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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Make sure your form campaign name has Nurse B2B within the name – this will help with reporting/tracking.
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