
GAURAV VAISHNAV
- Feb 07, 2019
- Pardot Implementation
A form is a source of collecting information from anonymous visitors on your website or landing pages and helps you turn them into known prospects. And Pardot forms help with just the same. They are also very advanced and easy to handle.
In Pardot, navigate to Marketing >> Forms >> Forms.
A new page will open. When you’re creating a form in Pardot, you need to complete 5 steps - Name, Fields, Look & Feel, Completion Actions and Confirm & Save. In every step, you need to provide some information.
By default, you will get four fields (First name, Last name, Company, Email(a)) on your form
In the basic tab, you can choose a field and then edit its label, field type and data format
Advanced tab gives you more control over fields. You can add a validation error message, CSS classes for design and detailed description of the field
In the dependent tab, you can add different rules on the field to show other fields. For example: if ‘service’ field is marketing, then show ‘tool’ field
In the basic tab, you can choose a field and then edit its label, field type and data format
Basic level style formatting can be handled in styles tab. For example Font colour, Font Size, etc
From the advanced tab, you can add/remove reCAPTCHA on the form and enable/disable cookies
Note: You can add as much as you can from the layout template in Pardot. You will find this option in Marketing >> Forms >>Layout templates. You can direct add HTML + CSS in editor. Also, by default, you will get one standard template.
Here you can add actions after form gets submitted
Thank you Content:
And, after submission, if you want to redirect the form to thank you page, then you need to tick the ‘Redirect to the following URL’ instead of showing the form's Thank You Content’ option and add URL in redirection location.
You can also send autoresponder email on form submit, add prospect into the list, notify the user on form submit, Assign prospect to user, etc through ‘Completion Actions’. You can add multiple Completion Actions on a single form.
Thank you code
Thank you code is typically Javascript used to call other systems like Google Conversion Tracking
Verify all details and click on save
The view report button is used to check the report of this form. In the report page, you can check the total views, total submissions, conversion, etc specifically for this form in a graphical manner.
At the bottom of this form, you are able to see the list of prospects added to Pardot through this form and also the list of landing pages using this form
If you want to add this form to your website (not on Pardot landing page), Pardot supplies form iframe code for this. You just need to add this iframe on your website and it will start showing. After publishing the form, you can find this code here:
If you want to add defaults values to hidden fields of your form, then you need to add field api/internal name and its value in iframe src URL. For example: Here we are setting lead source and lead source details for prospects through hidden fields
In the above example, Lead_source is the internal name of field ‘Lead source’ and Website is the value, which we are setting for field lead source. It’s the same for lead source details field as well.