
3-2-1 Campaign
A 3-2-1 Campaign lets you separate your email list into three main sections.


Onboarding Campaign
When you have found that great interested client that has just joined, a very personal approach is needed to work out the best product and approach for them. The best way to do this is obviously to talk to one of your sales teams, however, why not put them on an onboarding campaign first to prepare them with any potential information they could need. You can begin by sending them frequently asked questions to help them settle anything they may be unsure of. After a short period of time it is maybe a good idea to then send any relevant training resources or next steps they should expect. It would be beneficial to continue in this manor until you are certain the customer is feeling informed and their process is underway, in order to keep them loyal and happy.

Renewal Campaign
Keeping your existing customers happy is just as important as generating new ones. You can set up reminder emails to be sent at any given date before contracts are up, reminding customers to renew and continue receiving your business. You can also ensure you keep them up to date with any new developments that may benefit them such as add on products or new trainings, helping to remind them that you still care even after their business, possibly even encouraging them to return or generate more business through word of mouth.With such a great tool at your disposal, keeping track of your current clients and generating new ones through email communications has never been easier. So what are you waiting for! This is just one section of the many amazing aspects pardot can do to help benefit your business. Take a look at more great features on our Pardot blog section and get the most out of your marketing automation efforts. Why not get in touch today and find out how else your business could benefit form Pardot and Salesforce, contact us here.