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Pardot Elevate 2011: 10 Things Pardot Services Wants You to Know
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Pardot Elevate 2011: 10 Things Pardot Services Wants You to Know

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  • VINCENT
  • TJ
  • TJ DON'T WAIT - DO NOW Don't wait for your redesign in afew months, the time is now (you could be gaining months of insight for just a few minutes of your time)    How many projects do you really do that you push off to "later
  • TJ
  • TJ
  • VINCENT
  • VINCENT
  • VINCENT
  • TJ   MANAGES ITSELF   Use Case: - Score/Grade Ranges - Type Value - Status Value - Dynamic VS Static
  • TJ
  •   TJ: Are available for all CRMs
  • TJ - D) Available for all CRMs   E) Social Data is Enterprise or Higher (Or Add-On)  & available for all CRMs
  • TJ
  • VM
  • VM
  • Transcript

    • 1. 10 Things Pardot Services Wants You to Know TJ Gephart Vincent Migliore
    • 2. 1) Site Search: Why?
      •  
        • Better user experience.
        • Prospect is telling you EXACTLY what they're looking for.
          • Sales: Knows how to follow up
          • Marketing : Identify content gaps
    • 3. 1) Site Search: Ways to Integrate?
        • Pardot Hosted Search
          • Just need a Site Map
        • Third Party Search Integration
          • Form Handler (Pardot as middleman)
          • Hidden iframe post on results page
      •  
    • 4.
      •  
      •              Score:  256                          Score: 57
      •            Grade:   D                             Grade: A-
      •  
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    • 5.
      •  
      • Why Should I Use Grading?
          • Quickly identify qualified leads
          • Automate lead routing for qualified lead
          • Validates the marketing team's efforts 
      •  
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      • Webinar Recording: www2.pardot.com/grading-webinar
      •  
      2) Lead Qualifying: Grading
    • 6. 3) Automation RULES! ( but don't overdo it )
        • Don't share Assignment criteria
        • Be more specific on Assignment
        • Re-assignment is a no-no
        • Segmentation for one time use
        • Prospect tables can perform bulk actions (even re-assignment)
    • 7. 3) Automation RULES! ( but don't overdo it )
    • 8. 4) Completion Actions
      • Available Within:
          • Forms
          • Form Handlers
          • Files
          • Custom Redirects
          • Page Actions
      • Execute:
        • Assignments
        • Notifications
        • Segmentation
        • Scoring
        • Tagging
        • Autoresponder Emails
    • 9. 5) Dynamic Lists
        • Automatically add/remove prospects from lists
        • Great for Drip Programs
    • 10. 6) Tags
      • How can I use them?
        • Organize assets (emails, forms, content, etc)
        • Filter data tables
        • Use in reporting (Pardot & GoodData)
        • Associate prospects with multiple campaigns touch points
    • 11. 7) CRM Integration
      • A) Have latest version installed
      • B) Prospect Fields (Score, Grade, URL, etc)
      •  
      • C) Prospect Activities 
    • 12. 7) CRM Integration
      •  
      • D) CRM lists
      •  
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      • E) Social Data
    • 13. 8) Progressive Profiling
    • 14. 9) To Panic or Not to Panic?
      • Don't Panic!
        • Duplicate entries
        • Emailed wrong link
        • Form pre-populated
        • Deleted anything (almost)
      • OK, Panic a little...
        • Deleting content files
        • Opt outs
        • Importing prospects as users
    • 15. 10) General Tips & Tricks
        • Contact us BEFORE resuming an automated activity
        • Subscribe to blog.pardot.com for feature announcements
        • If you want us to write an article about a specific feature, just ask. help.pardot.com
        • Feature Requests? ideas.pardot.com ( We really do listen! )
        • Want prompt help? Provide more info initially. (names, links, error messages, etc)
    • 16. Questions???
    • 17. Contact Information
      • TJ Gephart
      •   Implementation Manager
      • [email_address]
      •  
      •       @TJGephart
      • Vincent Migliore
      • Support Specialist
      •  
      • [email_address]
      •  
      •       @PardotVincent
      Tweet nice things! (Hash Tag #Pardot2011)