How to Test Pardot (Account Engagement) Automation and Assets | Salesforce Ben

— by

Share this article…For marketers – specifically, the team you have supporting marketing operations functions in your organization – your marketing technology stack is at the heart of everything you do. Virtually every goal and initiative your team has is managed by tools that need to… Read More …

1. Importance of monitoring your tech stack:
– Testing ensures that your marketing technology stack is functioning correctly.
– Proactively identifying and fixing errors is crucial in managing the complex functions and integrations reliant on tools like Pardot.
– Organized testing stabilizes and validates your Martech ecosystem, making new implementations easier and avoiding revenue generation issues.

2. Testing preference centers:
– Preference centers can have a significant impact on your organization if they are broken.
– Errors within preference centers are often overlooked and can harm marketing initiatives.
– Test data collection, mapping between systems, entry points, data syncing, and expected outcomes.

3. Testing evergreen assets:
– Evergreen assets, though low maintenance, can have errors that disrupt conversions and break trust with prospects.
– Errors can occur due to content renaming, moving, or deletion.
– Test form submissions, confirmation email delivery, email tokens, subject lines, and working links.

4. Testing lead generation forms:
– Lead generation forms capture hot leads and should be followed up quickly to avoid losing revenue.
– Issues with form-to-sales routing can impact lead delivery to sales.
– Test forms submitted to the correct thank you page, data capture, lead processing campaigns, routing to the correct sales queue, lead record flow steps, scoring, and attribution data points.

5. Importance of holistic testing:
– Testing across each tool and the tech stack provides a comprehensive understanding of their individual and combined functions.
– Testing should be implemented early to catch errors and enhance the overall user experience.
– Regular testing frees up time that would otherwise be spent on fixing unforeseen issues.

You can read it here: https://sfdc.blog/WlyRA

Source from salesforceben(dot)com

Newsletter

My latest updates in your e-mail.