Fíonta offers a number of configuration packages for associations on the Salesforce platform who are transitioning to Pardot from a third-party email marketing tool like MailChimp or Constant Contact.
- Salesforce connection. Connect Pardot to Salesforce and map default fields.
- List migration. Export existing lists, de-dupe, and upload into Pardot.
- Email templates. Export existing email template HTML and develop Pardot templates. Mobile-first templates developed by Fíonta and custom design are available as an a la carte add on.
- Engagement path setup. Gather requirements for initial engagement path (constituent journey) and develop path.
Use cases for associations include:
- Up-to-date membership lists / advanced list segmentation
- Member newsletters with personalized content depending on level, location, or other criteria
- Email series
- Membership renewal
- Lapsed member campaign
- Advocacy campaigns
- Board of Directors recurring communications
- New member/employee onboarding
- Landing pages for membership, events, document download
- Scoring and grading of prospective members, vendors, associations, or other personas