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Our dedicated Salesforce Practice combines strategy, creative and user experience consultants with deep Salesforce technology skills to drive business transformation.

Pardot Implementation

Case Studies

PROJECT SUMMARY

Pardot Configuration for email marketing for a Marketing Company to execute extensive marketing campaigns.

The project was to design scalable marketing campaign structure and detailed flow for the client. The Client is a marketing giant working with service Industry, Real-estate and technology with expand all over the US. They required a tool to reach out to every potential customer and maintain connection with the customer.

WHAT WAS THE REQUIREMENT?

  • Creation of Marketing campaign with Email lists on the basis of Email send Schedule.
  • Mass Import of Leads/Prospects and creation of Suppression List (List of non-email leads) as well as creation and management of each campaign uniquely and independently.
  • Making Pardot single point of Email Marketing tool for each and every type of Email Campaign.

CHALLENGES

  • How to create and keep each Campaign Independent? (All customer type is different hence the way we approach is unique)
  • Creation and Maintenance of Unique Prospect list with no duplication for each campaign list.
  • To keep the process simple and convenient for the client with least amount of efforts involved.
  • Keeping out the uninterested leads who do not choose to opt out themselves.

IMPLEMENTED SOLUTION

  • Creation of Different Campaign with the suitable Email Lists at Separate destinations under a single source for each Campaign.
  • Creation of separate Email Lists of prospects/Leads for each campaign. Avoiding the duplicates using different parameters like unique email and Company as check criteria.
  • Creation of single source of Suppression List (non-email contacts) who do not choose to opt out but are not interested also. The suppression list was different for all campaigns.
  • Configuration of Standard reports on the basis of Email opens and other parameters. Creation of a summarized report for the comparison of different campaign.
  • Creation of Simple Engagement program for the Automated Email sending. It involved sending a set of emails at different durations while the campaign progresses. The engagement program also involved addition and removal of leads at different stages according to requirement and lead interest.

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