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Creating a Drip Program
Christy Au
Client Advocate
Sydney, NSW
Sammi Pang
Client Advocate
Sydney, NSW
w/ Special guests
Alex Kaye - Destined
Stephane With - Expr3ss!
The Client Advocates help our customers achieve their marketing goals
by providing Pardot strategy, marketing automation best practices, and
industry trends.
The Pardot Client Advocates
Adam Waid Ginny
Richardson
Hannah FreemanNicole Conley Richard Lewis Josie Harvey Kylie Nickles
Molly Morris Futrell
Camille Barnet Paymaun “P$”
Rezai
Christy AuCristi Moscoso Lindsay Stanford
David
DiGiammarino Sammi Pang
Caitlin Clark
Howell
Jessica Williams
Rob Valdez
Jazmyne Dodd Dane McKinley
Clare Kelly
Leigh Falgoust Virginia Baaklini
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Agenda
Don’t forget to chat in your questions as you have them :)
● Develop your drip strategy
● Common Drip Program examples
● 3-2-1 Drip program for nurturing leads
● Pardot Tips and Tricks
● Case Study: Destined & Expr3ss!
● Q&A
Developing a Strategy
Strategy→ List → Email Templates → Building Drip Program
• What are your goals?
• How will you measure success?
• Who are you targeting?
• What should their journey look like?
• What type of content is appropriate at each
stage?
• What happens at the end?
Common Drip Programs
Post-Event Follow Up - Don’t let
anyone slip through the cracks
Long Sales Cycle? Don’t lose
touch!
Dead leads? Let’s wake them up! Perfect for Stage 1 Leads who
need high-level information
Check out our Lead Nurturing Lab for Sample Templates
3 - 2 - 1: Cold Database Drip Strategy
Additional Resources:
● Getting Started with Lead Nurturing-
The 3-2-1 Strategy
● Lead Nurturing Lab
Not sure where to start with your database?
Start with your buyer’s journey
Don’t try to do everything at once
Begin with the end in mind
Use custom redirects
Use strategic subject lines
Personalise (dynamic content, variable tags,
segmentation)
Use suppression lists
Pardot Tips & Tricks
Nurture like a pro
Client Case Study:
Expr3ss! & Destined
Why Destined
Destined specialises in marketing automation. We help organisations get the
technology in place and then support them to get the most out of it.
We were the first Salesforce Pardot implementation partner in the Asia Pacific
region and are based in North Sydney. We have helped over 100 businesses of
all shapes and sizes implement Pardot and grow their revenue.
We would welcome to chance to talk to you about how we can support your
business grow.
Ph: +612 8964 5833
andrew@destined.com.au
www.destined.com.au
Australian Family-owned Company
Founded in 1999 in Adelaide – headquartered in Sydney since
2006
Developed unique and practical web-based staff selection
system
Algorithm pinpoints “star” applicants that fit the job, team and
company culture within minutes
Web-based [SAAS] accessible 24 x 7 wherever the internet is
– on any device
Top 500, ASX Listed, BRW Fastest 100 companies, SME,
Iconic Family Businesses
1800 00 55 98
contact@expr3ss.com
www.expr3ss.com
Introduction to Destined & Expr3ss!
> Title: Recycle Leads Funnel 1
> Description: This is a generic “catch all” recycling funnel. It can be used for leads that sales never followed up.
> Sales Psychology: We don’t assume anything about what this person knows about us as a business. We assume they
are coming in the top of the funnel with little or no knowledge of us. We want them to understand they have a problem and
that we can solve it.
> Success: The prospect is progressively profiled. A meeting is booked.
> Recipient List: “Recycle Leads Funnel 1” - This is set to a Static List so prospects can be manually added or removed
from the recipient list.
> Velocity & Timing: A prospect on this list will receive an email every 7 - 10 days.
> Follow up: Salesperson to call after final email and seek to get a meeting.
Drip Campaign (Built in Engagement Studio)
To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/
Drip Campaign (Built in Engagement Studio)
To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/
Drip Campaign (Built in Engagement Studio)
Always have a clear objective
Make sure who your target audience is before you create your
content. Know who your target audience is (based upon your ideal
client profile), understand what their interests are.
Use Suppression Lists: If you are running a pre-sales event, or an
event for instance and the prospect does take on your call to
action.
Review your campaigns’ effectiveness regularly in order to
understand which parts are working and the ones that are failing.
Tips & Tricks
Nurture like a pro
How long have you been using the drip campaign functionality?
How often do you review the results?
Where do you usually receive data from? – and how do you think people can improve increasing
their data (and top of funnel) with new names?
As a senior marketing manager, can you see any potential other sources to accumulate data that
may also suit other organisations?
Question and Answer
Any questions?
We have answers!
Success Community
www2.pardot.com/success
Advocate Calendar
www2.pardot.com/advocates
Thank you

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Creating a Drip Program Webinar Slides

  • 1. Creating a Drip Program Christy Au Client Advocate Sydney, NSW Sammi Pang Client Advocate Sydney, NSW w/ Special guests Alex Kaye - Destined Stephane With - Expr3ss!
  • 2. The Client Advocates help our customers achieve their marketing goals by providing Pardot strategy, marketing automation best practices, and industry trends.
  • 3. The Pardot Client Advocates Adam Waid Ginny Richardson Hannah FreemanNicole Conley Richard Lewis Josie Harvey Kylie Nickles Molly Morris Futrell Camille Barnet Paymaun “P$” Rezai Christy AuCristi Moscoso Lindsay Stanford David DiGiammarino Sammi Pang Caitlin Clark Howell Jessica Williams Rob Valdez Jazmyne Dodd Dane McKinley Clare Kelly Leigh Falgoust Virginia Baaklini
  • 4. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 5. Agenda Don’t forget to chat in your questions as you have them :) ● Develop your drip strategy ● Common Drip Program examples ● 3-2-1 Drip program for nurturing leads ● Pardot Tips and Tricks ● Case Study: Destined & Expr3ss! ● Q&A
  • 6. Developing a Strategy Strategy→ List → Email Templates → Building Drip Program • What are your goals? • How will you measure success? • Who are you targeting? • What should their journey look like? • What type of content is appropriate at each stage? • What happens at the end?
  • 7. Common Drip Programs Post-Event Follow Up - Don’t let anyone slip through the cracks Long Sales Cycle? Don’t lose touch! Dead leads? Let’s wake them up! Perfect for Stage 1 Leads who need high-level information Check out our Lead Nurturing Lab for Sample Templates
  • 8. 3 - 2 - 1: Cold Database Drip Strategy Additional Resources: ● Getting Started with Lead Nurturing- The 3-2-1 Strategy ● Lead Nurturing Lab Not sure where to start with your database?
  • 9. Start with your buyer’s journey Don’t try to do everything at once Begin with the end in mind Use custom redirects Use strategic subject lines Personalise (dynamic content, variable tags, segmentation) Use suppression lists Pardot Tips & Tricks Nurture like a pro
  • 11. Why Destined Destined specialises in marketing automation. We help organisations get the technology in place and then support them to get the most out of it. We were the first Salesforce Pardot implementation partner in the Asia Pacific region and are based in North Sydney. We have helped over 100 businesses of all shapes and sizes implement Pardot and grow their revenue. We would welcome to chance to talk to you about how we can support your business grow. Ph: +612 8964 5833 andrew@destined.com.au www.destined.com.au Australian Family-owned Company Founded in 1999 in Adelaide – headquartered in Sydney since 2006 Developed unique and practical web-based staff selection system Algorithm pinpoints “star” applicants that fit the job, team and company culture within minutes Web-based [SAAS] accessible 24 x 7 wherever the internet is – on any device Top 500, ASX Listed, BRW Fastest 100 companies, SME, Iconic Family Businesses 1800 00 55 98 contact@expr3ss.com www.expr3ss.com Introduction to Destined & Expr3ss!
  • 12. > Title: Recycle Leads Funnel 1 > Description: This is a generic “catch all” recycling funnel. It can be used for leads that sales never followed up. > Sales Psychology: We don’t assume anything about what this person knows about us as a business. We assume they are coming in the top of the funnel with little or no knowledge of us. We want them to understand they have a problem and that we can solve it. > Success: The prospect is progressively profiled. A meeting is booked. > Recipient List: “Recycle Leads Funnel 1” - This is set to a Static List so prospects can be manually added or removed from the recipient list. > Velocity & Timing: A prospect on this list will receive an email every 7 - 10 days. > Follow up: Salesperson to call after final email and seek to get a meeting. Drip Campaign (Built in Engagement Studio) To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/
  • 13. Drip Campaign (Built in Engagement Studio) To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/
  • 14. Drip Campaign (Built in Engagement Studio)
  • 15. Always have a clear objective Make sure who your target audience is before you create your content. Know who your target audience is (based upon your ideal client profile), understand what their interests are. Use Suppression Lists: If you are running a pre-sales event, or an event for instance and the prospect does take on your call to action. Review your campaigns’ effectiveness regularly in order to understand which parts are working and the ones that are failing. Tips & Tricks Nurture like a pro
  • 16. How long have you been using the drip campaign functionality? How often do you review the results? Where do you usually receive data from? – and how do you think people can improve increasing their data (and top of funnel) with new names? As a senior marketing manager, can you see any potential other sources to accumulate data that may also suit other organisations? Question and Answer