Embed Size (px)
Citation preview
3 Tips to Get the Most Out of Pardot Reporting
March 26, 2015
Pamela WhithamBrainrider Programs Director
• Pardot, Eloqua, Hubspot, Marketo, Act-On • Pardot Certified Consultant
Nice to Meet You!
ca.linkedin.com/in/PamelaWhitham/
@PamelaWhitham
Use the Right Tool For the Job
• Aggregated Data
• Prospect Data
• Opportunity Data
Tip 1
Marketing Objectives vs. Diagnostic Metrics
Plan What to ReportTip 2
Quality Website Visitors
Identified Prospects
Engaged Leads
Identified Sales-Ready
Leads
What criteria do you want to sort metrics by:
…and How to Organize the Data
• Product• Geography
• Channels• Objective• Segment• Type
Not All Forms Are Created Equal
Forms
PPC Forms
Nurture Forms
Whitepapers How To Guides
Sales-Ready Forms
Demo Request
Pricing Request
Website Forms
Nurture Forms
Whitepapers How To Guides
Sales-Ready Forms
Demo Request
Pricing Request
Channel
Objective
Type
Not all Emails Are Created Equal
Emails
Nurture Emails
Newsletter Webinars PDF Download
Notification Emails
Auto Responders
Webinar Reminders
Sales Offer Emails
Multi Sales Offer
Single Sales Offer
Objective
Type
Use Names & as FiltersTip 3
• Segment: Pardot• Segment: Wordpress• Objective: Sales-Ready• Objective: Nurture• Type: Whitepaper• Type: Webinar
…and Standardized Tags as Filters
Extra Tip: If you’re looking to
retroactively organize Pardot. I recommend
Tagging!
Finished Product Sample
Right Tool For the Job
Plan What to Report
Use Names & Tags to Filter
To Recap the Tips
Bonus Tip: Set-up to Watch Trends
Contact me directly at
For more B2B Marketing content:
@Brainrider
linkedin.com/company/Brainrider
plus.google.com/+Brainrider
Brainrider Services Website Design & Development Pardot Optimization & Implementation Marketing Content Lead Generation & Nurturing Campaigns Reporting
Q&A and More Resources
