Understanding how Pardot campaign reporting works
Posted: Mon Dec 23, 2024 4:14 am
Another topic that Tom has written an entire blog post about, which you can read here. In a nutshell, your Pardot Salesforce reporting needs to make it very fast and easy to see the performance. Taking the time to fully understand the different reporting options within Pardot, and how these can benefit both your marketing and sales, is crucial to have full visibility and better reporting. In particular, you want to ensure you are set up in a way that easily shows ROI through synchronisation with Salesforce.
Mistake 6: Having a poor estonia phone numbers filing structure in Pardot
Don't just home everything in the ‘Uncategorized' folder because it's default. Start with a top-level folder, like your product/service, and work downwards into specific campaigns. This will be very beneficial later on when setting up scoring categories.
I've met so many clients who have had Pardot implemented and their Salesforce integration rolled out, yet since that day (sometimes it over a couple of years since it was implemented) they have only been using the system to send emails - a glorified MailChimp.
After your integration, a roadmap is needed so you can start to slowly introduce new features and insights and gradually improve how marketing operates. It won't be perfect overnight, but every step forward is a step closer to better marketing.
Now, if you read any of those common Salesforce Pardot integration mistakes and thought “oops”, don’t fret. With a bit of troubleshooting and a speedy support team to do the legwork for you, you can clean up your data and/or structure.
That’s one of the things our team do; run Pardot audits to uncover inefficiencies in your account and work with you on an action plan to resolve these - we can do it all for you, or simply show you the way. Feel free to get in touch if even the thought of working through your account to get it in better shape is making you anxious.
Of course, if you’re yet to get started with your Salesforce Pardot integration, well done on finding this article and knowing what not to do right from the start! For any extra information or if you need something explained a little more in depth, leave a comment below or send us a message.
Mistake 6: Having a poor estonia phone numbers filing structure in Pardot
Don't just home everything in the ‘Uncategorized' folder because it's default. Start with a top-level folder, like your product/service, and work downwards into specific campaigns. This will be very beneficial later on when setting up scoring categories.
I've met so many clients who have had Pardot implemented and their Salesforce integration rolled out, yet since that day (sometimes it over a couple of years since it was implemented) they have only been using the system to send emails - a glorified MailChimp.
After your integration, a roadmap is needed so you can start to slowly introduce new features and insights and gradually improve how marketing operates. It won't be perfect overnight, but every step forward is a step closer to better marketing.
Now, if you read any of those common Salesforce Pardot integration mistakes and thought “oops”, don’t fret. With a bit of troubleshooting and a speedy support team to do the legwork for you, you can clean up your data and/or structure.
That’s one of the things our team do; run Pardot audits to uncover inefficiencies in your account and work with you on an action plan to resolve these - we can do it all for you, or simply show you the way. Feel free to get in touch if even the thought of working through your account to get it in better shape is making you anxious.
Of course, if you’re yet to get started with your Salesforce Pardot integration, well done on finding this article and knowing what not to do right from the start! For any extra information or if you need something explained a little more in depth, leave a comment below or send us a message.