The Pardot HealthCheck is like an automotive tune-up for your system. We’ll go under the hood, look for trouble spots, and provide you with a report that details:
- Unassigned Prospects: A significant number of unassigned prospects may indicate problems with your lead assignment rules.
- Lead Sources: Do all of your prospects have lead sources? If not, your ability to track marketing contribution is hindered. You need to ensure that the lead source is being set on all forms and imports.
- Campaigns: There is much confusion about the differences between a Pardot Campaign and a CRM Campaign. Are you using each correctly?
- Assignment Rules: Do all forms and imports include assignment rules to send the prospect to the CRM?
- Automation Rules: What rules are no longer active and can be deleted?
- Forms: Are the appropriate completion actions being set on each form to add needed default and custom fields, notify users, change scores, add to lists, etc.
Once you receive the report, you can address the problems yourself or let us perform the needed changes for hassle-free optimization.
