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3 Tips to Get the Most Out of Pardot Reporting
March 26, 2015
Pamela Whitham
Brainrider Programs Director
• Pardot, Eloqua, Hubspot, Marketo, Act-On
• Pardot Certified Consultant
Nice ...
Use the Right Tool For the Job
• Aggregated Data
• Prospect Data
• Opportunity Data
Tip 1
Marketing Objectives vs.
Diagnostic Metrics
Plan What to ReportTip 2
Quality
Website
Visitors
Identified
Prospects
Engaged...
What criteria do you want to sort metrics by:
…and How to Organize the Data
• Product
• Geography
• Channels
• Objective
•...
Not All Forms Are Created Equal
Forms
PPC Forms
Nurture Forms
Whitepapers
How To
Guides
Sales-Ready
Forms
Demo
Request
Pri...
Not all Emails Are Created Equal
Emails
Nurture
Emails
Newsletter Webinars PDF Download
Notification
Emails
Auto
Responder...
Use Names & as FiltersTip 3
• Segment: Pardot
• Segment: Wordpress
• Objective: Sales-Ready
• Objective: Nurture
• Type: Whitepaper
• Type: Webinar
…a...
Finished Product Sample
Right Tool For
the Job
Plan What to
Report
Use Names &
Tags to Filter
To Recap the Tips
Bonus Tip: Set-up to Watch Trends
Contact me directly at
Pamela@Brainrider.com
For more B2B Marketing content:
@Brainrider
linkedin.com/company/Brainrider
p...
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3 Tips To Get The Most Out Of Pardot Reporting

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3 Tips To Get The Most Out Of Pardot Reporting

Tip 1: Use the right tool for the job
• For aggregated data, use Google Analytics.
• For prospect data, use Pardot.
• For opportunity data, use Salesforce.


Tip 2: Plan what to report and how to organize the data
• For example, marketing objectives vs. diagnostic metrics.
• Decide what criteria do you want to sort metrics by:
-Channels
-Objective
-Segment
-Type
-Product
-Geography


Tip 3: Use names and standardized tags as filters
• Names example:
-DO THIS: [Website] [Webinar] 5 Tips For A Successful Pardot Implementation
-NOT THIS: 5 Tips For A Successful Pardot Implementation
• Standardized tag examples:
-Segment: WordPress
-Segment: Pardot
-Objective: Sales-ready
-Objective: Nurture
-Type: Whitepaper

Bonus Tip:
-Set up to watch trends!

Published in: Marketing
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3 Tips To Get The Most Out Of Pardot Reporting

  1. 1. 3 Tips to Get the Most Out of Pardot Reporting March 26, 2015
  2. 2. Pamela Whitham Brainrider Programs Director • Pardot, Eloqua, Hubspot, Marketo, Act-On • Pardot Certified Consultant Nice to Meet You! ca.linkedin.com/in/PamelaWhitham/ @PamelaWhitham
  3. 3. Use the Right Tool For the Job • Aggregated Data • Prospect Data • Opportunity Data Tip 1
  4. 4. Marketing Objectives vs. Diagnostic Metrics Plan What to ReportTip 2 Quality Website Visitors Identified Prospects Engaged Leads Identified Sales-Ready Leads
  5. 5. What criteria do you want to sort metrics by: …and How to Organize the Data • Product • Geography • Channels • Objective • Segment • Type
  6. 6. Not All Forms Are Created Equal Forms PPC Forms Nurture Forms Whitepapers How To Guides Sales-Ready Forms Demo Request Pricing Request Website Forms Nurture Forms Whitepapers How To Guides Sales-Ready Forms Demo Request Pricing Request
  7. 7. Not all Emails Are Created Equal Emails Nurture Emails Newsletter Webinars PDF Download Notification Emails Auto Responders Webinar Reminders Sales Offer Emails Multi Sales Offer Single Sales Offer
  8. 8. Use Names & as FiltersTip 3
  9. 9. • Segment: Pardot • Segment: Wordpress • Objective: Sales-Ready • Objective: Nurture • Type: Whitepaper • Type: Webinar …and Standardized Tags as Filters Extra Tip: If you’re looking to retroactively organize Pardot. I recommend Tagging!
  10. 10. Finished Product Sample
  11. 11. Right Tool For the Job Plan What to Report Use Names & Tags to Filter To Recap the Tips
  12. 12. Bonus Tip: Set-up to Watch Trends
  13. 13. Contact me directly at Pamela@Brainrider.com For more B2B Marketing content: @Brainrider linkedin.com/company/Brainrider plus.google.com/+Brainrider Brainrider Services  Website Design & Development  Pardot Optimization & Implementation  Marketing Content  Lead Generation & Nurturing Campaigns  Reporting Q&A and More Resources

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