1. Partner Certification - BronzeForms

2. Prospect FieldsDefault fields set-up by default in PardotMost natively sync with fields in CRMsCan be text, dropdown, radio button, checkbox,textarea, or hidden on formsFields are configured on the form levelCan be used for progressive profiling 3. Custom FieldsFields not created by default by PardotAllows you to have fields unique to your companyCan be text, dropdown, radio button, checkbox,textarea, or hidden on formsFields are created in Administration >> Prospect FieldsCan be set to sync with a field in the CRM 4. Syncing Fields with CRMDefault fields are synced with the CRM through theCRMs connectorCustom fields can be set to sync with the similar field inthe CRMOnce the connector has been set up, there will be a drop down ofavailable CRM fields in the field set upDefault fields will have the CRM as the master recordwhen there is a difference of informationPardot is able to write into the CRM if there is a blank in the CRMCustom fields can have either Pardot or the CRM as themaster record when there is a difference of informationMaster record is selected during creation of custom field 5. Forms vs Form HandlersForms will allow you to replace you current form on yoursite with one hosted by PardotPlaced on your site via an iframeUse layout template in Pardot to change any styling of the formBasic CSS changes can be done on the styles tab of the formwizardForm Handlers allow you to use your current form onyour site and post the data to PardotYou can use a dual post method and have Pardot post the datato another location i.e. salesforce.com web2leadCan use form handlers to have a back-end post to Pardot afterposting to your server when posting secure information 6. Creating FormsAbility to use the form wizard for an easy step by stepguide in creating the formChange field options on the form levelAllows different forms to have different options i.e. requiredfieldsCompletion actions for once the form has beencompletedForms are used on Pardot hosted landing pages.Reporting will be shown differently 7. Creating Form HandlersUse your own form and have the data posted to PardotMap the fields to PardotPardot looks for the name of the field when being submittedMake sure required fields on your form are the same onthe form handler in Pardot to avoid errorsPardot will give a URL to change the action of thecurrent formCommon error If form has an encryptype, form will notbe sent to Pardot correctly 8. Form OptionsChoose field options by clicking on the wrench to theright of the field in step twoOptions include making the field required, always displayfield, do not pre-fill if value is knownCan make field be shown via progressive profilingBasic CSS able to be selected via the styles tab 9. Kiosk ModeAllows forms to be filled out without a cookie being seton the computerForm can be filled out repeatedlyAll completion actions will still take placeUses cases include:ConventionsTradeshowsCall Centers 10. Completion ActionsWhat do you want to occur once form has beencompletedRedirect prospect Take the prospect to another pageor location once the form has been completedOther options include:Auto-responder emailAssign prospect to userNotify userAdd to salesforce.com campaignAdd to scoreThank You Code will allow you to use customJavaScript or Google Conversion code 11. Progressive ProfilingThe ability to add a different set to questions each timea prospect views a formNo need to ask 10-15 questions in a form. Allows for 4-5questions at a time to improve conversion ratesSet at the field level when the field is askedBased on the tracking cookie and the identifiedprospect, the form will dynamically show the fieldsPardot does not know the answer to 12. ReportingReporting on form level is based on the form being usedvia the direct link or iframeIf form is being used on a Pardot hosted landing page,the reporting will occur on the landing page levelReport will show the number of views, submissions,conversions, and errorsForm error means that a potential prospect did notcomplete a required field 13. Best PracticesIt is best to not ask more than 4-5 questions during aform to increase conversions. If you wish to knowmore, use progressive profilingKeep the questions very general. Prospects do notwant to give away a life story in exchange of a whitepaperIt is a good idea to send any collateral in an auto-responder to know the email address the prospectprovided is validIf a scroll bar appears in the iframe on your site, checkthe height in the code of your iframe 14. End of Course FormsYou have reached the end of the formscourseYou will now take a test of what you havelearned. You must score greater than 85% topass this portion of the testGood luck!