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First 5 Campaigns
   to use for Marketing Automation

Presented by:
Mathew Sweezey, Evangelist, Pardot
January 19, 2012
Agenda

• Basic Lead Gen Campaign
• 1st Drip Program
• Event
• Cold Lead Recycle Campaign
• Sales Drip
Basic Lead Gen Campaign
Begin at the Beginning
Lead Gen Campaign
                    #1




 +Score   Segment
What You’ll Need

• 1 Form
• 1 Landing Page
• 1 Autoresponder Email
• List for drip nurturing
Landing Page Basics
Form Basics
Autoresponder
The List


Email   First Name   Last Name
1st Drip Program
Nurturing Notes
1st Drip Program
                                                         #2

                                              6

Segment   Stage 3 Content          Stage 2 Content



                       11                            6

                            Stage 1 Content
What You’ll Need

• 1 Segmentation Rule
• 3 Nurturing Email Templates
• 3 Automation Rules to move
  prospects into appropriate
  segments (Stage 1,2,3)
Drip Email Basics
Webinar Campaign
Reaching Out
Webinar Campaign
                    #3




 +Score   Segment
What You’ll Need

• 1 Webinar Set-Up
• 1 Email for inviting prospects
• 3 Nurturing Email Templates
• 3 Automation Rules to place
  people on appropriate follow
  up tracks
Cold Lead Recycling
Warming up cold leads
Cold Lead Recycling
                      #4



              =   MQL

     +Score
What You’ll Need

• 1 Automation Rule to find cold
  leads
• 1 Nurture Program for cold
  leads (already set up)
• 1 Automation Rule to qualify
  them as MQL
Sales Drip
Don’t let the well run dry
Sales Drip
                                   #5

                           6

List in CRM



                 13            3
What You’ll Need

• 1 List - visible in CRM
• 1 Nurturing Program
• 3 Emails in the drip program
• 1 Set Task, if no action after 3
  emails in drip work-flow
Sales Drip Basics
Questions
Stupid ones are Okay!
Contact Information

Mathew Sweezey              Pardot
                            950 East Paces Ferry Rd
Sr. Sales Executive
                            Suite 3300
mathew.sweezey@pardot.com   Atlanta, Georgia 30326
@msweezey


                            404.492.6848
                            877.3B2B.ROI
                            www.pardot.com

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First 5 Campaigns You Should Run with Marketing Automation