1. Build a Landing Page in Salesforce Pardot
Creating a New Landing includes the following processes:
- Creating a Landing Page
- Selecting a Form
- Selecting the content layout
- Confirm and Save changes.
To build a new landing page, follow these steps:
Creating the Landing Page
- Navigate to Content | Landing Pages.
- Click +Add Landing Page.
- Enter the Name field for this landing page.
- 📝 Note: This name is only seen by Pardot administrators.
- Enter the Title. This is displayed in the browser’s title bar.
- Click Choose and select the Website Tracking campaign.
- Click Choose Selected.
- Click Next.
Selecting a Form
- Select Create new form to launch the Form Wizard.
- Click Next.
- Enter the form’s Name.
- Click Next.
- Click +Add New Field.
- Select a custom field.
- Click Next.
- Select the Standard Form form layout template.
- Click Next.
- Leave the form’s thank you content as the default settings and click Next.
Selecting the Content Layout
- Select Stock Templates to preview Pardot's pre-formatted stock template options.
- Select the Start from Scratch template.
- Select Form and drag it to the center of the builder. This automatically populates the form.
- Choose Page Options to make general changes to the whole page.
- Click Next.
Confirming & Saving
- Review the confirmation page to finalize your landing page.
- Select Preview Landing Page to view the page before saving.
- Click Confirm & Save to save your work.
2. Create a Custom Field in Salesforce Pardot
To create a custom field, follow these steps:
- Navigate to Pardot Settings.
- Open the drop-down for Object and Field Configuration.
- Click on the Prospect Fields tab.
- Click + Add Custom Field.
- Enter the Name field.
- Leave the Custom Field ID as automatically generated.
- Leave Sync Behavior as is.
- To limit responses, change the field type to Radio Button.
- Under Values, enter the values for the field.
- Click Create Custom Field to save your new field.
You could have accessed this content directly within Salesforce Pardot
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