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Marketers / Account Engagement (Pardot)

Summer Vaycay! Pardot’s best set-and-forget features [Infographic]

By Lucy Mazalon

August 06, 2017

It’s summer – time to switch the inbox for a digital detox.

Although businesses wind down, your marketing automation shouldn’t…here are 8 features you should leverage in Pardot to set, forget & escape!

Schedule

  • Email Sends: Create your emails, input your recipient lists, schedule = done!
  • Social Messages: Get all your social posting done at once, across all channels. Hands-free social engagement.
  • Engagement Flows: NEW this year! Now you can set a start/ stop time in Engagement Studio.

Automate

  • Dynamic Lists: These lists update based on criteria – the simplest way to automate audience segmentation.
  • Engagement Studio: Move disparate emails into Engagement Studio to transform them into drip content.
    Add rules, triggers & actions for absolute automation.
  • Completion Actions: These rules mean that no interested prospects get neglected – take autoresponder emails for example.
    Set these on forms, landing pages, files & custom redirects.

Redirect

  • Product & Services Notifications: Amend the designated person for account alerts – especially Critical Incidents & Email Compliance

The Author

Lucy Mazalon

Lucy is the Operations Director at Salesforce Ben. She is a 10x certified Marketing Champion and founder of The DRIP.

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