MCAE (Pardot) Training

Download: The Essential Pardot Email Marketing Checklist

August 5, 2021

Download: Essential Pardot Email Marketing Checklist

MarCloud Apple iPad retina favicon

Training • Pardot Email Marketing

This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.

When you’re pressed for time and multi-tasking a thousand things at once, it’s tempting to take shortcuts. But when it comes to your Pardot email marketing activity, there simply isn’t much room for error.

You may have already read our ‘Expert’s Guide to Great Pardot Email Marketing’ – a free eBook resource about everything you need to know about Pardot email marketing (if you haven’t, you can check it out here).

Even with all that useful information under your belt, it’s clear to see that there’s a lot you need to know and remember to ensure effective and successful Pardot email activity.

So, alongside our free eBook, we created an Essential Pardot Email Marketing Checklist for you to use each time you and your team intend to create and send a Pardot email campaign.

Why use a Pardot email marketing checklist?

Using a checklist as you go about your email marketing means half the thinking is done for you.

The Essential Pardot Email Marketing Checklist cover image

Download The Essential Pardot Email Marketing Checklist

Each time you plan a new email campaign, start at the top of the list and work your way down. If you check things off as you go, there’ll be no more last-minute worries about whether or not prospects were segmented correctly, or if the email was tested before it was sent!

If you’ve got a team of people working on the same campaign, having a single checklist means it’s easier to keep track of what needs to be done and if the task has been fulfilled – especially if this activity is shared between different teams.

By tracking a list of important tasks and keeping yourself and the team accountable, using a checklist will help to minimise the risk of errors that could easily be avoided. This means more room for success!

Now, we know that some people love the physical act of crossing items off a list, so we’ve designed the Pardot Email Marketing Checklist to be printable. You might even decide to print a singular copy and pin it to a wall in clear view of your entire team, so it’s an ever-present reminder of the process to follow.

However, the checklist also works perfectly as a digital tool because it’s interactive, allowing you to tick and save a copy for each campaign you send! The second option is friendlier to the planet, too.

Want your copy?

Download our Essential Pardot Email Marketing Checklist to help keep you and your team on track.

If you have any questions along the way, reach out to us at [email protected].

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

MarCloud is a team of certified Pardot, Marketing Cloud, 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.


Jake Bond

Jake has worked for some of the biggest FMCG brands in the world and, having learned what the ideal customer experience should be, is all about building personalised journeys from the ground up. He loves to analyse reports and is super-focused on getting maximum ROI out of sales and marketing activity using Marketing Cloud, Account Engagement, and Sales Cloud. A real 'people person', he has managed teams of more than 60 and won multiple 'Manager of the Year' awards.

More by Jake Bond →