Marketers using Salesforce’s Marketing Cloud Account Engagement (fka Pardot) have no shortage of tools available to them. While often positioned as B2B-specific, Marketing Cloud Account Engagement’s key differentiator is the ability it affords Marketers to develop forms and landing pages, without the help of a developer.
If you have worked in Marketing Cloud Account Engagement’s platform, you probably noticed two different form creation tools: the standard Pardot Form and Pardot Form Handlers. Each of these can drive seamless automation with Completion Actions, but knowing when to use each will help you level up your Marketing Cloud Account Engagement proficiency.
The standard Pardot Form is the answer to creating quick, functional lead generation forms with little-to-no code requirements. These forms are created in Pardot, hosted by Pardot, and embedded on your website (or a Pardot Landing Page) to capture leads and drive conversions.
Pardot Forms are easy to develop, and because they’re hosted by Pardot, offer additional functionality like Progressive Fields, which allow you to collect more data over a series of multiple form submissions. Progressive Fields give you the ability to dynamically change the form questions based on prior submissions, improving conversion rates and enabling more robust data collection. Pardot Forms also have built-in bot protection, and can integrate easily with Salesforce’s Web-to-Lead forms.
The downside to Pardot Forms is the limitation to customize the form to match the look-and-feel to your organization’s website and branding. There are some settings that allow you to change the color and font on the form, but the extent of customization is limited to the options below. Applying a Layout Template can help expand the customization possibilities, but likely requires working with a developer to implement.
Pardot advanced styling options for forms are limited.
Additionally, because Pardot Forms are simply embedded on your website via an inline frame (or iframe), it can limit the visibility for third-party tracking tools to measure form activity. For example, to measure whether a form is submitted successfully in Google Analytics (not just clicked, or failed submissions), you may be better off redirecting successful submissions to a dedicated ‘Thank You’ page and measuring page loads, instead of relying on click tracking which can produce skewed results with a Pardot Form.
PARDOT FORM HANDLER
For organizations that have existing lead generation practices, want to track submission data, or require advanced styling customization, Pardot Form Handlers offer similar automation benefits while integrating with third-party or custom forms.
Pardot Form Handlers work with existing forms to pass valuable prospect and conversion data into Marketing Cloud Account Engagement. To set-up a Pardot Form Handler is similar to the standard Pardot Form set-up, but requires modification to the form tag to implement, which is where additional developer support may be required.
Common Pardot Form Handler errors occur when external field values do not exactly match the Pardot input, or when the external field is marked as required and the Pardot Form Handler field is also marked required – causing the form to error out. Leave required field management to your third-party or custom form, and deselect the required field setting on the Pardot Form Handler.
Accurate data mapping is critical for Form Handlers to function properly.
While Form Handlers require a bit more configuration to use, they provide the most customization and enable the most robust tracking opportunities. One such opportunity is the ability to capture UTM tracking data during form submission, helping to measure return on advertising spend and other marketing efforts. Start by creating Form Handler input fields that correspond to your UTM parameter data. Since Form Handlers are not forms embedded on your site, these fields remain hidden on your users, but available for data capture.
In summary, both Pardot Forms and Pardot Form Handlers are valuable tools to help Marketers drive conversions and measure results. Understanding which tool is best for your organization largely depends on the developer resources available, tracking considerations, and the strategy behind data collection.
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