Pardot’s LeadDeck is a desktop software that notifies your team members in real-time about Prospects’ online activities. DEG has created a tutorial deck that your sale’s team can walk through, as they download, install, and configure LeadDeck.
2. DEG
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Pardot Training :: LeadDeck
3. Hello!
Kevin Joseph Smith, Sr. Training Coordinator
ksmith@DEGdigital.com
913.951.3124
Pardot Training :: salesforce.com Connector Configuration
4. LeadDeck
Pardot’s LeadDeck is a desktop software that notifies your team
member in real-time about Prospects’ online activities. To utilize LeadDeck on
your computer, you must have a Pardot login.
In this tutorial deck, you will walk through the process of downloading (Windows
or Mac), installing, and configuring LeadDeck.
Here’s Pardot’s LeadDeck documentation:
http://www.pardot.com/faqs/add-ons/leaddeck-real-time-prospect-monitor/
Pardot Training :: LeadDeck
6. Download LeadDeck for Windows
If your computer runs Windows as
its operating system, download
Pardot’s LeadDeck here:
http://www2.pardot.com/leaddeckwindows
LeadDeck requires one of these
versions of Windows: Windows XP.
Windows Vista, Windows 7, or
Windows 8.
Have no idea what version of
Windows you have? Use this
Microsoft reference:
http://windows.microsoft.com/enus/windows/which-operating-system
Pardot Training :: LeadDeck
7. Download LeadDeck for Mac
If your computer runs Mac as its
operating system (OS), download
Pardot’s LeadDeck here:
http://www2.pardot.com/leaddeck-osx
LeadDeck requires one of these
versions of Mac OS or newer: Lion
(10.7), Mountain Lion (10.8), or
Mavericks (10.9).
Have no idea what version of Mac OS
you have? Use this Apple reference:
http://support.apple.com/kb/ht1633
Pardot Training :: LeadDeck
9. Install LeadDeck
In this deck, I am going to show you how to download Pardot’s LeadDeck for
Windows ‘07. The process will be similar for other versions of Windows or for Mac
OS versions too.
1. Click on the Windows link (or Mac link).
2. If your default browser is not already open, clicking the hyperlink will open it.
Pardot will begin downloading. This example shows my default
browser, Chrome.
3. Once the download has completed, if necessary, click on the download.
Pardot Training :: LeadDeck
10. Install LeadDeck
4.
Windows’ security might ask if I would like to install LeadDeck. Click Run.
5.
LeadDeck’s installation will begin. Click Next.
Pardot Training :: LeadDeck
11. Install LeadDeck
6.
If you would like, check the box to add a shortcut icon to your computer’s
desktop. Click Next.
7.
Then click Install.
Pardot Training :: LeadDeck
12. Install LeadDeck
8. LeadDeck will begin installing on your computer. Once complete, leave the
option Launch Pardot LeadDeck checked and click Finish.
Pardot Training :: LeadDeck
13. Install LeadDeck
9.
When LeadDeck opens, enter your email address (associated with your Pardot
login) and password. Click the Sign In button.
Pardot Training :: LeadDeck
14. Install LeadDeck
LeadDeck is now installed on your computer!
I blurred some
of my Prospects
and visitors.
Pardot Training :: LeadDeck
17. Roles
Within Pardot, each user is assigned a Role—a Role is a set of permissions.
Pardot has four default Roles: Admin, Marketing, Sales Manager, and Sales.
http://www.pardot.com/faqs/administration/what-user-type-should-i-select/
Ultimate accounts include the functionality for creating custom roles:
http://www.pardot.com/faqs/administration/custom-user-roles/
Your Role will affect what you can view and edit in LeadDeck.
Sales
Sales
Manager
Marketing
Admin
X
X
X
X
X
X
All Prospects
X
X
X
Stared Prospects
X
X
X
Visitors
Your Prospects
Pardot Training :: LeadDeck
X
18. Sales Role
Users with a Sales Role will only see prospects assigned to them in LeadDeck.
They will not see other Prospects, and they will not see any Visitors.
If a user with a Sales Role adjusts or adds a new slider, they can adjust the
Activity Criteria and Geographic Criteria, but cannot change the Prospect
Criteria.
Pardot Training :: LeadDeck
19. Sales Manager, Marketing, or Admin Role
Users with a Sales Manager, Marketing, or Admin Role can see all Prospects
and all Visitors in LeadDeck.
If a user with a Sales Manager, Marketing, or Admin Role adjusts or adds a new
slider, they can adjust any criteria.
Pardot Training :: LeadDeck
20. Cards
LeadDeck sliders scroll right to
left, with the newest Prospects (or
Visitors) appearing on the left.
Each Prospect or Visitor is shown as
a card.
If a Prospect takes multiple online
actions, Pardot reorganizes and
stacks cards, so that a Prospect will
only appear once in a slider.
Pardot Training :: LeadDeck
21. Card Coloring
At the top of each card, a color represents the activity taken by a Prospect or Visitor.
Color
Prospect Action
Green
Visits, Custom Redirect Clicks, Page Actions
Blue
Landing Page, Site Search, AdWords Click
Orange
Form, Form Handler
Light Blue
Email Clicks
Red
File Access (non-image files)
Purple
Webinar, Video View
Black
Social Posts, Events, Olark Chat, Natural Search, default color for
additional activities
Opportunities, Email Sent, Email Bounces, and Email Opens are not shown in
LeadDeck.
Pardot Training :: LeadDeck
22. Prospect or Visitor
You can click on any Prospect or
Visitor card to see additional
information.
If you are viewing a Prospect card,
you will have the opportunity to open
that Prospect’s Record in Pardot.
If your account uses one of the CRM
connectors (salesforce.com, Microsoft
CRM, NetSuite, or SugarCRM), you
will have the opportunity to open that
Prospect in your CRM.
Pardot Training :: LeadDeck
23. Notes
This deck has shown how to configure LeadDeck with Sliders, but Pardot also
offers download of their previous iteration, LeadDeck Classic.
LeadDeck refreshes every 3 seconds.
Pop up notifications (even if checked in a slider’s configuration) are not
supported in Mac OS Lion.
Filters are applied in LeadDeck.
Times shown in LeadDeck are based on your computer’s time zone.
Pardot Training :: LeadDeck
25. Thank You!
Kevin Joseph Smith, Sr. Training Coordinator
ksmith@DEGdigital.com
913.951.3124
Pardot Training :: salesforce.com Connector Configuration
Notas del editor
Presentation created by Kevin Joseph Smith (ksmith@DEGdigital.com).
Pardot’sLeadDeck is a desktop software that notifies your team member in real-time about Prospects’ online activities. To utilize LeadDeck on your computer, you must have a Pardot login.In this tutorial deck, you will walk through the process of downloading (Windows or Mac), installing, and configuring LeadDeck.Here’s Pardot’sLeadDeck documentation:http://www.pardot.com/faqs/add-ons/leaddeck-real-time-prospect-monitor/KJS Verbiage
If your computer runs Windows as its operating system, download Pardot’sLeadDeck here: http://www2.pardot.com/leaddeck-windowsLeadDeck requires one of these versions of Windows: Windows XP. Windows Vista, Windows 7, or Windows 8.Have no idea what version of Windows you have? Use this Microsoft reference: http://windows.microsoft.com/en-us/windows/which-operating-systemKJS Verbiage
If your computer runs Mac as its operating system (OS), download Pardot’sLeadDeck here: http://www2.pardot.com/leaddeck-osxLeadDeck requires one of these versions of Mac OS or newer: Lion (10.7), Mountain Lion (10.8), or Mavericks (10.9).Have no idea what version of Mac OS you have? Use this Apple reference: http://support.apple.com/kb/ht1633KJS Verbiage
In this deck, I am going to show you how to download Pardot’sLeadDeck for Windows ‘07. The process will be similar for other versions of Windows or for Mac OS versions too.Click on the Windows link (or Mac link).If your default browser is not already open, clicking the hyperlink will open it. Pardot will begin downloading. This example shows my default browser, Chrome.Once the download has completed, if necessary, click on the download.KJS Verbiage
Windows’ security will ask if I would like to install LeadDeck. Click Run.LeadDeck’s installation will begin. Click Next.KJS Verbiage
If you would like, check the box to add a shortcut icon to your computer’s desktop. Click Next.Then click Install.KJS Verbiage
LeadDeck will begin installing on your computer. Once complete, leave the option Launch Pardot LeadDeckchecked and click Finish.
9.When LeadDeck opens, enter your email address (associated with your Pardot login) and password. Click the Sign In button.KJS Verbiage
LeadDeck is now installed on your computer!I blurred some of my Prospects and visitors.KJS
Within Pardot, each user is assigned a Role—a Role is a set of permissions. Pardot has four default Roles: Admin, Marketing, Sales Manager, and Sales. http://www.pardot.com/faqs/administration/what-user-type-should-i-select/Ultimate accounts include the functionality for creating custom roles: http://www.pardot.com/faqs/administration/custom-user-roles/Your Role will affect what you can view and edit in LeadDeck.
Users with a Sales Role will only see prospects assigned to them in LeadDeck. They will not see other Prospects and will not see any Visitors.If a user with a Sales Role adjusts or adds a new slider, they can adjust the Activity Criteria and Geographic Criteria, but cannot change the Prospect Criteria.KJS Verbiage
Users with a Sales Manager, Marketing, or Admin Role can see all Prospects and all Visitors in LeadDeck. If a user with a Sales Manager, Marketing, or Admin Role adjusts or adds a new slider, they can adjust any criteria.KJS Verbiage
LeadDeck sliders scroll left to right, with the newest Prospects (or Visitors) appearing on the left.Each Prospect or Visitor is shown as a card.If a Prospect takes multiple online actions, Pardot reorganizes and stacks cards, so that a Prospect will only appear once in the slider.KJS Verbiage
http://www.pardot.com/faqs/add-ons/leaddeck-real-time-prospect-monitor/At the top of each card, a color represents the activity taken by a Prospect or Visitor.Opportunities, Email Sent, Email Bounces, and Email Opens are not shown in LeadDeck.KJS Verbiage
You can click on any Prospect or Visitors card to see additional information.If you are viewing a Prospect, you will have the opportunity to open that Prospect’s Record in Pardot.If your account uses one of the CRM connectors (salesforce.com, Microsoft CRM, NetSuite, or SugarCRM), you will have the opportunity to open that Prospect in your CRM.KJS Verbiage
This deck has shown how to configure LeadDeck with Sliders, but Pardot also offers download of their previous iteration, LeadDeck Classic.LeadDeck refreshes every 3 seconds.Pop up notifications (even if checked in a slider’s configuration) are not supported in Mac OS Lion.Filters are applied in LeadDeck.Times shown in LeadDeck are based on your computer’s time zone.KJS Verbiage