Emails & Templates Archives

Playing with the AI-Powered Stensul Email Subject Line Tool

I saw an email pop in my inbox last week from our pals at Stensul. The subject line read “Simple and quick subject lines? The Stensul way it is.” Inside the email was a link to try out an AI-powered email subject line generator.

I had to check it out.

I spend lots of time in my role at Sercante writing and editing copy for marketing assets like emails, blog posts, landing pages, and social media posts. And I can’t tell you how many times I’ve gotten in an editing hole testing different variations of words for email subject lines until I find the perfect one.

That’s what got me so excited about the tool.

Email Subject Lines that Inspire Action and Curiosity

Each email you send through your marketing automation tool has such a small chance to get people to do the things you’re asking them to do. So, it’s especially important to write an impactful email subject line to get people curious about what your email has to offer. You also have to provide value by offering your reader clear expectations about what’s inside the email.

I’m thinking the Stensul email subject line generator will be helpful for achieving those goals. I’m also thinking we can use it to create subject line variations for A/B testing.

Trying the Stensul Subject Line Generator on Sercante Emails

I guess the best way to see how this thing works is to dive in. First, I went to the subject line generator landing page and traded my info for access to the tool. A few seconds later, I got an email with my magic link to use it.

Here’s what it looks like:

You’re prompted to enter the text of your email along with details like your company type, industry, and tone of voice along with word limit for the subject line.

The tone of voice options range from average to entertaining. Here are the options:

Enthusiastic
Funny
Informational
Casual
Professional
Pirate-Like
Yoda
Shakespearean

I tested it out using a few older Sercante emails to see what subject lines it produces.

Here are examples from my exploration:

Sercante 2022 Year in Review Email Example

Here’s what I got when copy-pasted the content from our 2022 year in review email and asked for 10-word subject lines.

Original subject line: Join Us In Celebrating Our Milestones

The email:

Results with Enthusiastic Tone:

Celebrating a Year of Growth & Opportunity with Sercante!
2022 Highlights: Sercante’s Unforgettable Journey
Sercante’s 2022 Milestones: Thanks for the Support!
Sercante’s Incredible Growth: Join our 2023 Adventure!
Cheers to Sercante’s Success: Let’s Make 2023 Even Better!

Results with Funny Tone:

Hold Our : Sercante’s Wild & Wonderful 2022 Recap!
Blast Off! Sercante’s Stellar 2022 Highlights Inside
Unleashing the Fury: Sercante’s -Filled 2022 Adventures
Sercante Turns 5: Our Side-Splitting, Record-Breaking Year!
Brace Yourself: Sercante’s 2022 Rollercoaster Ride Awaits!

Note: I love that it’s intuitive enough to throw a dragon emoji in there.

Results with Yoda Tone:

Growth & Opportunity, 2022 We Celebrate, Yoda Says
Memorable Year, Sercante’s Journey, Learn You Will
Gratitude and Success, 2022 Recap, Stronger Together
Salesforce Support, Sercante Achievements, Future Yoda Sees
Embark 2023, Marketers’ Galactic Adventures Await Us

The Spot & Jenna Molby Partnership Email Example

Here’s more email subject line generator exploration using an email we sent to announce Jenna Molby’s partnership with The Spot.

Original subject line: A shining Salesforce star is joining The Spot

The email:

Results with Informational Tone:

Discover Jenna Molby’s Salesforce Insights on The Spot
Elevate Your Marketing with Jenna Molby & The Spot
Master Pardot: Jenna Molby’s Tools & Tips Now Live
Unleash Your Salesforce Potential: Jenna Molby & The Spot
Jenna Molby’s Salesforce Expertise Joins The Spot Library

Results with Informational Tone:

Jenna Molby Joins The Spot: Upgrade Your Salesforce Game
The Spot + Jenna Molby: A Match Made in Salesforce Heaven
Jenna Molby’s Salesforce Secrets Now on The Spot!
Boost Your Salesforce Skills with Jenna Molby & The Spot
Unleash Your Marketing Superpowers with Jenna Molby & The Spot

Results with Pirate-Like Tone:

Ahoy Mateys! The Spot & Jenna Molby’s Treasure Trove Unveiled
Sail into Salesforce Success with Jenna Molby’s Insights
Chart Yer Course with Jenna Molby’s Ultimate Salesforce Guides
Discover the Hidden Gems of Salesforce with Jenna Molby
Jenna Molby’s Swashbuckling Salesforce Secrets Unleashed

Results with Shakespearean Tone:

Behold! Thee Spot & Jenna Molby: A Veritable Pairing
Pray, Joineth The Spot for Molby’s Salesforce Wisdom
Salesforce Mastery: Jenna & The Spot Unite in Harmony
Rejoice! Jenna Molby’s Tools Now Grace The Spot
Hark! Jenna Molby’s Top Guides, Now on The Spot

My thoughts overall on the email subject line generator

This tool is super handy for coming up with subject line variations for emails. I especially see it being helpful when my brain is done and I simply can’t write another word — let alone something that grabs people’s attention.

And that’s the thing about email subject lines. Writing them is often the last thing we do in the email copywriting process. But we should be paying closer attention so we have greater chances of getting clicks from our email recipients.

The more copy the better

I did learn one caveat while using the subject line generator tool. It works better on emails that have a higher volume of copy. My first example was a true newsletter with 667 words of copy, while the second example had about 415 words of copy.

The generator results were spot on in my opinion for the first email while I was underwhelmed by the results for the second email. That may be because the second example had significantly less copy and sections. It makes sense because the tool needs enough information to pull from so it can summarize into a short subject line. I’m also loving the emoji suggestions, but I didn’t get those with all of my results.

Where AI Tools Fit in Content Marketing

You’ve probably heard lots of talk lately about OpenAI’s ChatGPT tool and other AI-powered chatbots that we’re seeing in the content marketing world. The Stensul Email Subject Line generator belongs to the wave of tools that are powered by GPT4, which is the latest iteration of OpenAI’s chatbot.

I’ve seen blog and social posts from people who aren’t seeing the potential in these tools. But I think these tools are giving more power to individual content creators.

I was recently discussing how AI tools affect content marketers with my fellow dragon, Marcos Duran. He brought up a great point that he heard in conversations with people at a martech networking event.

Someone said something to the effect of “ChatGPT turns a content creator into an editor.” And I couldn’t agree more.

I don’t know about you, but I’d rather fix a mediocre sentence than start from scratch. And that’s what these AI tools are all about. They create a starting point, and you still need highly skilled individuals to add the human touch.

What are your thoughts on the impact of AI chatbot tools on content marketing? Be sure to let us know your thoughts on the AI debate in the comments section. Or reach out to team Sercante if you’re looking to add a human touch to your marketing campaigns.

Original article: Playing with the AI-Powered Stensul Email Subject Line Tool

The post Playing with the AI-Powered Stensul Email Subject Line Tool appeared first on The Spot.

By Ambre Juryea-Amole|2023-03-24T15:47:49+00:00March 24th, 2023|Categories: Emails & Templates, Getting Started, Real Talk, revive|

Pardot Multivariate Testing Best Practices

Part of being a great marketer is to always evolve with your audience. Doing this intentionally is the key to an organization’s success. Luckily, Marketing Cloud Account Engagement (Pardot) offers its customers Multivariate Testing, which measures the landing page performance over a period of time to determine the best variation.

What is Multivariate Testing?

The answer to this question is in the name. Multivariate Testing looks at multiple variables applied to several variations of Pardot Landing Pages to determine which version performs best. Once you have created your variations, they are randomly assigned to visitors to assess and track performance.

How does Multivariate Testing Work?

To begin, you will want to determine which variables are most important to you and the team to measure. We recommend no more than three variables change per landing page. For example, some of the more popular variables may include the page layout, headline, call to action, form fields, colors, and logos.

Build Your Pages to Test

Once you determine the variations, you will want to build a minimum of two landing pages. Remember to name your Landing Pages in a way that will differ them from one another for reporting at a later date.

You will want to make your landing pages using the differing variations prior to enabling the Multivariate Test. Once you have created your Landing Pages, take the steps below to complete the Multivariate Testing process.

Navigate to Marketing > Landing Pages > Multivariate Testing
Name your test, including the purpose or end goal
Select your Salesforce Campaign
Provide a unique vanity URL
Select the Landing Pages you wish to use and their weight percent (50/50 for two, or 33/33/33 for three)
Click “Create Multivariate Test”
Use the link generated to direct users to the landing page

Check the Reporting

For reporting, you want to ensure that the multivariate test runs long enough to receive a measurable sample size. Once you have reached an optimal size, you can go to Reports > Landing Pages to see the multivariate statistics, including page views, conversions, conversion rate, and the winning page.

Don’t be surprised if you go through multiple variations and manipulations of the landing pages or specific elements on those landing pages in order to pinpoint the most ideal version.

Multivariate Testing is a highly effective tool at the disposal of all Pardot users, and should be used routinely to measure performance and improve your audience targeting. This will likely result in a higher conversion rate and will show that you can grow with your audience.

Original article: Pardot Multivariate Testing Best Practices

The post Pardot Multivariate Testing Best Practices appeared first on The Spot.

By Cara Weese|2023-01-13T20:22:20+00:00January 13th, 2023|Categories: Emails & Templates, Getting Started, Pardot, revive, Strategy|

Pardot WYSIWYG Editor Icon Glossary

The Pardot WYSIWYG (What You See Is What You Get) Editor Icon Glossary saved me SO much time and energy when I was first learning how to build email in Pardot. Recently, I noticed this page had been archived and no good replacement could be found, so I thought I’d recreate this asset so new and experienced users can still reference it as much as needed.

The Icon Glossary

These buttons and icons are universal across Pardot, wherever you may add content (classic email builder, forms, landing pages, etc.). These buttons and icons are available to help you style your copy.

Icon	Function
	Bold text.
	Italicize text.
	Underline text.
	Strikethrough text.
	Additional formatting options such as font size and line height.
	Remove existing formatting.
	Insert a link.
	Remove a link. This icon is grayed out unless an existing link is selected.
	Insert an Anchor. This is a hyperlink that will take you to another section of the email.
	View the source code. This button is helpful when manually entering or editing HTML.
	Insert an image.
	Insert a merge field to personalize the content for the recipient.
	Set your text color.
	Set your background color.
	Insert a numbered list.
	Insert a bulleted list.
	Left align content.
	Center align content.
	Right align content.
	Justify content.
	Paste as plain text. This strips all formatting from the text.
	Paste from Word. This retains some formatting from Microsoft Word, but strips out superfluous code. See Copying Content from Word for more info.
	Insert an HTML table.
	Insert a horizontal line.
	Insert a special character.
	Insert AddThis to allow recipients to share your email.
	Insert Dynamic Content to personalize the content for the recipient.
	Insert emojis.
	Change or set your font name.
	Change or set your font size.

I hope this makes building emails go a little more smoothly for you! If I missed any icons or if you have any questions, let us know in the comments!

Original article: Pardot WYSIWYG Editor Icon Glossary

The post Pardot WYSIWYG Editor Icon Glossary appeared first on The Spot.

By Erin Duncan|2023-01-13T20:09:09+00:00January 13th, 2023|Categories: Emails & Templates, Getting Started, Pardot, revive, Setup & Admin|

The Basics of A/B Testing in Pardot

Marketing A/B Testing is far from being anything new. In fact, it’s been around for quite some time.

A/B Testing as we know it today first came about in the 1990s and has been evolving ever since, while still staying true to the same core concepts — comparing two versions of something to figure out which has the best performance.

In this post, we’ll cover the basics of marketing A/B testing and how you can use it in your Marketing Cloud Account Engagement (Pardot) instance to optimize your marketing assets.

What is Marketing A/B Testing?

As previously stated, A/B Testing compares one email to another and via algorithms, decides which version performed best. More specifically, you want to change a single variable between the two emails, keeping everything else the same.

For example, does “Learn More” or “Download Now” drive more traffic via your call-to-action? Or, perhaps you want to determine whether a subject line that reads “Urgent: Read Now” is more appealing to your audience or “Time is running out” is the better way to go.

How does A/B Testing Work in Pardot?

By testing your audience’s responses, you are able to customize your content based upon email performance as well as user preferences to personalize their experience.

Within Pardot, you can easily apply marketing A/B testing to your emails to configure a variety of variations based upon:

Imagery
Subject lines
Call-to-actions
Image placement
Image content
Email send time

The thing about A/B Testing is that you can always be using it because your audience is always evolving, and as a marketer, it is your responsibility to remain responsive to that customer base. Luckily, Pardot’s A/B Testing functionality is fully automated and easy to use.

Within the automation platform, you need to start by determining which variable you wish to test — headline, banner image, subject line, etc. From there, you need to choose your metric — opens or clicks. Finally, you decide what percent of your audience you want to test these emails on (up to 50% of the segmentation). Once these factors are decided, it is time to run the test.

For example, let’s go with subject line as our variable and opens as our metrics. Based upon which version had the most opens, Pardot will automatically deploy the “winning” email to the remaining audience — the email with the most opens.

You’ll find the checkbox to enable A/B testing in the Basic Info menu within your email draft.

How can your company use A/B Testing?

This simple automation innate to Pardot can help businesses of all sizes to better target their audience and increase actionability on their part. As our world becomes more and more digital, A/B Testing easily lends itself to marketing teams worldwide to evaluate marketing’s effort and effectiveness.

The important thing to note is that one test is never enough. Always keep testing and changing with your audience so you are not left behind.

A/B testing is one of the most powerful tools Pardot offers its users, and it should be taking full advantage of. With that said, be mindful that you are choosing only one criteria and one metric for each A/B test that you run to see the most effective results.

Let us know your thoughts on using marketing A/B testing in the comments section.

Original article: The Basics of A/B Testing in Pardot

The post The Basics of A/B Testing in Pardot appeared first on The Spot.

By Cara Weese|2023-01-11T22:17:33+00:00January 11th, 2023|Categories: Emails & Templates, Getting Started, Pardot, revive|

How to Add Calendar Links to Pardot Emails and Landing Pages

If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually show up. While there is currently no feature in Pardot to create ‘add to calendar’ links within the editor, there are two options to add them yourself. The first option is to create the files manually and link to them within your Pardot assets. The second option is to use a tool to generate the links, files and buttons for you. In this post, I’ll show you how to use each one of these options to create ‘add to calendar’ functionality within your Pardot emails and landing pages.

Choose which calendars to target

There are two common calendar file types; a calendar link and a calendar (ICS) file. The first step is to figure out which calendars you want to target. That way, you know what files need to be generated to add them to your Pardot email or landing page.

Here’s the breakdown of which email client accepts which ‘add to calendar’ method.

Image source: Litmus

Option 1: Create calendar links & files manually

The first option is to create the calendar links and files manually. Upload the files into Pardot and link to them in your email or landing page.

Hot Tip: The easiest way to create calendar links is to use this handy tool.
• Google Calendar Link Generator
• Outlook & Apple Calendar (.ICS) Link Generator

Enter the information for your event, select the email client you want to target and add the link to your email or landing page.

Upload the calendar link to Pardot

If you want to target an email client that supports ICS files, you will need to generate the file and upload it into Pardot. Using the same generator, click on the download ICS button to download the file. Upload the file into Pardot (Marketing > Content > Files).

Link to the ICS file within your Pardot landing page or Pardot email.

Example

Here’s an example of a button that will work within an email and a landing page.

ADD TO CALENDAR

Outlook.com | Office 365 | Google

Option 2: Creating a calendar links with a tool

The second option is to use a tool that will create the files, links and buttons for you. My favourite tool is the AddEvent.com, which has a free ‘hobby plan’ that will allow you to generate up to 50 calendar links a month. With this method, the ICS file is hosted for you, so you don’t need to upload any files into Pardot.

Email example

Here’s an example of what an ‘add to calendar’ button looks like in an email.

Add event to calendar

Landing page example

Here’s an example of what an ‘add to calendar’ button looks like on a landing page.

Add to Calendar

Taking it a step further

If you are up for a challenge, you can try to show/hide different calendar links based on what email client the prospect is using. Find out more in this article by Litmus.

Questions?

Send me a tweet @jennamolby, or contact the Sercante team for help.

Original article: How to Add Calendar Links to Pardot Emails and Landing Pages

The post How to Add Calendar Links to Pardot Emails and Landing Pages appeared first on The Spot.

By Jenna Molby|2023-01-07T10:35:00+00:00January 7th, 2023|Categories: Emails & Templates, Getting Started, revive|

How to Add Calendar Links to Pardot Emails and Landing Pages

If you run virtual or in-person events, including an ‘add to calendar’ link in your emails and landing pages can be a great way to ensure your guests actually show up. While there is currently no feature in Pardot to create ‘add to calendar’ links within the editor, there are two options to add them yourself. The first option is to create the files manually and link to them within your Pardot assets. The second option is to use a tool to generate the links, files and buttons for you. In this post, I’ll show you how to use each one of these options to create ‘add to calendar’ functionality within your Pardot emails and landing pages.

Choose which calendars to target

There are two common calendar file types; a calendar link and a calendar (ICS) file. The first step is to figure out which calendars you want to target. That way, you know what files need to be generated to add them to your Pardot email or landing page.

Here’s the breakdown of which email client accepts which ‘add to calendar’ method.

Image source: Litmus

Option 1: Create calendar links & files manually

The first option is to create the calendar links and files manually. Upload the files into Pardot and link to them in your email or landing page.

Hot Tip: The easiest way to create calendar links is to use this handy tool.
• Google Calendar Link Generator
• Outlook & Apple Calendar (.ICS) Link Generator

Enter the information for your event, select the email client you want to target and add the link to your email or landing page.

Upload the calendar link to Pardot

If you want to target an email client that supports ICS files, you will need to generate the file and upload it into Pardot. Using the same generator, click on the download ICS button to download the file. Upload the file into Pardot (Marketing > Content > Files).

Link to the ICS file within your Pardot landing page or Pardot email.

Example

Here’s an example of a button that will work within an email and a landing page.

ADD TO CALENDAR

Outlook.com | Office 365 | Google

Option 2: Creating a calendar links with a tool

The second option is to use a tool that will create the files, links and buttons for you. My favourite tool is the AddEvent.com, which has a free ‘hobby plan’ that will allow you to generate up to 50 calendar links a month. With this method, the ICS file is hosted for you, so you don’t need to upload any files into Pardot.

Email example

Here’s an example of what an ‘add to calendar’ button looks like in an email.

Add event to calendar

Landing page example

Here’s an example of what an ‘add to calendar’ button looks like on a landing page.

Add to Calendar

Taking it a step further

If you are up for a challenge, you can try to show/hide different calendar links based on what email client the prospect is using. Find out more in this article by Litmus.

Questions?

Send me a tweet @jennamolby, or contact the Sercante team for help.

Original article: How to Add Calendar Links to Pardot Emails and Landing Pages

The post How to Add Calendar Links to Pardot Emails and Landing Pages appeared first on The Spot.

By Jenna Molby|2023-01-07T10:35:00+00:00January 7th, 2023|Categories: Emails & Templates, Getting Started, revive|

How to Integrate Your Blog With Pardot

Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on Google. It’s also a great way to bring prospects into your database to expand the top of your funnel.

In this tutorial, I’ll show you how to set up your blog with a Marketing Cloud Account Engagement (Pardot) form, how to create a blog welcome email, and tips to automate blog digest emails.

How do you want your blog readers to subscribe?

There are many ways you can get your readers to subscribe to your blog. Some companies use a popup form when you visit a blog post, which has proven to be effective and other companies make it more subtle. Here are some different methods which will give you inspiration on how you should add the form to your blog.

Example 1: In a sidebar

Pardot lets you subscribe to their blog by entering in your email address in the sidebar.

Example 2: At the end of each blog

Hootsuite adds their blog subscription form to the bottom of each blog post. They also only ask for your email address and have some nice icons, so it’s clear what you’re signing up for.

Example 3: In the footer

Engagio has a “sticky footer” at the bottom of their blog page, as well as on each blog post to get readers to subscribe. The bold yellow color also draws your attention to the subscription form without being too invasive and they provide you with a close button to hide the form.

Example 4: With an automation

Asana uses a subscription form that slides out at the bottom when you scroll down about 80%. I like how the animation captures the attention of the readers and how they incorporate Facebook and Twitter buttons beneath the email sign up.

Example 5: In multiple spots

Shopify uses two slightly different methods for capturing their blog subscribers. When you visit their main blog page you can subscribe right from their header.

They also have a subscription form in the sidebar of each post. I like that they include some social proof in the subscription form in the sidebar and it’s clear what I can expect them to send me if I give them my email address.

What fields should you capture?

Standard fields

The shorter the form the more likely you will get your readers to subscribe to your blog. Most blogs only ask for an email address, but some also will ask you for your first and last name for more personalized blog digest emails.

Hidden fields

Your standard source fields should be on your blog subscription form, just like every Pardot form you create.

If you opt to have a subscription form on every blog post, I also like to add hidden fields for blog post title and blog post category. With my blog, for example, I have a subscription form at the bottom of each post and I use custom code in WordPress to automatically populate the hidden fields with the post title and post category. This way I can pull reports in Pardot to see what type of content is generating more blog subscribers and what posts have generated the most blog subscribers.

Here’s an example of populating hidden fields with WordPress blog information. Note: This method is only possible while using Pardot Form Handlers.

<input type="hidden" name="post-category" value="<?php the_category(); ?>" />

<input type="hidden" name="post-category" value="<?php single_post_title(); ?>" />

The Pardot implementation

Now that I’ve given you some examples of what form fields to include in your form and some methods for blog subscription forms, it’s time to show you how to build it out in Pardot.

Pardot Form Handlers vs. Pardot Form embed

There are some advantages and disadvantages for each form method. Embedded Pardot forms allow you to update the form directly in the Pardot form editor and the changes are live on your site as soon as you save the form. However, they also are embedded on your site using an iFrame, which means that certain functionality might not be available. Pardot form handlers are much more flexible and allow you to use your own HTML code to send data to Pardot.

When integrating your blog with Pardot the best form method to use, in my opinion, is Pardot form handlers, for a couple of reasons:

Changes don’t need to be made to the blog form regularly
It’s easier to have the form match your website/blog
Many blogging platforms have plugins you can use for blog subscription forms that will work well with Pardot form handlers

Create a campaign dedicated to blog subscribers

Create a campaign to attribute your blog as a lead source for any new subscribers. Your form and new subscribers should be assigned to the campaign in Pardot and/or Salesforce, depending on your lead attribution processes.

Create a Pardot Form or a Form Handler

In this tutorial, I will be using a Pardot form handler. You can also use a regular Pardot form if you prefer.

Create a Pardot form handler with a descriptive name. I called mine “Blog Subscription Form.” Select your new campaign, map the fields that you want to add to the form and click save. Note: Completion Actions and some other settings will be updated later on.

Add the form to your blog

There are many tools that allow you to add forms to your blog, but it depends what platform you use. Here’s a list of some popular plugins that will help you add your Pardot form to your blog.

PopUp Domination can be used to create a popup subscription form on your blog. You can use any HTML you want, which means it will work perfectly with your Pardot form handler.
Sumo is another option that will work on any type of blog platform. They also offer many different ways to display the subscription form on your blog.

While I’m a big fan of these tools, if you have a developer available the best option is to get them to implement your Pardot form on your blog using custom code. Depending on the method you choose it should be pretty easy for a developer to implement your form and it means you don’t have to pay a monthly subscription fee for using these tools.

Create a Thank You page

The next step is to create a Thank You page that the form will direct to when someone subscribes to the blog. I recommend that you create it on your website (instead of a Pardot landing page), to ensure it has the same look as your blog.

Once your Thank You page is created, copy and paste the URL into the Success location in the Pardot form handler.

Create a blog welcome email

A blog welcome email is a great way to promote more of your blog content. Choose a couple of your popular posts or create a digest of curated content your readers might be interested in.

When a reader subscribes to my blog, I send them a welcome email with some of my top Pardot blog posts. Click here to see what it looks like (and feel free to copy and paste the HTML to create your own welcome email).

Once you have your blog welcome email created add a completion action to your Pardot form to send an autoresponder email.

Emailing subscribers: Automated vs. Manual

Now that your form is set up on your site and your welcome email is ready, it’s time to figure out how you’re going to send notification emails when there’s a new blog post. There are two ways you can send out blog posts:

Automatically using a third-party application, or
Manually, since Pardot doesn’t have an RSS feed integration.

For my blog, I send out all my blog digest emails manually, since I like to have control over what’s sent. However, I only post about once or twice a week, so it’s pretty manageable.

Automated blog posts using Feed Otter

If you opt to go with the automated route, Feed Otter provides a full RSS integration with Pardot. You can quickly build, schedule, and email your blog subscribers notifying them of a new post, a weekly digest, or a monthly newsletter.

Manual blog post emails

Manual blog post emails require you to create an email each time there is a new blog post, or if you post a lot during the week, you can do a digest of all the new posts, once a week. It can be time-consuming, but if you have a good email template setup and a defined process the whole thing doesn’t take very long. If you’re going to go the manual route, here are some tips:

Create a simple, one-column email template, so you don’t have to spend time messing with formatting. This is the template I use for my blog posts.
Create an email that you can copy each time you need to send a blog email. This will contain all the settings (from address, list, etc.) you need to send the blog email.

Questions?

Send me a tweet @jennamolby or leave a comment below.

Note: This post was originally written in November 2016 and updated January 2023.

Original article: How to Integrate Your Blog With Pardot

The post How to Integrate Your Blog With Pardot appeared first on The Spot.

By Jenna Molby|2023-01-04T19:34:16+00:00January 4th, 2023|Categories: Emails & Templates, Forms & Form Handlers, Getting Started, Pardot, revive, Setup & Admin|

How to Integrate Your Blog With Pardot

Your website is one of your most important demand generation assets and a blog is a great way to increase your online presence by making you more visible on Google. It’s also a great way to bring prospects into your database to expand the top of your funnel.

In this tutorial, I’ll show you how to set up your blog with a Marketing Cloud Account Engagement (Pardot) form, how to create a blog welcome email, and tips to automate blog digest emails.

How do you want your blog readers to subscribe?

There are many ways you can get your readers to subscribe to your blog. Some companies use a popup form when you visit a blog post, which has proven to be effective and other companies make it more subtle. Here are some different methods which will give you inspiration on how you should add the form to your blog.

Example 1: In a sidebar

Pardot lets you subscribe to their blog by entering in your email address in the sidebar.

Example 2: At the end of each blog

Hootsuite adds their blog subscription form to the bottom of each blog post. They also only ask for your email address and have some nice icons, so it’s clear what you’re signing up for.

Example 3: In the footer

Engagio has a “sticky footer” at the bottom of their blog page, as well as on each blog post to get readers to subscribe. The bold yellow color also draws your attention to the subscription form without being too invasive and they provide you with a close button to hide the form.

Example 4: With an automation

Asana uses a subscription form that slides out at the bottom when you scroll down about 80%. I like how the animation captures the attention of the readers and how they incorporate Facebook and Twitter buttons beneath the email sign up.

Example 5: In multiple spots

Shopify uses two slightly different methods for capturing their blog subscribers. When you visit their main blog page you can subscribe right from their header.

They also have a subscription form in the sidebar of each post. I like that they include some social proof in the subscription form in the sidebar and it’s clear what I can expect them to send me if I give them my email address.

What fields should you capture?

Standard fields

The shorter the form the more likely you will get your readers to subscribe to your blog. Most blogs only ask for an email address, but some also will ask you for your first and last name for more personalized blog digest emails.

Hidden fields

Your standard source fields should be on your blog subscription form, just like every Pardot form you create.

If you opt to have a subscription form on every blog post, I also like to add hidden fields for blog post title and blog post category. With my blog, for example, I have a subscription form at the bottom of each post and I use custom code in WordPress to automatically populate the hidden fields with the post title and post category. This way I can pull reports in Pardot to see what type of content is generating more blog subscribers and what posts have generated the most blog subscribers.

Here’s an example of populating hidden fields with WordPress blog information. Note: This method is only possible while using Pardot Form Handlers.

<input type="hidden" name="post-category" value="<?php the_category(); ?>" />

<input type="hidden" name="post-category" value="<?php single_post_title(); ?>" />

The Pardot implementation

Now that I’ve given you some examples of what form fields to include in your form and some methods for blog subscription forms, it’s time to show you how to build it out in Pardot.

Pardot Form Handlers vs. Pardot Form embed

There are some advantages and disadvantages for each form method. Embedded Pardot forms allow you to update the form directly in the Pardot form editor and the changes are live on your site as soon as you save the form. However, they also are embedded on your site using an iFrame, which means that certain functionality might not be available. Pardot form handlers are much more flexible and allow you to use your own HTML code to send data to Pardot.

When integrating your blog with Pardot the best form method to use, in my opinion, is Pardot form handlers, for a couple of reasons:

Changes don’t need to be made to the blog form regularly
It’s easier to have the form match your website/blog
Many blogging platforms have plugins you can use for blog subscription forms that will work well with Pardot form handlers

Create a campaign dedicated to blog subscribers

Create a campaign to attribute your blog as a lead source for any new subscribers. Your form and new subscribers should be assigned to the campaign in Pardot and/or Salesforce, depending on your lead attribution processes.

Create a Pardot Form or a Form Handler

In this tutorial, I will be using a Pardot form handler. You can also use a regular Pardot form if you prefer.

Create a Pardot form handler with a descriptive name. I called mine “Blog Subscription Form.” Select your new campaign, map the fields that you want to add to the form and click save. Note: Completion Actions and some other settings will be updated later on.

Add the form to your blog

There are many tools that allow you to add forms to your blog, but it depends what platform you use. Here’s a list of some popular plugins that will help you add your Pardot form to your blog.

PopUp Domination can be used to create a popup subscription form on your blog. You can use any HTML you want, which means it will work perfectly with your Pardot form handler.
Sumo is another option that will work on any type of blog platform. They also offer many different ways to display the subscription form on your blog.

While I’m a big fan of these tools, if you have a developer available the best option is to get them to implement your Pardot form on your blog using custom code. Depending on the method you choose it should be pretty easy for a developer to implement your form and it means you don’t have to pay a monthly subscription fee for using these tools.

Create a Thank You page

The next step is to create a Thank You page that the form will direct to when someone subscribes to the blog. I recommend that you create it on your website (instead of a Pardot landing page), to ensure it has the same look as your blog.

Once your Thank You page is created, copy and paste the URL into the Success location in the Pardot form handler.

Create a blog welcome email

A blog welcome email is a great way to promote more of your blog content. Choose a couple of your popular posts or create a digest of curated content your readers might be interested in.

When a reader subscribes to my blog, I send them a welcome email with some of my top Pardot blog posts. Click here to see what it looks like (and feel free to copy and paste the HTML to create your own welcome email).

Once you have your blog welcome email created add a completion action to your Pardot form to send an autoresponder email.

Emailing subscribers: Automated vs. Manual

Now that your form is set up on your site and your welcome email is ready, it’s time to figure out how you’re going to send notification emails when there’s a new blog post. There are two ways you can send out blog posts:

Automatically using a third-party application, or
Manually, since Pardot doesn’t have an RSS feed integration.

For my blog, I send out all my blog digest emails manually, since I like to have control over what’s sent. However, I only post about once or twice a week, so it’s pretty manageable.

Automated blog posts using Feed Otter

If you opt to go with the automated route, Feed Otter provides a full RSS integration with Pardot. You can quickly build, schedule, and email your blog subscribers notifying them of a new post, a weekly digest, or a monthly newsletter.

Manual blog post emails

Manual blog post emails require you to create an email each time there is a new blog post, or if you post a lot during the week, you can do a digest of all the new posts, once a week. It can be time-consuming, but if you have a good email template setup and a defined process the whole thing doesn’t take very long. If you’re going to go the manual route, here are some tips:

Create a simple, one-column email template, so you don’t have to spend time messing with formatting. This is the template I use for my blog posts.
Create an email that you can copy each time you need to send a blog email. This will contain all the settings (from address, list, etc.) you need to send the blog email.

Questions?

Send me a tweet @jennamolby or leave a comment below.

Note: This post was originally written in November 2016 and updated January 2023.

Original article: How to Integrate Your Blog With Pardot

The post How to Integrate Your Blog With Pardot appeared first on The Spot.

By Jenna Molby|2023-01-04T19:34:16+00:00January 4th, 2023|Categories: Emails & Templates, Forms & Form Handlers, Getting Started, Pardot, revive, Setup & Admin|

Call-to-Action Checklist for B2B Marketers

I’ve seen more than a few great marketing campaigns fail due to the lack of a clear call-to-action (CTA). Some campaigns have multiple CTAs that confuse the prospect while others don’t have a CTA at all. In both cases the end result is the same, a lot of work for very few responses.

In this post, we’ll provide a CTA checklist that will help ensure the success of your B2B marketing campaigns.

Set a Measurable Goal

I know this one seems super obvious, but this step is all too often ignored. Before executing any campaign, a measurable goal needs to be defined. What are you trying to accomplish with your CTA? You can’t measure the success of a campaign if it does not have a clear goal. Write down your goal as the first step — the clearer the better.

Goal Example:

Get 50 registrations for next month’s webinar.

Use an Action-Oriented CTA

Avoid generic terms like “submit” or “click here,” and don’t be bossy. Action-oriented words and phrases that describe the end result or value the prospect will receive are less demanding, convey greater value, and ultimately result in more responses.

Generic	Action-Oriented
Register	Save My Spot
Submit	Start My Free Trial

Make your CTA Stand Out

How many times have you seen the word “here” linked in the text of an email? As often as you’ve seen it, I bet there are just as many times that you’ve read over it and not seen it. It’s also not great for email accessibility, as Cara Weese points out in this blog post about email accessibility.

When using hyperlinks in the body of text, avoid single words like “here,” “click,” and “more.” Make your CTA stand out by linking phrases that describe what the reader will receive.

Bad Example:

The Spot is a community resource for marketers whose tech stacks include Salesforce clouds and tools. Click here to view our latest tips, tricks, and solutions.

Good Example:

The Spot is a community resource for marketers whose tech stacks include Salesforce clouds and tools. Click here to view our latest tips, tricks, and solutions.

Prioritize CTAs

The best advice that I can give you is to provide a single CTA when possible. The easier you can make it for prospects to understand what you are asking them to do, the better.

However, anybody who has spent any time in marketing has fallen victim to the manager who wants to add “just one more thing” to your well-thought-out email moments before it goes out. While this often has the intent of optimizing communications being sent, the reality is that it often detracts from the message, muddies the water, and reduces the overall number of responses.

When this happens, make sure your primary CTA is the most visible action and is displayed in the most prominent location — above the fold.

Verify CTAs & Messaging

Before your campaign is released into the wild, be sure to double check your CTAs and related landing pages. The first step is to ensure that your CTA link is live and going to the correct destination. Equally important is the content on the destination page.

Make sure your destination page delivers on the promise made by the CTA. If you are linking to a landing page or form, make sure that it’s consistent and builds upon the story.

Keep in mind that the content on the destination page should not be exactly the same as the message that was sent. Instead, it should be used to continue the conversation by providing additional details and information that supports and enhances the original message.

Test & Optimize

You’ve mulled over multiple ideas and CTAs in your head and finally came up with the option that you know will knock your goal out of the park. Now’s the time to deploy!

Wrong – Now is the time to test.

Before fully deploying your campaign, perform an A/B test to optimize your CTA. Test variables like CTA text, button color, page layout, and location. The results might surprise you!

Don’t Settle for a Lackluster CTA

The CTA is one of the most important components of a successful campaign. Failing to put in the time and effort when developing your CTA can make the difference between achieving or falling short of your goals. Use the checklist from this post to ensure the success of your marketing campaigns.

Original article: Call-to-Action Checklist for B2B Marketers

The post Call-to-Action Checklist for B2B Marketers appeared first on The Spot.

By Mike Morris|2022-12-16T22:44:47+00:00December 16th, 2022|Categories: Emails & Templates, Getting Started, revive, Strategy|

6 Ways to Use Segmentation Like a Pardot Pro

When it comes to email marketing, creating beautiful emails with riveting content is only half the battle. Sending emails to the right prospects at the right time is just as critical as crafting the right message. Marketing Cloud Account Engagement’s (Pardot) segmentation tools take the guesswork out of finding the right prospects at the right time, but there are infinite ways to go about segmenting your database.

First, Why is Pardot List Segmentation Important?

Segmenting your database can help you identify prospects based on interest, activities, lifecycle stage, etc., so you can send them relevant, personalized information right when they need it. This kind of personalized experience not only helps build brand loyalty between you and your prospects, but it also increases email engagement because your prospects will actually use the information you are sending them.

When done correctly, Pardot list segmentation is a win for all parties involved. Read this blog post about creating a Pardot Email Preference Center for an example of segmentation done right.

Winning Pardot Segmentation Strategies

Below are just some of the ways you can segment your prospects for personalized emails. Make sure you share your other segmentation strategies in the comments!

Tip 1. Follow up with event registrants

Segmentation should be used both before and after events. Before events, you can thank prospects for registering, send them related content to the event, and send them reminders of where/when the event will be held. After the event, send them recap information, direct them to next steps, or introduce them to their Account team.

Tip 2. Nurture based on product interest

If you’re using Scoring Categories to gauge prospect interest in your different offerings, nurturing them based on their interest is a great way to speak to their needs. For these types of nurtures, I like to use a dynamic list to locate prospects who have a score over 100 in a scoring category, but do not have an open opportunity and have not yet scheduled a demo.

Tip 3. Send region-specific content

If your org regularly hosts events or webinars, segmenting your prospects by region is a great way to invite prospects to events in their area or webinars in their time zone. If your sales team is also divided by region, sales users can use these lists to zero in on their prospects. For these segmentation lists, I typically focus on the prospect’s Country and State fields and use the free Creuz Your Data tool to easily compile my lists of states/countries in each region.

Tip 4. Keep your partners up to date

Segmenting your partners into their own list is a great way to easily send them special newsletters and updates. But the best part is that this list can be used to suppress partners from prospect-specific marketing efforts, such as product nurtures.

Tip 5. Stay in touch with lost opportunities

Just because your prospect didn’t buy right now doesn’t mean they won’t become a customer in the future! Creating a Pardot segmentation list for prospects with lost opportunities is a great strategy to nurture them. That’s because they already know about your company and product offerings. They’re also more likely to already be subscribed to your marketing materials.

For prospects with lost opportunities, I like to use a more lengthy nurture that highlights new product offerings and customer use cases. These nurtures ensure our company stays top-of-mind so the prospect can reach out when they are ready to re-enter the sales funnel.

Tip 6. Exclude non-prospects from marketing efforts

Finally, another great way to segment your database is to build a primary suppression list that collects all the prospects you want to exclude from marketing emails, nurtures, “hot lead” lists etc. Building one list that all your Pardot users can reference takes the guesswork out of which prospects to suppress. Read more about Primary Suppression lists in this blog post.

Original article: 6 Ways to Use Segmentation Like a Pardot Pro

The post 6 Ways to Use Segmentation Like a Pardot Pro appeared first on The Spot.

By Erin Duncan|2022-12-09T21:19:40+00:00December 9th, 2022|Categories: Emails & Templates, Getting Started, revive, Setup & Admin|