Nurture in the New Year with Engagement Studio

By now, you probably know about Engagement Studio – Pardot’s latest tool to engage clients with your brand. Customers journey down a path customized just for them, with personalized messages along the way. Once the program is created, you don’t need to lift a finger! Your prospects will receive scheduled emails without the effort of individual sends.

The beautiful thing about engagement programs is that they’re actually a breeze to create! At Cloud on Tap, we like to tell our clients the hardest part about the process is creating the content. Remember in Pardot you’ll need to make Email Templates for anything automated.

 

Here are five tips to help you nurture your prospects in the New Year:

1. Copy your templates
Save time and keep your design consistent by copying your email templates. First, create a beautiful email template, then copy and edit it for the rest of the emails in the program. This way, you’ll save a lot of time and effort. Plus, you’ll get consistent branding and style your customers recognize.

 

2. Consider your logic
Tackling this step early on will make the rest of the process easy as pie. Ask yourself what you want to accomplish: Are you creating a re-engagement program? Want to welcome new customers? Maybe you want to introduce them to a new product or service.

There are all sorts of paths you can take with triggers, actions and rules. Or you could keep things simple. One of our Cloud on Tap engagement programs sends an email every week, regardless of the prospect. We love this uncomplicated program because our prospects are nurtured automatically. All we had to do was create the content!

 

3. Make multiple programs
Jumping off the last point, you might decide that it’s easier or more impactful to make several programs. For instance, let’s say you’re creating an upsell program. You could use a trigger to check if the prospect clicks a link in your email. The follow-up action might be to add that prospect to a list.

In Pardot, lists are directly tied to email sends and engagement programs. So adding someone to a list could get them started on another engagement program! This is a handy way to hop a prospect from one program to another, or have them in multiple programs at once.

 

4. Target your lists
Lists of course depend on the type of engagement program you’re creating. You can use static lists or dynamic lists, and don’t forget to designate suppression lists if there are prospects you don’t want to include.

It’s also a good idea to make sure all these prospects are opted in and up-to-date, so cleaning your database is a good idea before you start your program.

 

5. Test!
Last but certainly not least, test your program! This is an important step to ensure your logic is entered correctly. Head to the Test tab in the Engagement Studio builder and follow the prompts.

 

Get Started

Hopefully these tips will help you get started on your next marketing push. Engagement Studio is a wonderful way to stay top of mind with your clients.

Your program won’t begin until you click the “Start” button in the upper right corner. So get into Pardot and create your next lead nurturing solution!

Email Marketing Data

Email Marketing Data to Drive Your Next Campaign [Infographic]

Email Marketing Data? Data Driven Campaigns???

That sounds kind of daunting. Can’t we just keep on coming up with whatever fun subject lines we feel like that day and send when it’s best for us and rejoice that we got a few clicks?

Sure, but you really shouldn’t. Aligning your hard work with proven email marketing data will help you boost email open rates, click through rates, and ROI. We give you the data and advice to make it happen in our “Data to Drive Your Email Marketing Strategy” download.

“In God we trust; all others must bring data.”
– William Edwards Deming

Click here to download “Data to Drive Your Email Marketing Strategy” and begin aligning your efforts with proven expert advice!

email marketing data button

If you are a Pardot user, the Email Reporting table will show you how your emails match up with these statistics very easily. Keep in mind that the size and familiarity of your list will affect your open and click rates.

Once you have a handle on how close your marketing efforts are to what is expected, you can begin implementing small changes to test and find the mix that works best for your company and prospects/leads.

We recommend using A/B testing for the majority of your emails (Pro and Ultimate Pardot) or split your lists into your own A/B lists (Standard Pardot). A/B Testing is a a great way to test out different subject lines, sending times, and senders. We like to have fun with our subject lines and make it a competition to see whose email wins!

“If we have data, let’s look at data. If all we have are opinions, let’s go with mine.”
– Jim Barksdale, former Netscape CEO

Don’t forget to download – “Data to Drive Your Email Marketing Strategy”

 


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#CampCloud Summer Playlist

#CampCloud Summer Playlist

Our Summer #CampCloud Campaign has come to an end and we feel like having a little fun on our way out so we created the #CampCloud Summer Playlist that you can listen to while you catch up on any posts you may have missed…

Turn up your #CampCloud Summer Playlist and make sure you didn’t miss any of the amazing content on the 3 main 101 topics we covered:

  1. Pardot

    1. Pardot 101: Pardot or Pardeux? A History of Pardot

    2. Is this a Pardot Campaign or Program?

    3. Difference Between a Pardot Campaign and a Pardot List

    4. Using Your Pardot Recycle Bin in Unexpected Ways

    5. Cloud on Tap Tip Tuesday

    6. Social Posting — How to Use Pardot’s New Social Media Tools

    7. Data Cleansing the Salesforce and Pardot Way – FREE Whitepaper

    8. 4 Pardot Integrated Apps We Love

    9. 5 Pardot Custom Redirect Use Cases

    10. 3 Reasons We LOVE Pardot Variable Tags

  2. Marketing Automation

    1. Marketing Automation 101

    2. How Marketing Automation Makes Your Company 24/7

  3. Gamification

    1. Gamification 101: What is it?

    2. Gamification 101: How Hands-On Learning Promotes Deeper Understanding

Don’t forget to get your #CampCloud Summer Playlist

An hour of new and old songs to end Summer on a high and fun note. 🙂

#CampCloud Summer Playlist

I’m incredibly proud of the Cloud on Tap marketing team for all they did this summer. Still keeping up with our regular cycle of Pardot Onboarding and Support clients, social media, and launching Ascent, I challenged the team with an almost 1 post per day blog schedule. In some ways it’s content overload, but I truly can say it’s GOOD content. We cycled the schedule so no one had 2 difficult posts to write back to back and we all worked together to get each out on time. It was a great exercise in teamwork, writing skills, and expanding our Pardot Knowledge even more.

As Summer winds down, we begin to take on more clients and this frequency of posting will go way down. But don’t go! – We have some really exciting new projects in the works for this blog and I hope you take a moment to sign up below and not miss out.

Thank you for joining us at #CampCloud!

_____________________________________

Alison McConoughey is a Sr. Project Implementation Coordinator and Team Lead at Cloud on Tap. She has a special place in her heart for marketing automation, Charleston, and the oxford comma.


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Pardot Custom Redirect

5 Pardot Custom Redirect Use Cases

We tend to nerd-out a little when there’s a case to use a Pardot Custom Redirect.

You don’t want to go overboard creating them for every link, but occasionally creating a Pardot Custom Redirect comes in handy:

1. Banner Ads

Use a Pardot Custom Redirect to track your traffic from banner ads. Bonus: Custom Redirects can have completion actions run for Prospects who click on them- consider notifying their assigned user, sending a special email specific to the product/service they expressed interest in, or adding the Prospect to a Segmentation List.

2. Social Media

If you are like us and use other platforms beyond the Pardot social connectors (examples: Salesforce Success Community, Linkedin Groups, Instagram), you can gain better insight into the traffic from these platforms by creating a Pardot Custom Redirect for each link you share. Each Custom Redirect has its own bitly automatically created by Pardot.

3. Emails

I thought Pardot tracked link clicks in my emails?!?!?! No worries- they do! However, if you use the same URL multiple times in an email, the reporting is for how the URL performed as a whole, not on the individual link placements. Your emails should have a clear CTA (call to action) and often that CTA is to get a Prospect to click on one specific link (file, landing page, video, white paper, etc…). If you design the email with multiple link placements to the one CTA (buttons and hyperlinked text), then a Pardot Custom Redirect can help you report on which was clicked the most. These are very useful analytics for designing future emails.

4. Files

If you link to a file that is not hosted by you or to another 3rd party link, create a Pardot Custom Redirect for it. This allows you accurate reporting on the traffic to that link, as well as the ability to act on it (completion actions) within Pardot.

5. Offline Marketing

Business cards, direct mail, billboards, and flyers can seem far from our minds in the world of digital marketing, but they are still used by many businesses. Our Cloud on Tap business cards include a Pardot Custom Redirect to a form where you can sign up to see Pardot’s marketing automation in action. Bonus: If you setup your tracker domain in Pardot, custom redirects can be customized with a vanity url so it will include your company name and a simple description of the link.

Click here if you are interested in reading more about the benefits of using a Pardot Custom Redirect.


Keep up with #CampCloud:

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data cleansing

Data Cleaning the Salesforce and Pardot Way – FREE Whitepaper

You have Salesforce and you’re getting ready to adopt Pardot. Or, maybe you just need to keep your data organized in Salesforce alone. Either way, data cleansing is crucial to your sales success.

After all, Salesforce associates data cleaning with a 29% increase in sales opportunities!

What does bad/messy data look like? You may have duplicates that need to be merged, missing field data, and/or unverified (and potentially incorrect) data. Any of these issues can prove extremely damaging to your sales process, especially when you start syncing with marketing automation like Pardot, Marketo, or Hubspot.

Our resident Salesforce experts (we offer personalized data cleansing!) recommend completing a Salesforce audit before integrating marketing automation as well as once a year as a maintenance best practice. This ensures that your Salesforce instance is running smoothly, efficiently, and accurately for your sales team.

When cleaning your data, here are qualities to strive for*:

Accuracy

  • The data was recorded correctly

Completeness

  • All relevant data was recorded

Uniqueness

  • Entities are recorded once

Timeliness

  • The data is kept up to date

Consistency

  • The data agrees with itself

Some common data problems to look out for*:

Changes in data layout / data types

  • Integer becomes string, fields swap positions, etc

Changes in scale / format

  • Dollars vs. euros

Temporary reversion to defaults

  • Failure of a processing step

Missing and default values

  • Application programs do not handle null values well

Gaps in time series

  • Especially when records represent incremental changes

With all of the available services out there, choosing the appropriate one for your instance can be tricky, especially if you aren’t familiar with the services available.

That’s why we made a whitepaper of recommended services that we and our clients have used.

Get the free whitepaper today! Just fill out the form below.

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*Exploratory Data Mining and Data Cleaning by Theodore Johnson

social posting

Social Posting — How to Use Pardot’s New Social Media Tools

Pardot has made some exciting updates to its social posting functionality! Read on to check out the new updates and make sure you know how to use them.

Before we get into the details of how to use Pardot’s social posting functionality, make sure you have added the corresponding social media connectors. Here are links to the instructions:

How to Create a Post

  1. Navigate to Marketing –> Social.
  2. Click the blue + New Social Post button.
  3. Type in your message — use the Insert Link and Attach Image buttons to insert images or Pardot marketing assets.

Don’t forget: Posts must be at least 3 words in length and only links beginning with http:// or https:// will be rewritten as tracked links. Also, only the following image file types are supported: .jpg, .jpeg, .png, .gif. Attached images render natively in Twitter and Facebook, and are rendered as previews on LinkedIn.

  1. From the Select accounts dropdown, choose the accounts you’d like to post the message to.
  2. Optional: Select a campaign and/or add tags.
  3. If you want to post immediately, click Post Now — or, if you want to schedule a time for it to automatically post later, mark Schedule.

social posting

How to Repost Social Messages

What if you want to repost a message (maybe you made a typo and already deleted the original message) or post it to an additional social media network? To repost a social message (either as-is or with edits), click the the gear icon (⚙) next to the post and then click Repost.

Don’t forget: The social network you are reposting to may have recency rules around duplicate posts, causing a repost to be rejected. If it is rejected, the message will appear in the Failed Social Posts table along with the reason for failure. You are able to attempt to repost the message later.

How to Review Social Messages

To review/edit a scheduled social message:

  1. Navigate to Marketing –> Social.
  2. Click the name of the post that you would like to review or edit in the Scheduled Social Messages table.
  3. View Social Message Details to see Scheduled for and Sent with. Note: Other rows like Replies/Comments appear, but data will not populate until the message has been posted.
  4. To edit your message, click Edit and make any necessary changes.

Analyzing the Social Posting Report

To see the number of Clicks, Likes, Replies, Comments, and the Sent At date/time, click Reports –> Connected Apps –> Social. Clicking on the name of a message will take you its specific details page. The reports are grouped by social platform.

Here’s what to look for:

Twitter

  • Clicks: The total number of clicks for all links included in the social posts.
  • Unique clicks: The number of unique prospects that clicked on links included in social posts
  • Retweets: The number of Twitter retweets

LinkedIn

  • Clicks: The total number of clicks for all links included in the social posts.
  • Unique clicks: The number of unique prospects that clicked on links included in social posts
  • Comments: LinkedIn comments (company pages only)
  • Likes:  LinkedIn like (company pages only)

Facebook

  • Clicks: The total number of clicks for all links included in social posts
  • Unique clicks: The number of unique prospects that clicked on links included in social posts
  • Comments: Facebook comments
  • Likes: Facebook likes

How clicks are tracked

Every link click in a social post is included the total click number. Unique clicks are based on the visitor’s cookie – if they are using the same cookied browser while clicking the link multiple times, subsequent clicks on the post are not considered to be unique.

Pardot’s Social Posting Knowledge Base article gives a great example:

 

  • Visitor A visits Twitter and clicks on a social post link for the first time. We record 1 click and 1 unique click.
  • Visitor A clicks on the same social post link again 20 minutes later. We record 1 click and no unique click.
  • Visitor A clicks on the same social post link again after another 20 minutes. We record 1 click and no unique click.

For the example above, the social post would show 3 total clicks and 1 unique click.

 

Keep in mind: Pardot is continually refining what is a valid in and invalid click on a link. While the reporting stats may not line up 100% with bitly stats or other link tracking services, we are confident in the stats you see in the Pardot reporting product for social tracking.

Additional Notes*:

  • There is no limit to the number of Social Posting connectors you create.
  • Social Posting is included in all editions (Standard, Pro, and Ultimate).
  • You may want to disable auto-posting between accounts before using Pardot Social Posting. If you post with Social Posting to Facebook, Twitter, and LinkedIn and are using auto-posting to connect any of the same accounts, the same message will post twice to the same account.
  • If your Facebook account is configured to automatically post to Twitter, you will need to disconnect your Facebook account from Twitter in order to use Pardot Social Posting to manage these accounts. From there, you can set up separate Social Posting connectors for Facebook and Twitter.
  • Posting to Google + accounts is not available due to Google API limitations.
  • Clicks on tracked links from auto-posts will be associated with the account that is directly connected to Pardot.
  • When Pardot rewrites a link to bit.ly, these links will be uniquely rewritten depending on the social connector that the URL will be posted to (like Facebook and Twitter).
    • Since the bit.ly links may be different, we rewrite the links upon posting.
    • You will not see the bit.ly link populated before then but the character count will be adjusted.
    • Pardot will use your custom bit.ly  account URL if you already have the bit.ly Connector set up. If not, Pardot will create a standard bit.ly URL.
  • Social Posting is available to Administrator and Marketing roles only.
  • When making a post, Pardot will count the number of characters in the post backward from 140.
    • This 140 character limit only applies to Twitter. The limit for Facebook is 4000, and the limit for LinkedIn is 700.
    •  If you exceed 140 characters, Pardot will show your character number as a negative number for every character over 140. For LinkedIn posts, the number can be as low as -560, which meets the 700-character limit. Facebook-only posts do not display a counter.

That’s a wrap! You should be all set to start using Pardot’s new social posting functionality.

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*Source: Pardot

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Pardot Recycle Bin

Using Your Pardot Recycle Bin in Unexpected Ways

Pardot’s Recycle Bin is unique – almost everything you delete will stay in the bin forever, just in case you need to restore items in the future.

The content in your Pardot Recycle Bin doesn’t count toward your usage limit, either!

With these facts in mind, we thought of three reasons the Pardot Recycle Bin is the BEST:

1.     Delete your landing pages

This really applies to any marketing elements in Pardot. Maybe you’ve created a beautiful form – one you spent hours on, making sure the fields were just right – a form with custom CSS in the layout template. Don’t run the risk of someone editing and possibly ruining your hard work!

Whenever we create custom elements for our clients, let’s say it’s a landing page, we copy the content (and the aforementioned layout template) and DELETE IT immediately. This way there is always a copy of your landing page in the Recycle Bin.

2.     Prospects will continue to be tracked in Recycle Bin

Running out of room for your prospects? Depending on your account type, you might not have enough storage space to keep every single potential customer in your database. Luckily, you can delete prospects without actually losing them! The Pardot Recycle Bin will still keep track of deleted prospects and their actions. Later on, if you undelete the prospect or if they complete a form, they’ll automatically be restored.

It’s still a best practice to clean your lists regularly and use Pardot’s automated tools to make sure you’re reaching out to the best audience. But if you’re running out of space, don’t worry about deleting prospects. They’re still in the Recycle Bin if you need them!

3.     Peace of Mind

Which brings us to our last point. The greatest feature of the Pardot Recycle Bin is the peace of mind it offers. You no longer need to worry about accidentally deleting an important email template – you can just restore it! There are only a few items that will delete forever: tags, advanced dynamic content, empty folders, and content files (including images). Otherwise, you can rest easy knowing your marketing material is still available, even in the depths of your Pardot Recycle Bin.

 


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5 Exciting Tools in Pardot’s New Engagement Studio That You Don’t Want To Miss

It’s finally here! Pardot has officially released the highly anticipated Engagement Studio.

They should have named it “B2B Marketer’s Dream Studio” … Engagement Studio is a sleek and all-encompassing way to build, visualize, test, and measure 1-to-1 buyer journeys.

Packed with new tools and features, it can be a lot to take in — however, we were a part of both the pilot and beta programs for Engagement Studio and have already helped multiple clients in the pilot stage, so we are ready to go and know our way around! Keep reading for a list of a few of our favorite new tools:

Specific Email Link Click

Pardot’s Drip Program builder allows you to specify whether a prospect clicked on a link in an email, but that’s where the functionality stopped — Engagement Studio is changing the game, allowing you to specify exactly which link the prospect has to have clicked in the email!

Engagement Studio

 

Rules

Pardot has brought together the powers of drip programs and automation rules! You can now set rules within Engagement Studio — the rules available are Assigned Salesforce Queue, Assigned User, Assignment Status, Grade, List, Pardot Campaign, Pardot Custom Field, Prospect Default Field, Prospect Email Status, Prospect Tag, Salesforce Campaign, Salesforce Campaign Status, Salesforce Status, and Score.

Engagement Studio

 

Email Preview

Ever been setting up a drip program and felt frustrated due to having many emails with similar names? Now you don’t have to remember exactly which email is which — you can simply click the photo icon next to the email template drop-down to get a full-screen preview of the email!

Engagement Studio

 

Salesforce Status

What if you only want prospects that are a specific type of record in Salesforce to continue through your lead nurturing track? No fear — you can now specify whether you want a prospect to be a lead, contact, or deleted in Salesforce!

salesforcestatusfinalES

 

Salesforce Campaign Status

Were prospects part of a Salesforce campaign? Did they respond to it? You can now target prospects based on Salesforce campaign activity!

Engagement Studio

 

That’s a wrap for now — however, subscribe to our blog for ongoing tips and tricks!

Engagement Studio training will be included in our Lite, Standard, and Ultimate Pardot Onboardings for new users. Current Pardot users can get help via our Pardot Tune-Ups (hourly rate) — sign up below if you want to get up and running with Engagement Studio (and/or Pardot) as soon as possible!

(Trying to figure out which Pardot Partner to go with? Check out: 9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support)

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pardot automation rules

Pardot 101: Automation Rules [Examples]

You’re feeling comfortable with the basics of Pardot and looking to branch out into the more advanced features, like automation rules. You understand the concept of automation rules — but where do you start? Here are some great automation rule examples that may be relevant to your marketing efforts:

Psst — you can click the topics below to jump to a specific rule!

Adding Prospects to a List:

Looking to automatically add prospects to a specific list, based on certain criteria? The rule below will add any prospects from Georgia who are also interested in Pardot Implementation to a list called “Georgia Pardot Prospects.”

automation rules adding prospects


 

Adjusting Prospect Score:

Want to adjust a prospect’s score based on criteria you have set? Using the automation rule below, we are automatically adding 50 points to the score of every prospect who has filled out a specific form and whose job title is “Marketing Manager.”

automation rules adjust score


 

Assigning Prospects to Specific User:

Want to set criteria for prospects to automatically be assigned to a specific user? Below, all prospects whose “Industry” is “Technology” and who have selected “Salesforce Implementation” for our custom field “Interested in:” will be assigned to Alison.

automation rules assign user


 

Targeting Prospect Based on Last Activity:

Want to target prospects who haven’t been active lately? Below, we are specifying that we want Megan to be automatically notified of any prospects whose last activity has been greater than 60 days ago. Pay attention to the setting “Prospect time” “last activity days ago” “is greater than” “60.”

automation rules inactive prospects


 

Targeting Prospect Based on Creation Date:

Want to automatically take action on newly created prospects? Below, we are using “Prospect time” “created days ago” “is less than” “7” to send an email template (that we have already made prior to setting up the rule) to all prospects created within the last 7 days.

automationrulescreationdate


 

Should I even be using automation rules for this?

Something to remember: not all automation is best set up using automation rules. If you are wondering where to set up your automation, refer to the graphic below, furnished by our friends at Pardot:

automation rules pardot

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digital marketing

Digital Marketing Favs of the Week- 3/3-3/10

Here are our top 4 favorite Digital Marketing articles this week!
Did you come across any great articles this week? Tweet Your Favorite To Us!

Marketing Tech’s Bumpy Road: Consolidation, Growth, and a New Frontier

digital marketing

 

How to Use Psychology to Improve Your Marketing Messages

digital marketing

 

Landing Pages for Lead Generation: 8 Conversion-Driving Tips

digital marketing

 

In Praise of Email

digital marketing
Stay up to date on Pardot and Salesforce by subscribing to our blog!
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