We're always looking for ways to streamline processes and therefore reduce the number of forms, but we need to weigh the pros and cons of each option to find the best solution for each Pardot instance.
Use a single MCAE/Pardot Account Engagement form
A single Pardot form
To streamline processes and avoid clutter in Pardot, it may taiwan telegram seem like the best option to use a single Pardot form that can be used across multiple marketing assets.
If your marketing team produces a large volume of downloadable content – such as guides, case studies, whitepapers… – you can use a single form using techniques – such as UTM parameters within iframes – and adding the Google tag code to the form's 'thank you' content or landing pages.
Disadvantages of using a single Account Engagement MCAE/Pardot form
However, this has some disadvantages:
It becomes more difficult to add custom completion actions for campaign attribution. From each form you can add an “add to CRM campaign” completion action, but when you use the same form for multiple pieces of content associated with different campaigns, you have to use custom javascript code to add leads to multiple campaigns, based on the form/landing page URLs.
What may seem like a simple solution turns out to be a solution that is not sustainable to be managed directly by the marketing team, since the javascript has to be maintained and updated.
Form reports aggregate all form locations. Therefore, it is more difficult to understand the information than when using a multi-form solution.
Even when the process is carefully documented, this option is more prone to human error. And in this case, having a broad understanding of Salesforce and Pardot – from both the technical and marketing sides – is critical to ensuring smooth operation .
Using multiple Account Engagement MCAE/Pardot forms
Multiple Pardot Forms
Having numerous forms in our Pardot account may seem like a bad practice, since if we need to apply any changes to fields, styles, completion actions, etc., it is less efficient to change them in 40 forms than in 1 form.
But if you organize it properly by applying Pardot's best practices in folder creation, labeling, and documentation processes, these problems are minimized.