Personalization — Through Automation [INFOGRAPHIC]

It sounds counterintuitive, doesn’t it? How can automation—which, by its very definition, seems impersonal—lead to a more personalized sales process? But the answer is simple: it’s all in the data. Data provides marketers and sales reps with insight into a buyer’s specific interests, needs, and stage of the sales cycle, allowing them to create a customized, 1:1…

Event Marketing + Marketing Automation: Best Practices from GBTA

Last week we had a very special guest for our Pardot webinar series: Ed Barrett – VP of Membership and Marketing at GBTA, a leader in travel management and long-time Pardot customer. In this half-hour webinar, Barrett (accompanied by Pardot’s own Sangram Vajre) explained how marketing automation has helped GBTA increase event registration by 20%—and he definitely left…

Creating a Drip Program

There are three items that you will need to have before creating a drip program. The logic behind your drip program. Whether you are using a drip program to nurture new leads or to re-engage old prospects, you will need to think through the logic behind the process. Do you want to send an email…

Automation Rules

Overview Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify. For example, you may set the system to automatically assign all prospects with a country value of Canada, the United States, or Mexico to your North American sales representative. Although similar to segmentation rules, completion actions and…