For innovative Marketing Cloud solutions visit MarCloud Technologies

Download: The Essential Pardot Email Marketing Checklist

When you’re pressed for time and multi-tasking a thousand things at once, a Pardot email marketing checklist will help keep you on track - meaning less room for error, and more room for marketing success!

Download: The Essential Pardot Email Marketing Checklist

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 getintouch@marcloudconsulting.com.

Anton Minnion headshot

Anton Minnion

A data scientist and engineer, Anton has extensive experience in successfully delivering martech and salestech solutions for a variety of clients, both big and small, and across 25 countries. With a scary amount of knowledge in the development space, his focus at MarCloud is on innovating technical solutions for clients but also creating brand new apps and products for Salesforce platforms, to solve common business challenges.

Featured resource

Salesforce admin course info pack

Are you ready to take the exam?

This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. Find out more about our Salesforce Admin course in our free course brochure.

Download an info pack today

More recent posts

Desk Character Image

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.

View support services