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New Delhi Salesforce Developer Group
#ImpactSalesforceSaturday
Email Marketing in Pardot
LEARN . SHARE . CELEBRATE . SALESFORCE
New Delhi Salesforce DG
• First Revival Meetup in February 2016
• Twitter: https://twitter.com/newdelhisfdcdug
• Hashtag: #ImpactSalesforceSaturday
• New Delhi Salesforce DG Trailblazer Community Group:
http://bit.ly/NewDelhiCommunity
• Website: https://newdelhisfdcdug.com
Mentorship Central
• We are dedicated to matching Mentee's seeking specific Salesforce goals with
Mentors.
• Sign up as a Mentor or Mentee and connect with other Mentors/Mentees
• http://bit.ly/SFMentorshipCentral
About Me: Somya Srivastava
● Salesforce & Pardot Admin
● Marketing Champion 2020
● Gurgaon B2B Marketers group leader
https://www.linkedin.com/in/somya-srivastava
@Somyakrishna12
https://trailblazer.me/id/somya
Already discussed topics:
Introduction to
Pardot
• Pardot for your business
• Pardot vs Marketing Cloud
• How Pardot works?
• Sync between Pardot and
Salesforce
• Adding the Salesforce
Connector to Pardot
Process automation in
Pardot
• Automation Rules
• Segmentation rules
• Completion Actions
• Dynamic Lists
Pardot- Forms and
Form handlers
Lead Generation using
• Pardot Forms
• Pardot Form
Handlers
• Pardot Form vs
Form Handlers
Landing pages in
Pardot
• Landing pages
• Custom Redirects
• Dynamic Content
Milestone# 1 Milestone# 2 Milestone# 3 Milestone# 4
Agenda
Email Marketing
• Primary channel to reach your audience
• Helps you send mass email, track activities,
and report on them
Building Your Audience
 Choosing your target recipient is crucial to effective email
outreach
 Use Pardot’s automation tools to segment your prospects in
a variety of ways:
Automation rules Segmentation rules
Completion actions Dynamic lists
Personalize Your Emails
• Customers expect tailored content in
their inbox
• There are two ways you can adjust your
emails based on recipients:
Variable Tags Dynamic Content
Variable Tags
Dynamic Content
• Use content from your prospect records to
personalize your emails
• Insert standard information into your
email templates
• Prevent mishaps with Default values
• Personalize it for every single email
recipient
• Ensures subscribers receive messages
targeted to their interests
• Adjusts what the prospect sees by checking
a prospect’s record for a specified field
value
• Keep emails simple
• Calls to action need to stand out
• Limit the number of links and images in email
• Make only specific parts of the email as editable by adding “Pardot-region”
• Use the Import from HTML button to include a text version of your email
• Test, test, test
Follow & Join New Delhi Salesforce DG
• Join to know about future events and to RSVP:
https://trailblazercommunitygroups.com/delhi-in-developers-group/
• Let’s start conversations on Success Community:
http://bit.ly/NewDelhiCommunity
• Follow us on Twitter: https://twitter.com/newdelhisfdcdug
• Hashtag: #ImpactSalesforceSaturday
• Follow us on Facebook: https://www.facebook.com/newdelhisfdcdug
• For all the content: https://newdelhisfdcdug.com
Thanks to the Organizers and fellow Volunteers
Sushant Atul Vishal
Saagar Sachin Yogesh
#ImpactSalesforceSaturday: Email Marketing using Pardot

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#ImpactSalesforceSaturday: Email Marketing using Pardot

  • 1. New Delhi Salesforce Developer Group #ImpactSalesforceSaturday Email Marketing in Pardot LEARN . SHARE . CELEBRATE . SALESFORCE
  • 2. New Delhi Salesforce DG • First Revival Meetup in February 2016 • Twitter: https://twitter.com/newdelhisfdcdug • Hashtag: #ImpactSalesforceSaturday • New Delhi Salesforce DG Trailblazer Community Group: http://bit.ly/NewDelhiCommunity • Website: https://newdelhisfdcdug.com
  • 3. Mentorship Central • We are dedicated to matching Mentee's seeking specific Salesforce goals with Mentors. • Sign up as a Mentor or Mentee and connect with other Mentors/Mentees • http://bit.ly/SFMentorshipCentral
  • 4. About Me: Somya Srivastava ● Salesforce & Pardot Admin ● Marketing Champion 2020 ● Gurgaon B2B Marketers group leader https://www.linkedin.com/in/somya-srivastava @Somyakrishna12 https://trailblazer.me/id/somya
  • 5. Already discussed topics: Introduction to Pardot • Pardot for your business • Pardot vs Marketing Cloud • How Pardot works? • Sync between Pardot and Salesforce • Adding the Salesforce Connector to Pardot Process automation in Pardot • Automation Rules • Segmentation rules • Completion Actions • Dynamic Lists Pardot- Forms and Form handlers Lead Generation using • Pardot Forms • Pardot Form Handlers • Pardot Form vs Form Handlers Landing pages in Pardot • Landing pages • Custom Redirects • Dynamic Content Milestone# 1 Milestone# 2 Milestone# 3 Milestone# 4
  • 7. Email Marketing • Primary channel to reach your audience • Helps you send mass email, track activities, and report on them
  • 8. Building Your Audience  Choosing your target recipient is crucial to effective email outreach  Use Pardot’s automation tools to segment your prospects in a variety of ways: Automation rules Segmentation rules Completion actions Dynamic lists
  • 9. Personalize Your Emails • Customers expect tailored content in their inbox • There are two ways you can adjust your emails based on recipients: Variable Tags Dynamic Content
  • 10. Variable Tags Dynamic Content • Use content from your prospect records to personalize your emails • Insert standard information into your email templates • Prevent mishaps with Default values • Personalize it for every single email recipient • Ensures subscribers receive messages targeted to their interests • Adjusts what the prospect sees by checking a prospect’s record for a specified field value
  • 11.
  • 12. • Keep emails simple • Calls to action need to stand out • Limit the number of links and images in email • Make only specific parts of the email as editable by adding “Pardot-region” • Use the Import from HTML button to include a text version of your email • Test, test, test
  • 13. Follow & Join New Delhi Salesforce DG • Join to know about future events and to RSVP: https://trailblazercommunitygroups.com/delhi-in-developers-group/ • Let’s start conversations on Success Community: http://bit.ly/NewDelhiCommunity • Follow us on Twitter: https://twitter.com/newdelhisfdcdug • Hashtag: #ImpactSalesforceSaturday • Follow us on Facebook: https://www.facebook.com/newdelhisfdcdug • For all the content: https://newdelhisfdcdug.com
  • 14. Thanks to the Organizers and fellow Volunteers Sushant Atul Vishal Saagar Sachin Yogesh