Mastering the art of creating and managing audience lists in Account Engagement (Pardot) is key to an effective email strategy. Here’s 6 top tips …
1. Use a Naming Convention:
– Use a naming convention to ensure consistency and avoid creating multiple versions of the same list.
– Set up a generator using Google Sheets or Excel to create consistent names.
– Copy and paste exactly what the generator generates.
2. Create Master Lists:
– Define master lists based on your email strategy and gather input from your team.
– Create dynamic lists for each email preference, country or region, and other relevant criteria.
– Use master lists as criteria to avoid pulling criteria each time and minimize mistakes.
3. Nest Your Lists:
– Once master lists are created, create variations of recipient lists by using master lists as criteria.
– Nest lists to ensure accurate targeting and avoid missing out on potential recipients.
– Use the example of creating a list for UK-based clients in a company called MCAE Champions.
4. Archive Unused Lists:
– Add an Archive Date to lists that will only be used for one-off sends.
– Archiving doesn’t delete the list but removes it from the list table after the specified date.
– Prevents the use of outdated lists as recipient lists and keeps the list section organized.
5. Regularly Review and Update Lists:
– Regularly review and update your audience lists to ensure accuracy and relevance.
– Remove or update lists that are no longer needed or have outdated criteria.
– Continuously optimize your lists for better targeting and communication effectiveness.
You can read it here: https://sfdc.blog/FyUBN
Source from salesforceben-dot-com