Scoring Rules (Automation Settings, Part 3)

The last piece of this series- Scoring Rules.

Admin> Automation Settings> Scoring Rules
Edit Scoring Rules> Select Rule> Adjust Score> Save Changes

Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much we will get into at a later time. For this post we’ll only deal with the bare minimum that you might encounter in your first 40 days of setting up Pardot as a novice user.

These are the most common scores asked about by clients. In the initial setup you will spend a lot of time creating this content and it’s nice to know how it’s being valued!

Scoring Rules

 

2 changes that you may want to consider from the beginning:

  1. Give 1 or 2 points for opening an email.
    a. Check the box for this only to take effect on the first email open, not subsequent opens of the same email.
    b. This will trigger the sync to SFDC so that the contact/lead record has the most up-to-date info (note: opening an email without a score adjustment will not trigger a sync).Edit Score
  2. Update the “Webinar Attended/Invited/Registered” scores if you have connected WebEx, ReadyTalk, or GoToWebinar to Pardot.

If you are interested in customizing Scoring and Grading for your organization, check out Pardot’s Scoring and Grading Lab, this Infographic, and KB article.

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Visitor Filters (Automation Settings, Part 2)

Part 2/3 today- Visitor Filters!

Admin> Automation Settings> Visitor Filters
+ Add Filter, enter Name and hostname or IP value, Create Filter

There are 2 common questions we get regarding Visitor Filters:

Q. How do I keep my activity from skewing the campaign reporting?

A. Filter yourself out. You can filter by IP address (find yours here) or by your domain (example: cloudontapsc.com). This way your frequent website visits and clicks won’t track and exaggerate your Campaign results. The only thing you need to keep in mind is the flip side of this coin, question 2 below.

Visitor Filters

Q. Why am I not receiving notifications when testing a form?

A. Take the filter off. If you had previously setup a visitor filter for your IP address or domain, your activity is being filtered. Whenever we hear someone isn’t receiving notifications for form testing, the first place to check is their Visitor Filters.

We call that a Maritza explanation- Short and Sweet.
Have more questions about how Visitor Filters work? Check out Pardot’s KB article here.

Coming up next: Scoring Rules

 

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Page Actions (Automation Settings, Part 1)

Hi all! We’re doing a series of 3 posts about a lesser talked about area in Pardot- Automation Settings. These settings are amazingly helpful and everyone should use it, but they aren’t necessarily the first thing your company will get to during implementation.

First up are Page Actions!

Admin> Automation Settings> Page Actions
+ Add Page Action, Name it, Enter the full URL that you want the action on, Save.

Use Options:

1. Page Actions give you real-time control of your website. Website tracking is great, but sometimes we need to take action on a prospect asap. Page actions allow you to set completion actions (ex. Add to list, notify user, send autoresponder, etc.) to a Prospect when he/she visits specific pages on your site. Consider this- Which is better?

Page Actions Scenario 1

 

2. Page Actions can identify specific pages as being worth more or less points than others. If you had Page Actions set to decrease the score for your Careers Page and/or increase the score for the Pricing Page, you would have a better picture of which Prospect is worth sales’ time.
Page Actions Scenario 2

 

3. Page Actions can be used to call a page out as priority. Even if you have no need to take action on a page or score someone differently for visiting it, you still may want a Pricing or Product/Service page to stand out in the Prospect Activity section. Checking the “Priority Page?” box allows the page to stand out from the typical “1 visit 4 pages” on the activity.

Page Actions are awesome and you should definitely try them out!
Questions about how Page Actions behave in Pardot? Check out Pardot’s KB article here.

Coming up next: Visitor Filters

 

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Favorite 4- Dreamforce 2014

Hello blogging world! What better way to officially kick off this blog than with a recap of Dreamforce 2014!?!
Mike and Sikes were on site all week for their 3rd year in a row. Did you see them?

We decided to ask our favorite 2 what their favorite 2 things were at Dreamforce and here are the results…


Mike

1. Benioff Keynote, Customer Success Platform

“Our vision is to build the platform that allows you to connect. We know that if you engage deeply, interact, remember those customers, and create 1-to-1 relationships with them, you will have incredible success.” – Benioff

Learn More…

2. Breakout Sessions

Sessions help you gain insight on specific functionality of a piece of the Salesforce Puzzle.
Checkout Salesforce’s On-Demand Archive to view a little bit of what you might have missed!


Sikes

1. Salesforce1 Sales Reach

“With on-the-spot marketing and selling tools, sales reps will now be able to deploy 1:1 campaigns tailored to prospects’ actions to advance buyers through the sales process—all from their mobile device.” Learn More…

2. Wave Analytics Cloud

“Companies can now quickly deploy sales, service and marketing analytics, or build custom mobile analytics apps, using any data source—empowering everyone to make smarter decisions from anywhere.” Learn More…

It’s no surprise that they picked all of the awesome new features that will make our clients’ businesses run even smoother and help foster better relationships! It’s all about the relationship.

What was your favorite part of Dreamforce?