Pardot: Tags & GoodData

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Zach Bailey

Technology

Agenda

• Intro
• Tags
• GoodData
• Q&A
• Open Discussion -
Non-email uses of Pardot

Who is this guy?
Joined Pardot Jan 1
Product Manager
Reach out:
@znbailey
linkedin.com/in/znbailey
zach.bailey@pardot.com

Tags!
• Tags, tags everywhere!
• Super lightweight
• Flexible, user-driven
taxonomy
• Better than folders

Tags in Pardot

• Every “asset” is tag-able

• Tag filtering on tables

Tags in Pardot

• All tagged
assets
• Lots of ways
to tag
prospects
• Tags vs Lists?

Reporting

• Marketing - from art
to science
• “Show me the
money!!!”
• Preaching to the choir

Why GoodData?
• 100% dedicated to
awesome reporting

• Great API, very flexible
report building

• BUT not a substitute for
good, basic reporting in
Pardot

What’s available?
• The basics:
prospects,
opportunities,
activities, tags

• Coming soon: custom
fields, single sign-on

• Paid version - Q3 #WTF

GoodData Use Cases
• Dashboards, KPIs,
Strategic Metrics

The things these
folks care about

GoodData Use Cases
• Graphs Galore

Tables, Lines, Bars, Funnels, Pies, Oh my!

• Drill-down by timeframe
Year → Quarter → Month → Week → Day
The things these
folks care about

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Pardot: Tags & GoodData

1. Pardot: Tags & GoodData Zach Bailey, VP Prod

2. Agenda • Intro • Tags • GoodData • Q&A • Open Discussion - Non-email uses of Pardot

3. Who is this guy? Joined Pardot Jan 1 Product Manager Reach out: @znbailey linkedin.com/in/znbailey zach.bailey@pardot.com

4. Tags! • Tags, tags everywhere! • Super lightweight • Flexible, user-driven taxonomy • Better than folders

5. Tags in Pardot • Every “asset” is tag-able • Tag filtering on tables

6. Tags in Pardot • All tagged assets • Lots of ways to tag prospects • Tags vs Lists?

7. Tags Demo

8. Reporting • Marketing - from art to science • “Show me the money!!!” • Preaching to the choir

9. Why GoodData? • 100% dedicated to awesome reporting • Great API, very flexible report building • BUT not a substitute for good, basic reporting in Pardot

10. What’s available? • The basics: prospects, opportunities, activities, tags • Coming soon: custom fields, single sign-on • Paid version - Q3 #WTF

11. GoodData Use Cases • Dashboards, KPIs, Strategic Metrics The things these folks care about

12. GoodData Use Cases • Graphs Galore Tables, Lines, Bars, Funnels, Pies, Oh my! • Drill-down by timeframe Year → Quarter → Month → Week → Day The things these folks care about

13. Opps by Quarter

14. Opps by Month

15. Opps by Week/Day

16. GoodData Demo

17. Q&A

Pardot: Tags & GoodData

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