Are you looking to upload a lead list to Pardot and boost your marketing campaigns? You’ve come to the right place! In this comprehensive guide, we’ll walk you through the process of uploading a lead list to Pardot step by step, ensuring a seamless experience that will help you make the most of your marketing automation platform. With easy-to-follow instructions and detailed explanations, you’ll be on your way to effectively managing your leads and making a greater impact with your marketing efforts.
Accessing Pardot Settings
To upload a lead list into Pardot first select Pardot Settings from the top menu.
Navigating to the Imports Tab
From the side menu click on the Imports tab.
Choosing Import Options and Uploading CSV File
You have two options now:
Option #1: Create or update your prospects using the Salesforce Lead or Contact ID
Option #2: Create or update your prospects using their email address
Choose the options that are most suitable for you depending on the type of data that you have.
When you have checked the appropriate box, you need to upload the .csv file with your list of leads. You can either drop and drag or click on the blue + Upload file to move it into Pardot from your computer.
Confirming Data Compliance
Once you have uploaded the file you will need to check the compliance box to confirm that the prospect data you have collected is in line with Salesforce’s policy. Finally click on the next button to move to the next step.
Matching CSV Columns to Prospect Fields
Now you need to match the columns in your .csv file with the prospect fields. If the prospect already exists in Pardot you can choose whether the data from your .csv file should overwrite it or not. When you have selected the relevant fields click on the next button.
Assigning Campaigns and Tags
Now choose the campaign that you want the prospects to be connected to. If the prospect is already connected to a campaign, you can choose either to connect them to this campaign or keep them connected to their existing campaign. Add any tags you want for this group of prospects. Then click on the next button to move to the following step.
Selecting Actions for Imported Leads
You can now choose an action that should occur for the leads that you are adding to Pardot. These options include:
- Adding the prospects to a list(s)
- Removing the prospects from a list(s)
- Automatically opting out these prospects from your communications
- Import your prospects but don’t add them to a list
Selecting the lists
Confirming and Saving Imported Prospects
Finally click on the green Confirm & Save button to add your prospects to Pardot.
Uploading a lead list to Pardot is an essential step for maximizing the potential of your marketing automation platform. By following the steps outlined in this guide, you can quickly and easily import your leads, segment them, and create targeted marketing campaigns to engage your audience and drive results. Remember, the key to successful marketing lies in understanding your audience and delivering personalized content that resonates with them.