Narrowing Down and Exporting Unassigned Prospects in Pardot

As a seasoned SEO professional diving into the intricate world of Pardot, one of the common challenges marketers face is effectively managing their prospect lists. Specifically, you might need to narrow down a list of prospects that have not been assigned to any list yet. This process is crucial for maintaining the health and effectiveness of your marketing campaigns. In this article, we will explore the best practices and strategies to achieve this goal within the Pardot platform.

Understanding Prospect Management in Pardot

Pardot, a marketing automation platform by Salesforce, offers a robust suite of tools to manage your marketing prospects. These tools range from lead scoring and email marketing to workflow automation. However, managing unassigned prospects can sometimes be overwhelming due to the sheer volume of data and the need for precision.

Search Queries and Tags for Unassigned Prospects

To narrow down prospects that have not been assigned to any lists, you can use search queries within Pardot. This involves leveraging the platform's built-in tagging system or other identifying fields. Here’s how you can do it:

Using Tags: If you use tags to mark prospects as part of certain lists, you can create a search query to find those without any tags. Go to the Contacts tab, then select Search. Enter a query like:

“Tags”  Empty

This will show you all the contacts that do not have any tags assigned. Using Custom Fields: If you have custom fields that indicate list assignments, you can similarly create a search query. For example, if a field named ‘List Assignment’ is set to list the name of the list the prospect is in, your query would be:

“List Assignment”  Empty

Accessing Original Import Baselines in SharpSpring

To maintain a baseline of your original imports in SharpSpring, it's recommended to back to the original import data. This can be particularly useful when you need to segment and manage large lists of contacts who have not been assigned to any specific list in Pardot. Here’s how you can do it:

Go to the Imports section in SharpSpring. Select the import you want to review and download. Review the original data and see if you can identify any patterns or unique identifiers that were not used in the current list assignments in Pardot. Export the original import data if needed for further analysis or comparison.

Segmenting Out and IDing Untouched Lists in Pardot

Once you have a list of unassigned prospects, you can segment them out in Pardot to get a clearer picture of your audience. Here’s a step-by-step guide to doing this:

Navigate to the Contacts tab in Pardot. Select the search query you created to find unassigned prospects. Once you have the list of unassigned prospects, you can create a segment.

 Segments  Create Segment

Name your segment and select the contacts that match your query. You can then use this segment for further marketing activities, such as setting up custom workflows or email campaigns.

Best Practices for Prospect Management

To ensure the effectiveness of your prospect management in Pardot, follow these best practices:

Regular Audits: Periodically review and clean up unassigned prospects to keep your data fresh and accurate. Tagging and Custom Fields: Utilize tags and custom fields to efficiently track and segment your contacts. This makes it easier to manage and report on specific segments. Automated Workflows: Implement automated workflows to help assign contacts to the appropriate lists as they gather data. Data Security: Ensure that all data is securely stored and managed, following best practices and compliance requirements.

Conclusion

By using search queries, tags, and custom fields in Pardot, you can effectively narrow down and export a list of unassigned prospects. This process not only helps in segmenting your prospects but also ensures that your marketing campaigns are more targeted and effective. Whether you’re using Pardot or a similar platform, maintaining a clear and organized database of your prospects is key to successful marketing.

Keywords

Pardot, Prospect Management, Prospect Export