If you’re reading this, the likelihood is you’re one lucky marketer or looking to become one. The reason being, you must have or be looking at, purchasing Pardot Advanced or Premium, since Business Units are only available in these editions.
The most crucial part of setting up Pardot Business phone number cambodia Units (or PBU’s as I call them when I’m not worried about blog post SEO), is the planning. Success is all in the planning and frankly, you need to get obsessed with the detail if you want things to run smoothly.
To help, I've written this comprehensive Pardot Business Units implementation guide but first, let's run through some considerations for PBUs before we get into the nitty-gritty.
Included in this Pardot Business Units implementation guide:
Things to note
Exercise 1 - consider structure
Exercise 2 - plan your users
Exercise 3 - audience segmentation: map your data
Exercise 4 - Marketing Data Sharing (MDS) settings
Will data cross over between Business Units?
Business Unit Switcher
Pardot Business Units - things to note
You must be using the Pardot Lightning app. It should go without saying but I’ve seen some companies upgrade and they’re still on classic Salesforce or using pi.pardot.com. The PIL app enables the Business Unit Switcher, so you can jump across each PBU if you have access.
Pardot Business Unit hierarchies must be linear. We can’t have parent/child PBU’s.
Each Business Unit is its own instance of Pardot. This means each account has its own limitations, scoring rules, automations, branding, currency, connectors, etc.
To clarify the above point, it means you will need to purchase an extra 10,000 blocks of contacts for each account, depending on the amount of data you have in each one (you see why planning is already important).
All Business Units sync to the same Salesforce instance and you’ll need to have Marketing Data Sharing’ set up to properly view data in Salesforce and use Pardot features in the correct account. More on this later.
Campaigns should align with each Business Unit. Remember, Campaign Hierarchies must be in the same currency and you can align this with your PBU’s. Set up Campaign Record Types and choose which ones need to filter into each Business Unit.
Each PBU will have its own B2B Marketing Analytics app. If you want to show a dashboard of all data in one place, we need to customise all of the things.
With all of these things in mind, let’s jump into the planning stage. Here’s how I recommend you approach your Pardot Business Units setup…