Marketing Automation 101

One of our classes at #CampCloud is focusing on marketing automation and you’re about to get a crash course in what marketing automation is all about. First off what is it?

I could throw a lot of big words at you to describe what it is, but in basic terms marketing automation is software that makes your marketing and sales efforts automatic.

Common marketing automation features include:

  • Email Marketing
  • Landing Pages & Forms
  • Lists and List Segmentation
  • Scoring & Grading
  • Lead Nurturing

Using marketing automation will streamline your sales and marketing teams and help you work more efficiently. The ultimate goal is to generate traffic to your website, create new leads, nurture those leads and move them along the funnel to a sale.

The possibilities with marketing automation are endless. You can create email campaigns and run A/B testing on them. The best part is that sending the emails is AUTOMATED, so when a prospect signs up for your ebook that action will trigger an email to be sent to them thanking them for downloading it and they will be added to your database. Based on what actions prospects take they will be given scores and you can better understand who has interest in you and who is a dead end. You can start personalizing your emails easier, you can create lists based on any criteria you want and can send emails that are specific to that list segmentation.

Marketing automation will save you time and resources. You aren’t going to be wasting your time mass emailing your leads the same message. You now have the ability to target your leads and send them the content they want. It takes the manual work out of your hands and allows you to focus on other tasks.

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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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Digital Marketing Favs of the Week- 6/3-6/9

This week, we remember Muhammad Ali, take a look at the benefits of personalization, and delve into behavioral marketing.

Muhammad Ali Was a Marketing Genius Who Also Happened to Be a Boxer

ali

4 Facts for Marketers About Personalization

personalization

How to Use Behavioral Marketing for Awesome Email Campaigns

behavioralmarketing

Marketing Love for the Glove

pardotlovefortheglove

 

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Salesforce Connections 2016

Salesforce Connections 2016 Recap!

 

On May 10 we arrived in The Big Peach – three fresh-faced #PardotQueens ready for Salesforce Connections 2016 (#CNX16). From the moment we stepped through the big glass doors at the Georgia World Congress Center, I knew we were in for an electrifying experience.

After the sticker shock of a $150 badge replacement fee (did anybody misplace theirs?), the conference opened with a keynote from Marketing Cloud CEO Scott McCorkle that focused on the theme “Year of the Customer” and all that entails. This idea was woven through every session: your potential clients are already online and have a world of options at their fingertips. Our businesses can differentiate by utilizing data and other tools from Salesforce and Pardot.

Georgia Representative John Lewis roused the crowd with tales of his civil rights activism side-by-side with Martin Luther King Jr. that had the entire room on their feet. Shock-and-awe was just getting started, though. Tuesday was a jam-packed day that didn’t wind down until Stevie Wonder closed his final bars at nearly midnight.

That’s how these fast few days went at CNX16 – crammed with information and overflowing with fun. We learned how to ‘Hug Your Haters’ with Jay Baer during one of the funniest and most applicable sessions. Cliff Seal taught us that ‘Nobody Cares About Your Content…Yet’ while delivering on-the-nose statistics related to content and relationship marketing. And we even saw a former onboarding client lead a session about their best B2B marketing campaign!

We learned not only how to make the customer experience better, but also how to make our jobs as marketers easier. Another one of my favorite sessions was a discussion panel with email marketing experts who answered our questions and taught us how to avoid the spam filter.

In between the delicious buffets and Lyft rides, we also caught the enlivening Pardot Keynote that drove home the customer message. At night we unwound at delightful restaurants with burgers, sushi, fried chicken and way too much champagne.

And finally, tired and packed with new information, we made the trip back to Charleston in our painted car. But first we got a peek at the Atlanta Pardot office on our way out of A-Town. It was wonderful to see where our partners work in a behind-the-scenes tour.

We perspired, got inspired and learned a lot about Pardot and marketing. We even made a few connections as well! Can’t wait ‘til next time.

_____________________________________

Megan Mitchell is a Project Implementation Coordinator at Cloud on Tap who loves water sports, Netflix and baking.

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Relationship Marketing 101

People use “We Go Together Like” to show how strong their relationship is and as a business you need to have strong relationships with your customers. Relationship marketing is a strategy that focuses on customer retention and satisfaction rather than on sales transactions.

It provides them with information directly suited to their needs and interests to encourage customer loyalty, interaction and long-term engagement.  It strives to create an emotion or personal connection for the customer to your brand. They are customers, but they are people first. Customers want to buy from someone they know, like or trust.  Customers want to know that there are real people behind your logo. 

The main factor in relationship marketing is being interested in your customer.  Here are some ways you can implement relationship marketing:

  • One-to-one marketing offers like sending personalized birthday cards
  • Being readily available for customer concerns
  • Social Media interaction
  • Loyalty Programs
  • Welcome feedback

The more points of contact you have between your business and your customer the stronger the bond between the customer and your business will be. Relationship marketing is different than other forms of marketing because it recognizes the long term potential of a customer. Having a strong bond with your customers opens you up to numerous benefits:

  • Repeated sales
  • Turning the customer into an advocate and getting free word of mouth promotion and referrals
  • Long term customers are less price sensitive
  • Brand loyalty
  • Better customer feedback

Relationship marketing is easy when you recognize that customers are people. Just because you’re a business doesn’t mean that they’re going to behave in a different way. They still have the same needs and respond in the same way to a business as they would a friend.  Taking the time to build relationships with your customers is essential to your business’ long term success.

One of our favorite sessions from Salesforce Connections 2016 was by Cliff Seal. He talked about how marketers need to remember that they are people marketing to other people. Even in B2B, people are your customers. Here are a few of our favorite quotes from him:

“We have forgotten our authenticity. Forgotten that we are people.” Tweet it!
“Your customers want you to be people.” Tweet it!
“Loyal customers sell products.” Tweet it!

 

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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 Favs of the Week- 4/15-21

This week we’re looking into tips to help gain MORE leads! Plus, what the internet has to say about new marketing and millenials.

5 Creative Ways to Grow Your Email List

1post

Everything the tech world says about marketing is wrong

2post

 

How to Generate Leads with Sponsored InMail on LinkedIn

3post

 

Content Preferences of Millenial B2B Buyers

4post

 

 

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Digital Marketing Favs of the Week- 4/8-4/14

Emails and Landing Pages… they’re kind of a big deal. Here are our favs from this week!

4 Overlooked Tips That Instantly Increase Landing Page Conversions

Adotas Landing Pages

 

5 Deadly Landing Page Mistakes Sabotaging Your Results

Wordstream Landing Pages

 

A/B test your email campaigns

(this is REALLY good!)

A/B Email Testing

 

5 Smart Ways to Use Email Signature Marketing

Email Signature Marketing

 

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