Questions That Will Help You Plan For Pardot Business Units
Here’s some questions for you to ask yourself before you get started with Business Units:
- How many Pardot Business Units do I need?
- What criteria will I use to segment data into each Business Unit?
- Who needs access to what Business Unit?
- Would I ever need access to information in another Busines Unit?
- Why is this new approach more beneficial than the current approach?
As with all Salesforce features, there’s some things to consider:
Requirements: Pardot Advanced (Enterprise) and Salesforce Advanced (and above)
Connector user permissions
If there are restrictions on the connector user, the data won’t sync through to the Business Unit. Marketing Data Sharing further segments the data so if the criteria is ‘EMEA’ and the connector user can only see German objects, then only German objects in EMEA can come through.
Campaign tracking code
You’ll want to make sure you have specific campaign tracking codes set up on your websites. I keep using the regional example because I feel it’s easiest to digest, but if you have website.eu and website.us sites then you’ll want a unique Website Tracking campaign set up in the European and Americas Business Units. Basically, so reporting goes to the correct place and your teams aren’t pulling their hair out wondering why no one ever visits the website anymore since Business Units were turned on…
It’s advised not to use user sync with Business Units because the mapping is too generic. For example, you would need to set up ‘Marketing EMEA’, ‘Marketing Americas’ and ‘Marketing Asia’ to ensure each of correct profiles map to the correct Business Unit. It was lengthy enough just typing that out, let alone setting it up. Do not duplicate efforts by using user sync with Business Units.
Can I turn Pardot Business Units on now?
New Pardot Users
Work with your Pardot implementation partner to get this set up in line with your organisational structure as part of your implementation. It’s not something you’ll want to change later on so talking it through and planning the approach in detail is very important.
Existing Pardot Users
You’ll need to be on the Advanced package and it depends on what date you purchased the license. Contact your account manager to get Pardot Business Units added to your account and drop us a message to talk through the setup. There’s some behind the scenes stuff we should check to make sure it gets set up correctly.
If you need a hand setting up Pardot Business Units or have any questions, drop us a message here.