Top Pardot Tips In 2026

Publish date:

• 19th January, 2024

Pardot, now in its new avatar as Salesforce Marketing Cloud Account Engagement is a strong B2B marketing automation product. It fosters strong ties between businesses and their clients that lead to enhanced sales. In today’s blog, we examine the top tips for leveraging this tool for a company’s success and growth. These tips have been compiled by our Salesforce Implementation Services team just for the growing community of Codleo globally.   Happy reading.

Below are listed some of our Top Pardot tips in 2026:

1. Leverage dynamic content. Dynamic content can do wonders for your website. From a staid web page that ordinarily showcases the products or service for all, companies can opt for highly customised pages that highlight a lead’s industry, interests, or even engagement history. Customising content in this manner is very powerful for channeling higher conversion rates, with around 70% of consumers demanding customisation, and businesses that are seeing growth are the ones who are investing their resources in customisation beyond emails. For more on Pardot, call our Salesforce Implementation Services team.

2. Segmentation rules are an ally you want by your side. Want to be effective at marketing thanks to granular insights about your leads? Segmentation Rules are one-time automations that allow companies to curate a static list based on the team or company’s selected criteria. It helps if the team requires a quick report on the figures of new clients acquired thanks to a particular campaign, and the financial spend in a particular period.  Contact Codleo for Salesforce Implementation Services.

3. Retargeting. A great advantage of using landing pages that are hosted on Pardot is the capability to factor in specific logic in the Engagement Studio. For example, a client views a landing page but may not fill out the call-to-action form. Mix some logic into the program so that this visitor(s) receives an offer/discount via email / social media or SMS. Sit back and watch the team’s conversion rates & sales see a rise with Pardot’s way of retargeting, implemented simply and fast.

4. Use dependent form fields.  Dependent Form Fields allow for obtaining more data from leads as they fill the form and aid in keeping forms short visually. They are fields that surface in forms only if a particular value is entered in another field. For example, if a lead lists their industry as ‘teaching’, an additional field may surface asking for their education level i.e. Primary, High School or Under Graduation, etc.

5. Use scoring categories. A defined action plan for Pardot Scoring Categories is ideal for your company. For a firm that deals with many goods or services, categories reveal what a lead is in curious about.  We implement Pardot for businesses with our Salesforce Implementation Services.

Need help with Pardot? Contact us for Salesforce Implementation Services that are the talk of the town.

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About the Author

Akansha Singh

Akansha is a Digital Consultant having rich experience in Organic as well as Paid Marketing, Marketing Automation, Lead Generation, Email Marketing and also in Social Media Management. Her main forte is to help you grow your business through strategy and planning.