The Pardot Business Units Implementation Guide
Posted: Mon Dec 23, 2024 9:07 am
Your go-to comprehensive Pardot Business Units Implementation Guide with considerations and exercises to ensure you're set up for success.
Tom Ryan headshot
Tom Ryan
3 mins
3D eBook cover with text Pardot Account Audit ChecklistFree ResourceDownload now
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
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 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 denmark telephone number 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 featur
Tom Ryan headshot
Tom Ryan
3 mins
3D eBook cover with text Pardot Account Audit ChecklistFree ResourceDownload now
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
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 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 denmark telephone number 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 featur