Duplicate prospects sometimes end up in your Pardot database. You can merge up to three prospects at once and select one to be the primary. When merged, the activities of the merged prospects are aggregated, and Pardot recalculates the primary prospect's score.

How do you avoid duplicate prospects in Pardot?

Pardot Salesforce Connector Setting

Go to Pardot Settings > Connectors > Salesforce Connector > Edit. Make sure to check “If records do not have a CRM ID to match when syncing, use email address to match.” This will minimize duplicate record creation when you import prospects.

What is the difference between a visitor and a prospect?

An anonymous visitor is someone who has visited a page with your Pardot tracking code on it, but hasn't converted to a prospect yet. Prospects are visitors who have an associated email address in Pardot. An active prospect has performed an activity, such as submitting a form, visiting a page, or clicking a link.

What are mailable prospects in Pardot?

A mailable prospect is a prospect that can receive emails through Pardot. Mailable prospects haven't unsubscribed, had a hard bounce or five soft bounces, or manually opted out. A page action is a completion action that is triggered by a prospect's page view.

How do I delete duplicate prospects in Pardot?

Pardot Deleting Options

In the Prospect list view, or from any list, use the checkboxes beside the Prospect records. Scroll down to the bottom of the list, and select 'Delete' from the dropdown menu (a tricky one to find if it's your first go!).

How to Merge a Pardot Prospect

41 related questions found

Can you mass delete prospects in Pardot?

You can delete a duplicate, test, or spam prospect from the prospect's record. You can mass delete incorrectly imported, hard-bounced, unengaged, or duplicate prospects using a list. You can permanently delete prospects from the recycle bin. When a prospect is deleted, the record is moved to the Pardot recycle bin.

How do I bulk delete contacts in Pardot?

Checkbox “Obsolete”).

1. Go to Data Management – Duplicate Management – Mass Delete Records – Mass Delete Leads (or Contacts)
2. Specify the Criteria (ex. ...
3. Choose the records you want to delete, click Delete.

How do you combine lists in Pardot?

Duplicate prospects sometimes end up in your Pardot database.
...
Merge Prospects

1. Open the Prospects page.
2. Select the prospects you want to merge (1).
3. From the dropdown, select Merge (2), and click Go (3).
4. Select a primary prospect by choosing an email field.
5. Select field values for the primary prospect.

Do unsubscribed prospects count in Pardot?

Any mailable prospect counts against your limit. In other words, that means these people DO NOT count: Anyone who has opted out.

What is a reviewed prospect in Pardot?

Reviewed Prospects: Displays prospects that have been marked as reviewed (see What should I do with “bad prospects” who provide false data? for more information). Unassigned Prospects: Displays prospects that are not assigned to a user in Pardot; this includes prospects that have been marked as reviewed.

How do you add a prospect in pardot?

Click on the Tools button, located in the top right of the Prospects table. Then select “Add to list” option. Select from one of two options: Create a New List or Add to an existing list. If you add to an existing list, click the list you wish to add the prospects to.

What is a salesforce prospect?

Prospect accounts group prospects that work for the same company under the same umbrella, keeping all the information about the company in one place. If you use Salesforce, account information syncs from the CRM to Pardot. ...

What is an identified visitor in pardot?

Pardot categories visitors in three different groups, those are mentioned as follows: Identified Visitors: – It will list all visitors who have had their organizations identified by WHOIS look up.

How do you mark prospects as do not email in Pardot?

You can suppress many prospects at once with a static or dynamic suppression list or suppress them individually by editing the prospect record. Set up an automated prospect resubscribe prompt for your Pardot forms to let unsubscribed prospects opt back into receiving your marketing emails.

How many emails can Pardot send?

Pardot mass email limitations:

Admins can set up Pardot mass email limits which range from 0 to 500 emails. However, the default limit ranges from 200 to 500.

How do I clear my Pardot database?

There are several tactics you can take to reduce your database in the short-term:

1. Build a dynamic list of prospects matching certain criteria and use a table action to delete them from the list.
2. Run an automation rule to look for prospects matching certain criteria and check off their Do Not Email field.

Why are prospects archived in Pardot?

Why archive? Being well-rehearsed on the benefits and necessities of archiving will mean your team are more likely to get onboard, and support in maintaining and cleaning the account. Short-term benefits are evident. Users will be able to work more efficiently, able to retrieve marketing assets faster.

What is engagement studio in Pardot?

Engagement Studio is Pardot's next-generation lead nurturing product, and is the true intelligence engine of the marketing automation platform. Engagement Studio lets you build, test, and report on powerful engagement programs that let you send targeted emails based on prospect behavior and critical qualifying values.

What are automation rules in Pardot?

Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify. For example, you may set the system to automatically assign all prospects with a country value of Canada, the United States, or Mexico to your North American sales representative.

How can you delete a prospect?

Click Prospects. Select the prospects for deletion. To delete a single prospect, click the gear icon in the Actions column, and select Permanently Delete.

How do you remove a prospect from grin?

To remove, please contact us at: . Please be aware that after removal you will not be able to restore removed content.

How do you remove someone from a dynamic list in pardot?

Instructions

1. Navigate to Marketing > Segmentation >Lists.
2. Click +Add List.
3. Check the Dynamic List checkbox.
4. You will see Dynamic List Rules. ...
5. From there you can select the Match Type: ...
6. Add or Remove Rules by click the plus or trashcan icons. ...
7. Click Save List to create the dynamic list.

How do you empty the Recycle Bin in pardot?

When you delete an asset, it's moved to the recycle bin in your Pardot account instead of being permanently deleted. You can restore most assets from the recycle bin. You can't empty the recycle bin.

What can Pardot track?

Pardot can track your visitors interactions and activities, even while they're pre-conversion, by adding a tracking cookie to their browser when they first visit your website. A cookie is small piece of data sent from a web browser and stored on the user's computer.

How can an anonymous visitor convert into an identified prospect?

Here are the most common ways an anonymous visitor converts to a prospect.

1. Submits a Pardot form that is in an iframe on your web page.
2. Submits a form on your site that's connected to a Pardot form handler.
3. Submits a form on a Pardot landing page.
4. Is manually associated with a prospect.