August 24, 2021

The Guide to ParDreamin’ for Nonprofit and Higher Ed Professionals

The Guide to ParDreamin’ for Nonprofit and Higher Ed Professionals

ParDreamin’  has something for everyone who wants to know more about Pardot including Salesforce developers.

If you haven’t registered to join us October 26 to 29, then consider this your formal invitation. Go ahead, we’ll be here when you get back. Register for ParDreamin’ now.

Ready? Great! Now let’s talk about your upcoming ParDreamin’ experience.

We’ve gathered the best consultants, marketing champions, solution engineers, and Salesforce customers in the community to talk to you about tackling tasks using Pardot.

ParDreamin’ Industry Days: Nonprofit

ParDreamin Industry Days

Below is an agenda hand-picked for people who use Pardot and work in higher education and the nonprofit sector. You can catch them all at ParDreamin’ 2021.

Each day of the conference focuses on a different industry. Day two of the conference is all about nonprofits. We’ll hear real-life stories from people who work in the nonprofit space and use Pardot to reach their goals.

These sessions focus on Pardot competencies nonprofit and higher education professionals should work to gain. They include real-life examples and solutions you can use in your own Pardot Orgs.

Note: We’ve listed these sessions in chronological order. You can get details about the event and see the full schedule at ParDreamin’.com.

 

Day 2 – Thursday, October 28

Transitioning Your Mailing System from Mailchimp to Pardot: Get the Monkey Off Your Back | 10:50 a.m. – 11:30 a.m. ET

Terry Haynes

Terry Haynes, CRM manager for Center for Strategic and International Studies (CSIS), shares his experiences migrating the Washington D.C.-based thinktank to Pardot.

In this session, he will discuss:

  • The process of choosing Pardot
  • Transitioning 120+ users from Mailchimp to Pardot
  • Lessons learned along the way

From contract signing to final training, learn the dos and don’ts of transitioning your org’s mailing system to Pardot.

Presenter: Terry Haynes

 

Business Units and Pardot Sandbox: Lessons Learned| 12:35 p.m. – 1:00 p.m. ET

Business Units and Pardot Sandbox-Alessia-Imola-Pooja-Goel

How can you navigate a Pardot implementation across different divisions in your organization?

In this session, we will cover key tips on how to implement Pardot Business Units and what to look for in Salesforce throughout the process.

We will also share our experience with the Pardot Sandbox along with our observations about benefits and drawbacks. We’ll do all of this while operating in the higher education space with for-profit and not-for-profit school divisions. Join us!

Presenters:  Alessia Imola and Pooja Goel

 

Pardot Post-Covid: How Nonprofits Can Use Pardot to Turn One-Time Donors into Recurring Donors | 1:05 p.m. – 1:30 p.m. ET

Catherine Moore

The economic fallout from the COVID-19 pandemic prompted many donors to make one-time donations to nonprofit organizations. With an influx of these one-time donors, nonprofits are now taking the next step and asking how to turn that group into recurring donors. Pulling from the hands-on work she’s done with major US food banks, Pardot Specialist and nonprofit consultant Catherine Moore will break down how nonprofit organizations have utilized Pardot to leverage digital donors.

Attendees learn how they can get up and running quickly with Pardot. From there, Catherine will equip attendees with lessons learned from organizations that have scaled their uses of Pardot to deepen relationships with one-time donors using engagement journeys.

Presenter:  Catherine Moore

 

Customizing Pardot Form Behavior with JavaScript | 1:35 p.m. – 2:00 p.m. ET

Customizing Pardot Form Behavior with JavaScript

Pardot forms are fast and easy to set up since they require no coding knowledge. That being said, Pardot forms can be supercharged with JavaScript to fulfill unique business cases.

In this session, we will demonstrate how we assisted a client with a unique business case that required JavaScript tweaks to Pardot forms. With the use of custom, injected JavaScript, we condensed 40 forms previously supported by Marketo into ONE Pardot form that on completion executed 40 unique redirects.

Attendees will gain an understanding of how to add custom JavaScript to Pardot forms, and we’ll come up with a list of ideas to get the creative juices flowing.

Presenter: Karin Tracy

 

Get ready for the only 3-day virtual conference that’s all about Pardot

There’s still time to register! Get to it and tell your friends to grab their ParDreamin’ tickets so they can catch these sessions. There’s something for every Pardot user.

You can get more from your ParDreamin’ experience through pre-conference training workshops. These one and four-hour courses take place October 26, which is the day before the big conference event. 

Check out the Pardot Fundamentals ParDreamin’ pre-conference workshop to learn how Pardot can empower you to create meaningful connections, generate more pipeline, and empower your team to grow responsibly.

Contact the team at Sercante to learn more about ParDreamin’ or anything else your Pardot heart desires.