Pardot Lead Capture Forms

Nelson Eisenmann

Pardot Lead Capture Forms

Beginner’s-Guide-to-Pardot
Nelson Eisenmann

Nelson Eisenmann

Director of Marketing Automation

Landing page forms are the b2b marketer’s Ace of Spades. In order to maximize the potential of your prospect database and continue to develop leads for your company, you will need to successfully utilize landing page forms.

 

What are landing page forms?

The purpose of a landing page form is to collect data from prospects and convert your visitors into a mailable prospect. In order to get information from your site visitors, you will need to have them fill out a form with fields you set.

PLCF-LeadCaptureForms

Uses for Pardot forms:

  • Convert visitors to prospects
  • Build out and segment your prospect database with custom/default fields
  • Sign up for events or webinars
  • Gate-keep digital content and whitepapers
  • Import data at trade shows
 

Why are lead capture forms important?

Remember that a visitor cannot become a prospect in Pardot until they have provided you with their email. As a marketer, lead capture forms are a necessary part of our job, especially when using an automated software like Pardot. Forms are an easy way to convert a visitor to a prospect and/or gain information on them to use for segmentation.

There are two types of Pardot forms: forms and form handlers.

 

Pardot forms

Pardot forms are made by pulling the default or custom fields from your account/prospect fields in Pardot to create the form. (easiest method)

Pardot forms are best used when you don’t want to create your own form style and can be populated into a Pardot landing page using %%content%% or using an iframe on an HTML-coded page.

 

Form handlers

Form handlers are a feature in Pardot used to capture fields from non-Pardot lead capture forms.

Form handlers are best used for companies that already have existing forms they like to use or for 3rd party plugins like Gravity Forms. Form handlers have more options for customization on the look of the form.

 

Creating a Pardot Form

To create a form within Pardot, follow these steps:

  1. Create a form layout template
  2. Build your forms and configure fields
  3. Choose a layout template and stylize form
  4. Configure Thank you and Completion Actions:


Create a form layout template

Layout templates are where you format your forms and landing pages. They are reusable templates for your marketing assets and can be applied to multiple forms. Editing the CSS code within the layout templates allows you to change the design/feel of your forms and landing pages such as:

  • Colors of the background and border of the form
  • The size of the form
  • Image
  • Text (size, font, color)
  • HTML (format of the page)

Building a layout template is a good option for enhancing the design/feel of your forms or landing pages. It gives you style options that aren’t available in the default form/landing page builders in Pardot.

 

Build your form and configure fields 

Once you have made your form layout template, you can now create your form and configure your form fields.

What information do you want from your visitors/prospects?

You are able to choose any default or custom fields to input on your form. But remember, an email address is required on all Pardot forms.

Typical form fields include:

  • First name
  • Last name
  • Email
  • Company

To get the most out of your forms, make sure to follow the lead capture form best practices highlighted later in this chapter.

 

Stylize your form 

In this step, you will choose your layout template and configure any advanced features.

In the look and feel section you can:

  • Edit the text on the “submit form” button to customize a call to action.
  • Add text, images, or links above or below the form
  • Change the symbol next to the required fields
  • Alter the font size/color
  • Edit other styling aspects
 

Configure thank you and completion actions

Finally, you will decide what happens after the form is submitted.

You can:

  1. Display a thank you message
  2. Redirect to another URL
  3. Trigger a Completion Action
  1. Display a thank you message. With this method, once the visitor submits the form, whatever message you write in the text box will display on the same page the form was filled out on. This is a quick and easy way to confirm the visitor that their form submission was successful and thank them for their time.

To have the page display a thank you message once the form is submitted, you need to:

  • Write a message in the text box provided.
  • Check the box “Always display after form submission”
  1. Redirect to another URL. This is a useful method for those that want to redirect the form submitter to another Landing Page or website. Redirecting a prospect to another URL is an easy way to get more traffic to a specific page on your website, another piece of content, have a prospect sign-up for an event, or upsell them on a different product.

Typical use cases are:

  • Redirecting to a Thank You page
  • Gatekeeping content
  • Redirect to an event page
  • Redirect to the website
  1. Choose Completion Actions. Completion Actions happen in the back-end of Pardot and can be used to make changes in your database.

Once the form is submitted you can choose a completion action from the list. Such as:

  • Adjust score
  • Assign to group
  • Assign tag
  • Notify User
  • Add to list

You can add as many completion actions as you want to a form submission. Make sure to review the layout, form, and completion actions before you confirm and save to make sure the form is in-line with your campaign goals.

Finally, there are three advanced features to be aware of:

 

Kiosk/Data Entry Mode: Do not cookie browser as a submitted prospect

This feature will not cookie the browser of the device being used to fill out a form. For example, you are at a tradeshow and 100 people use your device to fill out the form on your site.

  • If the box is checked, Pardot views it as 100 different form submissions and creates 100 new prospects (correct)
  • If the box is not checked, your device gets cookied and Pardot views it as only one prospect. Altering that prospect’s database 100 times. (wrong)

Without kiosk data entry mode activated, all new prospects will be placed on the same visitor record.

 

Include “Not you?” link to allow visitors to reset the form

This is for when you think visitors will fill out the form from the same device or if they were forwarded an email from a colleague. If the information auto-filled in the form is not the person filling out the form, they can select “Not you” and it will repopulate the form blank.

If activated, Pardot will create a new prospect each time the form is submitted after “Not you” is selected.

 

Enable explicit bot protecting using reCAPTCHA

This feature makes a form submitter complete a captcha to make sure he/she is a real person and not a bot. Though it prevents spambots from filling out a form on your website, it may also dissuade visitors from filling out a form. Keep this in mind if you plan on using this feature.

 

Conclusion

If your forms have a disconnection in them, chances of your visitors converting may be low. By understanding the mechanics behind building forms, you can use this knowledge to create forms that highly converts and intelligently segment your database for nurturing future relationships.

Beginner's Guide to Pardot

Download our expert-created guide to begin your journey with Pardot

Ready to Begin Your Pardot Journey?

LearningCurv_Consultant_Devin_Peach