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paradot basics

paradot basics

Omkarbajpai
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paradot basics

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  1. Deepali Kulshrestha Senior Salesforce Consultant info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  2. Go Social https://www.linkedin.com/in/deepali-kulshrestha-a6b992b4 deepali.kulshrestha@cloudanalogy.com https://twitter.com/Deepali032 Social +91 9716875336 http://www.kdeepali.com/ info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  3. Pardot Basics info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  4. Have Questions? ? info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  5. Agenda • What is Pardot? • Pardot UI • Prospect • Pardot Fields • Prospect Activities • Prospect Scores • Scoring Rules • Visitor Filters • Prospect list • Connectors • Automation Rules • Page Actions • Pardot Campaigns • Prospect Import • User Management • User Roles • Email Templates • Live Tour and Q & A info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  6. What is Pardot? It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  7. Pardot UI Efficient to navigate the system. The Navigation bar in the left hand side contains four icons i.e.: Marketing Prospects Reports Admin info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  8. Prospect A visitor with known email address It is created when: Website visitor submits a form Lead or contact is synced or submitted in Pardot from Salesforce NOTE: An email is always sent to Prospect in Pardot. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  9. Pardot Fields Pardot contains set of default fields for Account, Contact and Opportunity. Apart from this you can create your custom fields as well. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  10. Prospect Activities Every prospect record has an Activities table which depicts Prospect’s Action. They are composed of an icon and description of the activity. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  11. Prospect Score Prospects are automatically assigned with scores as soon as they convert. They constantly change depending upon their Activities and Interactions. This help us to get an idea of the engagement of your prospect with your marketing materials. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  12. Scoring Rules This defines a way via which you can simply customise your Prospect's score. Pardot provides Scoring Rules by default but you can customise that as well. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  13. Visitor Filters Admins can create these filters as per the IP addresses or host name. It can be deleted as well. It is basically used to exclude your company’s IP address to avoid Skewing the reporting. Upon applying filter, associated activities and objects are filtered as well: Email Clicks Visitor Page views Visitor Activities Visitor Visitor info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  14. Prospect List Prospects list are group of prospects that can be used to send list emails or build drip marketing programs. Different types of lists are: Static List Dynamic List Email Test List Segmentation List Public List CRM Visible List info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  15. Connectors In order to sync Pardot with third-party applications Pardot Connectors comes to rescue. Via connector you can push data back and forth between two applications. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  16. Automation Rules Using Automation Rules you can perform marketing and sales action based on criteria you define. Below are some aspects to keep in mind: They run every 10 minutes They are Retroactive If Automation is deleted then previous action will not be undone. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  17. Page Actions It can be defined as Completion Actions triggered by prospect’s page view. They can be applied to any page that contains Pardot Tracking code. Some of the considerations are: Page must have Pardot Tracking Code Pardot matches the most specific URL Completion Actions are applied to already existing Prospects info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  18. Pardot Campaigns They track the Prospect’s first touch. This sets when a prospect first hits a Pardot tracked link or Pardot tracking code. Each Prospect is associated with one campaign. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  19. Prospect Import As Salesforce, Pardot also allow us to import Prospects. You can simply open the Import Wizard which allow you to drag and drop your files. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  20. User Management Users User Queues Groups info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  21. User Roles Default user roles are as below: Sales Manager Sales Administrator Marketing info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  22. Email Templates Email templates are the email designs which can be reused for new emails. Once you design and build a template you can personalize it as per your requirement. You can create TEXT and HTML templates and this can be used for: Engagement Programs Auto responders One-to-one emails List emails info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  23. Email Templates You can create responsive email template as well. This can be done by using CSS. Pardot itself includes several responsive layouts which you can bring in your use to create mobile-friendly email layout templates. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  24. Pardot Live Tour info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  25. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  26. References and Study Materials https://trailhead.salesforce.com/en/content/learn/modules/pardot-basics https://www.pardot.com/training/pardot-user-roles/ info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  27. Thank You info@cloudanalogy.com +1(415)830-3899 cloud.analogy

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