Pardot Introduces Engage for Salesforce, Adds SSL for Landing Pages

SSL for Landing Pages Now Available in Pardot

Takeaway: Whether you're using Pardot landing pages with a Pardot form or a 3rd party form you can now make it secure. And you should do so, so that prospects can confidently convert on your landing page.

Setup: In Pardot go to Admin, Domains, click the gear next to the relevant Tracker Domain and click Enable SSL.

Details: This week Pardot released the ability to secure landing pages/sites. Previously, landing pages were not secure (i.e. a lock and the word secure in the left of browser URL bar). This resulted in some leads not filling out forms because they may have been concerned about the security of the information they were submitting.

Even with this update sensitive information such as credit card should numbers not be submitted via a Pardot form. Sensitive information should be (and can still be) submitted via a secured 3rd party form embedded on a Pardot landing page. A Pardot form handler can then be used with the 3rd party form to submit non-sensitive marketing data (from a 3rd party form) back to Pardot.  This is a best practice.

Link: https://www.pardot.com/blog/ssl-vanity-domains-now-available/

New Salesforce Engage Feature

Takeaway: If you're sending emails via Engage in Salesforce you can now send an email appearing to be someone else, such as the Lead Owner, Account Owner, or anyone on your Account Team. Why would you use this? If you outsource sales, have high turnover, or have a BDR team that works for you and you want the entire sales process to have a single touch point this could be a good option.

Setup: Pardot has added two new permission sets to allow you to send as anyone on the Account Team, or to send as the Lead, Contact, or Account Owner. Install the latest version of the Pardot AppExchange package and then assign the permission sets to a user by going to 'Permission Sets in the Setup Menu.

Link: https://www.pardot.com/blog/introducing-new-engage-features-send-behalf/

Paul Fischer

Paul is a certified Salesforce Architect.

https://paulbfischer.com
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