Pardot: Customer Journey and Automation Design

With Salesforce 's B2B marketing solution Pardot , you can design journeys specific to customer groups and automate these journeys to reach a large number of potential customers in a short time.

 

You can start automation by determining the customer groups you specify and determine the actions, checkpoints and rules to be taken to create the journey.

 

With Pardot, you can choose steps such as adding the customer to a list or campaign, updating the customer score, sending a notification or e-mail to the customer under actions, adding a checkpoint to check whether the customer has taken actions such as reviewing the sent link, viewing the e-mail, filling out the form within the time period you specify, and specify rules such as assigning the customer to a responsible person after the check, or increasing the customer's score.

 

In the test section of Pardot, you can follow the steps of the journey you designed, in the report section, you can examine options one by one such as how many of the customer group viewed the e-mails and links you shared for each step, how many people's scores were increased, and you can decide on the most appropriate marketing activities by evaluating these results.

 

In the detailed information of the leads included in Pardot Automation, you can review the activities of the leads such as site visits, form fillings and their updated scores accordingly, and direct potential leads with high scores to your sales teams.

 

For more resources, you can check out these articles:

 

Latest Developments from Pardot

Marketing Automation with Pardot

 

See you in the next video to see more of what you can do in the Salesforce world.