A few years ago I read the book “The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing” by Marie Kondo, and yes, I was one of those people that took the advice to heart. The premise is to only keep the things that hold a functional purpose for your life or bring you joy. And although I can’t claim that it was life altering, I can say that a good purging is a fantastic way to set yourself up for success and bring a little joy in the simplicity. Plus after three years, my t-shirt drawers still look like a color-coded book shelf. #winning
The Pardot Audit Worksheet is a little like this– it will guide you through the current (dare I say mess?) of your Pardot account to help you purge the unnecessary and find a little joy in your day to day work. The Audit Worksheet is the fourth page of your Pardot Tune Up Kit and while the whole kit is geared towards assessment and organization, the Audit Worksheet is your “fine toothed comb” to really get into the nitty-gritty of your marketing assets. And let’s be honest, these assets are what can really make or break your joy factor. To get you started, I wanted to share a few Pro Tips to making the most of this worksheet.
Dive In. You’ll notice that the “Currently Using” column has a yes or no dropdown. Don’t stop there. Beyond simply clicking into your automation rule tab to confirm that “yes” you are using them, take a look at how they are labeled, what are they being used for, and even reorder the automation rules table to see when they were created. As Marie would say, if the automation rule isn’t serving you or your current marketing strategy, then add [DELETE] to the name of the automation rule (so that you’ll be able to reuse that naming convention later if you need to) and go ahead move it to the recycle bin.
Take Note. We’ve added a column for “Improvements,” not just to balance the sheet out, but to give you an opportunity to brainstorm. Not sure what Dynamic Content is? Make a note to research ways to use it. Notice that your scoring rules are still set to the default? Write out your definition of a qualified lead so you can use that as a rule of thumb for scoring customizations.
Collaborate. If you have other colleagues that are responsible for assets within Pardot, I recommend making this a team activity. The worksheet can even serve as a talking point to discuss your FY19 marketing strategy and how each of these assets support your goals. If you are a marketing superhero, Admin team of one, then you can still collaborate! Bounce ideas off of the Pardot Success Specialists during Open Office Hours or join the Trailblazer Community to get some feedback from Pardot power users and certified partners.
Download your Tune Up Kit today and bring some joy to your Pardot account.