:: Pardot Naming Convention Generator ::
When implementing a marketing automation platform like Pardot or Marketing Cloud (even if using the simpler Hubspot or Mailchimp), you must beginning with developing a Naming Convention for all your digital marketing assets. Not technical, but utterly practical. And you will praise my name when you actually follow my advice on this, in … uh… anywhere from 4 weeks to 3 months after implementation.
You see, by that time, your Pardot org is either … a mess … or it is organised and everyone can find things easily. One year from now, your team will be able to easily retrace its steps and re-use last year’s seasonal journeys, complete with automations, assets and all! All 2 sec’s (versus half-a-day or more searching for those files.)
If that interests you, read on:
A naming convention standardises the names of the various types of digital assets. It then relates them to each other, plus the time period and campaigns they belong to. In short, a naming convention is what avoids your Pardot platform from becoming an entangled mess pretty quickly.
“With a naming convention, less time is wasted looking for assets that are there – you know it – but you cant find them. ” – Astrid, CloudAnalysts
Plan for Growth
A naming convention actually does more than making you organised. It’s not only efficiency that a naming convention pursues. It helps an organisation to scale up much faster.
A hidden secret is that it forces the team to think bigger picture, longer term. When designing a naming convention you have to consider for every element if it’s repeatable and/or reusable.
Pardot Naming Convention Generator
Use this widget to generate a naming convention that suits your business. Record all your names onto a shared Google Sheet with access for all in your team. Document all acronyms and abbreviations there. This way, you will get yourself a fabulous way to get a fool-proof naming convention for your Pardot or Marketing Cloud org.
How to Use a Pardot Naming Convention Generator
Easy-peasy (See Sample above):
- You pick the marketing element you wish to name;
- In the pop-up name generator, complete details, e.g. Region, Month, Year and your Campaign Description.
- As soon as you have completed this, a Suggested Asset Name appears.
- Copy / paste it in Pardot (as-is or modified as agreed within your company);
- Optional, but highly recommended: record in your Shared Google Sheet to keep track of it all.
Ready? Let’s go!
Ref credit: this Pardot Naming Convention tool is built on IDEAS’ at Jotform.com. Suggestions welcome to further develop this tool.
Your Next Steps
We run short workshops for companies to help them developing Naming Conventions to boost their marketing automation.