Spring Ahead with these 3 Pardot Time Savers

Implementing Pardot enables companies to automate marketing operations and deliver results, faster than ever before. Time-savings are an inherent benefit of using Pardot, so if you find that you’re not fully realizing this benefit, take a look at these 3 Pardot Tips to ensure that you’re using the functionality of Pardot to its fullest:

1. Use Tags
Tags are a quick and easy way to get and stay organized. You have several options to create tags: manually, table action, automation rule, completion action, and during an import. Tags can help you: determine your best performing content, find and report on your best Prospects, and filter email statistics reports by more than one tag (a recent Pardot enhancement)! Learn more about managing Pardot tags.

2. Use Salesforce Engage for Pardot
When Marketing and Sales are aligned, great things happen, and they happen more quickly when you use Salesforce Engage for Pardot. If your organization is in a time warp, not empowering your sales teams with the ability to run their own marketing campaigns (with marketing curated and approved content), it’s time to change things up! Break down the silos between Marketing and Sales and use Salesforce Engage for Pardot. Check out all that is possible with Salesforce Engage.

3. Use Pardot Profiles
Creating Profiles in Pardot enable you to set criteria that aligns with your ideal customers. You can create a profile by going to Marketing > Segmentation > Profile and Create one or more profiles to align with your best-qualified target customer(s)—this may be by Job Title, Company Size, Industry or another criteria.   Once you have the Profiles in place, use these Profiles to Grade your Prospects. Use an Automation Rule to do this quickly for your entire database. Using Profiles can help you and your sales teams focus on those Prospects that are most ideal, saving time and resources targeting your most likely Prospects that will convert and placing others in nurturing campaigns. Learn more about using Profiles to Grade Prospects.

Helping Hand

As always, our Salesforce Certified Pardot consultants are here to help. From small tweaking of your Pardot instance and troubleshooting to design services and remote system administration when you have other things you need to focus on, we do it all. Reach out to us.

New Year, New Pardot Consulting Resolutions

Yes, it’s that time again when we make resolutions with the best of intentions to improve our health, relationships, careers—you name it, most of us do it.  We set-out at a robust pace, excited to begin anew, but as anyone who manages a fitness center can attest to, most people don’t last long, as time goes by, they go less often, until finally they stop going to the gym at all.

The same is true for Pardot.

Making the leap to get the Salesforce Pardot Marketing Automation system is an exciting time for marketing departments and marketing professionals.  Finally, we have what we’ve said we needed to our bosses, the sales team, the people in finance who are scrutinizing the marketing vendors’ bills.

Pardot was the solution that was going to solve everything.  We’d be able to close deals faster, manage leads better, prove our value to skeptical sales teams, and improve our marketing ROI.

We begin with the best of intentions, pay $1,000, $2000, or $3000 per month (up to $36K annually) to have this robust platform, and we’re off and running doing what we marketers do—developing creative emails, segmenting our prospects, automating tasks, posting, testing, tracking, reporting.  We’re off to a great start (or at least we think we are) until we begin to realize that there’s a whole lot to do to keep Pardot (Marketo, Eloqua, Silverpop, HubSpot) “automated” and optimized.  Rather quickly, our enthusiasm begins to wane as we grapple with time-consuming maintenance and optimization tasks.  Things aren’t as simple as we thought.  It’s a full time job (or many full time jobs) to: keep the platform humming with new content and creative; stay abreast of new features and functions; train new users; institute and maintain best practices; create automation programs to optimize your sales funnel; initiate and improve process flows.

Yes, Pardot was a great investment, but are you truly realizing all of the benefits or are you bogged down and not as enthused as you were when you first signed-on?

Make a Pardot New Year Resolution!  Let 2016 be the year you get back on track or begin anew with Pardot.  Whether you’re a platform veteran or just beginning, Plug In Blast Off can help. We’re experts. We help companies optimize Pardot. And, we do this for much less than a full-time resource.

Maximize Salesforce Pardot

Contact us today to schedule a brief call and we’ll share our “Pardot Economics: The Plug In Blast Off Advantage”

How effective are your Pardot emails?

Plug In Blast Off Tips for Pardot Success Series

79% of marketers surveyed report that email content and design are critical to their success*, yet how many marketers have the time to create compelling content and action-oriented design for each campaign they’re launching. Not many! At least, that’s been our experience when Plug In Blast Off consultants work with clients.

Let’s be realistic… can you objectively critique your own work? Not only is this hard to do, it’s a really bad idea. Instead of listing all of the problems with this approach, let’s focus on the positive. In this post of “Tips for Pardot Success”, we’ll be focusing on email template design. Think of Plug In Blast Off as part of your Pardot success review team—your objective expert that you can rely on to ensure you’re on track.

Here’s what to think about and review when creating an email template:

  1. Purpose– what are you trying to do? Newsletters and event invites are better suited for HTML, while text is more effective for drip emails from sales.
  2. Beauty and Strength- is it easy-to-read, uncluttered and appealing with an eye-catching subject line?
  3. Action- is your call to action clear and distinguished in some way?
  4. Sips not Gulps– have you broken down your text into small segments or bullets? (save the big gulps for your website)
  5. Picture Perfect– do you have well placed images, driven by content and a strong call to action?
  6. Identity and Contact– have you clearly identified who you are and how your prospects can contact you?
  7. Mobile Ready– is your email design and layout optimized for mobile devices?

We hope these 7 email tips help…

… and remember, don’t do this alone! Contact us for an email template design audit or develop a small review team within your company to ensure your emails are as effective as possible.

* Salesforce.com 2015 State of Marketing report download


Making the most of Pardot when you are a Marketing Team of One

Raise your hand if you are your Marketing“organization”. Well, you’re not alone. There are many small businesses that are meeting their goals with limited resources and Pardot is helping people like you do more marketing, more effectively. Pardot’s recent Blog post “3 Tips for Running Multiple Marketing Campaigns as a Team of One” highlighted 3 tips that small businesses can use to make sure you’re getting the most value possible from your marketing automation… we’re adding a few of our own that many of our clients have found helpful.

Tip #4 – Jumpstart your Pardot Creative Asset Development with forethought.
Create a “wish list” of marketing communications assets you would like to have to meet your goals for upcoming campaigns. Creating templates, landing pages, and content— on the fly— is a time-buster, and can be stressful when you’re under a tight deadline. Eliminate this stress by creating a list of what you need, then work away at the list creating as many assets as possible ahead of time…or hire a company like Plug In Blast Off 🙂 and we’ll do this for you!  Contact us for a suggested list of Creative Assets to get you off and running with Pardot Marketing Automation.

Tip #5 – Use Automation Rules.
This may seem like a no-brainer, after all, Pardot is a Marketing Automation tool, but we’ve run across more than a few clients who are not maximizing the inherent benefits of this functionality.  Here’s a chart to review and then begin thinking about how implementing some of these rules can make your marketing organization of 1 hum like you’re a team of 20!  A few of our favorite rules are: Rule: Prospect Landing Page and Action: Notify User or Notify Assigned User (your sales reps will love this); Rule: Prospect Webinar and Action: Send Email (since you’ve already used Tip #4 to create your assets ahead of time, now you can automate your post webinar activities).

Raise Your Hand

We hope you found these tips helpful….reach out to us any time for Technical, Creative and Content Development for Pardot!


3 Pardot best practices that Salesforce Certified Pardot consultants always advise

  1. Schedule a Pardot Check-Up. You wouldn’t go an entire year without having the oil in your car changed—the same should be true for Pardot. Although a thorough audit of Pardot by Plug In Blast Off can provide insight into areas of improvement you may overlook, at a minimum, a DIY check-up should be done at least 2x per year. Why? you may ask. Pardot is constantly evolving. Remember those notices that appear at the top of your screen when you login? If you have dismissed these, it may be time to check them out to ensure that you’re fully realizing the benefits of Pardot. Next, Pardot changes, but so does your organization. Your goals, users, branding, reporting requirements, tracking—you name it, change is constant, so be sure Pardot is optimized to your current business processes and marketing needs.
  2. Use Pardot Marketing Automation. This may seem like a strange statement, but we run across clients all the time that are not using the full functionality and power that Pardot offers. Way back when, when you first began with Pardot, this was probably the #1 reason you chose it. Step back and make a list of your marketing pain points. We guarantee that if you were using all of Pardot’s powerful automation capabilities many of these items would not be on your list.
  3. Engage your Sales Team. Pardot is not just for marketers, your sales team can and should use Pardot to increase effectiveness. If you have not broken down the silo between marketing and sales, 2015 should be your year to accomplish this goal. Proving how Pardot can make your sales team’s life easier is the best place to start. You can prove the value of Pardot right away by showing them: real-time sales alerts, tracking and analytics that can drive sales conversations, and lead scoring and grading to help reps focus on the ideal leads. Download this Pardot whitepaper to learn other tips for how Pardot can help your sales team. http://www.pardot.com/whitepapers/25-marketing-automation-tips-straight-sales/

Helping Hand

As always, our Salesforce Certified Pardot consultants are here to help. From small tweaking of your Pardot instance and troubleshooting to design services and remote system administration when you have other things you need to focus on, we do it all. Reach out to us.


Pardot Spring Clean-Up: 2 Must-Do Items

It’s safe to say (finally), that spring is right around the corner. Just like your yard and those projects around the house you’ve been meaning to get to, Pardot too can use a little attention. So let’s talk about a two items that should be on your Pardot spring-cleaning list that will be time well spent to jumpstart your efforts.

Scrub your Content– notice, we did not say throw your old content out. Your content is key to who you are and is one of the most effective nurturing tools to help your customers along the sales path. But, now’s the time to examine what you have in Pardot and tweak, update, and repurpose. Have someone on your team (a fresh set of eyes), not the original author or creator, take a look at what you have and you’ll be amazed how additional content can be produced from what you’ve already spent valuable time creating. Here’s just one idea…think about turning that whitepaper into an Infographic. According to Google, searches for the term “infographic” have increased 800% in the past two years. Here’s some inspiration to get you going. http://www.b2bmarketinginsider.com/content-marketing/10-best-infographics-inspire-content-marketing

Scrub your Lists– there’s no doubt, there are “Prospects” in your instance that are not prospects at all, they are old, dirty leads! That coupled with email attrition rates that outpace customer acquisition, according to a recent Ascend2 report, can be a big problem for B2B marketers. We’ll get to growing your email lists in another post, but for now, here are a few tips to clean up those Prospect records that already reside in Pardot. First, take a look at your “Never Active Prospects” with a “Date Range, Created” and/or “Active Prospects” with a “Date Range, Created”. Most clients we’ve worked with are amazed with the number of Prospects that are in these views. Take your selling cycle into account and then have an honest conversation with your marketing/sales team—will these folks every be interested in your product/service? Maybe it’s time to place them in a drip program to test your theory and see if they engage? If not, stop wasting time marketing to these folks and segment them out of your inflated database number.

Also take a look at your lists’ health (bounce rates, unsubscribes, deliverability). This too can be insightful for marketers— stale lists will be reflected in all three of these indicators. Time to do something about this… and for those of us who are not fans of doing all the spring-cleaning ourselves, elicit some help. There are plenty of list cleaning/verification online providers who can help you out. DataValidation http://www.datavalidation.com and BriteVerify http://www.briteverify.com are two you can check into. Services like these can be used to quickly address issues and get you back on track.

That’s enough Pardot scrubbing for today! And of course, remember that we’re always happy to lend a hand to give a “spring” to Pardot by helping you optimize and load it up with with valuable, powerful content and creative.

Clean-up Pardot: 2 Chores that will Pay Off Big in 2015

“I thought Pardot was supposed to make me more efficient…”

It is! If you feel like it’s not, it’s a good time to pause and examine a few key aspects of Pardot that you need to focus on to make the most of your investment in 2015.  Clean-up in 2 key areas is where you should begin.

Clean-up dirty data– you cannot make good marketing decisions without good data. Obsolete, incorrect, and missing information slows you down and misleads you. No doubt, data clean-up can be a big undertaking, but the upside is worth it. Leveraging accurate data is the difference between novice and pro marketers.

Here are 2 great resources to review:



Clean-up fields– as time progresses, new users and admins come on-board, and orgs merge, Pardot (and your CRM) can look more like a field of dreams, rather than one of the most important factors in accurate reporting. Editing default fields, creating custom fields, mapping lead and contact fields, and getting rid of fields that are no longer used (but preserve this data!) and ensuring these all sync to your CRM– drive accurate reporting. You want to keep in mind the 3 I’s to avoid: Inconsistent, Incomplete, Inaccurate. Configure your custom fields, field types, picklists, etc. to ensure ease-of-use and consistency for you and your users. Clean-up your messy fields and get your reporting back on track.


Here’s a good checklist to review to avoid sync errors:

3 R’s of Pardot: Great Gifts for the Pardot Expert in Your Life

As we embark on the busyness of the holiday season and 2014 is coming to a close, give yourself the gift of the 3 R’s of Pardot: Reflect, Revise, Recharge. We all know Pardot is here to help us streamline and improve what we do, so let’s take a few hours, a day—or even a week if we need to—to be sure that we’re capitalizing on all that it can do to make our businesses run smoother and close more sales quicker than ever!


Set a date and get your team together—doesn’t matter if it’s a team of 2 or if you fill a room. Taking the time to review what you have and haven’t accomplished in 2014, sets you up for success in 2015. Review the stats that matter to you most (conversions, CTR, speed through the pipeline, etc.) and don’t forget the equally important more “softer” stats (are you getting positive feedback from sales? is lead quality improving? how are you measuring your investment in content marketing?). Pausing to Reflect is the only way to grow and learn, so make this a “must-do” for end-of-year!


Marketing is not an exact science—we all know this—recognize it and move on, throw out what isn’t working, take some risks and embark on at least a few new initiatives in 2015. Here are a few suggestions to get you started:

  • Clean your email lists: if you are “blasting” emails to your entire database or worse, purchased lists, you’re hurting your brand. Clean and validate your list (there are a number of online vendors that can help you do this) and use Pardot’s lead scoring and grading to be more strategic about who you are sending emails to.
  • Refresh your email templates: you don’t have to rebrand your entire company, but if you’ve been using the same template designs throughout 2014, it’s time for a change. Are your templates built with mobile-first design? Are your templates designed with best practices in mind: avoid CSS shorthand, external or internal CSS classes or IDS, and Javascript—this can make all the difference in deliverability rates and readability across email clients. Kick-off 2015 with revised custom email templates and reap the benefits.


Vow to learn an “idea-a-day” and become an inspired marketer in 2015! Take what you learn and try it out in Pardot. Here are a few of our favorite sources that inspire us to continue to learn and improve what we do each day, be sure to share your favorites with us.


3 Steps to Get Going with Pardot

So you’re up and running with Pardot and you have this amazing marketing platform at your fingertips, now what? Here are 3 tips to ensure that you get off to a great start.

  1. Segment your Prospects with Tagging. Tagging is an efficient way to segment your database to ensure you communicate effectively with Prospects throughout the sales cycle. There are various ways you may want to use tagging to organize your data—by title, campaign, and/or score, among others. (note- tagging can be used on many objects, not just Prospects, we’ll share more ideas about tagging in an upcoming post)
  2. Organize your Content. No doubt, you have marketing content that existed pre-Pardot. Taking the time up-front to think through how you are going to organize existing content and new digital assets will save hours and hours down the road. If you have multiple people responsible for creating and uploading content, it is important to lock on a nomenclature from the start.
  3. Establish Template Drip Programs.
    One of the major reasons companies turn to Marketing Automation platforms is to decrease the manual effort involved in lead nurturing- so establishing your standard drip programs to support your objectives, should be one of the first steps you take after your Pardot implementation. Here are a few Pardot sample templates (http://www.pardot.com/faqs/best-practices/drip-program-sample-templates) to get you started. Customization of multifaceted drip programs and content can differentiate you from your competitors; so again, investing the time up-front, is a key component to your future success.

The 3 steps briefly outlined above are part of our Blasting Off with Pardot blog series. Follow our Blog.

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Get in touch with us today!