Webinar: Designing Content for Inbound Marketing Automation

Content fuels marketing machines. Engaging prospects, educating prospects on your company’s products and services, activating inbound and nurturing campaigns – all require solid content. But, creating content is hard work. You want to create the right pieces, the right amount – just the content pieces your prospects actually need.

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Designing Content for Inbound Marketing Automation [Click here to Register]
Date: Thursday, February 2, 2012
Time: 2:00 PM EST (US)

Description:

In this webinar, you will learn how to:

  • Identify the needs and concerns of your ideal prospects
  • Provide your prospects with the right information, at the right time
  • Feed your nurturing campaigns
  • Draw people back to your site to advance them around their buying-cycles

(This webinar is an encore presentation from Elevate 2011 by Eric Goldman, President, Gossamar, Inc.)

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Recorded Webinar: The Ultimate Email Deliverability Checklist

Abstract

Your email may look good on the surface, but your deliverability will suffer if you don’t avoid being caught in spam filters. We’ll walk you through the steps necessary to maximize readability by starting with a real-world example of a great-looking email that, without proper back-end formatting, nobody will get to read. Learn how to increase your deliverability numbers as Rob Dyson, Pardot’s Technical Project Manager, gives us an in-depth look at the do’s and don’ts of successful email deliverability.
Encore presentation of webinar from Elevate 2011.

Video

Slides

Pardot Elevate 2011: The Ultimate Email Deliverability Checklist

Resources

Notes

  • In the presentation, we mentioned that toll-free numbers can hurt your content’s deliverability. However, this is no longer true, according to CampaignMonitor.
  • If you need help improving your email deliverability, contact Support! We’d be happy to help.
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New feature: concurrent editing warning on emails

Ever been working on an email only to have your changes overwritten by someone else simultaneously editing the same content? To help prevent this, we have added a warning that shows up when one or more members of your team has an active email or email template wizard for the asset your are trying to edit.

Concurrent Editing Warning

Read more information about concurrent editing in Pardot.

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New feature: score column added to prospect activities table

We had recently released a complete scoring history for prospects but sometimes it is nice to see score right in line with activities. This shows you at a glance how meaningful each activity was in terms of engagement.

Prospect Score Column

This is also visible in the activity view inside of various CRM systems.

Score Column in CRM

Note, this should not be used as a total calculation of a prospect’s score. There are many other scoring possibilities that do not involve activities (automation rules, manual score changes, completion actions, etc.) that would not show up under activities. For a full accounting of a prospect’s score, simply click on the hyperlinked score and view the breakdown.

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Toronto Users Group Meeting

If you are in or near the Toronto area and are a current Pardot user, join us for the Toronto Users Group Meeting on February 8th, 2012! This is your opportunity to meet other Pardot users, find out about the latest in new features and functionality…and more! (Space is limited, so register soon.)

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Toronto Users Group Meeting [Click here to Register]
Date: Wednesday, February 8th, 2012
Time: 12:00 PM EST – 2:00 PM EST

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New feature: new form builder is live!

In case you haven’t noticed yet, we have just released a new form builder! The new builder phases out Form Fields (e.g. objects where you set all options related to how fields behave on forms) and now lets you set default and custom field behavior from within your forms. This allows you to have fields that behave differently (required / optional, labels, progressive profiling rules, etc.) on various forms, without having to make more than one version of the field.

New Pardot Form Builder

Then set any options related to those fields from right inside the form. That way you can have a field be required on some forms but optional on others. You can also have different labels for the same field depending on the form in which it is used. This is perfect for internalization (e.g. using labels in a foreign language without needing to make new fields).

Form Builder: Basic Options

You can also set more advanced options like progressive profiling under the Advanced tab. This allows you to have fields be conditional on some forms but not others.

Form Builder: Advanced Options

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Creating a Company Wide Social Media Policy

Social media is in full flight these days, and companies are scrambling to figure out the best ways to use the channel to engage prospects, without having to devote a significant amount of bandwidth to do so. Companies both large and small are actively trying to use social media to increase their brand awareness and build their online presence.

Despite all the hype surrounding the fluidity and casualness of social media these days, rules still apply when it comes to managing your social media campaigns. Having a formal social media policy in place protects your company, empowers your team by providing structure, and sets guidelines so that your team knows how to respond quickly during a social media crisis.

Today, less than 12% of companies have a formal social media policy in place. Here are 6 tips to help you create a company wide social media policy.

  1. Define ownership. Anyone can post socially, but not everyone should. Decide who can post about your company, and how they can. Are there certain times of day they should post? What are they allowed to post about? How many times a day should they post? Social media can be a great tool for your sales team, but typically it’s best to limit the number of people that can officially post about your company to avoid diluting your brand. Most of the time, having “official” company accounts that people can visit for an official point of view or statement does this. Separating company and personal accounts also allows other members of your team to post about your company from their own accounts.
  2. Set parameters around dialogue. What, when, where, and how? Are employees allowed to comment about your company online? Are they required to identify themselves as company employees if they do post online? What are they allowed to talk about? More importantly what are they NOT allowed to talk about (financials? product launches that haven’t been released yet?)? Most of the time, your company’s confidentiality agreement can also be used for social media guidelines.
  3. Be transparent. Require employees to identify themselves as just that if they are going to comment or post about your organization online. This prevents confusion and misrepresentation, and protects your brand. While it is tempting to use your employees to do things like leave reviews or testimonials about your product online, once word gets out about the false information, your reputation could be irrevocably damaged.
  4. Make protection your policy. Do not allow employees to post anything that might be shared and viewed negatively. Derogatory or argumentative statements can hurt your reputation both online and offline and should be avoided at all costs.
  5. Be honest. Social media is a great channel for communicating past errors or mistakes and owning them. Use your social media accounts to show that you’ve listened to your customers and are correcting any past mistakes. Do not edit any past posts without noting that you have done so.
  6. Plan for a crisis. The availability and ease that the social media channel provides is a double-edged sword. On one hand it allows for instant feedback and dialogue with prospects, but on the other, it makes it very easy for detractors to post negatively about your organization. Plan what steps to take when your company is mentioned in social media, both positively and negatively.

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Quick Tips: 5 Pardot Capabilities You May Not Know About

Our ever-vigilant services team here at Pardot is always on the lookout for ways to make sure our clients get the most out of their Pardot experience. @PardotJacquie, @PardotVincent and other dedicated service team members have been tweeting out hints and tips under the hashtag #pardottip, but in case you missed them, we compiled these 5 “did you know” facts about Pardot:

  1. Did you know you can upload Outlook calendar invites to Pardot and send them to prospects via a tracked link? Just upload them like any other file under Marketing >> Content.
  2. Did you know you can use mailto:%%user_email%% as a hyperlink URL to dynamically insert Pardot user email address links in emails?
  3. Did you know you can add a prospect to a list or set their profile directly from the custom form fields level?
  4. Did you know you can toggle “show filtered activities” mode on and off by clicking on the link at the lower left of your screen?
  5. Did you know you can update your form styles in the Form Wizard’s Look and Feel step, including fonts, sizes, and alignment? More info here.

What features of Pardot do you find most helpful? Leave us a comment and include your own tips for other Pardot users.

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Triggered Emails: The Importance of Relevancy

We tweeted out this article from Marketing Sherpa last week as a must-read, but we think this particular aspect of marketing automation is a topic worth revisiting. “Trigger Happy: Why emails are the magic bullets of marketing automation and shopping cart recovery” by Adam T. Sutton discusses the importance of keeping your emails relevant to their intended audience with behavior-triggered emails.

“Buzzwords like ‘marketing automation’ and ‘shopping cart recovery’ are everywhere, but the automated messages behind them seem to be taken for granted,” Sutton says. “After 2011, I am no longer taking triggered emails for granted. I interviewed scores of marketers that used them to achieve fantastic results.”

Sutton goes on to talk about how marketers are using triggered emails to nurture new leads, notify customers that products needed service, encourage customers to return to a website and incentivize customers to refer friends — among many other uses. He also provides links back to older blog posts on each of these topics (all are great reads if you have a moment to check them out).

But in addition to exploring the benefits of employing relevant, behavior-triggered emails, it’s important to consider the consequences of sending irrelevant emails. Take a look at this “cautionary tale” published by MarketingProfs last week. The post begins, “Today I was sad,” and goes on to tell the story of a disappointed subscriber who received an email from a previously trusted source only to find that it was another in a string of generic, run-of-mill marketing messages. The contact’s emails, once considered a valuable source of information, were promptly moved to an archive of “marketing people,” to be glanced over in spare time.

The lesson to take away from all of this? When you send your prospects information that is tailored to their specific needs, you are seen as a reliable source with their best interests at heart. Send a few ill-timed and irrelevant emails and you risk losing that credibility.

So take the time to ensure that your prospects and clients are receiving emails that fit their needs — and it will take some time: as the Marketing Sherpa article notes, “‘set it and forget it’ is a myth.” Content becomes outdated, your prospects’ needs change, etc. It’s important to frequently reevaluate your triggered emails and make sure they’re still valuable to your audience. The time investment required to establish your business as a trusted source of valuable and relevant information will have significant pay off in the long run.

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Webinar: The Ultimate Email Deliverability Checklist

Your email may look good on the surface, but your deliverability will suffer if you don’t avoid being caught in spam filters. We’ll walk you through the steps necessary to maximize readability by starting with a real-world example of a great-looking email that, without proper back-end formatting, nobody will get to read.

Sign up now for the webinar:


The Ultimate Email Deliverability Checklist [Click here to Register]
Date: Thursday, January 26, 2012
Time: 2:00 PM EST (US)

Description: Learn how to increase your deliverability numbers as Rob Dyson, Pardot’s Technical Project Manager, gives us an in-depth look at the do’s and don’ts of successful email deliverability.

Register for The Ultimate Email Deliverability Checklist

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