Screenshot of back end in Pardot
Posted: Mon Dec 23, 2024 9:40 am
Optional: If you’ve not yet configured the Lightning Email Builder, consider also adding Pardot Email and Email Templates to Selected Items.
Before beginning this process, discuss needed tabs and the ideal order with your key marketing stakeholders, with the most used tabs listed first. They may want to add the campaign, Pardot Email, Email Template object tabs in the Pardot Lightning App. After making the change, perform a final test with your marketing team to verify the tab order is optimal for the average user’s screen size.
Navigate to Salesforce Setup > Apps > App Manager
Navigate to the Pardot Lightning App and use the drop-down to “edit”
Select “Navigation Items”
Move “Landing Pages” from the Available Items list to the Selected Items.
Reorder the items as desired
Verify the tabs visible for all users
Verify the tabs are in the preferred order for Marketing users
When completed, don’t forget to notify your Pardot Lightning dominican phone number 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.
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.
Before beginning this process, discuss needed tabs and the ideal order with your key marketing stakeholders, with the most used tabs listed first. They may want to add the campaign, Pardot Email, Email Template object tabs in the Pardot Lightning App. After making the change, perform a final test with your marketing team to verify the tab order is optimal for the average user’s screen size.
Navigate to Salesforce Setup > Apps > App Manager
Navigate to the Pardot Lightning App and use the drop-down to “edit”
Select “Navigation Items”
Move “Landing Pages” from the Available Items list to the Selected Items.
Reorder the items as desired
Verify the tabs visible for all users
Verify the tabs are in the preferred order for Marketing users
When completed, don’t forget to notify your Pardot Lightning dominican phone number 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.
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.