Pardot & Salesforce Email Marketing – Opting Prospects Back In

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  • Understanding the fields

  • How to opt a prospect back in

  • Free diagram of an automated opt-in process

Support   •   Opting Prospects Back In

For those that don’t know the process needed to opt somebody back into Salesforce email marketing, it can be incredibly frustrating. You uncheck the boxes in Pardot, but seconds later they’re checked again! The following text has been written to remove this frustration from your Pardot life. After all, time is of the essence.

Something important to remember about the opt-out/do not email relationship in Pardot and Salesforce is that the suppression will always win. For example, if you try to clear the opt-out or do not email in Pardot and the value is still in Salesforce, then the prospect will re-sync and revert to being opted out/do not email. It’s the same vice versa.

Understanding the difference between the ‘Do Not Email’ and ‘Opted Out’ fields in Pardot

The best way to differentiate these two fields:

  • Do Not Email is more of an operational field which does not sync to Salesforce by default. It is often triggered by 1 hard bounce, 5 soft bounces or if they’re opted out within Salesforce. The prospect will not receive autoresponders or operational emails!
  • Opted Out is controlled by the user, so the main ways this triggers is when a prospect clicks an unsubscribe link or report your email as spam. This field syncs with Salesforce by default. The prospect can still receive autoresponders and operational emails.

Below is a table showing the subtle differences between Do Not Email and Opted Out:

Pardot do not email and opted out fields

Image credit:  Salesforce Pardot Documentation

Opting a prospect back in

This is relatively easy as you can temporarily pause the sync for a specific prospect record. Here the step-by-step:

  1. Break the sync between Pardot and Salesforce by heading to the prospect record and clicking ‘Disable CRM syncing’ at the top right of the record. This will need to be turned on later.
    Pardot disable crm syncing
  2. Untick the opted out and do not email boxes in the ‘Additional Fields’ section
    Pardot do not email and opt out checkboxes
  3. Head to Salesforce and uncheck the opted out field (and the do not email if you’ve synced that too).
    Salesforce do not email and opt out fields
  4. Head back to the prospect record and turn the sync back on. This prospect is now opted back in to receiving marketing communications.

There is a sync every 2 mins between Pardot and Salesforce so if you want to go all Mission Impossible on this then that’s your call and you may nail it. However, the above approach is less stressful and highly effective (or less fun, depending on how busy your day is).

Free Diagram of an Automated Opt-in Process

I’ve drawn up a visual diagram of how you can set up an automated process to notify someone when a prospect is trying to opt back in.

By |2018-08-01T08:58:13+00:00June 2nd, 2018|Support|

About the Author:

Tom is a is a Salesforce Certified Pardot Consultant and has a passion for all things marketing automation. He's written blogs for Pardot.com and MarketingProfs.com, featured in a Pardot e-book and hosted a webinar with Pardot on custom form templates and landing pages.

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