Nitin Gupta Salesforce Administrator - Pardot

@Nitinsfdc

A LOOK INSIDE THE STRUGGLE FOR POWER TERRITORY & RECOGNITION

pardotclientadvocate@salesforce.com

Pardot Objective

Creating Pardot Lists

Segmentation Rules

Automation Rules

Dynamic Lists

Taking it a Step Further

Autoresponders

Dynamic Content Completion Actions

A/B Testing

A/B TestingConsider Testing:• Subject Line• Design• Sender

Expert Tip• 50 characters or

less – shorter is better

• Avoid using SPAM words

(e.g., “free”)

AutorespondersConsider Sending For:• E-Book download• Webinar registration• Event registration

Expert Tip• Use Dynamic Content

to showcase targeted offers

Dynamic ContentConsider:• Email Offers• Name• Location

Consider Targeting By• Job Title• Industry

• Time• Prospect vs. Customer

Completion Actions

•Consider These Actions:

• Email opened

• Email clicked

•Action to Take• Assign to rep

• Add to ‘engaged list’ for further actions

• Add to nurture program

• Remove from email send list

Add to list + Assign to Sales rep

Expert Tip• 1-2 clear CTAs• Under 750

words• Short sentences

and paragraphs

Completion Actions

DemoCreate Foam and Completions Actions

Created Foam and Completions Actions

Questions?