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:
[pardot-form height=”400″ id=”22084″ title=”Form: Blog: Ascent Interest”]

 

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- 4/1-4/7

Hi there! We’re back with our Digital Marketing Favs and this week is ALL about email. Sometimes you feel like the king/queen of emails-You’re high-fiving to those huge open rates and CTRs. Then the next month you’re falling flat and people are unsubscribing. What gives?

Do you pay attention to the time of day you send your email? When was the last time you cleaned your lists? Is your content targeted to your prospects’ stage in the lifecycle? If you don’t know the answers, you need the help of these next 4 articles…

16 More Sure-Fire Ways to Make Sure Your Emails Are Opened and Read

Email Opens

 

19 Email Marketing Strategies For Every Customer Lifecycle Stage

Email Marketing Strategies

The Future of Email– Where Will It Be In 2020?

Future of Emails

3 Smart Ways to Spring-Clean Your Email Marketing List

Clean Email List

 

Stay up to date on Pardot and Salesforce by subscribing to our blog!
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Digital Marketing Favs of the Week- 3/17-3/23

Our digital marketing favs this week focus on B2B marketing strategies and startups which hold a pretty special place in our Cloud on Tap heart.

What Marketers Need to Know About The Instagram Algorithm

Instagram Algorithm

5 B2B Marketing Strategies You Need To Consider

B2B Marketing Strategies

The 7 Biggest Marketing Mistakes Every Startup Makes

Marketing Startup Mistakes

7 Brand New B2B Marketing Stats You Need To Know

B2B Pardot Marketing Stats

Happy Easter and check back next week for more digital marketing favs and another helpful post!
Stay up to date on Pardot and Salesforce by subscribing to our blog!
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Digital Marketing Favs of the Week- 3/10-3/16

These weekly digital marketing favs are quickly becoming the favorite part of our week! This week we liked a lot of articles about good headlines and the articles themselves follow all the rules you should pay attention to…

Most Effective Elements of Clickbait Article Headlines

1 clickbait article headlines

Brand Marketing: 5 tactics to understanding customer experience

5 brand marketing

10 Rules for Trustworthy Content

3 trustworthy content

9 Best Email Subject Lines

4 best email subjects

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

Digital Marketing Favs of the Week- 2/26-3/3/2016

Digital marketing is an umbrella term for the targeted, measurable, and interactive marketing of products or services using digital technologies to reach and convert leads into customers and retain them. – Wikipedia.org

Our Marketing Team works hard staying up-to-date on the latest digital marketing trends and statistics (you know, proof that the trend is worth it!) and we thought it was about time to share some of our favs (favorites) with our readers. Check back weekly for our top 4!

Did you come across any great articles this week? Tweet Your Favorite To Us!

16 Eye-Popping Statistics You Need to Know About Visual Content Marketing

Blog 1- Visual Content Marketing

 

37 Visual Content Marketing Statistics You Should Know in 2016

Blog 2- Visual Content Marketing2

 

22 Ways to Promote Your E-Book

Blog 3- Promote E-book

 

8 Brands That Have Mastered GIFs In Emails

Blog 4- Gifs in Emails
Stay up to date on Pardot and Salesforce by subscribing to our blog!
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How I passed the Pardot certification exam the first time — and how you can, too

In September of 2015, I was tasked with earning a Pardot certification.

I had been working in Pardot for a few months, but still felt anxious about the Pardot certification exam itself — after all, I had heard that the exam is very challenging. With a $200 price tag for the first attempt and another $100 for each retake, a mistake can be costly.

Keep in mind that Pardot doesn’t tell you a whole lot if you fail — you don’t get to know what percentage you got correct and you don’t get to see which specific questions you answered incorrectly. You have to get 67% or more correct on the specialist exam and 70% or more correct on the consultant exam to pass. Both exams include 60 multiple-choice questions and allow you 90 minutes to complete the exam.

If you are taking the Pardot certification exam online, make sure you register to do so beforehand and read the test-taking requirements — you must have an external webcam, for example. I would also make sure you take time to set yourself up early, so you don’t feel rushed. The test-taking software made my default camera reset to my internal laptop camera — if this happens, make sure you just set it back to your webcam. There is a live support chat in the test software itself if you run into any other issues.

I took my studying very seriously, combing through any resources that the internet had to offer. Yes, the study guides that Pardot offers (specialist study guide here, consultant here) are useful, but not quite enough to cover everything, in my opinion.

As DJ Khaled, a viral inspirational speaker, would say, MAJOR 🔑 (key) — make sure that you go to this page (specialist/consultant) and review every section. Click on the Knowledge Base links and ensure that you are familiar with every detail, from top to bottom.  Very in-depth questions from the Knowledge Base articles WILL appear on the exam. Don’t let them surprise you — don’t play yourself!

In summary, here are my major keys:

🔑
Study the designated Pardot exam study guide, but don’t limit yourself to it. 
🔑
Make sure you read and study the Knowledge Base articles referenced in the study guide from TOP to BOTTOM.
🔑
Familiarize yourself with what you can see on each type of Report.
🔑
Make sure you have an external webcam if you are planning on taking the exam online. 
🔑
There are many sets of flashcards that others have made — take advantage of any credible resources you can find on Google!

Lastly, don’t forget:

DJ Khaled, You Smart, Pardot certification

You can do this! Feel free to tweet us when you pass the exam using @cloudontap and we will be happy to celebrate your success with you! 😀

 

_____________________________________

Sara McNamara is a Salesforce Pardot Project Implementation Coordinator at Cloud on Tap. She has a special place in her heart for marketing automation, cats, and people who don’t call her about something that could have been a text.

New Cloud on Tap Website Design

Did you notice the changes around here? 🙂 We’ve been working hard the last month to build a better site and we’re finally done!  Many thanks to our newest COT-er, Sara, for spearheading this endeavor.

New features:

  • Fully responsive, mobile-friendly
  • Sleeker look and feel that’s more “Cloud on Tap”
  • Our favorite Google Fonts– Open Sans and Raleway
  • Easier points of contact- buttons, links, and forms everywhere (but not annoyingly!)
  • Company and Careers Pages (team pics coming soon)
  • Can’t miss display of our core Pardot and Salesforce certifications

Is your site mobile-friendly? How about your forms? Pardot forms can absolutely be built to respond to any browser and device and we’re excited to show that off to the world.

Subscribe to our blog!

Scoring Rules (Automation Settings, Part 3)

The last piece of this series- Scoring Rules.

Admin> Automation Settings> Scoring Rules
Edit Scoring Rules> Select Rule> Adjust Score> Save Changes

Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much we will get into at a later time. For this post we’ll only deal with the bare minimum that you might encounter in your first 40 days of setting up Pardot as a novice user.

These are the most common scores asked about by clients. In the initial setup you will spend a lot of time creating this content and it’s nice to know how it’s being valued!

Scoring Rules

 

2 changes that you may want to consider from the beginning:

  1. Give 1 or 2 points for opening an email.
    a. Check the box for this only to take effect on the first email open, not subsequent opens of the same email.
    b. This will trigger the sync to SFDC so that the contact/lead record has the most up-to-date info (note: opening an email without a score adjustment will not trigger a sync).Edit Score
  2. Update the “Webinar Attended/Invited/Registered” scores if you have connected WebEx, ReadyTalk, or GoToWebinar to Pardot.

If you are interested in customizing Scoring and Grading for your organization, check out Pardot’s Scoring and Grading Lab, this Infographic, and KB article.

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