3 Nurture Programs For Pardot User

With the power of Pardot, you can nurture client relationships like never before.

Through the lead nurturing process, you can take new leads from the awareness stage all the way through the sales cycle and engage them with relevant, personalized content over time.

You can use different types of nurture programs across a variety of industries. There’s no limit to how many types of nurture programs you can use, but there are three in particular that every Pardot user should know about. 


A welcome email program for new prospects with helpful information which is always necessary for all organizations. In marketing, audience education is a huge opportunity to both communicate value to your prospective customers and establish your brand as a go-to resource.

If someone new enters your database, put them on a targeted nurturing path based on the content they registered to access. This way, you can help them understand your products/services and wealth management business, and then lead them to engage further through CTAs that may be relevant to their interests.

Here you can check the example of the Welcome Nurture program schreenshot.


Prospects enter company databases because they’re interested in a specific piece of content — so why not nurture a relationship with them based on that content? If a new prospect seems interested in your branded content or one of your financial products, create an automated nurture path tailored to that content, product, or any related services you offer. 

For example, let’s say you’re sending an email about an ebook on mutual funds. If your audience clicks on the CTA to read the e-book, consider sending automated emails with more resources on mutual funds. This gives them even more information and opens up more pathways for them to engage with you on the topic if they want to.


Every organization can unlock many nurturing opportunities by holding an event, meeting, or webinar. Imagine holding an informative webinar called “All About Bonds.” You can gauge your audience’s interest in the event based on clicks in an early promotional email, and then continue to promote the event with content relevant to topics that will be covered at the event. After the event, you can follow up with more relevant content and gauge interest in future events on related topics.

Here you can check the example of the Follow-Up program screenshot.

If you need help setting up the Pardot, you can get in touch with us here.

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3 Ways to Turn Your Website Into a Lead Generation Machine

Nowadays every business has a website and it also becomes the main source to generate leads for your business. But the problem begins with getting the revenue from the website.

Not surprisingly, many customers will visit your website to check products/services at some point. It is crucial that you are giving them the right experience and that incentivizes them to visit your store, ask for more information, or make a purchase. 

It sounds cool, but many small businesses aren’t optimizing their website to their full potential. So, let’s dive in and get you more leads. 

Content Matters

The first thing you need to worry about is your website content because good content sets your website apart from the masses and delivers the right information to your customers. Website success depends on its content. In other words, content wins the wallets of your customers.

all other components are just a secondary support role for your website like Visuals, videos, etc. Design itself does not help you in selling.

The content of your website should be according to marketing research. First, you create a persona for your website thinking about your high-value customers, so you can easily target them. 

The main key of a successful website is having clear, relevant, and rich content that delivers the right message to your target audience, which helps you to engage them and persuade them to take action.


As you develop a story to engage with the audience on your website, now you provide the audience to take action! To start the process, you should add some CTAs on your website so the audience can access these items, which are given after submission to CTAs, like, Request a Demo Offers, Guided Tour, and ROI Calculator. You can add as many offers as you want to add on the CTAs; it all depends on your needs.  

Now that you have set up your CTAs look at each step of your story and match your CTAs to your story steps. By doing this you will be delivering relevant, contextual opportunities for your users to engage with you. Sometimes that’s going to be your highest value CTAs, other times it’ll be an offer to expand on the topic you’re discussing.

The idea here is you need to make sure to develop varied CTAs and to position them in places that make sense for where your users are in their journey and to make sure they further the story you’re telling.


As forms are the best way to collect information about your audience, Pardot will allow you to create a progressive profiling form where you can ask some specific fields on the first form submission then ask to fill some different fields each additional time a prospect comes back. 

If you never use progressive profiling then you should try it! By using progressive profiling you can ask for different fields each time a prospect sees your forms.

The difference between a first submission and additional submissions can be drastically different with progressive profiling. Take our forms for example:

By using progressive profiling and fitting our CTAs into our story, you’ve been able to see a 27% form completion rate on your site

If you need help setting up the Pardot, you can get in touch with us here.

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Run a Welcome Campaign with Pardot

Make a great first impression with a welcome campaign in Pardot. This comprehensive guide covers everything from strategy to execution. In marketing automation, emails are the best way to target your prospects as per their activities on your marketing asset, you can trigger relevant, personalized emails for each prospect based on their action.

For example, when a prospect signs up for a blog newsletter, the action of signing up triggers a welcome email and after that you can start a journey program with them.

Follow these steps to create a Welcome Journey program for new subscribers.

Step 1, add a competition action on form, choose action add to List, and select a list for the subscriber which you want to add after fill-up the form.

Here you can check the Screenshot of Completion Action

Note, this process will add prospects to the list when they fill-up the form.

Step 2, Now, create an Engagement Program and select that list as a Recipient list in the program.


  • Suppression List: This will allow you to add those prospects list which you do not want to include in your journey.
  • Send email during business hours allows you to send emails on specific times or you can skip that part.
  • Allow prospects to enter the program more, this option will allow prospects to re-enter into that program if they exist by clicking on the unsubscribe link.

Here you can check the screenshot of the Welcome Journey Program

Note: You can add as many actions, triggers, and rules in your program as per your needs.

If you need help setting up the Campaigns, you can get in touch with us here.

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5 Reason Why Should You Use Landing Page

Why do you need a separate page that redirects the web visitor when they click on calls to action or any link? It is also time-consuming to create separate pages for all of your products/services. Still, why you need a landing page?

But the fact is landing pages are designed to frame a content offer in a much more targeted way than a general page, also it is an indispensable part of marketing for lead generation.

The main reason to choose a landing page, it is promotional or product-specific pages that are focused on a single goal. This goal matches the intent of the ad or email visitors clicked on to reach your page.

Here’s why landing pages are important? A few reasons you should consider.

1. Generate More Leads:

Landing pages are critical in helping you to generate leads, the process starts from qualification and then moving them through your sales process and converting into new customers.   

Surveys show that by sending them to dedicated landing pages you can capture leads at a higher rate, rather than sending the traffic to your homepage. the Landing page is the simplest, and most useful way to generate more leads for your sales team.

Landing pages specially designed to get visitors exactly what they want with the least amount of friction possible. You need these to turn visitors into leads. 

2. Form on Landing Page:

Forms are the major component of almost every landing page. lots of people, asking visitors to provide a long list of information on the form. As the best practice for higher conversion, always make sure to ask for a little information.

Here you can take an example,

If you are not planning to call the prospect then no need to ask the phone number to fill-out. 

Are you planning on visiting their website? No, then you don’t need their website address.

Are you planning on qualifying them with revenue, employee numbers, or industry? No, then you don’t need any of those fields on your form. 

Data shows that with more than three fields in your form, conversion rates drop dramatically. Keep these fields to a minimum, especially if these are early buyer journey offers. 

3. Collect Prospect Demographics:

The main reason to create a landing page is that your visitors provide you the information in order to get access to that specific file or offer. By going through the landing page, visitors must fill out a form, and by having the information of leads you can contact them.

The demographics information gives you the data which helps you to understand your leads and you can target them as per their needs, and activities. By using that information your sales team has more information which helps them in conversations and improves sales.

While using the word demographics, the really meant is landing pages are excellent vehicles for qualifying leads before they even get to sales.

4. Track Activities:

Activities on the landing page are easily tracked, and it can give you the proper view like, how prospects are engaged with your landing page and what files they download. 

You can track activities on the landing page like conversion rate of the page, exit or bounces from the page, time spent by the prospect on that page, and a number of leads generated from the landing page.

Also, you can compare your landing page to each other and you can have the result of which landing page performance is better. Since every company, every industry, and every visitor is essentially different–having your own benchmarks is much more important than running a Google search and comparing your performance to general landing page performance. 

5. Testimonial Proof:

Client testimonials are the proof of your company’s services, it makes an impact on peoples, so always remember to add the testimonials on your landing page so the people are more likely to convert if they see other people like them.

Include testimonials, videos proof, picture of customers, and their names who have had a great experience with your services. That would make a great impact on the new customer.

If you need help setting up the Landing Page, you can get in touch with us here.

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Social Posting With Pardot

Social media can be overwhelming, but with Pardot, it doesn’t have to be. Learn how to optimize your social posting with this ultimate guide. Nowadays, Social media has become an important channel for B2B marketers, and posts with images and content will help you to drive the most engagement.

With Pardot, You can post to Facebook, LinkedIn, and Twitter. Also Pardot has the ability to include images on these posts.

Easy to use:

With these features, adding images to social posts from Pardot is very simple. It’s no longer necessary to have an image uploaded to Pardot before starting a social post — now you can upload it in-line while you’re creating the post. You can also simplify the interface for adding links, forms, files, and landing pages from Pardot and for adding campaigns and tags to a social post. And you can choose the option for a post like, posting now and scheduling a post for a future date and time.

Here you can check the Screenshot of the Social Post

Images Render Beautifully:

You don’t need to worry about the image rendering. With Pardot Social Posting you can post images in your social post on the three top social networks for B2B marketers— natively in Twitter and Facebook and as a preview in LinkedIn — so you don’t have to worry about images looking one way inside Pardot, and another way in your live post.

Track your Success:

Pardot also allows you to track engagement with your posts. If any of your social posts fails for any reason, the reason for failure will be displayed so you can quickly address it and retry your post. Since Twitter has replaced the “Favorite,” all Twitter Likes will be reported as Likes, and Retweets will be counted, too.”

These enhancements are available immediately to all Pardot customers but only visible to Marketing and Admin roles. For customers with custom user roles, users will need the Create/Edit permission enabled for Social Posts. Customers posting to Facebook will need to re-verify their Facebook connectors to ensure images always post to the timeline rather than being collected into albums.

If you need help setting up the Pardot, you can get in touch with us here.

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