Category

Marcos Duran

Day 3 of ParDreamin’ kicked off today as Pardot’s Product Team dived into the exciting product roadmap for 2021 and beyond (complete with a hilarious introduction music video – sorry if you missed it!).

Kyle Skibbe and Prasanna Vijayakumar discussed all of the latest enhancements made available in the recent release, and talked about where the future of marketing automation is headed.

There were tons of great sessions and we closed out the day with a really interesting Enterprise panel. 

Session Highlights

How to Show Marketing’s Influence on Pipeline with Salesforce Campaigns

This session highlighted marketing’s influence on the pipeline with Salesforce Campaigns. Ben took time to review campaign naming conventions in Salesforce. He gave an overview of campaign member status values and talked about the importance of them. He showed us how you can view this information on the record and if this person becomes part of an opportunity, how you can see the specific action that helped push them to the opportunity. His advice was to be consistent with status member values. Ben recommends AAkonsult Campaign Status to help standardize campaign status member values. It’s available in the appexchange. We also dove into the differences between the campaign influence models. Listen to the recording for a great Q&A session. 

Key Insights from this session:

  • The importance of campaign naming conventions and member status values and why they matter
  • Campaign planning in Pardot and Salesforce with influence reporting in mind
  • Campaign influence models in Salesforce: What they are, how they work
  • Demonstrate the Campaigns with Influenced Opportunities report type in Salesforce
  • Demonstrate how the data can be used in a Salesforce dashboard to illustrate influence on open and closed opportunities.

View Session Recording

The Recipe for Successful Lead Management

Jay Vira of LeanData discussed the importance of lead management, from the business costs of poor management to how marketing and leads benefit from a proper lead management strategy. Jay walked attendees through the recipe to successfully manage leads by leveraging the right data, technology, and processes across the revenue engine. Attendees were able to get an inside look of how Pardot and LeanData can power a successful lead management strategy. 

Leads are the lifeblood of every revenue operations team, and they require a purposeful and well-thought out data management strategy to ensure they’re adequately nurtured and proactively engaged to facilitate timely conversion. A holistic B2B lead management strategy involves end-to-end processes across all revenue teams – marketing, sales and customer success – and includes consistent cleansing and unifying data, executing on effective programs, appropriate data routing, accessing actionable insights and analyzing campaign effectiveness. 

Go-to-Market (GTM) motions are deceptively complex, and with most organizations deploying hybrid models that include inbound, outbound and account-based marketing strategies. Supporting this GTM complexity, consistent and actionable data, unified across multiple functions, empowers all stakeholders with comprehensive views of accounts and all their potentially hidden connections. Marketers then tailor programs and campaigns against that data to progressively move leads down the funnel, monitoring engagement activities to fuel relevant follow-up and alignment with selling teams. And, finally, real-time data on the effectiveness of engagement activities drive continuous improvement and increase both speed-to-lead and time-to-revenue. 

View Session Recording

Level Up Challenge: The One with Landing Pages! 

Marcos Duran and Russell Thomas covered some tools and simple lines of code you can apply to your landing pages to help them stand out. Most of these tips require minimal to intermediate HTML/CSS experience and you should be able to apply some of these changes immediately! They cover the basics of a landing page and it’s technical anatomy. They go over cool tools like adding favicons, icons, fonts, and more. Some tools they recommend are: 

  1. Favicons! www.favicon-generator.org/ 
  2. Fonts! https://fonts.google.com and fontawesome.com 
  3. Add to Calendar! https://add.eventable.com/free-add-to-calendar-button
  4. Add custom asterix to required form fields with CodePen! 
  5. Use Javascript to add section titles to a form field with CodePen!

View Session Recording.

From Marketing to Support, Take Your Customers on a Journey Down the Appinium River

This session taught us the REAL way to get and use video data in your Pardot campaigns.

It’s not just about if they watched your content, it’s having the right data to help inform you what journey they should be on. You should be asking yourself why they watched, why they didn’t take action or what type of content they want next.

View Session Recording.

Supercharge Pardot Insights with Datorama

In this session, Ryan DeShazer talked through how Datarama allows data-driven organizations to bring disparate marketing performance data together. Attendees were able to explore an overview of the Datorama platform, its feature set, and how to glean deeper insights from campaign data through cross-channel integration and analysis. From conceptual to practical, attendees got a hands-on review of how to supercharge Pardot efforts with Datorama!

View Session Recording.

Enterprise Panel: 

The Enterprise Panel was hosted by Celine Newsome from Sercante and featured Luke Wotten from Vonage, Lindzee Barrera from Simplot, and Rebecca White from Zoopla. Panelists discussed how they are using tech stack in collaboration with Pardot and Salesforce, their strategies for keeping data clean, using data and the features of Pardot to create meaningful conversations, and how they report on the success of marketing initiatives.

Key Takeaways: 

  • No fluff content – there should always be a WHY behind your marketing.
  • Keep your data clean – lean on your Sales team to help you clean up data that you know is bad, have a standard of how you upload data into a system and enforce things like naming conventions.
  • For meaningful conversations, everything starts with data – it’s so helpful to have segmented data to pull through personalized information to make tailored messages for different audiences.
  • Translate for your audience when reporting on success – if you aren’t talking with other marketing people, make sure you are thoroughly explaining what you are sharing and of course, make sure the ROI is very clear.

View Session Recording.

We are back tomorrow with another full day of sessions! We’re kicking off with an exciting demo jam featuring some of our sponsors, and closing out ParDreamin’ with Adam Blitzer and a fireside chat. If you have not yet registered, don’t worry, we saved you a seat. You can head over to Pardreamin’ website to register and join in on the upcoming sessions as well as access recordings to the past sessions. Don’t miss the final day of ParDreamin’ 2020! 

We know you are busy with a mountain of JIRA support tickets to go over before the end of the year so let me keep this brief.

Supporting a marketing team of 1 or of 15+ people that often come to you when they are “stuck”? If so, this guide is for you! Learn how to tackle your team’s questions around lead routing, campaign influence, general configuration, and more.

Come hear and learn from the top consultants, marketing champions, solution engineers, and Salesforce customers in the community who are tackling the same questions that are being brought to you on the daily. Never before has such an incredible group gathered to discuss Pardot, and guess what? You are invited! Register here! (1..2..3 it’s that easy!)

This session list was curated for those who aren’t afraid to roll up their sleeves and hammer out problems between platforms so operations can run smoother or for those unsung heroes, who spend hours looking at data and help make it useful for other teams.

Note: Sessions are listed in chronological order. There are several sessions that are overlapped, don’t worry we will share recordings for a short time after the event. For more details on the session visit ParDreamin.com or click on the session leader’s name in the description.

AGENDA

DEC 9, 2020

BENCHMARK YOUR PARDOT DATABASE HEALTH

This will be a hands-on session where we look at key health metrics of your Pardot database, why they matter and follow along click-by-click to see the performance of your own org.

This session will be presented by Matt Lincoln.

ATTENTION SESSION OVERLAP: Choose between More Than Martech: Wall-to-wall Automation or Syncing Salesforce Custom Objects With Pardot

MORE THAN MARTECH: WALL-TO-WALL AUTOMATION

If you’re not working closely with IT, CS, HR, and Finance, then you’ve barely scratched the surface of what’s possible with your marketing automation platform. This session explores how integrating teams & tools can increase the impact your team is making and the visibility you are earning across your business.

This session will be presented by Sara Mcnamara, David Kreitter, Mike Creuzer.

SYNCING SALESFORCE CUSTOM OBJECTS WITH PARDOT

In this session, you will learn about:

  • Custom object constraints
  • How to create a custom object in Pardot
  • Common errors
  • Ways to use custom object data in automations

This session will be presented by Dan Umbro.

DEC 10, 2020

ATTENTION SESSION OVERLAP: Choose between How To Show Marketing’s Influence On Pipeline With Salesforce Campaigns or Pushing The Boundaries Of Marketing Measurability Towards True MROI

HOW TO SHOW MARKETING’S INFLUENCE ON PIPELINE WITH SALESFORCE CAMPAIGNS

Join us for this session that will give us an in-depth look at campaign naming conventions, member status values, influence reporting in Pardot and Salesforce campaigns, campaign influence models in Salesforce, a demonstration of the Campaigns with Influenced Opportunities report type in Salesforce, and a demonstration of how data can be used in a Salesforce dashboard effectively.

This session will be presented by Ben LaMothe.

PUSHING THE BOUNDARIES OF MARKETING MEASURABILITY TOWARDS TRUE MROI

Join us for this session that will provide an overview of Pardot Einstein Attribution with the following key insights:

  • How to utilize Pardot Einstein Attribution to make operational decisions and qualify leads efficiently
  • How much of the value of a deal was actually marketing’s responsibility? ‘Real’ attribution.
  • Integrating Pardot data into a full-funnel measurability model
  • Statistical background and system architecture of said model
  • Data I/O considerations from different platforms


This session will be presented by Jaime Lopez.

ATTENTION SESSION OVERLAP: Choose between The Recipe for Successful Lead Management or From Marketing To Support, Take Your Customers On A Journey Down The Appinium River

THE RECIPE FOR SUCCESSFUL LEAD MANAGEMENT

Join us for a session on lead management strategies using Lean Data. B2B marketers spend an extraordinary amount of time, energy, and resources creating demand for their products and services. But many fail at getting these precious leads to the right team member for timely follow up. In order to extract the full value of every lead, you need a best-in-class lead management strategy. Join our session to learn the recipe to successfully manage your leads by leveraging the right data, technology, and processes across the revenue engine.

This session will be presented by Jay Vira.

FROM MARKETING TO SUPPORT, TAKE YOUR CUSTOMERS ON A JOURNEY DOWN THE APPINIUM RIVER

We’ve all worked at organizations that live in silos. Marketing has its goals and initiatives and rarely do they engage with, say, what the Learning & Development team is doing. We’ll use the analogy of the River to illustrate how that can change when you connect the efforts of each department by creating and tracking engagement with media across the organization.

This session will be presented by Steven Jacobson.

THE HAND-OFF BETWEEN MARKETING & SALES POWERED BY PROCESS, SALESFORCE & PARDOT

When does marketing hand off a lead to sales? Do we have enough intel or what are our criteria as a company to know when that transition should occur? In addition, what are we doing with the other 50-65% of contacts or existing leads in our database that are not getting any attention? What happens when someone re-engages with us that is already a lead or a contact in our database?

Overall, we will showcase how to reinforce your business process by configuring your CRM to enable adoption and visibility across departments.

This session will be presented by Jennifer Schneider.

DEC 11, 2020

ATTENTION SESSION OVERLAP: Choose between GDPR, CASL, CAN-SPAM, OH MY! and Bad Data Is The Plastic Of The Marketing Ecosystem – How Much Should We Pay To Clean It Up?

GDPR, CASL, CAN-SPAM, OH MY!

Getting Pardot set up for all the different legal jurisdictions you may operate in can be a daunting task. Recognizing the common goals between these different laws allows us to find common patterns and we can greatly simplify the implementation in Pardot by building to just a few patterns.

This is a broad survey of the various aspects you may or may not have thought about. And some practical ways to build Pardot towards a good user experience and keeping your legal team… not unhappy….

This session will be presented by Chloe Wilde.

BAD DATA IS THE PLASTIC OF THE MARKETING ECOSYSTEM – HOW MUCH SHOULD WE PAY TO CLEAN IT UP?

In this talk we will discuss the hidden cost of bad data and give the attendees some simple techniques for identifying bad data, cleaning their database, and keeping the bad data out in the first place. The key takeaways for the attendees will be:

  • How to identify their sources of bad data
  • How to calculate the cost of their bad data
  • How to build a business case to sort out their data
  • How to clean their existing data and prevent bad data from getting into their systems in the first place


This session will be presented by Skip Fidura

ATTENTION SESSION OVERLAP: Choose between Building Custom Integrations with Pardot or The Ugly Duckling – How 2020 Showed The Importance Of Agile Ops Team In Traditional B2B Enterprise

BUILDING CUSTOM INTEGRATIONS WITH PARDOT

Getting the various tools in the Marcom tech stack to work together can be a daunting task. The big question is – does it integrate with Pardot? We will explore a few different meanings of “integrate with Pardot” and how we can accomplish the ever-present goal of making our tools work with each other. This isn’t a how-to code session (though you may want one of your coders to attend) rather it’s an exploration of the different ways we can integrate, what the benefits of each way would be, and just enough geekiness that a business user or marketer can talk intelligently to the programmers who may need to get this done.

This session will be presented by Lauren Drugan & Mike Creuzer.

THE UGLY DUCKLING – HOW 2020 SHOWED THE IMPORTANCE OF AGILE OPS TEAM IN TRADITIONAL B2B ENTERPRISE

Join us for a session on adaptability based on solid groundwork:

  • How to build and benefit from team diversity and dynamics
  • A consistent way of working and structuring data & marketing operations to ensure efficiency and fast enablement.
  • Automation as a tool in creating transparency


This session will be presented by Adele Heikkilä & Jaime Lopez.

PARDOT SYNC ERRORS – DIAGNOSING, SOLVING, AND PREVENTING THEM

When Pardot syncs with Salesforce life is good. When it doesn’t sync with Salesforce, life is bad. You will learn how to diagnose, treat, cure, and even prevent your Pardot/Salesforce sync errors. Learn about common problems, solutions, and some fun Pardot tricks on how to make sure the records you are syncing with Salesforce are actually valuable, not just junk.

This session will be presented by Lara Black.


BONUS:
Make sure you do not miss the B2B Enterprise Panel as we tackle Pardot best practices to enhance operational functionality and efficiency.

ENTERPRISE PANEL

Join us for a panel discussion to learn how enterprise customers utilize and maximize Pardot. Our panel experts will provide a best practices overview on new and enhanced functionality. We will cover topics such as B2BMA, Pardot Business Units, Snippets, Connected Campaigns, and much more!

This session will be presented by Lindzee Barrera, Rebecca White, and Luke Daleo-Wotton.


There is still time to register! Head on over to ParDreamin.com to save your spot for these and the rest of the sessions!

Did you know that you can sign up for pre-conference workshops at ParDreamin? Check out the API & Advanced Troubleshooting or the Campaigns & ROI Reporting workshops to help you become a Salesforce-Pardot Black Belt in troubleshooting at your company.

Is your team looking for a health check for your instance to help outline priorities for the new year? Contact the Sercante team to start your account audit today!

This year has been interesting to say the least. You might have just started your first marketing job that requires Pardot experience this year or maybe you ended up being the “accidental” Pardot admin that everyone is talking about on Twitter. Your title may not reflect your new marketing automation responsibilities (yet) but you have a new shiny toy to play with. Its name is Pardot, and, frankly, by the looks of it, you don’t know where to start.

If you find yourself in the situation above, join us Dec 8 – 11, 2020 as we come together and share how different organizations have pivoted and leaned on the power of marketing automation to push their marketing forward.

Not only will you learn other organizations’ creative marketing solutions, you’ll also hear from the top consultants and influencers in the Salesforce – Pardot community. Never before has such an incredible group gathered to discuss Pardot, and guess what? You are invited! Register for ParDreamin’ here.

Below is the official MUST SEE agenda for new Pardot Admins (presented by ParDreamin’ 2020). This list was curated for Pardot Admins who have 1 year or less of experience. The sessions below will prepare you for your journey ahead by focusing on key platform features.

Note: Sessions are listed in chronological order. For more details on the session visit ParDreamin.com or click on the session leader’s name in the description.

AGENDA

DEC 9, 2020

DELIVERABILITY VS. MAILABILITY – NIGHTCLUB GUIDE FOR PARDOT MARKETERS

This session will cover different email metrics. Email deliverability is a universal challenge, or concern at the very least, for all marketers. Deliverability, however, can become mixed up with another measure: mailability. Learn the difference between the two and how each can impact your email marketing success.

This session will be hosted by Lucy Mazalon.

LEADS IN SALESFORCE: AND WHY YOU MAY BE DOING IT WRONG

In this session you will learn how to properly leverage the Leads object in Salesforce and how to align the Salesforce objects and Pardot to a Lead Nurturing Process. You’ll also discover best practices on how Pardot Prospects can be best set up to map over to Salesforce. Get your MQLs and SQLs in order and learn one simple trick for implementing MQLs..

This session will be hosted by Erick Mahle.

GETTING SOPHISTICATED WITH SCORING

Most companies—especially early in their journey with Pardot—never go beyond the default scoring model. In this session we will highlight the many ways to make scoring a more sophisticated process (and accurate metric) by discussing scoring categories, depreciation, and important pitfalls everybody needs to be aware of.

This session will be hosted by Jessica Hope.

PASSING DRIVERS ED: HOW TO AVOID A CRASH AS A FIRST-TIME PARDOT ADMIN

This session will cover the fundamentals of being an admin. We will cover topics around data flows, security, system configurations, dealing with errors, and other high-level items within Pardot that every Pardot admin must be proactive about to ensure their organization is functioning as effectively as possible and why each of these topics matter. After you run this mini-audit in your organization, you will be able to, at the very least, identify a problem and solve some common ones.

We will wrap up the session by outlining a few additional community resources that can be used going forward to make sure your organization is “up to code”. This session will be beneficial to both novice and master level Pardot users/admins.

This session will be hosted by Marcos Duran.


DEC 10, 2020

NO NINJAS, UNICORNS OR ROCKSTARS: REAL CAREER OPTIONS FOR PARDOT MARKETERS

This session will cover career development within the Salesforce ecosystem. The marketing technology industry has grown exponentially over the last 10-15 years and is constantly evolving. This makes it exciting and invigorating but it also means there aren’t well-defined career paths that you can follow. You won’t find marketers retiring today having spent their entire career working with marketing automation.

This session is for those marketers who are excited by marketing technology and want to keep learning and moving forward but aren’t sure how to plan for the next role, or even what their next role could be?

This session will be hosted by Holly Gage.

INSIDE OUT: 5 PERSONAS OF EMAIL MARKETING

In this session we will outline and describe the five emotions every marketer experiences while taking a campaign from conception to delivery through the eyes of characters from Disney’s® Inside Out. From ideation to hopping on the train of thought, we’ll ride through each stop along the way to delivering an impactful and relevant message to our intended audience. We’ll be sure to take a minute to review and prioritize what we keep and what we dump along our way to ParDomination!


This session will be hosted by Chris Zullo & Karmel James.

THE HAND-OFF BETWEEN MARKETING & SALES POWERED BY PROCESS, SALESFORCE & PARDOT

This session will cover lead management tactics, probably one of the most arguable points of contention for any company. When does marketing hand off a lead to sales? Do we have enough intel or what are our criteria as a company to know when that transition should occur? In addition, what are we doing with the other 50-65% of contacts or existing leads in our database that are not getting any attention? What happens when someone re-engages with us that is already a lead or a contact in our database?

Overall, we showcase reinforcing your business process by configuring your CRM to enable adoption and visibility across departments.

This session will be hosted by Jennifer Schneider.


DEC 11, 2020

PARDOT AUTOMATION RULES TO THE RESCUE

This session will cover automation rules. Pardot provides most of the operations out of the box, but there are instances where we need to build processes in our own way to suit our needs. And as a Pardot admin, there are cases where you need to clean your data and manage prospects in bulk to maintain the quality of your Marketing Automation System.

Pardot Automation rules come in handy if you want to build scenarios/tasks like:

  • Custom lead scoring processes
  • Segment prospects with a specific set of rules (page visits, form submissions, tags, score, etc.)
  • Segment prospects based on field values
  • Lead management for third-party tool integrations
  • Manage Salesforce campaign members in bulk
  • Update/Reset field values in Pardot and Salesforce
  • Spam lead filters
  • …and many more!


This session will be hosted by Thimuth Amarakoon.

CONTENT THAT CONVERTS

This session is specific to engagement studio program development and will cover:

  • Importance of persona development (keeping in mind they are still people)
  • Three phases of the nurture funnel (awareness, consideration, decision) and how the emails correlate with each other, but keeping it at a basic level for those who may not be as familiar with engagement programs
  • How to develop content for each phase and things to consider
  • Possibility of tying profiles and personas together in Pardot
  • A few key email takeaways and checks before you start your program/send your email


This session will be hosted by Ashley Anger.

BET YOU DIDN’T THINK YOU COULD PUT THAT IN AN EMAIL!

This session will stimulate Marketers’ creativity by showing unexpected things they could put into an email.

Participants will learn about some of these:

  • Animated countdowns
  • Instant “add to calendar” links
  • No images, no problem: ascii art graphics
  • VML graphics for Outlook emails
  • Using pixel mosaics instead of images
  • Dynamic images: show current temperature at a travel destination inside an email
  • … and more!


This session will be hosted by Jacob Filipp.


There is still time to register! head on over to ParDreamin.com to save your spot for these and the rest of the sessions!

Is one of your new year resolutions to get Pardot Specialist Certified? Check out the Pardot Admin Bootcamp (Mini) workshop at ParDreamin’ or the full course here.

ParDreamin’ is less than a week away. But you already knew that right? You’ve seen it all over Twitter and LinkedIn for the past month or so. In fact, you probably know a bunch of the presenters from following them on Twitter (#MarketingChats anyone?).

If you haven’t registered, then consider this your formal invitation. We invite you to join us and all your fellow Salesforce & Pardot trailblazers on Dec 8 – 11, 2020.  We’ll come together and share best practices, tips and tricks about how different organizations have pivoted and leaned on the power of marketing automation to continue to push their marketing initiatives forward, while creating engaging experiences for their audiences.

Register for ParDreamin’ here.

This session list was specifically curated for Pardot Admins with over 2 years of experience. In fact, you may find that in the last year, a lot of the features you remember have swapped places (hello Pardot Lightning!) or that you aren’t familiar with the newest features. Well, this list was made for you!

Below is the official MUST-SEE agenda for new Advanced Pardot Admins (presented by ParDreamin’ 2020).

Note: Sessions are listed in chronological order. For more details on the session visit ParDreamin.com or click on the session leader’s name in the description.

AGENDA

DEC 9, 2020

MORE THAN MARTECH: WALL-TO-WALL AUTOMATION

If you’re not working closely with IT, CS, HR, and Finance, then you’ve barely scratched the surface of what’s possible with your marketing automation platform. This session explores how integrating teams & tools can increase the impact your team is making and the visibility you are earning across your business.

This session will be presented by Sara Mcnamara, David Kreitter, Mike Creuzer.

SNIPPETS – CONNECTED CAMPAIGNS POWER TOOL

Snippets as a tool for distributing data ownership in Salesforce & Pardot.

Marketers have enough to manage without being responsible for running down and verifying details of products or events. With Snippets, organizations can put ownership of that information back into the hands of stakeholders within Salesforce, while leveraging the data in Pardot.

Want more power? Learn how to leverage Salesforce Flows to capture values from Salesforce Objects (Standard and Custom) to create, populate, and overwrite Snippets.

This session will be presented by Marianne Fields.

FULL-FUNNEL MARKETING

Today’s CMO is measured on revenue and that means focusing on top of-the-funnel acquisition as well as pipeline velocity and customer retention and expansion. Especially in our current environment, creating immersive and personalized experiences throughout the entire customer journey is paramount for healthy revenue growth. This session will talk about the importance of focusing on the entire funnel and share tips and tactics to help create more opportunities, accelerate deal cycles, and maintaining and growing customers.

This session will be presented by Auseh Britt.


DEC 10, 2020

HOW TO SHOW MARKETING’S INFLUENCE ON PIPELINE WITH SALESFORCE CAMPAIGNS

This session will give an in-depth look at campaign naming conventions, member status values, influence reporting in Pardot and Salesforce campaigns, campaign influence models in Salesforce. You’ll see a demonstration of the Campaigns with Influenced Opportunities report type in Salesforce and how data can be used in a Salesforce dashboard effectively.

This session will be presented by Ben LaMothe.

THE RECIPE FOR SUCCESSFUL LEAD MANAGEMENT

This session will cover lead management strategies using LeanData. B2B marketers spend an extraordinary amount of time, energy and resources creating demand for their products and services. But many fail at getting these precious leads to the right team member for timely follow-up. In order to extract the full value of every lead, you need a best-in-class lead management strategy. Join our session to learn the recipe to successfully manage your leads by leveraging the right data, technology, and processes across the revenue engine.

Attend to discover:

1. How a solid data management strategy is the foundation for best-in-class lead management

2. The best systems and technology for lead management

3. Best practices from companies using Pardot and LeanData to power their lead management strategy

This session will be presented by Jay Vira.

DESIGNING PARDOT AND SALESFORCE SOLUTIONS THAT TRACK ROI OFF ALL YOUR ONLINE CHANNELS

This session will cover B2B Marketing. It’s always hard to see that businesses do not have the knowledge to make all things trackable in Salesforce and Pardot and have a clear picture of ROI from every ad, email campaign, Twitter post, the blog post you name it. This session will show how businesses can gain transparency in all their efforts.

This session will be presented by Kristina Alexandra.

LEVEL UP CHALLENGE: THE ONE WITH LANDING PAGES!

This session will cover some tools and simple lines of code you can apply to your landing pages to help them stand out. Most of these tips require minimal to intermediate HTML/CSS experience, but you should be able to apply some of these changes immediately after the conference!

This session will be presented by Marcos Duran and Russell Thomas.


DEC 11, 2020

BAD DATA IS THE PLASTIC OF THE MARKETING ECOSYSTEM – HOW MUCH SHOULD WE PAY TO CLEAN IT UP?

This session will cover data hygiene tactics. In this talk we will discuss the hidden cost of bad data and give you some simple techniques for identifying bad data, cleaning your database and keeping the bad data out in the first place.


This session will be presented by Skip Fidura.


PARDOT SYNC ERRORS – DIAGNOSING, SOLVING, AND PREVENTING THEM

When Pardot syncs with Salesforce, life is good. When it doesn’t sync with Salesforce, life is bad. You will learn how to diagnose, treat, cure, and even prevent your Pardot/Salesforce sync errors. Learn about common problems, solutions, and some fun Pardot tricks to make sure the records you are syncing with Salesforce are actually valuable, not just junk.

This session will be presented by Lara Black.

THE FUTURE OF MARKETING IS CONVERSATIONAL: USING PARDOT + CONVERSATIONAL MARKETING TO ENGAGE WITH BUYERS IN REAL TIME

Today’s buyers have high expectations for real-time, personalized experiences, thanks to companies like Netflix, Lyft, and Amazon. So why does it still take B2B companies an average of 42 hours to respond to a lead after they’ve filled out a form?

What if you could meet with high-intent visitors the moment they’re on your website and immediately engage them in a sales cycle? With the latest Conversational Marketing technology, having instant conversations with your buyers is easier than ever before.

Session attendees will learn how to leverage their existing Salesforce Pardot platform alongside the power of Conversational Marketing


This session will be presented by Sean Whiteley.


There is still time to register! Head on over to ParDreamin.com to save your spot for these and the rest of the sessions!

Did you know that you can sign up for pre-conference workshops at ParDreamin’? Check out the Campaigns & ROI Reporting or the Essentials of Salesforce Reports & Dashboards workshops to help you become a Salesforce reporting champion at your company.

Is your team looking for a health check for your instance to help outline priorities for the new year? Contact the Sercante team to start your account audit today!

ParDreamin’ is less than a week away. Has your marketing team at your nonprofit organization or higher education institution signed up yet?

Giving Tuesday has just passed and many nonprofit teams are feeling the burn as they sprint through the remainder of the year with one last campaign push to entice their audiences to donate to their specific causes. On the other hand, educational institutions have had to pivot to online marketing tactics as in-person recruiting events have become practically non-existent due to COVID-19. The pandemic has forced many to reimagine the way they approach their online audience.

Join us Dec 8 – 11, 2020 as we come together and share how different organizations have pivoted and leaned on the power of marketing automation to continue to push their marketing forward, while creating engaging experiences for their audiences with email and beyond. Register for ParDreamin’ here.

Below is the official MUST SEE Non-Profit & Higher Ed agenda for ParDreamin’ 2020.

Note: Sessions are listed in chronological order. For more details on the session visit ParDreamin.com or click on the session leader’s name in the descriptions.

AGENDA

DEC 9, 2020

PARDOT & EDA: SOLUTIONING FOR HIGHER ED

In this session, we will review how Pardot and the Salesforce Data Architecture can work together to bridge the gap between marketing and admissions teams. We will review strategies for solutioning EDA with Pardot to ensure that segmentation goals can be achieved to establish just-in-time nurturing programs, and how native Pardot tools such as lead scoring and grading can set your recruiting and admissions teams up for greater success and increased yield.

This session is hosted by Michelle Littlefield. Why join? This is a great session to learn more about how you can segment and qualify your prospective students. However, this session could be applied to segmenting current students, volunteers, donors, and so much more. Bonus, these tactics can be applied to any industry.

11 KEY INSIGHTS ABOUT THE NEW PARDOT EMAIL BUIL

In this session, we will review the new Pardot email builder. What is the new Pardot Email Builder? How does it work? Learn powerful and interesting tips that will give users a better experience!

Excited about the new Pardot email builder (isn’t everyone?)? Review the basics and then get key insights on how to get more out of this impressive, new functionality. What’s special about Salesforce CMS? If you can’t edit drafts, is there a workaround? What’s the trick with merge fields? Learn the answers and more at this session.

This session is hosted by Jen Kazin. Why join? The new Email Builder is a feature that most Pardot customers have not enabled or taken advantage of yet. If you are part of a small (but mighty) team, this session will include some great tips to help you maximize this new tool.

COOL HANDLEBAR MERGE LANGUAGE (HML) TRICKS

This session will cover Handlebars Merge Language. Pardot HML Isn’t just for “Hi Bill / Hi Friend” subject lines. There are all kinds of applications when we use it as a form of yes/no logic. With HML, even the lowest levels of Pardot accounts have access to this limited form of dynamic content.

This session will present the HML if/else format with several suggested applications that go beyond the subject line, including:

  • Combining HML merge tags with URL parameters to create dynamic URLS that can lead to customized content
  • Combining HML merge tags with URLs to pre-fill third-party forms
  • Using HML to present alternative custom redirects to achieve different completion actions from the same email.


This session will be hosted by Bill Fetter. Why join? For nonprofits and educational institutions  personalization can be crucial to creating engaging content that drives donations and enrollment. These tips will help you stand out from the competition.


DEC 10, 2020

HOW TO SHOW MARKETING’S INFLUENCE ON PIPELINE WITH SALESFORCE CAMPAIGNS

This session will give an in-depth look at campaign naming conventions, member status values, influence reporting in Pardot and Salesforce campaigns, campaign influence models in Salesforce, a demonstration of the Campaigns with Influenced Opportunities report type in Salesforce, and a demonstration of how data can be used in a Salesforce dashboard effectively.

This session will be hosted by Ben LaMothe. Why Join? Communicating Pardot’s impact on your organization’s impact will be what takes an average marketer to a world-class marketer. Understanding how to appropriately set up Pardot and Salesforce to capture campaign attribution will be your golden ticket to getting there. If you’re looking to wow your Executive Director or Marketing Director, don’t miss this session.

ALWAYS BE TESTING: HOW NONPROFITS CAN USE PARDOT TO INCREASE IMPACT

This session will cover testing tactics for landing pages. Many people A/B test their email campaigns using Pardot. However, many people are not aware that you can also A/B test your landing pages. In addition to this, you can also use Google analytics and a HotJar to collect information on not only how long visitors are on your landing page but also where they are spending the most time. This session will cover at a high level some of the different types of testing you can do with assets across pardon including some additional tools that can make it easier to identify if your landing pages are converting.

This session will be hosted by Kirsten Kippen & Sheridan Marfil. Why join? Just as personalization is crucial to your marketing success, so is testing. Testing our content helps us avoid the trap of thinking marketing automation is “set it and forget it”. This session will show you how to keep growing (your donor list, your enrollment, and your marketing chops).

NOT JUST FOR CUSTOMERS: USE PARDOT TO REVOLUTIONIZE NEW HIRE ONBOARDING

This session will cover Engagement Studio Programs. We all know the power of a Pardot drip campaign to personalize B2B Customer Experiences, but have you thought about using Pardot to customize the new hire onboarding experience for your Internal Customers? Join Kate Lessard (Sales Operations Senior Manager) and Heidi Hodges (Senior Marketing & Communications Manager) from Woodruff Sawyer to explore the use case of an internal drip campaign to:

  • Create a personalized and professional New Hire experience
  • Centralize training collateral
  • Place scheduling power with the users (while they juggle other training & onboarding expectations)
  • Gather and act on feedback


This session will be hosted by Kate Lessard & Heidi Hodges. Why join? Pardot isn’t just for external marketing- think about internal efficiencies as well. Become more efficient and automate these touchpoints with new volunteers or employees or potential students so your team can be freed up and focus on more important tasks.


DEC 11, 2020

GDPR, CASL, CAN-SPAM, OH MY!

This session will cover compliance. Getting Pardot set up for all the different legal jurisdictions you may operate in can be a daunting task. Recognizing the common goals between these different laws allows us to find common patterns and we can greatly simplify the implementation in Pardot by building to just a few patterns.

This is a broad survey of the various aspects you may or may not have thought about. And some practical ways to build Pardot towards a good user experience and keeping your legal team… not unhappy….

This session is hosted by Chloe Wilde. Why join? Compliance is no joke and the faster you develop a plan on how to manage marketing consent the better. Join this session and get exposure to different data privacy laws that you should be taking into consideration as you market to your audience across the globe.

DELIVER RICHER PERSONALIZATION LEVERAGING PARDOT AND INTERACTION STUDIO

This session will be going over the value of bringing together Pardot and Interaction Studio to provide:

  • Anonymous and Account based website personalization
  • Engagement Scoring to determine next best offer that compliments Pardot’s scoring
  • Next best offers within marketing content and surfaced to account executives
  • Real time decision making of content and personalization based on time of email open.
  • This session will include overview of positioning, the integration and a live demo of the solution.


This session will be hosted by Michael Roberts & Grace Izard. Why join? Personalization can make or break interactions between you and your constituents. Leverage the power of your data and provide your constituents with the right content at the right time using Interaction Studio and Pardot.

DYNAMIC CONTENT: PERSONALIZATION TAKEN TO A NEW LEVEL

This session will cover dynamic content. This presentation will cover the following key insights:

  • Overview of different ways to use Dynamic Content at different levels (Beginning, Intermediate, Advanced)
  • How to use Dynamic Content in Email
  • How to use Dynamic Content in Landing Pages
  • How to use Dynamic Content with Forms
  • Interactive workshop with live content (in a training environment) Where users can fill out a form – and see the changes live


This session will be hosted by Stephen Stouffer. Why join? Whether you are marketing multiple academic programs or nonprofit programs, it’s a pain to create separate emails for each. Dynamic content can save you precious time and keep your communications hyper-personal.


There is still time to register! head on over to ParDreamin.com to save your spot for these and the rest of the sessions!

Do you need support in creating better segments for any end of the year email campaigns? Sign up for our Scoring and Grading workshop at ParDreamin’!

Is your team looking for a health check for your instance to help outline priorities for the new year? Give us the Sercante a shout > >

One of the most highlighted and versatile Pardot features is the Engagement Studio program.

Plain and simple it is the most flexible feature Pardot has when it comes to building strong workflows, email sequences, and even taking your Pardot (and Salesforce) operational game to the next level. This is without a doubt my favorite platform feature.   (more…)

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