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.

Technology Entertainment & Humor

Pardot:
Tags & GoodData
Zach Bailey, VP Products

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

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

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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

11. Tags Demo

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

19. GoodData Demo

20. Q&A

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

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