MCAE User Question: “Hello, is there a way to mass transfer a group of contacts or leads to Pardot?”
Response: You can’t directly use the “Send to Account Engagement” button from the lead or contact list views, as this option is only available on individual records. Although the list view includes a “Send to Account Engagement Prospect List” option, it doesn’t actually create prospects in Pardot.
To mass transfer leads or contacts to Pardot, follow these steps:
- Export Leads/Contacts: Export the lead or contact records to a CSV file, including only the email address and CRM ID fields.
- Determine Campaign: Choose an Account Engagement campaign to associate with these records (e.g., a campaign indicating that they were imported).
- Import to Pardot: Go to Account Engagement Settings > Import and use the option to “Create and Update Prospects using Salesforce Lead and Contact ID.” Follow the steps in the wizard.
This process will create new prospects in Pardot and sync all mapped field data from Salesforce, using only the ID and email address.
Who is Salesforce? Here is their story in their own words. From our inception, we've proudly embraced the identity of Read more
Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more
Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more
AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more
