VIP notifications I’ve always really liked
Posted: Sun Dec 22, 2024 4:43 am
Page Actions because of the way the feature works with Scoring Categories.
As you can use Pardot Completion Actions on page actions, it only makes sense that Conditional Completion Actions will apply here too.
So, similar to the above, you might want to be notified any time a Key account starts to look at your contact us page or maybe a specific service page so you can upsell.
The idea is very similar:
If a prospect mobile number in cambodia views the contact us page:
do nothing
If a prospect views the contact us page and is a Key account:
notify assigned user
create a task to follow up
Competitors
It’s pretty common knowledge at this point that I change all of our emails for any subscribers who work at a consultancy selling Pardot services. I will dynamically change the content of our emails so you cannot receive the original content.
Why do I do this? Literally, because I think it’s quite funny. And it’s a cool example to show clients in meetings.
However, for some companies in very competitive industries, there are instances where a piece of content shouldn’t be shared with industry peers.
In these scenarios, we could simply look at adding logic like:
If email contains @competitordomainname.com’:
do nothing
Otherwise, send the download as normal.
Events
Maybe there’s an exclusive event where you only want potential clients to attend, rather than filling the space up with people you already know.
In-person events often have a limited number of seats so you could be cheeky and have logic along the lines of the below:
If company size is 500+ employees:
send autoresponder with calendar invite details and thank you for signing up, we will be in touch!
If company size is less than 500+ employees:
send autoresponder saying sorry, the event is full.
Pardot Einstein
A final thought from me, it would be really cool to see the Conditional Completion Actions looking at data from Einstein, like Key account tiers or even behaviour score.
This would really start leaning into artificial intelligence and create a really new way of approaching Lead management.
Just a thought!
Einstein Key Accounts screenshot
At MarCloud, we specialise in Marketing Cloud Account Engagement powered by Pardot, and Marketing Cloud Engagement, yet our knowledge extends to other Salesforce products and how these work from a marketing and sales perspective. Want to chat about your automation setup? Send us a message for a no-obligation chat!
As you can use Pardot Completion Actions on page actions, it only makes sense that Conditional Completion Actions will apply here too.
So, similar to the above, you might want to be notified any time a Key account starts to look at your contact us page or maybe a specific service page so you can upsell.
The idea is very similar:
If a prospect mobile number in cambodia views the contact us page:
do nothing
If a prospect views the contact us page and is a Key account:
notify assigned user
create a task to follow up
Competitors
It’s pretty common knowledge at this point that I change all of our emails for any subscribers who work at a consultancy selling Pardot services. I will dynamically change the content of our emails so you cannot receive the original content.
Why do I do this? Literally, because I think it’s quite funny. And it’s a cool example to show clients in meetings.
However, for some companies in very competitive industries, there are instances where a piece of content shouldn’t be shared with industry peers.
In these scenarios, we could simply look at adding logic like:
If email contains @competitordomainname.com’:
do nothing
Otherwise, send the download as normal.
Events
Maybe there’s an exclusive event where you only want potential clients to attend, rather than filling the space up with people you already know.
In-person events often have a limited number of seats so you could be cheeky and have logic along the lines of the below:
If company size is 500+ employees:
send autoresponder with calendar invite details and thank you for signing up, we will be in touch!
If company size is less than 500+ employees:
send autoresponder saying sorry, the event is full.
Pardot Einstein
A final thought from me, it would be really cool to see the Conditional Completion Actions looking at data from Einstein, like Key account tiers or even behaviour score.
This would really start leaning into artificial intelligence and create a really new way of approaching Lead management.
Just a thought!
Einstein Key Accounts screenshot
At MarCloud, we specialise in Marketing Cloud Account Engagement powered by Pardot, and Marketing Cloud Engagement, yet our knowledge extends to other Salesforce products and how these work from a marketing and sales perspective. Want to chat about your automation setup? Send us a message for a no-obligation chat!