Pardot Discovery Questions

DISCOVERY QUESTIONS

  1. Pardot login credentials:
  2. What platform is currently being used?
  3. What do you want to do with Pardot when it’s up and running?
  4. What do you envision automating?
  5. How should we measure success of this project? Is there anything quantitative we can measure?
  6. Tracking Code:  We will provide this Javascript early in the process.  A common way to implement this code on your site is to utilize a tag manager, which implements the same code on every page.  Otherwise, determine the most important pages on your site that should track visitors and prospects.
  7. Tracker Domain: Choose a subdomain to use with pardot-hosted images, links, landing pages.  Think of this as whitelabeling, a branding exercise to build trust with visitors.  Common examples include (e,go,ww2,info) as in: 
    1. e.domain.com
    2. go.domain.com
    3. www2.domain.com
    4. Info.domain.com
  8. Users: Which Salesforce users will need access to Pardot? These users will be added to the Marketing and Sales Users group.
  9. Pardot Admins: Which Salesforce users will be Pardot Super Users/Admins?
  10. Salesforce-Pardot Connector: 
    1. Most new implementations will utilize the Integration User to connect the two platforms. (b2bmaintegration@,org-id>.ext)  This Integration user is automatically provisioned, and doesn’t use a standard Salesforce user license.  It is also possible to use a “Connector User” which does use a license, but which can have more limited accessibility to Salesforce data.  We recommend using the integration user.
    2. Is the Salesforce instance using both Leads and Contacts?  
    3. How can we determine what stage of the funnel/lifecylce a particular prospect/lead/contact is currently in?  Is there a specific field or combination of data fields?
    4. Which Salesforce records should be available in Pardot? At what point should those records move to Pardot? (Consider Connected Campaigns)
    5. Which Pardot records should be available in Salesforce? At what point should those records move to Salesforce?
    6. Field Mapping:
      1. Default Account Field Mapping
      2. Default Prospect Field Mapping
      3. Are there any Custom Account Fields to add to Pardot Accounts? What are the data types of those fields?
      4. Are there any Custom Prospect Fields to add to Pardot Prospects? What are the data types of those fields?
    7. Will the Salesforce configuration use Opportunities? (by default, opportunity activities are included in the default scoring (+50 for created opportunities, -100 for lost opportunities).
    8. Adding Pardot Engagement to page layouts? https://www.cheshireimpact.com/a-how-to-view-your-pardot-data-in-salesforce-by-adding-engagement-history-to-campaign-records/ 
  11. Email Template: Please provide the HTML/CSS for your email template to create within Pardot.
  12. Up to [#] Emails: Please provide the HTML/CSS or content (images, copywriting, URLs, linknames)  for the emails to be built utilizing this template.
  13. Automation – Any email automations that can be configured?
  14. Forms/Form Handlers: Please provide URLs of any existing forms that will be sending data into Pardot.
    1. Completion Actions: Once a prospect has completed each form, what should happen?
      1. Assign to specific user? (this action will sync the prospect to salesforce)
      2. Notify user?
      3. Set field to specific value?
      4. Send email to prospect?
      5. Add prospect to list?
      6. Change score up or down? By how much?
  15. Landing Pages: Are there any pages that will need to be recreated as a Pardot Landing Page (where the HTML/CSS is hosted within Pardot)?
  16. Email Preference Page:
    1. Will we be using the standard preference page?
    2. Which lists will be public facing (and show up on the page?)
    3. Will we use a layout template that includes branding/styling?
    4. (Note: Lists are displayed in alphabetical order, but you can use numbers as a prefix in your naming of lists to display them in a set order).
  17. File Hosting: Are there any files that need to be hosted in pardot at this time (beyond images utilized in the template/emails scoped in this project)? File Types accepted: image files, audio files, video files, javascript/css, zip files, office files, calendar invites, pdf, font files.
  18. Segmentation: 
    1. Static and Dynamic Prospect Lists — What lists will be manually imported via csv files? 
    2. What rules can dictate dynamic lists for data coming directly into Pardot via lists?
  19. Email Preferences – Can you specify which lists from above should be available as “Public Lists” and be offered to your constituents as an opt-out/in? 
  20. Lead Scoring – Do you already have a lead scoring system in place? If so, can a breakdown of the various prospect activities and their respective scores be provided?
    1. Standard Lead Scoring:
      1. Custom Redirect Click 3 points
      2. Email Open 0 points -> 5
      3. File Access 3 points
      4. Form Error -5 points
      5. Form Handler Error -5 points
      6. Form Handler Submission 50 points
      7. Form Submission 50 points
      8. Landing Page Error -5 points
      9. Landing Page Success 50 points
      10. Opportunity Created 50 points
      11. Opportunity Lost -100 points
      12. Opportunity Won 0 points
      13. Page View 1 point
      14. Site Search Query 3 points
      15. Social Message Link Click 0 points
      16. Third Party Click 3 points
      17. Tracker Link Click 3 points
      18. Visitor Session 3 points
      19. Webinar Attended 0 points -> 50
      20. Webinar Invited 0 points
      21. Webinar Registered 0 points -> 5
      22. Configure Lead Decay Automation Rule to reduce the score -100 if a prospect hasn’t had activity in the last 90 days and score is greater than 150.
      23. Configure Resetting Score Automation Rule if last activity is greater than 365, reset score to 0
      24. Customer Demo Request, Free Trial, and Pricing, adjust score +50
      25. Careers Page & Employee Content: adjust score -100
  21. Lead Sources: 
    1. Forms/RFI/Landing Pages?:
    2. Manual Import into Pardot?
    3. Sync from Salesforce?
    4. Others?
  22. Campaigns– Do you have an existing marketing campaign hierarchy that is referenced and used by your Marketing team currently? Salesforce Campaigns can be integrated with Pardot manually or via connected campaigns. (Note: Connected Campaigns impact reporting. A Parent campaign can aggregate the metric data for ALL child campaigns created within in it – however Pardot/Salesforce will not aggregate across multiple Parent campaigns)
    1. Any known distinctions between Campaign types that should NOT be used by Pardot? 

Dave Ramsey meets Personal Finance

I really want to help make Personal Finance simple for people to apply to their own lives. But the problem is that once you try to whittle the advice down into a pithy, step-by-step list, you’ve lost all of the nuance of a solution. The flowchart I’ve attached to this blogpost is from Reddit’s r/personalfinance wiki, and does the best job I’ve seen in trying to put this complicated process into something visual that’s easier to understand. The flowchart recommends that you continue to put money into retirement while you pay of “consumer debt”, which is in conflict with Dave Ramsey’s advice to temporarily put that on hold. Otherwise, there are quite a few similarities between the two methods.

I primarily used the Dave Ramsey method to get our household out of about $90,000 in debt, over the course of about 3.5 years. It also helped tremendously to build in a few YNAB (you need a budget) methods along the way, allowing us to pay for next month’s expenses using this month’s income. We also started putting all of our expenses on a single credit card, paying off in full every month, but continuing to budget and account for all of our expenses. This allowed us an additional emergency float, in case we needed it, as well as additional credit card rewards, etc.

Again–this is in conflict with the Ramsey method. We did utilize the ramsey method immediately, but once we got our budget under control, we added them back in when we could do so safely. Ramsey contends that “the only thing you can do with credit is go back into debt”, but that’s not really the whole truth. There are a variety of things in this world that rely on good credit, including getting a good rate on your insurance. So I believe there is a way to enjoy credit responsibly once you know you can trust yourself.

The path to solid finances is a long and hard road, and there are pieces of different programs that will work for some and not for others–and I am more than happy to help families figure out what will work for them.

AMPScript: Contrasting Font color

Hello AMPScript lovers!

The challenge: I have a report that I run for clients at Clarus Group, and I want the report to use the primary color associated with the client’s brand.  The same report is in use across all clients, so I want the code to be adaptable, based on the parameters that I enter.  In this case, I use the client’s primary color as the background color for my header rows.

This can have some readability challenges, depending on what color the clients use.

The resolution: In order to solve this, I built out AMPScript that will ask for a client’s color code, and then convert their color code from the Hex value into an RGB Value, and then convert all of the data into an Intensity value.  From there, we can choose a dividing line that will automatically apply a White or Black Foreground font color, depending on that intensity, so it will always be automatically readable.

The values used and the idea were generated from an amazing stack overflow post here.

The outcome: Now, if there’s a light background, it chooses black font, and if there’s a dark background, it chooses a white font–automatically!

vs.

The Code:

%%[/* Modify to view AMPScript
<div style="display: none;">*/
var @Hex, @HexR1, @HexR2, @HexG1, @HexG2, @HexB1, @HexB2, @R1, @R2, @G1, @G2, @B1, @B2, @RIntensity, @GIntensity, @BIntensity, @RValue, @RGValue, @GValue, @BValue, @FontColor/* Be sure to use leading # in hex value */
set @Hex = "#A2F458"/* Split apart the 6 characters into their respective values */set @HexR1 = Substring(@Hex,2,1)
set @HexR2 = Substring(@Hex,3,1)
set @HexG1 = Substring(@Hex,4,1)
set @HexG2 = Substring(@Hex,5,1)
set @HexB1 = Substring(@Hex,6,1)
set @HexB2 = Substring(@Hex,7,1)/* Convert Hex value to decimal */
if @HexR1 == "A" then
set @HexR1 = 10
elseif @HexR1 =="B"
then set @HexR1 = 11
elseif @HexR1 =="C"
then set @HexR1 = 12
elseif @HexR1 =="D"
then set @HexR1 = 13
elseif @HexR1 =="E"
then set @HexR1 =14
elseif @HexR1 =="F"
then set @HexR1 = 15
endif

set @R1 = Multiply(@HexR1,16)

/* Repeat for each substring */

if @HexR2 == "A" then
set @HexR2 = 10
elseif @HexR2 =="B"
then set @HexR2 = 11
elseif @HexR2 =="C"
then set @HexR2 = 12
elseif @HexR2 =="D"
then set @HexR2 = 13
elseif @HexR2 =="E"
then set @HexR2 =14
elseif @HexR2 =="F"
then set @HexR2 = 15
endif

set @R2 = Multiply(@HexR2,16)

/* Repeat for each substring */

if @HexG1 == "A" then
set @HexG1 = 10
elseif @HexG1 =="B"
then set @HexG1 = 11
elseif @HexG1 =="C"
then set @HexG1 = 12
elseif @HexG1 =="D"
then set @HexG1 = 13
elseif @HexG1 =="E"
then set @HexG1 =14
elseif @HexG1 =="F"
then set @HexG1 = 15
endif

set @G1 = Multiply(@HexG1,16)

/* Repeat for each substring */

if @HexG2 == "A" then
set @HexG2 = 10
elseif @HexG2 =="B"
then set @HexG2 = 11
elseif @HexG2 =="C"
then set @HexG2 = 12
elseif @HexG2 =="D"
then set @HexG2 = 13
elseif @HexG2 =="E"
then set @HexG2 =14
elseif @HexG2 =="F"
then set @HexG2 = 15
endif

set @G2 = Multiply(@HexG2,16)

/* Repeat for each substring */

if @HexB1 == "A" then
set @HexB1 = 10
elseif @HexB1 =="B"
then set @HexB1 = 11
elseif @HexB1 =="C"
then set @HexB1 = 12
elseif @HexB1 =="D"
then set @HexB1 = 13
elseif @HexB1 =="E"
then set @HexB1 =14
elseif @HexB1 =="F"
then set @HexB1 = 15
endif

set @B1 = Multiply(@HexB1,16)

/* Repeat for each substring */

if @HexB2 == "A" then
set @HexB2 = 10
elseif @HexB2 =="B"
then set @HexB2 = 11
elseif @HexB2 =="C"
then set @HexB2 = 12
elseif @HexB2 =="D"
then set @HexB2 = 13
elseif @HexB2 =="E"
then set @HexB2 =14
elseif @HexB2 =="F"
then set @HexB2 = 15
endif

set @B2 = Multiply(@HexB2,16)

/* Add the two substrings together for Red, Greeen, and Blue */

Set @RIntensity = ADD(@R1,@R2)
Set @GIntensity = ADD(@G1,@G2)
Set @BIntensity = ADD(@B1,@B2)

/* Convert the Individual intensities into a single intensity */

Set @RValue = Multiply(@RIntensity,0.299)
Set @GValue = Multiply(@GIntensity,0.587)
Set @BValue = Multiply(@BIntensity,0.114)
Set @RGValue = ADD(@RValue,@GValue)
Set @RGBIntensity = ADD(@RGValue,@BValue)

/* If the intensity is greater than 186, use black font, otherwise, use white. */

Set @FontColor = "#ffffff"
IF @RGBIntensity &gt; 186
THEN SET @FontColor = "#000000"
endif

/*

</div>
*/ ]%%

lofty.com

lofty_slogan

Aaron is our SFMC Consultant and we could not be running such sophisticated campaigns without him. He responds quickly, works under tight deadlines, and is a pleasure to have as part of our team. He keeps us up to speed on exactly how everything works, and is comfortable working independently with little guidance from us. We recommend Aaron very highly!

–Kirby, lofty.com

teespring.com

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The folks at teespring contacted me to work through some complex AMPScripting needs.  As it turned out, their marketing team was targeting specific audiences with some email content–but it was taking a great deal of time to build the audience each time, build the current collections that were available at the time of send, and build the email.

I was able to jump in and utilize their current product feed and sales information, and combine them to determine any subscriber’s preferences based on past purchase history.  Then I could use this in combination with AMPScript within the email to get each subscriber the best selling t-shirts, but only for the category of shirts that they are most interested in.

The email was smart enough to show best sellers when there weren’t dynamic favorites available.  The team was very happy with this work, and it has increased revenue, and dramatically reduced their time working on similar emails–as it’s completely automated.