Who is this guy?Joined Pardot Jan 1Product ManagerReach out: @znbailey linkedin.com/in/znbailey firstname.lastname@example.org “Dr. No”
Tags 101• Tags, tags everywhere!• Super lightweight• Flexible, user-driven taxonomy• Better than folders
Tags in Pardot• Every “asset” is tag-able• Tag filtering on tables
Tags in Pardot• View all tagged assets• Plenty of ways to tag prospects• Tags vs Lists?
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!
Tags as ... Campaigns!• Also tag assets related to campaign• Go to tag overview screen to easily see everything related to a campaign
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
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