Pardot: Lightning Experience, Easier Opt-In, Engagement Program Conversion, Campaign Member Sync, and More Goodies

Pardot in Lightning Experience is generally available! New settings let you opt in synced prospects easily. Engagement Studio makes it a snap to convert programs to allow prospect reentry and offers date filters for stats. Sync prospects straight to Salesforce as campaign members, and look for some spiffed up dashboards around the product. The latest version of Lightning Design System brings minor UI changes to Pardot.

Align Sales and Marketing on a Single Platform with Pardot in Lightning Experience (Generally Available)
Pardot in Lightning Experience helps your users be more productive by keeping them in Salesforce. The app is no longer a single tab, so gone are the days of using Pardot in a separate window and managing duplicated menus with confusing navigation. The app has all-new navigation and layout tailored for Lightning Experience.
Easily Opt In Opted-Out Prospects Synced to Salesforce
Easily opt synced prospects back into Pardot emails. Previously, if the Prospect opted out field was selected, you couldn’t opt a synced prospect back into Pardot emails without a fight. You had to unverify the Salesforce-Pardot connector or try to update the records in both systems simultaneously. Now, Pardot admins can change this field’s sync behavior to allow users to overwrite a prospect’s opt-out status to make them mailable again. Users can opt in up to 100 prospects per day, per account.
Convert Engagement Programs to Allow Repeat (Beta)
Turn a successful engagement program into a powerhouse by adding the program reentry setting. Join this continuing beta to see what happens when you give prospects a second chance on an Engagement Studio program.
Filter Engagement Studio Canvas by Date
See how your program performed during a particular period. As always, you see quick stats for each step of the program. To view complete data again, select the All Time filter.
B2B Marketing Analytics Dashboards Changed
We updated a few things on the B2B Marketing Analytics dashboards so that you get the right information when you need it. The Account-Based Marketing dashboard now excludes Pardot opportunities that aren’t synced to a Salesforce opportunity or account. More descriptive labels and formula updates appear in the Pipeline and Multi-Touch Attribution dashboards.
Create Salesforce Campaign Members from Prospects
Along with Connected Campaigns, prospects associated with Pardot campaigns can now sync to connected Salesforce campaigns as campaign members. Turn on both Connected Campaigns and Member Sync to find Pardot-sourced prospects (first touch) in your Salesforce campaigns. When you turn them into contacts, we tell you which campaign influenced the deal.
Pardot UI Gets a Mini-Makeover
We updated the Pardot user interface to the most recent version of Salesforce Lightning Design System (SLDS). This update changed the UI. The biggest change is that notification alerts have changed from blue to gray. There are also minor changes, such as slightly darker shades of gray, and bolder page headers.
Use Engage for Gmail Extension with the New Gmail UI
The Engage for Gmail extension now supports the new Gmail UI.
Enable Operational Email
Admins can now enable operational emails in their Pardot accounts. This feature allows admins to bypass email marketing opt-in for a specific set of email sends.
Run a Full Sync Without Contacting Pardot Support
Creating a custom prospect field used to mean that you had to contact support to trigger a full sync to update the field values for prospects. Now, an admin can queue all prospects for sync after saving a new custom field.
Let Prospects Repeat Engagement Programs
Engagement program reentry settings are now generally available. Use them to allow prospects to flow through the program as many times as you want.
Copy and Paste to Build Engagement Programs
Tired of creating engagement programs one step at a time? Try new copy and paste tools that help you reuse patterns of steps to quickly build complex canvases. Enter Select mode, choose up to 10 steps, and paste them somewhere else in the canvas. Repeat as needed!
Notification Banner Permission Changes
We’ve changed which notification banners that users with default roles can see in Pardot. We’ve also added custom role permissions to help you manage what your users with custom roles can see.
Bot Clicks Filtered from Pardot Actions and Reports
By default, Pardot now ignores clicks from certain IP ranges that are associated with email security scanners. Although we collect all clicks and click-through data, the new defaults remove scanner activity from reports. Activity from these IP ranges also is no longer used to fire completion actions, scores, or triggers. The setting can be changed.
Send Engage Campaigns from More Places
Salesforce Engage users can send Engage Campaigns to campaign members and opportunity contacts without leaving the record pages. They can also send a targeted one-to-many email to contact roles in a group of opportunities from an opportunity list view.
UI Improvements in the Pardot Lightning App
We’re introducing UI and performance improvements to the Prospects page in the Pardot Lightning app. Pagination has been replaced with infinite scroll. We’ve made styling tweaks, moved buttons and the mass action menu, and made the view menu more intuitive.
View Sent Automated Emails
Pardot offers automated email types that fire behind the scenes, and sometimes you want to verify that a certain email was sent. An option to view sent automated emails is now available in the Sent Emails view dropdown menu. It shows you all emails that were sent based on automation rules, completion actions, and engagement program email sends. You can also open reports from this view.

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