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10 Things Pardot Services Wants You to Know
TJ GephartVincent Migliore
1) Site Search: Why?
1. Better user experience.
2. Prospect is telling you EXACTLY what they're looking for.o Sales: Knows how to follow upo Marketing: Identify content gaps
1) Site Search: Ways to Integrate?
1. Pardot Hosted Searcho Just need a Site Map
2. Third Party Search Integration o Form Handler (Pardot as middleman)o Hidden iframe post on results page
Score: 256 Score: 57 Grade: D Grade: A-
Why Should I Use Grading?o Quickly identify qualified leadso Automate lead routing for qualified lead o Validates the marketing team's efforts
Webinar Recording: www2.pardot.com/grading-webinar
2) Lead Qualifying: Grading
3) Automation RULES! (but don't overdo it)
• Don't share Assignment criteria
• Be more specific on Assignment
• Re-assignment is a no-no
• Segmentation for one time use
• Prospect tables can perform bulk actions (even re-assignment)
3) Automation RULES! (but don't overdo it)
4) Completion Actions
Available Within:o Formso Form Handlerso Fileso Custom Redirectso Page Actions
Execute:• Assignments• Notifications• Segmentation• Scoring• Tagging• Autoresponder Emails
5) Dynamic Lists
• Automatically add/remove prospects from lists• Great for Drip Programs
6) Tags
How can I use them? • Organize assets (emails, forms, content, etc) • Filter data tables• Use in reporting (Pardot & GoodData)• Associate prospects with multiple campaigns touch points
7) CRM Integration
A) Have latest version installed
B) Prospect Fields (Score, Grade, URL, etc) C) Prospect Activities
7) CRM Integration
D) CRM lists E) Social Data
8) Progressive Profiling
9) To Panic or Not to Panic?
Don't Panic!
• Duplicate entries• Emailed wrong link• Form pre-populated• Deleted anything (almost)
OK, Panic a little...
• Deleting content files• Opt outs• Importing prospects as
users
10) General Tips & Tricks
• Contact us BEFORE resuming an automated activity
• Subscribe to blog.pardot.com for feature announcements
• If you want us to write an article about a specific feature, just ask. help.pardot.com
• Feature Requests? ideas.pardot.com (We really do listen!)
• Want prompt help? Provide more info initially.(names, links, error messages, etc)
Questions???
Contact Information
TJ Gephart Implementation Manager
@TJGephart
Vincent MiglioreSupport Specialist
@PardotVincent
Tweet nice things! (Hash Tag #Pardot2011)
