Pardot 101: Automation Rules [Examples]

pardot automation rules

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:

Psst — you can click the topics below to jump to a specific rule!

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.”

automation rules adding 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.”

automation rules adjust score


 

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.

automation rules assign user


 

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.”

automation rules inactive prospects


 

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.

automationrulescreationdate


 

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:

automation rules pardot

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