3. Who is this guy?
Joined Pardot Jan 1
Product Manager
Reach out:
@znbailey
linkedin.com/in/znbailey
zach.bailey@pardot.com “Dr. No”
4. Tags 101
• Tags, tags everywhere!
• Super lightweight
• Flexible, user-driven
taxonomy
• Better than folders
5. Tags in Pardot
• Every “asset” is tag-able
• Tag filtering on tables
6. Tags in Pardot
• View all
tagged assets
• Plenty of ways
to tag
prospects
• Tags vs Lists?
7. Tags as ... Campaigns!
• Set up automations, completion actions,
segmentations to tag “touched”
prospects
• Use filtering on tables to see prospects
touched by multiple campaigns
• Tags feed into GoodData for reporting!
8. Tags as ... Campaigns!
• Also tag assets
related to
campaign
• Go to tag
overview
screen to
easily see
everything
related to a
campaign
9. Tags as ... Filters!
• Set up automations to add tags based on
score, grade, or custom field values (product,
revenue range, etc)
• Use tables for quick ad-hoc filtering
10. Tags as ... Filters!
• Tag automations based on what they do
(e.g. assignment, score adjustment,
tagging, etc)
• Use tables to narrow down what you’re
looking for
13. Why GoodData?
• 100% dedicated to
awesome reporting
• Great API, very flexible
report building
• BUT not a substitute for
good, basic reporting in
Pardot
14. What’s available?
• The basics:
prospects,
opportunities,
activities, tags
• Coming soon: custom
fields, single sign-on
• Paid version - Q3 #WTF
15. Getting Access
• Invite-based beta
• Send an email to:
support@pardot.com
• GA release 1 - 2
months out
• Basic is always FREE
with Pardot account
16. GoodData Use Cases
• Dashboards, KPIs,
Strategic Metrics
The things these
folks care about
17. GoodData Use Cases
• Graphs Galore
Tables, Lines, Bars, Funnels, Pies, Oh my!
• Drill-down by timeframe
Year → Quarter → Month → Week → Day
The things these
folks care about
