Marketers, how do you make your day-to-day life easier with automation? What else would you like to automate if you could? Lead qualification, assignment, notifications, task creation, applying tags, adding to campaigns, or…?
Pardot automation allows you to perform seemingly unlimited tasks to help you achieve your overall marketing goals. Automation rules make your job easier in a variety of ways, from qualifying leads to personalization.
We’ve put together this two part list of some of our most recommended uses of Pardot’s automation rules.
Take a look at part one and the tips below to see how you can start “automating” your marketing.
1. IMPROVE YOUR LEAD QUALIFICATION MODEL
“Automation rules are a powerful way to customize your scoring and grading models. Consider customizing your global, baseline scoring rules, while using automation rules as an additional layer of measuring and responding to customer engagement and intent. You might look at prospects who meet a certain scoring threshold in addition to specific, tracked activities to do things like:
- Increment score even higher. The combination of certain activities may be even more valuable and indicative of buying intent, wherein the whole is greater than the sum of its parts.
- Create a task in Salesforce for the assigned rep. Sales will find great value in real-time alerts through Salesforce Engage. Up the ante by automating task creation for sales users when their Leads or Contacts are especially engaged and ready to buy.
- Alert a member of the marketing team. This is a way to proactively alert marketing to affirm the effectiveness of their lead qualification model, or to encourage them to revisit their model to regularly improve and iterate.”
We recommend you review your automation rules 30 days after you set them up the first time, and then review them every 90 days after that.”
Susan Ashley | Senior Product Solution Advisor
2. SET UP A SCORING DECAY MODEL
“To adjust for a prospect’s inactive behavior over time, use a repeat automation rule to set up a scoring decay model. If the prospect has been inactive over a defined number of days, decrease their score. Check back again by repeating the rule a specific number of times, or an unlimited number of times until the prospect becomes active again or their score reaches zero.”
Alysse Allen | Senior Success Guide
3. USING GOOGLE ANALYTICS UTM AND SALESFORCE CAMPAIGNS
“With the use of our Google Analytics Connector & UTM Parameters, you can capture how prospects are getting to your website. You then can run an automation rule looking for these different UTM’s so you can associate the prospect to the correct Salesforce Campaign. This is a great way to assess the value of your online campaigns.”
Cara Clanton | Senior Success Guide
4. CUSTOMIZE AUTORESPONDER EMAILS
“Increase personalization and content engagement by sending custom autoresponder emails to prospects who complete forms. Automation rules can be configured to assess field criteria in combination with form submission data to push specific autoresponder emails to prospects who complete forms.”
Virginia Baaklini | Senior Success Guide
5. NEWLY CREATED PROSPECTS FOR WELCOME SERIES
“When net new prospects are created, you could create an automation rule that adds them to a list that feeds a Welcome Series Engagement Program.”
Anna Burrell | Senior Success Guide
Remember, you can access our Help and Training (H&T) portal for self-help documentation. And our Pardot Success Specialists are here to help you achieve your marketing goals with our Ask an Expert sessions and more:
- Ask a Pardot Expert Office Hours: We encourage you to register for and attend our Ask an Expert sessions using our Event Calendar. This is a great opportunity to engage with the Success team on-demand for any quick best-practice questions you may have.
- Trailhead: For a fun way to learn Pardot, take one our Pardot trails: Become a Marketing Automation Trailblazer with Pardot.
- Trailblazer Community: Join conversations with Pardot partners, clients, and thought leaders in the Pardot trailblazer community.
- Customer Hub: This microsite houses all of the long-term success resources you’ll need! It links to the knowledge base, your support portal, our event calendar, and more.
If you’ve enjoyed these tips, check out part one or The B2B Marketer’s Guide to Account-Based Marketing for more.
This blog post was originally written and posted by Adam Waid in 2015, and updated August 2020 by Crystal Garrett.