Prospect to MQL: A program that focuses on lead distribution. Once a prospect is assigned to a user, they acquire MQL status.
MQL to SQL: Focus on generating opportunities in Salesforce. Once an opportunity is associated to a MQL, they become a SQL.
SQL to won deal: Arguably the most fragile point in the customer journey. Use triggers, notifications and Salesforce tasks to ensure sales have the best chance of closing these deals.
Upsell & Brand Evangelism
Listen out for opportunities with the Engagement ghana phone number code Studio and give customers a reason to love you. Send them relevant offers and content at exactly the right time by using triggers and automate notifications to account managers to check in when they’re inactive or looking for something specific.
Customer Retention
Utilise the date field in your CRM to notify you or send an email when a customer contract is up for renewal and be sure to slowly nurture your customers who are due to leave soon. Much like how phone companies start to call you towards the end of your phone contract, they do so because it works. Allow your customers to love you with an automated customer retention Engagement Studio.
Slow nurture campaign
Are prospects not converting when you communicate with them regularly? Do you have prospects who want a call back in 6-12 months? Do you have a long sales cycle? If so, it’s definitely worth setting up a slow nurture Engagement Studio. This type of program looks after the prospects who need more time to convert and can be drip fed information so you are always front of mind when it comes to the final buying decision.
Customer onboarding
When a new customer signs up, you can get the ball rolling immediately with step by step emails for the new customer that guide them through the onboarding process, notification emails for sales when they need to call and have full visibility on those that become inactive after a certain period of time.
Event registration
For all upcoming webinars and events, why not create an Engagement Studio to promote attendance and send different emails to those who attended vs those that did not attend.
Testing your Engagement Studio
Sending emails automatically based on logic can be scary. In fact, sending irrelevant or factually incorrect emails is one of the biggest fears a marketer has.
Fortunately, testing is a big part of the Pardot Engagement Studio. The testing canvas allows you to run through the program logic and make real-time decisions that shows where the prospect could be taken. You’ll be able to test every possible journey and find any gaps or improvements to your program by using this functionality.
Reporting
Once a program has started, the reporting tab will become available to you which shows high level statistics. Feel free to click into each of the steps to show the report card which shows more information about the stage. When your program becomes more advanced and you start to swap out different emails, you’ll be able to see a split report which compares the performance of each email, kind of like a delayed A/B test.
If you’re in a rush, you can export the Engagement Studio program stats by clicking Tools’ in the top right of the reporting screen.