Page Comparison

Begin by Creating a SFDC Campaign 

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1. Navigate to Content in Pardot/SFDC.

2. Search for the following template:
   [TEMPLATE] Resource: Relias Resources iFrame  

3. Choose this form and copy it by clicking in the upper right corner. Choose Copy.

4. 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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