Auditing your users in Pardot is important to ensure that your marketing automation efforts are being executed effectively and efficiently.
Here is a step-by-step guide on how to perform an audit of your Pardot users.
Review user access
Check the level of access that each user has within Pardot.
Ensure that each user has the appropriate level of access for their role and that there are no excessive access levels that could pose a security risk.
Verify user information
Review the information for each user in Pardot to ensure that it is accurate and up-to-date.
This includes their name, email address, and role.
Evaluate user activity
Check the activity of each user in Pardot to ensure that they are using the platform effectively.
This includes monitoring email sends, form submissions, and landing page visits.
Ensure user security
Verify that each user has a strong password and that their account is protected with two-factor authentication (2FA).
Ensure that any inactive users have been deactivated to reduce the risk of security breaches.
Monitor user permissions
Ensure that each user only has access to the information and resources that they need to do their job.
Regularly monitor user permissions to ensure that they are in line with their role and responsibilities.
Train and support users
Ensure that each user is trained on how to use Pardot effectively and that they have the support they need to perform their job.
Offer regular training sessions and make resources available to help users improve their skills.
By performing an audit of your Pardot users, you can ensure that they are using the platform effectively and that your marketing automation efforts are being executed efficiently.
This will help you improve the overall success of your marketing campaigns.