The 65-Point
Account Engagement
(Pardot) Feature
Checklist.
Use this checklist to determine how effectively you’re using Account Engagement’s (Pardot’s) features. The list covers every feature of Account Engagement (Pardot) as laid out in the official documentation.
Account Engagement (Pardot) · Feature checklist & audit tool
in 12 sectionsFree · no form
Built from official documentationPDF copy →
Every point is a feature Account Engagement already gave you. Tick the ones you use; what’s left is your gap list.
Email Deliverability
Are You Using SPF to Boost Your Email Deliverability and Protect Your Brand's Reputation?
SPF Records help prevent email spoofing by verifying that your emails are sent from authorized servers. Pardot handles most SPF setup, but you may need additional DNS records for optimal deliverability.
Have You Added DKIM to Your Email Setup to Give Your Emails Extra Credibility?
DomainKeys (DKIM) is another layer of email authentication that verifies your emails are sent by you. Think of it as a digital signature for your emails. DKIM works alongside SPF to strengthen your email deliverability.
Are You Taking Advantage Of Tracker Domains to Create a Seamless Brand Experience?
Tracker Domains let you customize the links for your landing pages, forms, and files to match your brand. This helps build trust and improves your website’s appearance.
Have You Cleaned Up Your Prospect Database to Improve Email Deliverability and Marketing ROI?
Account Engagement (Pardot)’s Prospect Database Cleaning Guide shows you how to improve your email deliverability by removing invalid and inactive contacts. Clean data means fewer bounces and spam complaints, boosting your sender reputation.
Administrative Set Up
Are You Using Visitor Filtering to Get a Clear Picture of Your Website Visitors?
Visitor Filtering helps you focus on real people by removing fake traffic from bots and scanners. This gives you cleaner data and more accurate insights into your audience.
Have You Created an Email Preference Page to Give Your Contacts More Control Over Their Inbox?
Email Preference Pages let your contacts control the emails they receive. By offering choices, you build trust and improve email engagement.
Have You Optimized Your Unsubscribe Settings to Improve Email Deliverability and Maintain Subscriber Trust?
Manage Email Unsubscribe Settings gives you control over how prospects opt out of your emails. Customize your unsubscribe page, enable two-click unsubscribe, and manage opt-out preferences to protect your sender reputation.
Are You Using Folders to Keep Your Account Engagement Assets Organized and Save Time?
Folders keep your marketing assets tidy and easy to find. Organize campaigns, emails, and more into folders for better efficiency and collaboration.
Are You Using the Recycle Bin to Recover Lost Marketing Assets?
Recycle Bin is your safety net for accidentally deleted items. Restore campaigns, emails, or other assets with a few clicks, or permanently remove them to free up space.
Salesforce Integration
Are You Leveraging the Salesforce Connector to Boost Your Sales and Marketing Efficiency?
The Salesforce Connector keeps your marketing and sales teams in sync by sharing data between the two platforms. This helps you nurture leads, close deals faster, and deliver a seamless customer experience.
Are You Taking Advantage Of Prospect Field Mapping to Improve Data Accuracy and Collaboration?
Prospect Field Mapping connects the dots between your marketing and sales data. By matching up fields in Account Engagement (Pardot) and Salesforce, you create a single source of truth for your contacts, ensuring everyone has the same information.
Are You Using Connected Campaigns to Get a Complete View Of Your Marketing and Sales Efforts?
Connected Campaigns bridge the gap between your marketing and sales teams by syncing Account Engagement (Pardot) and Salesforce campaigns. This helps you track the entire customer journey and measure campaign performance more accurately.
Automation
Are You Using Automation Rules to Streamline Your Marketing Processes and Improve Lead Management?
Automation Rules are your secret weapon for saving time and boosting efficiency. Set up automated actions based on prospect behavior or data, like assigning leads, sending emails, or updating scores.
Are You Using Page Actions to Turn Website Visits Into Valuable Marketing Insights?
Page Actions let you automate tasks based on website visits. For example, you can add points to a prospect’s score or assign them to a list when they visit a specific page. This helps you identify hot leads and tailor your marketing efforts.
Are You Using Completion Actions to Automate Your Lead Nurturing Process?
Completion Actions let you automate tasks when someone fills out a form. Send welcome emails, adjust prospect scores, or add them to lists – all without lifting a finger. This helps you nurture leads efficiently and improve conversion rates.
Are You Using Dynamic Content to Create Personalized Experiences For Your Prospects?
Dynamic Content lets you show different content to different people based on their information or behavior. This personalization boosts engagement and conversions by tailoring your message to each individual.
Are You Using Engagement Studio to Deliver Tailored Experiences and Accelerate Your Sales Pipeline?
Engagement Studio is your powerful tool for creating personalized lead nurturing journeys. Build complex automation workflows with multiple paths, send targeted emails, and score prospects based on their behavior to guide them towards conversion.
Are You Using Profile Grading to Qualify Leads and Improve Sales Efficiency?
Profile Grading helps you sort prospects based on how well they fit your ideal customer profile. By assigning grades based on criteria like company size or industry, you can prioritize leads and focus your sales efforts on the best opportunities.
Are You Using Scoring to Identify Your Most Engaged Prospects and Boost Sales Efficiency?
Scoring measures a prospect’s level of interest in your business. Assign points for different actions, like form fills or email opens, to identify hot leads and prioritize your sales efforts.
Lists
Are You Using Static Lists to Manage Specific Groups of Prospects for Targeted Campaigns?
Static Lists are manually created groups of prospects. Unlike dynamic lists that update automatically, static lists require you to add or remove members. They’re perfect for one-time campaigns or managing a specific set of contacts.
Are You Using Dynamic Lists to Create Targeted Segments and Improve Campaign Performance?
Dynamic Lists are smart lists that automatically update based on specific criteria you set. Imagine a self-updating group of prospects, always matching your ideal audience. This saves you time and ensures your lists are always accurate.
Are You Using Test Lists to Make Sure Your Emails Are Flawless Before Sending?
Test Lists are your safety net for email perfection. Add your team members to a test list to preview emails before sending them to your entire audience. Check for errors, test links, and ensure everything looks perfect.
Forms
Are You Using Forms to Capture High-Quality Leads and Grow Your Business?
Forms are your lead capture superheroes. Collect valuable information from visitors, convert them into prospects, and start building relationships. Customize forms, integrate them with landing pages, and watch your lead generation soar.
Are You Using Form Handlers to Integrate Your Website Forms With Pardot and Capture More Leads?
Form Handlers let you connect your existing website forms to Account Engagement (Pardot). This means you can keep your website’s design while still capturing valuable lead information. It’s like giving your forms superpowers to generate leads.
Are You Using Form Layout Templates to Create Visually Appealing and On-Brand Forms?
Form Layout Templates are the blueprints for your forms’ appearance. Choose a layout template to define the look and feel, or create a custom layout for complete control. Consistent form design enhances your brand and improves user experience.