2021-09-06T04:39:55+01:00
Training
2021-09-06T04:39:55+01:00

4 Unique Ways to Use Pardot Custom Redirects

April 20, 2021

4 Unique Ways to Use Pardot Custom Redirects

MarCloud Apple iPad retina favicon

Training • Pardot Custom Redirects

Pardot Custom Redirects is a feature that allows us to track engagement with marketing content on any link on our website, even a third-party website, or any other web page. This means we can utilise this nifty Pardot tool pretty much anywhere, to report on our ‘Marketing Assets’ – and not just those hosted in Pardot!

How do Custom Redirects in Pardot work?

Once a prospect clicks on a link with a Pardot Custom Redirect, it will populate on their Pardot record as an activity. This can also be visible in Salesforce, which means the sales reps are able to also see at a glance what topics have been of most interest to leads and contacts. 

Screenshot of how custom redirects in Pardot works

A common goal for most B2B marketers is being able to see the level of engagement each link on our website has accumulated, to track interest… right? Do users click certain links more frequently than others and what can this tell us about the content or call to action?

To achieve this, we can check out the Custom Redirect Report in Pardot.

  1. Firstly, access Reports (or Pardot Reports tab for Lightning users) -> Marketing Assets →  Content
  2. On this page you’ll find a section titled ‘Custom Redirect Statistics’.
  3. Simply select the asset you want to view statistics for.

Custom Redirects is accessed via Marketing Assets > Content >Reports

From here, we can view all of the prospects that clicked specific links, providing us with valuable points of interest we can use to tailor our marketing communications and gain insight into what products and/or services we can offer to our customers. 

Note: Important information regarding the metrics in the report

Unknown visitors, as well as prospects in our database will show in the “Total clicks” field or “Unique clicks” field. This is important because the total number of clicks show us all custom redirect clicks from both prospects and visitors.

Each click is counted in this number – including when a person clicks on the redirect multiple times. 

On the other hand, the unique clicks counts only the first click each visitor or identified prospect has taken since their first visit.

How to use Custom Redirects most effectively

Completion Actions 

At MarCloud Consulting, our favourite way to use Custom Redirects is in conjunction with Completion Actions.

This is an extremely effective way of automating the marketing process through Pardot as we can create Completion Actions to trigger once an action involving a trackable link has been completed. 

For example, as soon as a prospect clicks on a trackable link for a certain ebook, we can set a Completion Action in Pardot to add that prospect to a list that is focused on the product/service that the eBook relates to, as we know this is likely a pain point for them.

From here, we can use an Engagement Studio to nurture them further with additional content on this topic.

Track social media link clicks 

I know what you are going to say: Pardot can already be integrated with Social Connectors that will track all social media activity. That is very true, but Custom Redirects help us fill some of those gaps, such as tracking other channels unavailable in Pardot, like YouTube, Instagram, TikTok etc. Or to track content not published through the Pardot Social posting tool. 

Files

Custom Redirects will track all files not hosted in Pardot (PDFs, whitepapers, and so on). 

This enables you to see how many people clicked to access a particular file. This might come in handy when you run out of file storage too! Not many people are aware Custom Redirects can be used to save file storage – you’re welcome.

Banner ads 

If you want to know exactly which third-party source your prospects came from, use Custom Redirects. A prime example is for display banners on third-party sites. Let’s say you’re running banner ads on a specific website as part of an advertising package. You can use Custom Redirects to track all traffic that comes from their web page to your website and measure performance directly within Pardot.

How to create a Custom Redirect

1. Head to pi.Pardot → Click on the Marketing tabClick Content → Click on Custom Redirects

  • If you are using Lightning – go to Content →  Custom Redirects 

screenshot of how to create a custom redirect in Pardot

2. Click on the ‘+ Add Custom Redirect’ button

add custom redirect button screenshot

3. Name the Custom Redirect, this is a name that will be used internally and will be highlighted on the prospect’s record (the prospects themselves will not see this).

Optional: Add Tags.This will allow you to add words or entire sentences to a prospect once they’ve been tagged. Later on you can send emails or add to campaigns only those prospects with a particular tag. 

screenshot of create custom redirect window

4. Choose the right campaign to associate this custom redirect too. If this is a new campaign, it will show as prospects’ first touchpoint. If they have accessed your content previously, this will not overwrite their source campaign. More on how to set up Campaigns and Campaign Hierarchy here.

5. Insert the Destination URL the prospect will be redirected to when they have clicked on the link. Let’s say I have a link in my blog that will redirect readers to another website once they click it – the external website URL should be added as the Destination URL.

6. Optional: Add Google Analytics parameters. This feature will allow us to track activity through the Google Analytics connector. 

NOTE: This will only track activity if the Custom Redirect is to a page that has our Google Analytics tracking code on, therefore, this will need to be set up prior to using.

7. Optional: Add Completion Actions. We could add prospects to a list, send autoresponders or adjust scores. It’s good to keep in mind that Completion Actions will affect only prospects and not visitors. If you want to know the differences between the two and also learn more about the Pardot Lifecycle Report, click here.

8. Click ‘Create Custom Redirect’. Custom redirects can be updated.

From now on you will have a deeper understanding of the interests and pain points of your prospects, based on the links they click and not just the forms they complete!

For support getting set up with Custom Redirects or if you’re seeking a partner who can support your strategic use of Pardot features, get in touch for a chat.

Need a hand getting the most out of your Pardot or Salesforce account?

MarCloud is a team of certified Pardot and Salesforce specialists. We help businesses to unlock the potential of marketing automation.

Ready to save time, deliver more quality leads, and generate more revenue? Here's how we help.

VIEW SERVICES

Georgie Grigore

Georgie has a great interest in marketing and technology and loves helping customers to find the best solutions for their needs. In her free time, she enjoys travelling, dancing, reading, cooking, exercising, going on long walks... too many passions really!

More by Georgie Grigore →