Pardot Webinar - Tags & GoodData (April 29, 2011)

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Zach Bailey's slides from his webinar on April 29, 2011 showcasing two features of the Pardot Marketing Automation tool: Tags & GoodData integration.

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Pardot Webinar - Tags & GoodData (April 29, 2011)

  1. 1. Pardot:Tags & GoodData Zach Bailey, VP Products
  2. 2. Agenda• Intro• Tags• GoodData• Q&A
  3. 3. Who is this guy?Joined Pardot Jan 1Product ManagerReach out: @znbailey linkedin.com/in/znbailey zach.bailey@pardot.com “Dr. No”
  4. 4. Tags 101• Tags, tags everywhere!• Super lightweight• Flexible, user-driven taxonomy• Better than folders
  5. 5. Tags in Pardot• Every “asset” is tag-able• Tag filtering on tables
  6. 6. Tags in Pardot• View all tagged assets• Plenty of ways to tag prospects• Tags vs Lists?
  7. 7. Tags as ... Campaigns!• Set up automations, completion actions, segmentations to tag “touched” prospects• Use filtering on tables to see prospects touched by multiple campaigns• Tags feed into GoodData for reporting!
  8. 8. Tags as ... Campaigns!• Also tag assets related to campaign• Go to tag overview screen to easily see everything related to a campaign
  9. 9. Tags as ... Filters!• Set up automations to add tags based on score, grade, or custom field values (product, revenue range, etc)• Use tables for quick ad-hoc filtering
  10. 10. Tags as ... Filters!• Tag automations based on what they do (e.g. assignment, score adjustment, tagging, etc)• Use tables to narrow down what you’re looking for
  11. 11. Tags Demo
  12. 12. Reporting• Marketing - from art to science• “Show me the money!”• Preaching to the choir
  13. 13. Why GoodData?• 100% dedicated to awesome reporting• Great API, very flexible report building• BUT not a substitute for good, basic reporting in Pardot
  14. 14. What’s available?• The basics: prospects, opportunities, activities, tags• Coming soon: custom fields, single sign-on• Paid version - Q3 #WTF
  15. 15. Getting Access• Invite-based beta• Send an email to: support@pardot.com• GA release 1 - 2 months out• Basic is always FREE with Pardot account
  16. 16. GoodData Use Cases• Dashboards, KPIs, Strategic Metrics The things these folks care about
  17. 17. GoodData Use Cases• Graphs Galore Tables, Lines, Bars, Funnels, Pies, Oh my!• Drill-down by timeframe Year → Quarter → Month → Week → Day The things these folks care about
  18. 18. GoodData Use Cases• Embeddable Graphs• Email-able Reports
  19. 19. GoodData Demo
  20. 20. Q&A

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