Begin by Creating a SFDC Campaign
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Navigate to Content in Pardot/SFDC.
Search for the following template:
[TEMPLATE] Resource: Relias Resources iFrameChoose this form and copy it by clicking in the upper right corner. Choose Copy.
Enter the appropriate information in the dialogue box below:
Form Name
Name your form with the following naming convention:
Resource: [ASSET] Name of SFDC Campaign you created above
Examples:Resource: [Guide] [PAC] Guide 23-01-25 Upskill Your Entire Staff Outpace the Competition
Resource: [IG] [IDD] IG 23-02-01 Fatal Five Posters
Resource: [TK] [ACU] TK 22-04-18 Value-Based Care Demands High Reliability Team
Folder
Choose the appropriate folder. The Forms folder lives in the Master (Universal) folder. Within the Forms folder, you will find folders for assets. (Course Samples, E-books, Fact Sheets, etc.). Choose the folder that matches your asset.Campaign
Choose the SFDC campaign you created at the beginning.
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Example: https://www.relias.com/resource/the-ultimate-guide-to-choosing-the-right-learning-management-platform - this is the final gated URL for this particular e-book. Email Ops needs to append this string ?aliId=0 to the end of the resource link and paste the full link into the “Redirect Location” field of the corresponding form. Confirm with DG/CM/PM once the link is updated and the asset is ready to promote.
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Layout Template: Once you create the resource form, make sure to apply “Nurse - 2024 Pardot Instapage - Gated Resource” as the layout template. This ensures the color palette aligns with the Nurse.com branding.
Redirect Location - Final Link: Because the http://Nurse.com assets are hosted slightly differently than http://Relias.com assets, the final link here should be the final PDF of the asset.
Example:
Under Completion Actions:
GTM ID: There should usually always be a GTM ID for Nurse B2B assets, as we want to be able to track efforts on a more granular level and separate DA and Jobs tactics.
For Digital Advertising efforts, use nurse-da
For Recruiting efforts, use nurse-jobs
Redirect Location - Final Link: Because the Nurse.com assets are hosted slightly differently than Relias.com assets, the final link here should be the final PDF of the asset.
Example:
