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How to make Snippets available in your Pardot

Posted: Sun Dec 22, 2024 8:58 am
by nishat957
Firstly, the Salesforce Admin will need to make Snippets available on the Pardot Lightning app. They can then make sure all the necessary users have access to the Snippets tab and the related lists.

Note: Only Pardot Administrator and Marketing users can embed a Snippet into an asset.

To create a Snippet you can navigate to the Snippets Tab under the Content Tab.

Pardot Snippets tab screenshot

Each time you create a Snippet it cambodia phone number will appear on the Snippets tab, this is where it can be edited or deleted.

Remember if you make any changes to the Snippet, it will show that value for everything it is associated with.

The name field of the Snippet appears as the label in the Merge Field picker.

Since the Spring 20 Pardot release, we have two types of Snippets available.

Image

Therefore, when we create Snippets we need to decide what type of Snippet this content will be. The types are:

Campaign Snippets
Business Snippets
Campaign Snippets
Campaign Snippets work only with Connected Campaigns. You assign a Snippet to a specific campaign, so it can be used in that campaign's related assets e.g. a form or email template.

Business Snippets
Snippets can be assigned to one or more Pardot Business Units. This allows Snippets to be used across all types of marketing assets, regardless of campaign association to those assets.

It's extremely useful if your company has multiple users creating marketing assets as this reusable content will help to maintain a consistent brand message in all your marketing communications and assets.



How to set up a Campaign Snippet
In Pardot, there are a couple of ways to create a Snippet. One way is by navigating to Content > Snippets.

Click Add New Snippet.
Campaign Snippet setup

2. Enter the values for the Snippet name and API name. Select the Type from the dropdown.

3. Enter the Snippet content in the Value Field.

4. Click Save.

However, this Snippet has now not been assigned to a Campaign and cannot be used in any emails, forms or landing pages.

This Tab is best used if you need to edit Snippets or check the system information.