How to Assign the Snippet in your Campaign
Posted: Sun Dec 22, 2024 8:58 am
Once the Salesforce Admin has authorised Snippets, you should see the Snippets Assignment Field on each campaign.
Assigning Campaign Snippet screenshot
In the Assignment field, use the two dropdowns. The Assignment dropdown is to ensure you are assigning the Snippet to the correct campaign.
Use the Snippet dropdown to select the Snippets (if the Snippet has already been created) or scroll down to + New Snippet.
New Snippet cambodia phone number Assignment screen
Once you have filled in the information about the Snippet, and clicked Save it will appear in the campaign field: Snippet Assignments.
Snippet Assignments screen
How to create a Business Unit Snippet
Firstly, ensure you are using Business Units otherwise this won’t make sense!
Navigate to Salesforce Set up > Platform Tools > Pardot > Pardot Account Setup
For more information on Pardot Business Units, head to our Pardot Business Units blog.
Once you have created your Snippet, use the dropdown under assignment to find your business unit.
Salesforce Business Unit Snippet Assignment screenshot
Image courtesy of Salesforce Help
Click Save.
This Snippet will now be associated with the Business Unit and is available for use in all assets related to that particular Business Unit.
How to Insert the Snippet in Your Marketing Assets
Now that you have created your Snippet you can now add it to your content using the Merge Field picker.
When you open the merge field picker, you’ll see that the Snippets that are assigned to Business Unit will be labeled with the badge Business’, whilst the Snippets assigned to a campaign will have the badge Campaign’.
Merge fields in Pardot
Image courtesy of Salesforce Help
Where you can position the Snippets is different for each asset. Here is a table to explain where the Snippet can be placed:
Pardot Asset Where
Emails and email templates Editable sections with text in the Building tab.
Forms In the Look and Feel tab’, above the form and below the form sections.
Also, in the Completion Actions Tab in the Thank you’ content
Landing pages In text fields in templates without Pardot Regions. If using Pardot regions, you import Snippets in Basic, Pardot and Default regions.
Considerations:
The Snippet feature is only available in Pardot when HML has been enabled.
Connected Campaigns must be turned on in the account. Campaign Snippets will only work if they are assigned to a Connected Campaign.
Snippets are saved in Salesforce and they count towards data storage.
You can delete a Snippet record or its assignments. If you are deleting the record it is important to remember to remove the Snippet from any marketing asset that is using it first.
Snippets require a unique API name.
I hope this guide to Pardot snippets was helpful! If you’d like any 1:1 guidance on using Snippets in your Pardot account, setting up Pardot in the Lightning app, creating Business Units, or for a different project altogether, please drop us a message.
Assigning Campaign Snippet screenshot
In the Assignment field, use the two dropdowns. The Assignment dropdown is to ensure you are assigning the Snippet to the correct campaign.
Use the Snippet dropdown to select the Snippets (if the Snippet has already been created) or scroll down to + New Snippet.
New Snippet cambodia phone number Assignment screen
Once you have filled in the information about the Snippet, and clicked Save it will appear in the campaign field: Snippet Assignments.
Snippet Assignments screen
How to create a Business Unit Snippet
Firstly, ensure you are using Business Units otherwise this won’t make sense!
Navigate to Salesforce Set up > Platform Tools > Pardot > Pardot Account Setup
For more information on Pardot Business Units, head to our Pardot Business Units blog.
Once you have created your Snippet, use the dropdown under assignment to find your business unit.
Salesforce Business Unit Snippet Assignment screenshot
Image courtesy of Salesforce Help
Click Save.
This Snippet will now be associated with the Business Unit and is available for use in all assets related to that particular Business Unit.
How to Insert the Snippet in Your Marketing Assets
Now that you have created your Snippet you can now add it to your content using the Merge Field picker.
When you open the merge field picker, you’ll see that the Snippets that are assigned to Business Unit will be labeled with the badge Business’, whilst the Snippets assigned to a campaign will have the badge Campaign’.
Merge fields in Pardot
Image courtesy of Salesforce Help
Where you can position the Snippets is different for each asset. Here is a table to explain where the Snippet can be placed:
Pardot Asset Where
Emails and email templates Editable sections with text in the Building tab.
Forms In the Look and Feel tab’, above the form and below the form sections.
Also, in the Completion Actions Tab in the Thank you’ content
Landing pages In text fields in templates without Pardot Regions. If using Pardot regions, you import Snippets in Basic, Pardot and Default regions.
Considerations:
The Snippet feature is only available in Pardot when HML has been enabled.
Connected Campaigns must be turned on in the account. Campaign Snippets will only work if they are assigned to a Connected Campaign.
Snippets are saved in Salesforce and they count towards data storage.
You can delete a Snippet record or its assignments. If you are deleting the record it is important to remember to remove the Snippet from any marketing asset that is using it first.
Snippets require a unique API name.
I hope this guide to Pardot snippets was helpful! If you’d like any 1:1 guidance on using Snippets in your Pardot account, setting up Pardot in the Lightning app, creating Business Units, or for a different project altogether, please drop us a message.