To run a powerful marketing machine, multiple cogs are required to move your prospects through the nurturing flow. These cogs are ‘marketing assets’, a loose term referring to all the pieces that form a campaign. These can be:
- Emails
- Forms
- Landing Pages
- Images & other files
- Custom Redirects
How can you search for these in Pardot?
In each section, the filter box is there to aid you.
So, what’s the issue?
To go into each section and filter can be:
- Time-consuming, and
- Futile – if your team are not keeping a naming convention.
No Global Search
In a global search, your search term is queried across the whole account – like in Salesforce. However, currently in Pardot, the search box doesn’t span the whole account, only looking for matching prospects, prospect accounts and opportunities.
I’ve had clients in the past come to me asking for help to locate assets in their Pardot account. As your account expands, and more users get trained to use it, the chances of this happening increase…unless you put some simple measures in place.
Tips on how to increase searchability.
Foldering System
It seems so obvious, but it’s undeniable that folders make it simpler to find what you are looking for. Make the folder path easy to navigate. Make it make sense for your business, for instance, having your business units as the top level folders. One major reason people give up with folders is that there are too many levels to click through, so do not go deeper than 3 levels.
Tagging by Campaign
You can tag marketing assets! So create a tag to collect up all the pieces. You can enforce a naming convention, or just have it recognisable for you.
There’s even a note to remind you that the tag only applies to the form, not the prospects that will touch it (ie. view/submit).
Master Language
Ok, so this isn’t going to be earth moving, but at least by choosing a master language, you will be able to filter once based on a keyword/term.
…a quick win.
Summary
In this post, I’ve whizzed through 3 tips for making your marketing assets more searchable in Pardot in the absence of global search.
Hopefully, this increases your efficiency (even incrementally) and/or relieves frustration. One last thing… remember to whip your team into shape if you’re collaborating on campaigns together. You to need to rely on them keep a tight ship with whichever method you chose from the above!
