Pardot has many features that can differentiate it from other marketing automation tools. I’m a huge fan of Pardot, and when it comes to Pardot, that’s exactly what you need to help you engage your prospects and keep them coming back. But do you have an idea how much you can do with Pardot? From content creation to the organization, Pardot is all about streamlining your marketing processes. So whether you’re just a beginner or you’re a Certified Pro
Here are 5 of my favorite Pardot tips to help you get the best out of your platform:
1. SEGMENTATION RULES:
Need a list based on how many Prospects have bought something from you in the last 15 days? No Worries Segmentation rules give you flexibility and in just a little bit of time, you can have the list of that prospect that is bought from you, providing you with a current snapshot of prospects within your criteria.
2. DYNAMIC CONTENT:
Is there any ways to show the content to the prospect according to their location, and any other specific fields like Industry, etc, Dynamic Content is here to the rescue.
With dynamic content, your website can boost up. Instead of having a simple white paper on your homepage, Dynamic content gives you the functionality to show the personalized piece of content which is fully based on the prospect’s location and industry.
For Example: like you want to change a piece of information on your website monthly then you have to change manually every month, but with Dynamic Content, you can change only once within Pardot and save your time.
3. Folder Destination:
Naming convention of folders is the best practice, by Folder naming convention you can find the right files without wasting your time. If you don’t save your assets to the right folder, then you’ll miss out some useful insights and it could even occur some issue with your automation rules. Always remember to change the folder when you save.
4. RE-ENGAGE WITH PROSPECTS
As known, the landing pages have the ability to help you to show brief information about your products/services. Let’s take an example of many of your existing prospects checking your landing page but don’t fill out the form, then you can add some logic into your program so they will receive an email a few days later with an attractive offer! This process will definitely increase your conversion rate and sales.
5. SCORING CATEGORIES:
By using Scoring, you can have the perfect view of prospect interest in your product/service. As Scoring Pardot also provides you the Scoring Categories features it helps you when you are selling multiple products/services, then the Scoring Category shows you picturized about prospect interest in your specific products/services.
For example, prospects have the default score field where the score will be assigned automatically as per the prospect activities on your marketing assets. but Scoring Category can give you the insights view of the prospect score by dividing the Product views.
Here you can check the screenshot of Score and Score Category.
Prospect Score Overview
Prospect Score Category Overview
If you need help setting up the Pardot, you can get in touch with us here.
Marketing Automation Specialist/Pardot Consultant at CloudVandana Solutions.
2X Salesforce Certified.