Optimize Tagging Strategy in Pardot

Tags are significantly underutilized in the Pardot world. Why? That is a mystery considering they are a key segmentation method that can help break down assets into meaningful categories. They also serve as a critical aspect for reporting!


Please see some examples of using tags below:

1. Create year tags (e.g. "2022", "2021", "2020") or quarter/year tags (e.g. "Q122", "Q221", "Q320") and tag all assets (files, lists, automation rules, even prospects!) that were created in their respective time frame. You can use these tags to filter down the asset interfaces to view just the assets within that respective time frame you are looking for.

2. Create "marketing driven" & "sales driven" tags. Then (via automation rules) tag the prospect on whether or not they were marketing sourced v. sales sourced based on their Lead Source. These tags can then be used as dynamic list criteria and/or reporting filters moving forward.

3. Create an "employee" tag to mark all employees. Be sure to capture all variables of internal email domains. Also, don't forget to exclude the external contractors or agencies you partner with. You can use this in a list to say TAG "is not = employee" to exclude employees from a dynamic list count.