3 Tips To Get The Most Out Of Pardot Reporting Tip 1: Use the right tool for the job • For aggregated data, use Google Analytics. • For prospect data, use Pardot. • For opportunity data, use Salesforce. Tip 2: Plan what to report and how to organize the data • For example, marketing objectives vs. diagnostic metrics. • Decide what criteria do you want to sort metrics by: -Channels -Objective -Segment -Type -Product -Geography Tip 3: Use names and standardized tags as filters • Names example: -DO THIS: [Website] [Webinar] 5 Tips For A Successful Pardot Implementation -NOT THIS: 5 Tips For A Successful Pardot Implementation • Standardized tag examples: -Segment: WordPress -Segment: Pardot -Objective: Sales-ready -Objective: Nurture -Type: Whitepaper Bonus Tip: -Set up to watch trends!

1. 3 Tips to Get the Most Out of Pardot Reporting
March 26, 2015

2. Pamela Whitham
Brainrider Programs Director
• Pardot, Eloqua, Hubspot, Marketo, Act-On
• Pardot Certified Consultant
Nice to Meet You!
ca.linkedin.com/in/PamelaWhitham/
@PamelaWhitham

3. Use the Right Tool For the Job
• Aggregated Data
• Prospect Data
• Opportunity Data
Tip 1

4. Marketing Objectives vs.
Diagnostic Metrics
Plan What to ReportTip 2
Quality
Website
Visitors
Identified
Prospects
Engaged
Leads
Identified
Sales-Ready
Leads

5. What criteria do you want to sort metrics by:
…and How to Organize the Data
• Product
• Geography
• Channels
• Objective
• Segment
• Type

6. Not All Forms Are Created Equal
Forms
PPC Forms
Nurture Forms
Whitepapers
How To
Guides
Sales-Ready
Forms
Demo
Request
Pricing
Request
Website
Forms
Nurture Forms
Whitepapers
How To
Guides
Sales-Ready
Forms
Demo
Request
Pricing
Request

7. Not all Emails Are Created Equal
Emails
Nurture
Emails
Newsletter Webinars PDF Download
Notification
Emails
Auto
Responders
Webinar
Reminders
Sales Offer
Emails
Multi Sales
Offer
Single Sales
Offer

8. Use Names & as FiltersTip 3

9. • Segment: Pardot
• Segment: Wordpress
• Objective: Sales-Ready
• Objective: Nurture
• Type: Whitepaper
• Type: Webinar
…and Standardized Tags as Filters
Extra Tip:
If you’re looking to
retroactively organize
Pardot. I recommend
Tagging!

10. Finished Product Sample

11. Right Tool For
the Job
Plan What to
Report
Use Names &
Tags to Filter
To Recap the Tips

12. Bonus Tip: Set-up to Watch Trends

13. Contact me directly at
Pamela@Brainrider.com
For more B2B Marketing content:
@Brainrider
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