How to build promo and referral code campaigns in Account Engagement (Pardot)
- April 19, 2024
- Pardot Geeks
In this session, Mark Somers returns to share how to leverage custom objects and flow to automate Promotional or Referral codes in your Salesforce org.
This allows you to create Custom Welcome Emails in Pardot, apply discounts, set Lead Sources, and more all through Salesforce Records, no code or metadata updates required!
- Promo Codes / Referral Codes explained (with sample use cases)
- Build walk through in Salesforce and Account Engagement
- Extended Use Cases
Pardot Geeks Blog Article
This Pardot article written by: Ben LaMothe
Original Pardot Article: https://pardotgeeks.com/2024/04/pardot-referral-campaign-salesforce-objects/
Find more great Pardot articles at https://pardotgeeks.com/author/blamothe/
Pardot Experts Blog
We have categorized all the different Pardot articles by topics.
Pardot Topic Categories
- Account Based Marketing (ABM) (7)
- Business Units (14)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Data Cloud (1)
- Demand Generation (8)
- Dynamic Content (6)
- Einstein Features (12)
- Email Delivery (17)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (16)
- Industries (1)
- Non Profit (1)
- Landing Pages (9)
- Lead Generation (1)
- Lead Management (13)
- Lead Routing (3)
- Lead Scoring (16)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (3)
- Marketing Cloud Account Engagement (4)
- Marketing Cloud Growth (1)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (2)
- Pardot Admin (62)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (3)
- Pardot Custom Objects (3)
- Pardot Email Builder (8)
- Pardot Email Templates (9)
- HML (6)
- Pardot Events (16)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (29)
- Form Handlers (8)
- Pardot Integrations (20)
- Data Cloud (1)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (1)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (18)
- Pardot Sandboxes (2)
- Pardot Segmentation (5)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (21)
- Salesforce and Pardot (31)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (4)
- Salesforce Flows (1)
- Salesforce Campaigns (20)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (497)
- Cheshire Impact (9)
- Greenkey Digital (50)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (58)
- Pardot Geeks (42)
- Salesforce Ben | The Drip (235)
- SalesLabX (2)
- Slalom (4)
- Unfettered Marketing (45)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)
More Pardot Articles
See all posts
To facilitate the push of a prospect into Salesforce from Account Engagement (AE), the prospect must be assigned and this assignment can…
In this session Zoe Fischer, a Principal Marketing Automation Consultant with Nebula Consulting in London talks about the newest generative AI features…
Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in…
If you use Account Engagement’s Lightning Email Builder, you probably noticed a new option.Â
In this live workshop we you learn about how Person Accounts work in Account Engagement.
Being able to build lists is a critical skill for any email marketer. In this live workshop I walk through more advanced…
A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms.
With all the new changes, upcoming features and new products it can sometimes get a little confusing or overwhelming.