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Pardot:
Tags & GoodData
 Zach Bailey, VP Products
Agenda

• Intro
• Tags
• GoodData
• Q&A
Who is this guy?
Joined Pardot Jan 1
Product Manager
Reach out:
   @znbailey
   linkedin.com/in/znbailey
   zach.bailey@pardot.com     “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
Tags Demo
Reporting

• Marketing - from art
  to science
• “Show me the
  money!”
• Preaching to the choir
Why GoodData?
•   100% dedicated to
    awesome reporting

•   Great API, very flexible
    report building

•   BUT not a substitute for
    good, basic reporting in
    Pardot
What’s available?
•   The basics:
    prospects,
    opportunities,
    activities, tags

•   Coming soon: custom
    fields, single sign-on

•   Paid version - Q3        #WTF
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
GoodData Use Cases
•   Dashboards, KPIs,
    Strategic Metrics




                        The things these
                        folks care about
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
GoodData Use Cases
•   Embeddable
    Graphs


•   Email-able
    Reports
GoodData Demo
Q&A

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

  • 1. Pardot: Tags & GoodData Zach Bailey, VP Products
  • 2. Agenda • Intro • Tags • GoodData • Q&A
  • 3. Who is this guy? Joined Pardot Jan 1 Product Manager Reach out: @znbailey linkedin.com/in/znbailey zach.bailey@pardot.com “Dr. No”
  • 4. Tags 101 • Tags, tags everywhere! • Super lightweight • Flexible, user-driven taxonomy • Better than folders
  • 5. Tags in Pardot • Every “asset” is tag-able • Tag filtering on tables
  • 6. Tags in Pardot • View all tagged assets • Plenty of ways to tag prospects • Tags vs Lists?
  • 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. Tags as ... Campaigns! • Also tag assets related to campaign • Go to tag overview screen to easily see everything related to a campaign
  • 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. 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
  • 12. Reporting • Marketing - from art to science • “Show me the money!” • Preaching to the choir
  • 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. What’s available? • The basics: prospects, opportunities, activities, tags • Coming soon: custom fields, single sign-on • Paid version - Q3 #WTF
  • 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. GoodData Use Cases • Dashboards, KPIs, Strategic Metrics The things these folks care about
  • 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. GoodData Use Cases • Embeddable Graphs • Email-able Reports
  • 20. Q&A