields, Lists, and Tags that the Master Record should keep. This will ensure that all of the relevant information is retained in the merged prospect record. You can choose to keep information from all of the prospects or select only the information that is relevant to your marketing strategy.

Step 7: Click Merge Prospects

Once you have selected the Fields, Custom Fields, Lists, and Tags to keep, click on “Merge Prospects” to complete the merge. Pardot will merge the selected prospects into the Master Record, and all of the information and data will be updated.

In conclusion, understanding how to merge prospects in Pardot is crucial for maintaining an accurate and organized prospect database. By following the steps outlined in this article, you can easily merge duplicate prospect records, ensuring that all relevant data is retained in the master record. With a clean and well-managed prospect list, you’ll be better equipped to focus your marketing efforts and achieve greater success in your campaigns.