You’re feeling comfortable with the basics of Pardot and looking to branch out into the more advanced features, like automation rules. You understand the concept of automation rules — but where do you start? Here are some great automation rule examples that may be relevant to your marketing efforts:
- Adding Prospects to a List
- Adjusting Prospect Score
- Assigning Prospects to Specific User
- Targeting Prospect Based on Last Activity
- Targeting Prospect Based on Creation Date
- I’m not sure if I’m supposed to be using automation rules for this!
Adding Prospects to a List:
Looking to automatically add prospects to a specific list, based on certain criteria? The rule below will add any prospects from Georgia who are also interested in Pardot Implementation to a list called “Georgia Pardot Prospects.”
Adjusting Prospect Score:
Want to adjust a prospect’s score based on criteria you have set? Using the automation rule below, we are automatically adding 50 points to the score of every prospect who has filled out a specific form and whose job title is “Marketing Manager.”
Assigning Prospects to Specific User:
Want to set criteria for prospects to automatically be assigned to a specific user? Below, all prospects whose “Industry” is “Technology” and who have selected “Salesforce Implementation” for our custom field “Interested in:” will be assigned to Alison.
Targeting Prospect Based on Last Activity:
Want to target prospects who haven’t been active lately? Below, we are specifying that we want Megan to be automatically notified of any prospects whose last activity has been greater than 60 days ago. Pay attention to the setting “Prospect time” “last activity days ago” “is greater than” “60.”
Targeting Prospect Based on Creation Date:
Want to automatically take action on newly created prospects? Below, we are using “Prospect time” “created days ago” “is less than” “7” to send an email template (that we have already made prior to setting up the rule) to all prospects created within the last 7 days.
Should I even be using automation rules for this?
Something to remember: not all automation is best set up using automation rules. If you are wondering where to set up your automation, refer to the graphic below, furnished by our friends at Pardot:
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