To Top
employees helping each other

CREATE YOUR PARDOT MARKETING CAMPAIGN WITH 8 EASY STEPS

Publish date:

CREATE YOUR PARDOT MARKETING CAMPAIGN WITH 8 EASY STEPS

"Content marketing more than a buzzword. It is the hottest trend in marketing because it is the biggest gap between what buyers want and brands produce.” -  Quote by Michael Brenner.

The Steps to create a Pardot marketing campaign are: 

  • Design a campaign – This is the first step in establishing a link/relationship with a prospect. With the option of the Connected campaign enabled, you can design campaigns in Salesforce. It will then be shortly present in Pardot.  Connected Campaigns bring unity between Pardot and Salesforce so one does not need to use both tools. Connected Campaigns shows engagement KPIs such as clicks and opens, as well as influenced Opportunities. 

  • Compile a list – This refers to compiling a list of potential lists that need to be the focus of the campaigns. In any case, good practices refer to list creation before the beginning of any campaign or project and so on. A great Pardot implementation Partner like Codleo will bring out the best resources to the fore to help you with lists. 

  • Adding leads to the lists – There are multiple ways to add leads to lists such as defining criteria in a dynamic list, using automation or segmentation rule, and import, or manually within each lead record. You can also enable the “Add to Pardot List” button to your Salesforce campaign object to lead prospects within Salesforce and join them into a new or existing Pardot list

Read More: Pardot Implementation Guide

  • Create a form or consider an existing form - Form creating in Pardot is a piece of cake and you can make a personalized form easily with no background in coding needed. The newly minted forms will contain fields that tie back to your default leads and custom fields. Create progressive profiling which will allow you to gather information on potential clients as they return to your website and pore/ use the content on it. 

  • Make a landing page – It’s always ideal to make a landing page and apply the template styling. Then include your targeted text and relevant pictures.  Pardot Implementation Companies are the best resource for all your Pardot needs including Pardot Support. 

  • Make an email template to go with your campaign - Email templates enable duplicating repeatable sections of the template and curate the content blocks at hand. You may lock specific sections therefore other team members can only edit pointed sections of the email. 

  • Automation rules - Automation rules let a user undertake pointed marketing and sales actions based on criteria that have been selected. Automation rules operate in the background, so the concerned team doesn’t have to always look for leads that match your criteria. Your Pardot implementation Partner can help you with this as part of Pardot Support

  • Test – Testing ensures all rolls out smoothly to everyone’s satisfaction. So, don’t be in a hurry. Test at leisure and be content.

 We hope you enjoyed this light read. For your Pardot marketing automation needs, we are a call away.

About the Author

author
Vineet Rana

Vineet Rana is the digital marketing manager in the #Awesome team at Codleo. He is passionate about all things branding, and his mission is to get amazing content out to everyone as much as possible. When He is not online, he loves cooking, lifting weights, and hiking in the Himalayas with his friends.

Leave a Comment

FEEDBACK