Segmentation Rules are your best friend
Posted: Mon Dec 23, 2024 4:37 am
Want to impress your colleagues with incredibly granular insights about your prospects and leads? Segmentation Rules are one-time automations that enable you to create a static list based on your choice of criteria.
Using this feature can give you access to detailed information about segments of your database, so you can:
drill down into user behaviour.
gain a more in-depth understanding.
create insightful reports on specific audience groups.
It’s very useful if you need to pull a quick report such as the number of new customers who came from a specific campaign, and how much they spent within a set timeframe, for example.
4. Scoring Categories honduras country code tell a story
A clear strategy for Pardot Scoring Categories can do you the world of good. For a company that sells multiple products or services, categories give a clear indication as to what a prospect is interested in.
As an example, imagine a technology company that offers broadband, mobile contracts, and even TV. Using Scoring Categories, the Marketing Manager can assign all marketing assets to individual categories’ i.e. one for each service type. Depending on the assets a prospect engages with, their score for each category will change. If a customer accumulates 100 mobile contract points and only 10 broadband, there are no prizes for guessing what they’re interested in!
But that’s only half the story. By setting up Scoring Categories for each brand of phone, the tech company will know the exact product they want and can send them an offer they can’t refuse, at exactly the right moment.
Delve into Scoring Categories with this dedicated blog post: How Pardot Scoring Categories Lead to Better Segmentation.
5. Associate your assets for better insights
This is closely related to tip five because forgetting this one can impact your scoring category system. If you don’t associate your assets to the right folder, you’ll miss out on a ton of useful insights and it could even interfere with some of your Automation Rules.
Remember to change the folder when you save an asset and make sure everything is in the right home!
Whilst we’re here, it’s worth mentioning that sensible naming conventions can save you a whole load of time and it’s worth using a coherent and logical structure when creating new Campaigns too. New Pardot users, trust me on this one, it’s worth the time to get organised.
6. Pay attention to Email Client reports
Ever wondered how many people are viewing your beautifully responsive emails on mobile? Wonder no more. Email Client reports are where you’ll see a breakdown of who is using what device when viewing your emails.
Pardot Email Client Reports screenshot
Source: Trailhead
With hybrid devices like the Google Pixelbook, which is a laptop and a tablet, and with mobile usage at an all-time high, mobile responsiveness is a big deal. It’s crucial that you take the typical device and browser of your audience into consideration. What’s more, if you can see a large chunk of your audience is using mobile, why not start to add some really engaging mobile-specific content to your emails?
Tip: Create email templates in Dark Mode; an increasingly popular way to view emails on mobile.
Using this feature can give you access to detailed information about segments of your database, so you can:
drill down into user behaviour.
gain a more in-depth understanding.
create insightful reports on specific audience groups.
It’s very useful if you need to pull a quick report such as the number of new customers who came from a specific campaign, and how much they spent within a set timeframe, for example.
4. Scoring Categories honduras country code tell a story
A clear strategy for Pardot Scoring Categories can do you the world of good. For a company that sells multiple products or services, categories give a clear indication as to what a prospect is interested in.
As an example, imagine a technology company that offers broadband, mobile contracts, and even TV. Using Scoring Categories, the Marketing Manager can assign all marketing assets to individual categories’ i.e. one for each service type. Depending on the assets a prospect engages with, their score for each category will change. If a customer accumulates 100 mobile contract points and only 10 broadband, there are no prizes for guessing what they’re interested in!
But that’s only half the story. By setting up Scoring Categories for each brand of phone, the tech company will know the exact product they want and can send them an offer they can’t refuse, at exactly the right moment.
Delve into Scoring Categories with this dedicated blog post: How Pardot Scoring Categories Lead to Better Segmentation.
5. Associate your assets for better insights
This is closely related to tip five because forgetting this one can impact your scoring category system. If you don’t associate your assets to the right folder, you’ll miss out on a ton of useful insights and it could even interfere with some of your Automation Rules.
Remember to change the folder when you save an asset and make sure everything is in the right home!
Whilst we’re here, it’s worth mentioning that sensible naming conventions can save you a whole load of time and it’s worth using a coherent and logical structure when creating new Campaigns too. New Pardot users, trust me on this one, it’s worth the time to get organised.
6. Pay attention to Email Client reports
Ever wondered how many people are viewing your beautifully responsive emails on mobile? Wonder no more. Email Client reports are where you’ll see a breakdown of who is using what device when viewing your emails.
Pardot Email Client Reports screenshot
Source: Trailhead
With hybrid devices like the Google Pixelbook, which is a laptop and a tablet, and with mobile usage at an all-time high, mobile responsiveness is a big deal. It’s crucial that you take the typical device and browser of your audience into consideration. What’s more, if you can see a large chunk of your audience is using mobile, why not start to add some really engaging mobile-specific content to your emails?
Tip: Create email templates in Dark Mode; an increasingly popular way to view emails on mobile.