How to Create a Pardot Resource Form

Begin by Creating a SFDC Campaign 

• For the campaign “Type” dropdown, select Website  

Naming convention for Resource SFDC campaigns should be as follows:  

Examples: 

• [PAC] Guide 23-01-25 Upskill Your Entire Staff Outpace the Competition 

• [IDD] IG 23-02-01 Fatal Five Posters 

• [ACU] TK 22-04-18 Value-Based Care Demands High Reliability Teams 

ABBREVIATIONS AND GUIDANCE ON WHAT TO PUT FOR ASSET TYPE 

• E-book = EBK 

• Research Brief = RB (formerly White Paper) 

• Webinar On Demand = WBN OND 

• Fact Sheet = FS 

• Course Sample = CS 

• Toolkit = TK 

• Infographic = IG
  [Also use IG for Posters, such as the Fatal 5 Posters] 

• Report = Report 

• Quiz = Quiz 

• Guide = Guide 

  • RETIRED – No longer in use: White Paper = WP 

If you do not see your asset listed here, contact your team members or manager to determine what abbreviation should be used here. 

Create Your Form 

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. 

5. Click Copy Form to create your form 

Form Set Up 

You will add information to the Name and Completion actions sections in the following screens.
 

FOR THE NAME SECTION:  

1. Form Name
   This field should be populated with the name you created in the above steps. 

2. Tags 

• Asset Tags
  Add an asset type tag here. The tags for assets are encased between brackets to make them easier to search for and find. [Asset type]. A list of some asset type tags:
  
  

• Open

  

• Teepa Snow Webinar – If this is a Teepa Snow webinar, add the tag [teepa] 

  • Vertical Tag??? 

3. Folder
   This field should be populated with the folder you chose in the above steps. Double-check to make sure the form is in the correct asset folder. 

4. Tracker Domain
   Do not touch or change this.  

5. Campaign
   This field should be populated with the SFDC Campaign you chose in the above steps. 
   
   

After you click Next, click 4 Completion Actions in the menu bar at the top.

FOR THE COMPLETION ACTIONS PAGE:  

Be sure “Redirect to the following URL instead of showing the form’s Thank You Content” is checked, and enter the final gated URL into the Redirect Location field.

For new content, enter www.relias.com in this section. Email Ops should update the redirect location once the asset page has been created on the website and the requestor has provided us with the final URL.

Open

Set the Completion Actions 

There are 4 required completion actions, which will all start as “Set prospect custom field” filters. 

1. Source = Marketing
   The source for resource forms will always be Marketing and should be preselected in the template 

2. Source Detail = Type of Asset
   Choose the type of asset the resource is in the list. (Research Brief, Report, Toolkit, etc.) 

3. Campaign (Attribution)
   Replace TBD with the parent campaign of the asset. If you do not know the parent campaign, reach out to Demand Generation Manager, who requested the asset be created. You can find this in the Airtable ticket.  

4. Default Campaign Assignment ID = Campaign ID of the SFDC you created at the beginning 
   Replace TBD with the 18-digit campaign ID from your SFDC campaign created in the beginning.  

5. Other items?
   Sometimes, you’ll need to add other completion actions to the form, such as setting a tag, sending an autoresponder email, or adjusting the score. These items will be requested from the Demand Generation Manager. In this case, click + Add Action and choose the appropriate item from the drop-down.  

Once you have completed filling out the necessary information, click Confirm & Save at the bottom.

If this is a new asset, provide the form link and name of the form with the requestor in the Airtable ticket.  

Final Step 

DG/CM/PM requestor should let the Email Ops counterpart know once the asset is ready and provide the final resource link in the original form request ticket.  

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.