Pardot “How To” Series by Big Bang: How to Send a List Email

The most important thing about Pardot is being able to communicate with your prospects and having visibility over their behavior and activities. One thing that comes to mind when talking about Pardot is emails.

Sending an email in Pardot is relatively simple. It is a 3-phase process. Below, we will go over the steps for each phase in order to give you the knowledge you need to easily send a list email to your prospects through Pardot.

Phase I: Creating the Email Template

On Pardot, you first need to create an email template that you will be able to edit later on when you are ready to send it to your prospects.

Step 1: Navigate to Marketing > Emails > New Email Template

Step 2: Fill out the Basic Information based on your needs

Make sure the checkbox for List Email is CHECKED

Step 3: Create your email in the “EDITOR” tab

Feel free to use your own html code and edit your email template the way you like. Note: that you can get your input fields in the “TEXT” tab under “Insert Variable Tag” and copy paste it into your email under the “EDITOR” tab.

Step 4: Click on “PUBLISH TO TEMPLATE” once you are satisfied with the template.

Note: you can always edit the template later on even AFTER you publish it.

Phase I is complete. Good job!

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Phase II: Create a Prospect List

The second phase consists of determining the list of prospects you would like to send your email to. Follow the steps below:

Step 1: Navigate to Marketing > Segmentation > Lists

Step 2: Click + “ADD LIST” button at the top right of the page

Step 3: Fill out the basic information according to your expectations.

NOTE: There are 2 types of prospect lists:

• Dynamic List: determine a set of rules and Pardot will automatically generate prospects based on matches

• Non-Dynamic List: Manually add the prospects you want to the list

Simply check the Dynamic List checkbox if you’d like Pardot to generate prospects automatically, or if you prefer to add and remove prospects manually, leave the checkbox empty.

Step 4: Add your prospects (either manually, or by setting the appropriate rules)

Step 5: “SAVE”

Phase II is complete. Grab a coffee, you deserve it, for part 3.

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Phase III: Sending a List Email

Once you have established your template and your prospect list, you are ready to create a list email.

Step 1: Navigate to Marketing > Emails > New List Email

Step 2: Fill out the basic information. Make sure you use the right campaign in order to track the results later on. Click “SAVE”.

*Make sure you select “HTML and Text” in order to detect the email template we created earlier in the next step.

Step 3: Select the template we created in Phase I and make the necessary edits in the “EDITOR” tab based on the specific list you will be sending the email to.

Step 4: Navigate to the “SENDING” tab on top.

• Select the list you created in Phase II
• Select the SENDER settings (Generic user, Specific user, etc.) – Note you can send the email from the ASSIGNED user of the prospect (under specific user).

Step 5: Set your subject line and add any completion action you would like.

NOTE: You might always want to set a completion action for a prospect who unsubscribes > set the prospect default field > Do not Email > as Do Not Email

Step 6: once you are ready to send, click on “SEND NOW” or “SCHEDULE”, based on when you would like to send the email.

Note: once you click Send Now, the email will be sent immediately and you cannot edit it anymore.

Phase III is complete.

Now that you are able to send emails to your Pardot prospects, the sky’s the limit. As your trusted business advisors, we are here to support you and make sure you can make good use of your cloud solutions to promote your business success. Do not hesitate to reach out to us should you have any questions regarding Pardot. Our team will be happy to share their knowledge with you.