3 Tips To Get The Most Out Of Pardot Reporting
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Transcript of 3 Tips To Get The Most Out Of Pardot Reporting
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3 Tips to Get the Most Out of Pardot Reporting
March 26, 2015
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Pamela WhithamBrainrider Programs Director
• Pardot, Eloqua, Hubspot, Marketo, Act-On • Pardot Certified Consultant
Nice to Meet You!
ca.linkedin.com/in/PamelaWhitham/
@PamelaWhitham
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Use the Right Tool For the Job
• Aggregated Data
• Prospect Data
• Opportunity Data
Tip 1
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Marketing Objectives vs. Diagnostic Metrics
Plan What to ReportTip 2
Quality Website Visitors
Identified Prospects
Engaged Leads
Identified Sales-Ready
Leads
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What criteria do you want to sort metrics by:
…and How to Organize the Data
• Product• Geography
• Channels• Objective• Segment• Type
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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
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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
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Use Names & as FiltersTip 3
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• 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!
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Finished Product Sample
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Right Tool For the Job
Plan What to Report
Use Names & Tags to Filter
To Recap the Tips
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Bonus Tip: Set-up to Watch Trends
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Contact me directly at
For more B2B Marketing content:
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linkedin.com/company/Brainrider
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Brainrider Services Website Design & Development Pardot Optimization & Implementation Marketing Content Lead Generation & Nurturing Campaigns Reporting
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