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!

Pardot Form Styling [Webinar and Guide]

This month we had the opportunity to present a Pardot Form Styling webinar for Pardot’s Advocate Hours.

In case you missed it: Pardot Form Styling Webinar and Pardot Form Styling Guide

The webinar and guide will walk you through how to use HTML, CSS, and Javascript to style a Pardot form from scratch. The best part is- you don’t have to know code to do this! Seriously!

The webinar and guide will enable a beginner-expert to copy/paste the code like you’re a pro. 🙂

 

The webinar received  4.6/5 stars from Pardot clients! Here are some comments from the live attendees:

“Definitely, information that I can use.  Thank you.”

“The presenter was awesome!”

“This was awesome.  Super helpful.  Having these CSS classes will really speed up development.”

Pardot Form Styling Guide

 


Keep up with our Pardot and Salesforce magic:

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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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Cloud on Tap Tip Tuesday

It’s Tap Tip Tuesday!

If you follow us on Instagram then you probably know about #TapTipTuesday. If you’re not following us there, just go ahead and do it now!  And if you don’t know what Tap Tips are then you’re in luck because you’re about to learn!

We don’t want your experience with Cloud on Tap to end after your implementation. We want to be a resource for you to use as you continue navigating through the world of Salesforce and Pardot. With that in mind we created Tap Tips.

Tap Tips are quick videos that are posted to our Instagram every Tuesday.

Simple tricks and tips you may not have known that will help make your life a little easier.

Check out a few below and don’t forget to follow us on Instagram. And let us know if you have any tips that help you in Salesforce and/or Pardot.

 

Don’t forget to follow us on Instagram and subscribe to the blog below:

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Gamification 101: How Hands-On Learning Promotes Deeper Understanding

Now that you know what gamification is, let’s talk about the ways in which it promotes deeper understanding in learning.

We’re already jumping on board — if you are interested in learning Pardot, check out our new, gamified Pardot e-learning offering, Ascent!

Anyways, back to gamification.

Motivation

Making work or learning more like a game can be very motivating. Think about it; to study, would you rather read a textbook, or play a game?

And the facts back it up.

In a TalentLMS study,

  • 89% of those surveyed stated that a point system would boost their engagement
  • 62% stated that they would be motivated to learn if leaderboards were involved and they had the opportunity to compete with other colleagues
  • 82% are in favor of multiple difficulty levels and explorable content
  • Almost 80% of the learners say that they would be more productive if their university/institution or work was more game-like

Effectiveness

So, gamification clearly helps motivate students — but how does that translate in terms of effectiveness?

A study by eLearning Guild found that students scored:

  • 14% higher in skill-based assessments
  • 11% higher in terms of factual knowledge
  •  9% increase in retention rates

Here are some great real-life examples of businesses using gamification:

Features

How can you best introduce gamification into your business?

According to TalentLMS, the most preferred gamification features include:

  • Progressing to different levels (30%)
  • Points/scores (27%)
  • Real time feedback on performance (26%)
  • Progress bars (25%)
  • Activity feeds (24%)

The least preferred gamification techniques seem to include:

  • Competition with friends (13%)
  • Virtual gifts (12%)
  • Being part of a story/narrative (11%)
  • Avatars (3%)
  • Virtual currencies (2%)

Looking Forward

In business, prioritization often comes down to dollars. If you are considering investing in gamifying your services, how does the outlook appear?

Experts are projecting that gamification is going to continue to grow at an exponential rate. Some noteworthy statistics:

  • The gamification market is expected to reach $5.5 billion by 2018 (compared to $1.7 billion in 2015)
  • The largest market is expected to be North America, followed by Europe
  • Game-based global revenue is expected to jump from $1.5 million in 2012 to $2.3 million in 2017

Our question for you: Are you ready to get gamified?

If you enjoyed this article, please share — and if you loved it, feel free to sign up to get our newest blogs as they are posted below!

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Gamification 101: What is it?

Hopefully by now you’ve heard of our new release – Ascent – the gamified e-learning solution for Pardot training. At Cloud on Tap, we think gamification is the future of learning and #CampCloud will teach you everything you need to know, starting with what Ascent actually is!

What is Gamification?

It’s the process of adding game elements and principles in a non-game context. It motivates users to participate by tapping into their basic desires for competition, status, and achievement.

A common technique is using a users’ desire for status. For instance, Ascent awards users with badges or points as they go through the levels. Competition can drive users to use a program so they can see their names on the leaderboard.

There are many benefits to gamified learning. People are less likely to remember something they read, and more likely to remember something they read and write, and even more likely to remember something that they actively DO. Now users can learn in a way that is entertaining and interesting to them, resulting in a better learning experience. Gamification also provides the user with instant feedback. A good model should challenge, involve, and teach.

Gamification aims to increase:

  • Engagement – Makes work seem like play.
  • Influence – Your content influences the audience and makes you the expert.
  • Loyalty – Provide convenience and your clients will come back time and again.
  • User generated content – Pictures, articles, videos or even just comments!
  • Time Spent – Users will spend more time on your site, using your valuable custom content.
  • Virality – Incentivize a user to share your product through social media and reach a wider audience.

Gamfication is a great way to align a business’ objectives with their customers’ motivations. It is changing the way people learn and we think it’s the wave of the future. Try it – playing games with work is a great way to build a better relationship with your clients.

To learn more about gaining access to Ascent, complete the form below:
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Welcome to Camp Cloud

Welcome To #CampCloud

#CampCloud!

It’s summertime and we’re feeling nostalgic. Summer camp, lake swimming, hiking, campfires… all fun things you can’t really do in Charleston, SC in the summer. It’s hot here!

So we’re spending our time in the great indoors building amazing content for our readers instead.

For the rest of this summer our awesome team will be publishing blog posts covering the basics and going in depth with some great tips and tricks for the following categories:

  • Pardot 101
  • Marketing Automation 101
  • Salesforce 101

We’ll continue to update our TwitterInstagram, and Pinterest and would love for you to join us if you haven’t already!

Additionally, a couple of the upcoming blog posts will also go more into what gamification is and why it’s the key to our new 24/7, on demand Pardot e-learning modules… You’ve probably seen all the tweets and posts about Ascent: Pardot Gamified E-Learning. Excited is not a big enough word for how we feel about it. After years of training businesses of all sizes how to use Pardot, we finally took all the tips, tricks, best practices, and regular training that were in our heads and put it “on paper” so to speak.  As Project Coordinators we try hard to pass on all of our knowledge and be there around the clock to answer every question, but it’s not always realistic. Ascent has made that possible for us and we’re very proud of the e-learning modules that our clients can now use as stand alone or in addition to a standard onboarding!

Mountains are calling

Well, that’s it for this little bit of housekeeping. We can’t wait for you to see what we have in store for #CampCloud and hope you subscribe to stay up to date!

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Ascent Pardot Gamified ELearning

Announcing Ascent: Pardot Gamified E-Learning

Ascent: Pardot Gamified E-Learning is LIVE and available to all new and existing Cloud on Tap clients.

Learning marketing automation can be like climbing a mountain: overwhelming, discouraging and exhausting. Sometimes new users feel like they’ll never reach the summit. That’s why we created Ascent. It is a self-paced, E-Learning journey through Pardot.

It’s available 24 hours a day, 7 days a week-

Learn Pardot at your convenience.

79% of employees said that they would be more productive if their work was more game-like (Talent LMS)

During your ascent you will learn about:

  • Importing fields, Users, and Prospects
  • Technical Setup- DNS, Tracker Domain, and Website Tracking
  • Forms
  • Landing Pages
  • Email Templates
  • List Emails
  • Segmentation
  • Automation Rules
  • Drip Programs
  • Marketing Best Practices
  • Pardot Pro Tips

Gamified e-learning is the future and we are excited to be the first and only Pardot Partner to offer this to our clients. It’s a fun, effective way to learn all the different areas of Pardot. You will earn badges as you level up from anchor to the summit and your scores will compete with other onboarding teams to get onto our leader board.

To learn more about gaining access to Ascent, complete the form below:
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9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support

As a Pardot user, you have an array of options when it comes to your Pardot onboarding and ongoing support/content packages. There are different tiers of Pardot partnership and different offerings.

So, why choose Cloud on Tap for your Pardot onboarding or support?

Here are 9 reasons:

1. At Cloud on Tap, you get a personal, 1-on-1 relationship with your Pardot Project Coordinator. We strive to provide the best personalized support and onboardings and we get to know our clients and their needs. We are lucky enough to have many of our clients, who completed onboardings with us, come back for ongoing support/content work!

pardot onboarding

 

2. Salesforce and Pardot are all we do — they have our complete focus and passion. Unlike many other partners, Salesforce/Pardot is our bread and butter. We work in the two services all day every day, becoming more skilled by the minute.

pardot onboarding

 

3. That being said, we have specialized Salesforce and Pardot admins under one roof. Bringing on Pardot, but have a complex Salesforce setup? Because we have both kinds of experts under one roof, we can work as a team to get you set up and running smoothly as quickly as possible.

group

 

4. ASCENT! After hearing from clients that they could use some guided “homework” between calls, we developed gamified Pardot learning to go along with our Pardot onboarding offerings! Ascent is a fun way to do your Pardot homework, creating forms, landing pages, and emails on your own and competing with others for a spot on our leaderboard/prizes!

pardot onboarding

 

5. We actively participate in pilot and beta programs for Pardot’s latest features. Have you heard of Pardot’s upcoming Engagement Studio? We are very excited, especially after being a part of the pilot program, where we were able to test the features and make suggestions based on our clients’ wants and needs. We also are a part of the beta program! (safe harbor notice)

pardot onboarding

6. We volunteer in the community and offer discounted onboardings to nonprofits! We are proud to be a Salesforce/Pardot partner that also participates in philanthropy. We have volunteered with Habitat for Humanity, local wildlife preservation groups, and the Red Cross!

pardot onboarding

 

7. We have been around since the beginning. Our owners, Mike and Sikes, were a part of the first Pardot training!

pardot onboarding

8. We are always attending classes and events to build on our marketing/communication skills. We have enjoyed attending Salesforce Connections, Dreamforce, Rise of the Rest, and communication classes!

pardot onboarding
9. We are a lot of fun! Our company is full of interesting, fun-loving people — you can catch us having cornhole tournaments, shooting videos, going to the Coastal Carolina Fair, and doing other fun activities! We like to bring the same fun, exciting energy to our onboardings.

 

Whether you are new to Pardot or you’ve already been onboarded, let us know how we can help you with your Pardot instance:

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WeGoTogetherLike Pardot Select Partner

Pardot Select Partner

What do you think of when you hear “we go together like…” Peanut butter and jelly? Mac & Cheese? Ben & Jerry?

What you should think of is Cloud on Tap & Pardot because we are a Pardot Select Partner.

And we have been with Pardot from the beginning of the partner program. Our owners, Mike and Sikes, were part of Pardot’s first training course.

The Pardot Partner Program is designed to ensure every client receives the best customer experience by giving them access to skilled implementation and service partners. That’s us!

The program is made up of three tiers:

  • Certified Individual
  • Registered Partner
  • Select Partner

Each partner is placed into a tier based on metrics like customer satisfaction scores and Pardot consultant certification. Each tier has varying degrees of access to different tools.

Pardot Select Partner

As a Pardot Select Partner we have access to the highest level of benefits including:

  • Early access to features

  • Joint collaboration at webinars and events

  • Feedback and coaching

  • Email and phone product support

  • New feature training

How does this benefit you? Partners play an important role in leading customers through their Pardot journey. We specialize in marketing automation and we’re dedicated to helping you develop a strategy to facilitate your online marketing needs. Each client has a project coordinator to lead the onboarding, provide training specific to your business’ needs, and be there to answer any questions you may have. Our training covers the entire range of Pardot’s powerful marketing and lead nurturing capabilities.

We’re also Salesforce Partners which is a huge bonus to many of our clients who integrate Pardot with Salesforce. We understand your implementation from marketing to sales!

Thanks to our friend over at Bodega Brand for this fun graphic to honor Mike & Sikes! Now they’ll never forget how well they go together.

Ci0niU0UgAAicO-

Do you have a #WeGoTogetherLike favorite? It’s Ben & Jerry, isn’t it? Tweet it to us!

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