:: 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
Companies can really struggle with creating an organised, well -working set of names for their org. Those who succeed are ready to reap the benefits.
We can help. We run short, to-the-point workshops for marketing/sales teams who need to use Pardot (or other marketing automation platform) to help them developing a fundamental Naming Convention.
We structure the conventions around your organisational setup and marketing/sales workflow, and annual campaign program.
Armed with that, teams are well equipped to boost their marketing automation processes and results, while working in Pardot as a team.