An audit of Pardot prospects can help ensure that your lead database is accurate, up-to-date, and free of duplicates.
Here is a step-by-step guide on how to perform an audit of your Pardot prospects.
Identify the purpose of the audit
Before you start the audit, it is important to understand what you are trying to achieve.
Are you trying to clean up your database or validate the information in your database?
Understanding the purpose of the audit will help you focus your efforts and ensure that the audit is successful.
Export your prospect data
In Pardot, go to the “Prospects” tab and click “Export” to download a CSV file of your prospect data.
Make sure to include all relevant fields in your export, such as first name, last name, email address, and company name.
Open the exported file in a spreadsheet program, such as Microsoft Excel or Google Sheets, and remove any duplicates.
You can use the “Remove Duplicates” feature in Excel to quickly identify and delete duplicates.
Verify the accuracy of the data
Review the remaining data in your spreadsheet to ensure that it is accurate.
Check that the email addresses are valid and up-to-date, and that the contact information is correct.
You can use online tools, such as Hunter, to verify email addresses.
Update or delete outdated information
If you find any outdated information in your spreadsheet, update it or delete it if it is no longer relevant.
Import the cleaned data back into Pardot
Once you have completed the audit, save the cleaned data as a CSV file and import it back into Pardot.
Go to the “Prospects” tab and click “Import” to import the updated data.
Monitor your progress
After the import is complete, monitor your progress to ensure that the data was imported correctly.
You can do this by reviewing the imported prospects in the “Prospects” tab and verifying that the data is accurate.
By performing an audit of your Pardot prospects, you can ensure that your lead database is accurate, up-to-date, and free of duplicates.
This will help you reach your target audience more effectively and improve the overall success of your marketing campaigns.