2. Why does the label and form
field look jumbled?
• Most likely there is not enough space for the
label and form field to be side by side
• Options:
• Make the label above the field so the field can take the
space needed
• Use custom CSS to make the form fields smaller so it can all
fit in the space provided
• Make the area larger where for form is located
3. Prospects added to a salesforce.com
campaign in Pardot, but prospects are
showing up in salesforce.com yet.
• Is the prospect assigned out to a rep?
• The prospect must be assigned to a rep for us to sync to
the CRM
• If the prospect is not assigned, we will push the prospect
and the campaign over when he/she is assigned
• Check your Sync Queue
• If you have a lot of prospects waiting to be synced, it could
take a little time for it to go over. We sync around 4,800
prospects an hour over to salesforce.com
4. What happens if the person I assign to is
NOT in the CRM or Pardot?
• Not in the CRM
• Pardot will assign the lead to the connector owner
• That way the prospect will be sent to the CRM as you
asked us to do
• Not in Pardot
• Prospect will stay unassigned in our system
• You will see the CRM icon next to the name denoting that
we are syncing with the CRM
• Updates with the CRM will occur
5. Prospect is assigned in the CRM and the
assigned user is not noted in Pardot but
exist
• Make sure the user has selected their CRM
username in their Pardot account
• Pardot may not know who the user is in the
CRM without being told it
• Email address or name may be different in systems
• If you have a large sync queue, the prospect
may not have been synced as of yet
6. Can I fill out the form for someone else?
• Not a good idea in most cases
• If you do, you risk being cookied as that person
and being tracked with all of your activities
• Make sure the form is set in kisok mode if you
wish to do this
• Will allow for submissions but will not set a cookie on
the browser
7. How do I select a list of unsubscribes/hard
bounces for my mailings to suppress
• No need!
• Pardot will automatically suppress any
unsubscribes and hard bounces from email
communication
• Those members of the list will not show on the
report and count toward the reporting numbers
8. Importing FAQs
• If you import a CSV file and it includes a blank,
Pardot will ignore the field.
• To assign via an import, you will need to assign
to the persons email address, not name
9. Reassignments
• Any and all reassignments must be completed
in the CRM if it is connected.
• If Pardot is not connected to a CRM, you can
reassign in Pardot
• Automation rules will not reassign prospect
who are assigned.
• Must be done via import or manually
10. End of Advanced
Troubleshooting
• You have reached the end of the CRM Sync
Knowledge
• You will now take a test of what you have
learned. You must score greater than 85% to
pass this portion of the test.
• Good luck!
