How to Create a Form in Account Engagement (formerly Pardot)

Description of your first forum.
Post Reply
mehadihasan123
Posts: 54
Joined: Mon Dec 09, 2024 9:58 am

How to Create a Form in Account Engagement (formerly Pardot)

Post by mehadihasan123 »

What are Account Engagement (formerly Pardot) forms?
A "form" that can be created with Account Engagement (formerly Pardot) is an input field for acquiring user information that is placed on a corporate website, landing page, etc. For example, you can create forms for document requests, membership registration, inquiries, event applications, etc.

The information you want to obtain from users varies depending on the type of form. For example, a membership registration form for a BtoB service may ask for job title, company type, and size in addition to name and contact information. In addition, a document request form may only ask for name, email address, and inquiry details to norway phone number resource reduce the time and psychological burden on the requester.

As you can see, forms need to be customized to suit your needs, and Account Engagement's form feature makes this process easy.
Unlike a table format that simply arranges the records in ascending or descending order, a summary report displays the records in groups such as "by prefecture" or "by person in charge."

Image

Groups can be organized hierarchically, so for example you can group by "prefecture" or "person in charge", and then further group each of those by "person in charge". You can set up to three levels of hierarchy.

By using a summary report, records are organized by group, making it possible to easily view reports with a large amount of information. You can also display subtotals for each group.

Matrix Report
A matrix report is a display format that groups and organizes both "rows" and "columns."
Post Reply