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Everything	
  You	
  Need	
  
                To	
  Know	
  
       About	
  MarkeDng	
  AutomaDon	
  Campaigns	
  
Presented	
  by:	
  	
  
Mathew	
  Sweezey,	
  Evangelist,	
  Pardot	
  
July	
  26,	
  2012	
  

	
  
Agenda	
  	
  
	
  
•  Speed	
  DaDng	
  Style	
  	
  
•  15	
  Campaigns	
  	
  
•  What	
  you’ll	
  need	
  	
  
•  How	
  to	
  execute	
  	
  
•  QuesDons	
  	
  
	
  
Basic	
  Lead	
  Gen	
  Campaign	
  
Begin	
  at	
  the	
  Beginning	
  
Lead	
  Gen	
  Campaign	
  
                              #1	
  




 +Score	
     Segment	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  Form	
  	
  
•  1	
  Landing	
  Page	
  
•  1	
  Autoresponder	
  Email	
  	
  
•  List	
  for	
  drip	
  nurturing	
  	
  

	
  
1st	
  Drip	
  Program	
  
Nurturing	
  Notes	
  
1st	
  Drip	
  Program	
  	
  
                                                                                    #2	
  

                                                                       6	
  

Segment	
  	
     Stage	
  3	
  Content	
            Stage	
  2	
  Content	
  



                                       11	
                                      6	
  

                                          Stage	
  1	
  Content	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  SegmentaDon	
  Rule	
  	
  	
  
•  3	
  Nurturing	
  Email	
  Templates	
  
•  3	
  AutomaDon	
  Rules	
  to	
  move	
  
     prospects	
  into	
  appropriate	
  
     segments	
  (Stage	
  1,2,3)	
  

	
  
Webinar	
  Campaign	
  
Reaching	
  Out	
  
Webinar	
  Campaign	
  
                                    #3	
  




 +Score	
     	
  	
  Segment	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  Webinar	
  Set-­‐Up	
  
•  1	
  Email	
  for	
  inviDng	
  prospects	
  
•  3	
  Nurturing	
  Email	
  Templates	
  
•  3	
  AutomaDon	
  Rules	
  to	
  place	
  
     people	
  on	
  appropriate	
  follow	
  
     up	
  tracks	
  
	
  
Cold	
  Lead	
  Recycling	
  
Warming	
  up	
  cold	
  leads	
  
Cold	
  Lead	
  Recycling	
  
                                 #4	
  



                     =	
     MQL	
  

        +Score	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  AutomaDon	
  Rule	
  to	
  find	
  
     cold	
  leads	
  
•  1	
  Nurture	
  Program	
  for	
  cold	
  
     leads	
  (already	
  set	
  up)	
  	
  
•  1	
  AutomaDon	
  Rule	
  to	
  qualify	
  
     them	
  as	
  MQL	
  

	
  
Sales	
  Drip	
  
Don’t	
  let	
  the	
  well	
  run	
  dry	
  
Sales	
  Drip	
  
                                                                   #5	
  

                                                    6	
  

	
  	
  List	
  in	
  CRM	
  



                                     13	
                   	
  3	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  List	
  -­‐	
  visible	
  in	
  CRM	
  
•  1	
  Nurturing	
  Program	
  	
  
•  3	
  Emails	
  in	
  the	
  drip	
  program	
  	
  
•  1	
  Set	
  Task,	
  if	
  no	
  acDon	
  a_er	
  3	
  
     emails	
  in	
  drip	
  work-­‐flow	
  

	
  
Advanced	
  SegmentaFons	
  	
  
Data	
  Mining	
  Secrets	
  	
  
Advanced	
  SegmentaFon	
  	
  	
  	
  	
  
                                                                            #6	
  



                                                                                 	
  
                                      Email	
  	
  	
  	
  	
  	
  	
  	
  	
  First	
  Name	
  	
  	
  	
  	
  	
  Last	
  
                                      Name	
  
                                                                           	
  	
  	
  	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  AutomaDon	
  Rule	
  	
  
•  Data	
  points	
  to	
  use	
  	
  
•  1	
  List	
  already	
  created	
  	
  
•  Training	
  on	
  If-­‐Then	
  Logic	
  	
  

	
  
CondiFonal	
  Forms	
  
Changing	
  the	
  Game	
  	
  
Advanced	
  Forms	
  
                        #7	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  Form	
  	
  
•  Deep	
  understanding	
  of	
  what	
  
     you	
  would	
  like	
  to	
  know	
  
•  Progressive	
  order	
  of	
  your	
  
     quesDons	
  
	
  
Advanced	
  Nurturing	
  TacFcs	
  	
  
Ohh,	
  You’re	
  Fancy	
  Now	
  	
  
Advanced	
  Nurturing	
  
                                             #8	
  


               6	
               	
  9	
  


A/B	
  
                         ?	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  Drip	
  Templates	
  	
  
•  Split	
  List	
  for	
  A/B	
  TesDng	
  	
  
•  View	
  Drip	
  Report	
  	
  
•  Smarts!	
  
	
  
Win	
  Loss	
  Survey	
  	
  
Who	
  doesn’t	
  like	
  to	
  improve	
  	
  
Win	
  Loss	
  Survey	
  	
  
                                #9	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  List	
  of	
  lost	
  Opps	
  
•  Call	
  Script	
  	
  
•  Follow	
  up	
  Email	
  	
  
•  Landing	
  Page	
  	
  
•  Form	
  	
  

	
  
Lost	
  Deal	
  Drip	
  	
  
Make	
  Sales	
  Happier	
  	
  
Lost	
  Deal	
  Drip	
  
                                                                           #10	
  

                                                               45	
  

	
  	
  List	
  in	
  CRM	
  



                                Rinse	
  and	
     45	
                 	
  3	
  
                                 Repeat	
  	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  1	
  List	
  -­‐	
  visible	
  in	
  CRM	
  
•  1	
  Nurturing	
  Program	
  	
  
•  3	
  Emails	
  in	
  the	
  drip	
  program	
  	
  
	
  
	
  
Social	
  Tracking	
  	
  
Tracking	
  and	
  Engaging	
  with	
  Social	
  
Social	
  PosFng	
  
                       #11	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  Upload	
  Content	
  	
  
•  Schedule	
  Post	
  	
  
•  Relevant	
  message	
  
•  Call	
  to	
  AcDon	
  	
  
•  Track	
  Conversions	
  	
  

	
  
Video	
  Killed	
  the	
  Radio	
  Star	
  	
  
Using	
  new	
  Mediums	
  	
  
Video	
  Tracking	
  (Hosted)	
  	
  	
  
                                            #12	
  
Video	
  Tracking	
  (On	
  Site)	
  	
  	
  
                                            #12+	
  
What	
  You’ll	
  Need	
  	
  
	
  
	
   Video	
  Uploaded	
  to	
  HosDng	
  site	
  
• 
•  Custom	
  Redirect	
  
•  AutomaDon	
  rule	
  for	
  
         segmentaDon	
  and	
  other	
  
         acDons	
  
	
  	
  

	
  
Trade	
  Show	
  Kiosk	
  Forms	
  	
  
Make	
  life	
  easier	
  on	
  the	
  road	
  	
  
Kiosk	
  Forms	
  	
  
                         #13	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  Input	
  Device	
  (iPad)	
  
•  Form	
  in	
  Kiosk	
  Mode	
  	
  
	
  
Facebook	
  iFrames	
  
Advanced	
  Social	
  OpFons	
  	
  
Facebook	
  iFrames	
  
                          #14	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  List	
  of	
  lost	
  Opps	
  
•  Call	
  Script	
  	
  
•  Follow	
  up	
  Email	
  	
  
•  Landing	
  Page	
  	
  
•  Form	
  	
  

	
  
Dynamic	
  Content	
  	
  
Dynamic	
  TargeFng	
  /	
  RetargeFng	
  	
  
Dynamic	
  Content	
  
                                                     #15	
  
              CEO	
  –	
  Sees	
  Call	
  to	
  
              acDon	
  #1	
  




                                      Manager	
  –	
  Sees	
  
                                      Call	
  to	
  acDon	
  #2	
  




              Post	
  Demo	
  –	
  Sees	
  
              Call	
  to	
  acDon	
  #3	
  
What	
  You’ll	
  Need	
  	
  
	
  
•  Content	
  	
  
•  Dynamic	
  Content	
  Block	
  	
  
	
  
	
  
Put	
  it	
  All	
  Together	
  	
  
Time	
  to	
  use	
  it!	
  
Campaign	
  
                    	
  Score,	
  
                    	
  Nurture	
  	
  




      	
  MQL	
  
Contact	
  InformaFon	
  
                                Pardot	
  
Mathew	
  Sweezey	
             950	
  East	
  Paces	
  Ferry	
  Rd	
  
Sr.	
  Sales	
  Manager	
  
                                Suite	
  3300	
  
mathew.sweezey@pardot.com	
     Atlanta,	
  Georgia	
  30326	
  
@msweezey	
  
                                	
  
                                	
  
                                404.492.6848	
  
                                877.3B2B.ROI	
  
                                www.pardot.com	
  

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Everything You Need To Know About Marketing Automation Campaigns

  • 1. Everything  You  Need   To  Know   About  MarkeDng  AutomaDon  Campaigns   Presented  by:     Mathew  Sweezey,  Evangelist,  Pardot   July  26,  2012    
  • 2. Agenda       •  Speed  DaDng  Style     •  15  Campaigns     •  What  you’ll  need     •  How  to  execute     •  QuesDons      
  • 3. Basic  Lead  Gen  Campaign   Begin  at  the  Beginning  
  • 4. Lead  Gen  Campaign   #1   +Score   Segment  
  • 5. What  You’ll  Need       •  1  Form     •  1  Landing  Page   •  1  Autoresponder  Email     •  List  for  drip  nurturing      
  • 6. 1st  Drip  Program   Nurturing  Notes  
  • 7. 1st  Drip  Program     #2   6   Segment     Stage  3  Content   Stage  2  Content   11   6   Stage  1  Content  
  • 8. What  You’ll  Need       •  1  SegmentaDon  Rule       •  3  Nurturing  Email  Templates   •  3  AutomaDon  Rules  to  move   prospects  into  appropriate   segments  (Stage  1,2,3)    
  • 10. Webinar  Campaign   #3   +Score      Segment  
  • 11. What  You’ll  Need       •  1  Webinar  Set-­‐Up   •  1  Email  for  inviDng  prospects   •  3  Nurturing  Email  Templates   •  3  AutomaDon  Rules  to  place   people  on  appropriate  follow   up  tracks    
  • 12. Cold  Lead  Recycling   Warming  up  cold  leads  
  • 13. Cold  Lead  Recycling   #4   =   MQL   +Score  
  • 14. What  You’ll  Need       •  1  AutomaDon  Rule  to  find   cold  leads   •  1  Nurture  Program  for  cold   leads  (already  set  up)     •  1  AutomaDon  Rule  to  qualify   them  as  MQL    
  • 15. Sales  Drip   Don’t  let  the  well  run  dry  
  • 16. Sales  Drip   #5   6      List  in  CRM   13    3  
  • 17. What  You’ll  Need       •  1  List  -­‐  visible  in  CRM   •  1  Nurturing  Program     •  3  Emails  in  the  drip  program     •  1  Set  Task,  if  no  acDon  a_er  3   emails  in  drip  work-­‐flow    
  • 18. Advanced  SegmentaFons     Data  Mining  Secrets    
  • 19. Advanced  SegmentaFon           #6     Email                  First  Name            Last   Name          
  • 20. What  You’ll  Need       •  1  AutomaDon  Rule     •  Data  points  to  use     •  1  List  already  created     •  Training  on  If-­‐Then  Logic      
  • 21. CondiFonal  Forms   Changing  the  Game    
  • 23. What  You’ll  Need       •  1  Form     •  Deep  understanding  of  what   you  would  like  to  know   •  Progressive  order  of  your   quesDons    
  • 24. Advanced  Nurturing  TacFcs     Ohh,  You’re  Fancy  Now    
  • 25. Advanced  Nurturing   #8   6    9   A/B   ?  
  • 26. What  You’ll  Need       •  Drip  Templates     •  Split  List  for  A/B  TesDng     •  View  Drip  Report     •  Smarts!    
  • 27. Win  Loss  Survey     Who  doesn’t  like  to  improve    
  • 28. Win  Loss  Survey     #9  
  • 29. What  You’ll  Need       •  List  of  lost  Opps   •  Call  Script     •  Follow  up  Email     •  Landing  Page     •  Form      
  • 30. Lost  Deal  Drip     Make  Sales  Happier    
  • 31. Lost  Deal  Drip   #10   45      List  in  CRM   Rinse  and   45    3   Repeat    
  • 32. What  You’ll  Need       •  1  List  -­‐  visible  in  CRM   •  1  Nurturing  Program     •  3  Emails  in  the  drip  program        
  • 33. Social  Tracking     Tracking  and  Engaging  with  Social  
  • 35. What  You’ll  Need       •  Upload  Content     •  Schedule  Post     •  Relevant  message   •  Call  to  AcDon     •  Track  Conversions      
  • 36. Video  Killed  the  Radio  Star     Using  new  Mediums    
  • 37. Video  Tracking  (Hosted)       #12  
  • 38. Video  Tracking  (On  Site)       #12+  
  • 39. What  You’ll  Need         Video  Uploaded  to  HosDng  site   •  •  Custom  Redirect   •  AutomaDon  rule  for   segmentaDon  and  other   acDons        
  • 40. Trade  Show  Kiosk  Forms     Make  life  easier  on  the  road    
  • 41. Kiosk  Forms     #13  
  • 42. What  You’ll  Need       •  Input  Device  (iPad)   •  Form  in  Kiosk  Mode      
  • 43. Facebook  iFrames   Advanced  Social  OpFons    
  • 45. What  You’ll  Need       •  List  of  lost  Opps   •  Call  Script     •  Follow  up  Email     •  Landing  Page     •  Form      
  • 46. Dynamic  Content     Dynamic  TargeFng  /  RetargeFng    
  • 47. Dynamic  Content   #15   CEO  –  Sees  Call  to   acDon  #1   Manager  –  Sees   Call  to  acDon  #2   Post  Demo  –  Sees   Call  to  acDon  #3  
  • 48. What  You’ll  Need       •  Content     •  Dynamic  Content  Block        
  • 49. Put  it  All  Together     Time  to  use  it!  
  • 50. Campaign    Score,    Nurture      MQL  
  • 51. Contact  InformaFon   Pardot   Mathew  Sweezey   950  East  Paces  Ferry  Rd   Sr.  Sales  Manager   Suite  3300   mathew.sweezey@pardot.com   Atlanta,  Georgia  30326   @msweezey       404.492.6848   877.3B2B.ROI   www.pardot.com