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My Best Campaign Ever

Moderated by:
Laura Horton
Pardot
Panelists

Kristin Anne Carideo
Online Marketing Manager


                           Erin Braford
                           Marketing Analyst

Drew Smith
Director of Online Marketing
Kristin Anne Carideo
Best Campaign Ever
Intro to Bongarde:
Bongarde is a 20 year old B2B publishing company
specializing in safety compliance information. We are
making the transition from traditional newsletter
publishing to web-first publishing, subscription websites
and SaaS products.
My role:
I was brought in as the online marketing manager in
August 2010 to transition from a database CRM to
Salesforce and to manage the implementation of
Pardot.
Best Campaign Ever
The Product:



A subscription website offering content on legal
compliance for Canadian safety professionals
launched in 2010.

   Niche market with most potential clients already
   subscribers to another Bongarde product
   Full-access 7 Day trial available
   Acquisition Sales Team calling on leads
   Robust website with a lot of content
Best Campaign Ever
The Problem(s) Pre-Pardot:
   Poor sales followup
   No transparency into sales rep followup for
   management
   Low conversion from free trial to subscriber despite
   low price point
   Low education about the product
   Many reasons for prospects to take a trial, but
   intelligence for sales rep low on why they were
   taking the trial
   Prospects very hard to get a hold of by phone
Best Campaign Ever
Sales Statistics Pre-Pardot:
   Averaging 110 trials per month
   Average 5.4% rate of conversion from trial to
   subscription
   Average $3,497 revenue on new subscriptions per
   month (price of 1 year subscription to product
   ranged from $595-$795 during that period)
Best Campaign Ever
Solution
   Implemented Pardot /Salesforce in August 2010
   Installed Pardot tracking on all pages of OHS
   Insider website
   Utilized Pardot Form Handlers so prospects are
   creating a Pardot record at the same time they are
   creating a 7 day trial in our access-management
   system (A Member)
   Created a very simple drip campaign that sends 6
   emails to prospect within their 7 day trial
   Educated Sales about utilizing Pardot to see what
   pages the prospect had visited prior to calling so
   they know what information the prospect was
   looking for
Best Campaign Ever
Best Campaign Ever
Drip Emails are:
   Meant to engage, not sell – they provide links and
   “check in” with prospects over the course of their
   trial
   Effective in getting in touch with prospects sales
   reps were otherwise unable to get in touch with
   Opened at a rate of between 25-35%, much higher
   than a call-contact rate
Best Campaign Ever
Sales Statistics for 4 months After Trial Drip:
  Averaging 189 trials per month (previously 110)
  Average 9% rate of conversion from trial to
  subscription (previously 5.4%)
  Average $18,984 revenue on new subscriptions
  per month (previously $3,497).
Erin Braford
STR Software
 We’re in the ‘Automating delivery of documents
 from business applications’ business


 Primarily a technical audience – mostly
 speaking to users of various ERPs (Oracle, SAP)


 Want to leverage our 25 years of experience
 and expertise to speak to our primary audience
 as well as other decision makers


 We recently updated our site to a Content
 Management System (CMS) to optimize content
 publishing
BCE: BI Publisher University
We have a ton of
knowledge to share


Objectives: generate leads,
nurture leads, support sales
by credentializing our
expertise


Educational approach: share
free, relevant content related to
our expertise.


Evolved into BI Publisher University
Campaign Execution
Developed content
and created a
centralized “hub”
of information
with links to
relevant content.
Pardot and BIP U
• Placed valuable
content behind
forms
• Began using
Progressive Forms
more extensively to
capture data we can
use for nurturing.
Pardot and BIP U
• Hosted the forms
and descriptions of
the content on
Pardot Landing
Pages templated to
look and behave like
the rest of our site
Pardot and BIP U
• We also put a
form on the BIPU
page itself
creating a
“subscription”
opportunity to
jump start opt-ins
Pardot and BIP U
• Using Email Templates, created “autoresponder emails” that contain links
to additional, related content.
Campaign Promotion
Campaign featured prominently in our home page carousel
Campaign Promotion
“For more information”
section added to each piece
of content to help visitors
flow through the information:
Campaign Promotion
We feature a variety of content
in our sidebars throughout the
site.
Campaign Promotion
• Emailed an invitation to check out BIP U to the relevant
  segment of our sales database
• Actively promote the content itself via social networks
• Include links to BIP U in presentation slides and related
  correspondence as a “for more information” call to action.
Early Results
• We were pleased with the response rate from our internal
  database.
• We have enhanced profiling with Progressive Forms and are
  collecting better information on new and existing contacts.
• We have generated new, organic inbound traffic to the site
  as a result of the quantity, quality, and optimization of
  content in the BIP U.
• Gaining insight into the visitor’s process and will use that
  data to make changes moving forward.
Next Steps
BIP University has been integrated into our content planning
roadmap and we will continue to develop content for it as well
as our other areas of expertise.

At some point, we may determine that BIP U should move from
being a ‘campaign’ to being a permanent fixture on our website.
TBD based on data we collect over time.
Drew Smith
About Drew & Attivio
Drew Smith, Director of Online Marketing
   • Responsibilities include Attivio webmaster, SF.com & Pardot
   administration, video & graphics production, social media
   management
   • Originally come from an Engineering management
   background, moved into Marketing three years ago
ATTIVIO
   • Enterprise software development company based outside
   of Boston, MA
   • Core product is the Active Intelligence Engine™ (AIE)
   platform sold to B2B, Fortune 1000 companies
   • AIE unifies all corporate data and content assets into a
   single, searchable platform (think Google behind the firewall)
“My Best Campaign Ever”
Project called the “The Big Drip”
    • CHALLENGE: 28,000+ leads in SF.com that were stale and
    not being touched beyond our monthly newsletter.
    • GOALS:
        •Re-engage leads with a multi-touch drip campaign that
        offers compelling content related to Attivio and business
        problems we address.
        •Drive Prospect Scores to a threshold where they qualify
        for follow-up.
    • APPROACH:
        •Using content from our recent eBook, we carved out a
        series of drip emails and dropped leads into the program.
“The Big Drip” Content
• Utilizes video and whitepaper
  assets that are included in a series
  of outreach emails with calls to
  action to view content as well as
  offer for a consultation.
• Want to educate about Attivio,
  Unified Information Access and
  our product.
• Scoring boosts, notifications based
  on Prospects’ activities
Results
• Overall 13% engagement rate (clicks on calls to
  action)
• Over 1000, formerly stale prospects have now re-
  engaged at some level with Attivio
• 500 qualified (based on score) for follow-up by sales
• What calls to action worked best?
   • Video = 54% of total clicks
   • PDF content = 28% of total clicks
   • Web Links = 14% of total clicks
   • AddThis = 4% of total clicks

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Pardot Elevate 2011: My Best Campaign Ever

  • 1. My Best Campaign Ever Moderated by: Laura Horton Pardot
  • 2. Panelists Kristin Anne Carideo Online Marketing Manager Erin Braford Marketing Analyst Drew Smith Director of Online Marketing
  • 4. Best Campaign Ever Intro to Bongarde: Bongarde is a 20 year old B2B publishing company specializing in safety compliance information. We are making the transition from traditional newsletter publishing to web-first publishing, subscription websites and SaaS products. My role: I was brought in as the online marketing manager in August 2010 to transition from a database CRM to Salesforce and to manage the implementation of Pardot.
  • 5. Best Campaign Ever The Product: A subscription website offering content on legal compliance for Canadian safety professionals launched in 2010. Niche market with most potential clients already subscribers to another Bongarde product Full-access 7 Day trial available Acquisition Sales Team calling on leads Robust website with a lot of content
  • 6. Best Campaign Ever The Problem(s) Pre-Pardot: Poor sales followup No transparency into sales rep followup for management Low conversion from free trial to subscriber despite low price point Low education about the product Many reasons for prospects to take a trial, but intelligence for sales rep low on why they were taking the trial Prospects very hard to get a hold of by phone
  • 7. Best Campaign Ever Sales Statistics Pre-Pardot: Averaging 110 trials per month Average 5.4% rate of conversion from trial to subscription Average $3,497 revenue on new subscriptions per month (price of 1 year subscription to product ranged from $595-$795 during that period)
  • 8. Best Campaign Ever Solution Implemented Pardot /Salesforce in August 2010 Installed Pardot tracking on all pages of OHS Insider website Utilized Pardot Form Handlers so prospects are creating a Pardot record at the same time they are creating a 7 day trial in our access-management system (A Member) Created a very simple drip campaign that sends 6 emails to prospect within their 7 day trial Educated Sales about utilizing Pardot to see what pages the prospect had visited prior to calling so they know what information the prospect was looking for
  • 10. Best Campaign Ever Drip Emails are: Meant to engage, not sell – they provide links and “check in” with prospects over the course of their trial Effective in getting in touch with prospects sales reps were otherwise unable to get in touch with Opened at a rate of between 25-35%, much higher than a call-contact rate
  • 11. Best Campaign Ever Sales Statistics for 4 months After Trial Drip: Averaging 189 trials per month (previously 110) Average 9% rate of conversion from trial to subscription (previously 5.4%) Average $18,984 revenue on new subscriptions per month (previously $3,497).
  • 13. STR Software We’re in the ‘Automating delivery of documents from business applications’ business Primarily a technical audience – mostly speaking to users of various ERPs (Oracle, SAP) Want to leverage our 25 years of experience and expertise to speak to our primary audience as well as other decision makers We recently updated our site to a Content Management System (CMS) to optimize content publishing
  • 14. BCE: BI Publisher University We have a ton of knowledge to share Objectives: generate leads, nurture leads, support sales by credentializing our expertise Educational approach: share free, relevant content related to our expertise. Evolved into BI Publisher University
  • 15. Campaign Execution Developed content and created a centralized “hub” of information with links to relevant content.
  • 16. Pardot and BIP U • Placed valuable content behind forms • Began using Progressive Forms more extensively to capture data we can use for nurturing.
  • 17. Pardot and BIP U • Hosted the forms and descriptions of the content on Pardot Landing Pages templated to look and behave like the rest of our site
  • 18. Pardot and BIP U • We also put a form on the BIPU page itself creating a “subscription” opportunity to jump start opt-ins
  • 19. Pardot and BIP U • Using Email Templates, created “autoresponder emails” that contain links to additional, related content.
  • 20. Campaign Promotion Campaign featured prominently in our home page carousel
  • 21. Campaign Promotion “For more information” section added to each piece of content to help visitors flow through the information:
  • 22. Campaign Promotion We feature a variety of content in our sidebars throughout the site.
  • 23. Campaign Promotion • Emailed an invitation to check out BIP U to the relevant segment of our sales database • Actively promote the content itself via social networks • Include links to BIP U in presentation slides and related correspondence as a “for more information” call to action.
  • 24. Early Results • We were pleased with the response rate from our internal database. • We have enhanced profiling with Progressive Forms and are collecting better information on new and existing contacts. • We have generated new, organic inbound traffic to the site as a result of the quantity, quality, and optimization of content in the BIP U. • Gaining insight into the visitor’s process and will use that data to make changes moving forward.
  • 25. Next Steps BIP University has been integrated into our content planning roadmap and we will continue to develop content for it as well as our other areas of expertise. At some point, we may determine that BIP U should move from being a ‘campaign’ to being a permanent fixture on our website. TBD based on data we collect over time.
  • 27. About Drew & Attivio Drew Smith, Director of Online Marketing • Responsibilities include Attivio webmaster, SF.com & Pardot administration, video & graphics production, social media management • Originally come from an Engineering management background, moved into Marketing three years ago ATTIVIO • Enterprise software development company based outside of Boston, MA • Core product is the Active Intelligence Engine™ (AIE) platform sold to B2B, Fortune 1000 companies • AIE unifies all corporate data and content assets into a single, searchable platform (think Google behind the firewall)
  • 28. “My Best Campaign Ever” Project called the “The Big Drip” • CHALLENGE: 28,000+ leads in SF.com that were stale and not being touched beyond our monthly newsletter. • GOALS: •Re-engage leads with a multi-touch drip campaign that offers compelling content related to Attivio and business problems we address. •Drive Prospect Scores to a threshold where they qualify for follow-up. • APPROACH: •Using content from our recent eBook, we carved out a series of drip emails and dropped leads into the program.
  • 29. “The Big Drip” Content • Utilizes video and whitepaper assets that are included in a series of outreach emails with calls to action to view content as well as offer for a consultation. • Want to educate about Attivio, Unified Information Access and our product. • Scoring boosts, notifications based on Prospects’ activities
  • 30. Results • Overall 13% engagement rate (clicks on calls to action) • Over 1000, formerly stale prospects have now re- engaged at some level with Attivio • 500 qualified (based on score) for follow-up by sales • What calls to action worked best? • Video = 54% of total clicks • PDF content = 28% of total clicks • Web Links = 14% of total clicks • AddThis = 4% of total clicks