Email opt in/out in salesforce and pardot
Can anyone point me in the right direction?
We have sales folk that work in Salesforce and when talking to customers if they have the salesforce do not email flag checked they will persude them to opt back in and uncheck the flag. However Pardot doesn't take any notice of this. What I have to do is opt the person in in Pardot and then quickly go to the salesforce record and take the do not email flag off. If I don't do it quickly then the flag updates back in pardot.(I suppose I am getting in before a sync).
Surely this can't be the only way to do this even if I give my sales people accesss to Pardot the process is a bit convoluted.
What are other people doing?
'Do not Email' field isn't synced by default to salesforce. However, it can be mapped to a Salesforce custom field.
** Email Opt Out. Note: On the prospect record, this field appears as Prospect Opted Out.
Pardot field mapping: http://help.pardot.com/customer/portal/articles/2128447-how-do-pardot-default-fields-map-to-salesforce-fields-
Difference of no email fields: http://help.pardot.com/customer/portal/articles/2128073-what-is-the-difference-between-%E2%80%9Cdo-not-email%E2%80%9D-and-%E2%80%9Cprospect-opted-out%E2%80%9D-#prospect-opted-out
Once you are certain that you want to map these two fields together you can override the settings via the Admin menu in Pardot. Here is a link to the step-by-step guide that shows you where you go to make the change.
Once in the 'Edit' screen on the default field, select the desired 'CRM Field Name' to sync the values between the two fields. After the new field is selected, save the changes and you should be set. You will probably have to initiate a sync between the two systems for the values to be updated -- see the following for details on which actions in Pardot or Salesforce will trigger a sync between the systems.
Hope this helps :)
Hope any of the answers helped, if so could you please select one of the responses as 'Best Answer'?
The selected 'Best Answer' is used to highlight the response to your question that has helped the most, so that when someone else looks at similar questions in the future quickly can identify the answer :)
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Hi David, not sure why this answe shows now on recent... but how did you go aorund it then? did that help?