The last piece of this series- Scoring Rules.
Admin> Automation Settings> Scoring Rules
Edit Scoring Rules> Select Rule> Adjust Score> Save Changes
Scoring rules are part of a much larger and very important feature- Scoring and Grading. There is a lot to be said about Scoring and Grading and much we will get into at a later time. For this post we’ll only deal with the bare minimum that you might encounter in your first 40 days of setting up Pardot as a novice user.
These are the most common scores asked about by clients. In the initial setup you will spend a lot of time creating this content and it’s nice to know how it’s being valued!
2 changes that you may want to consider from the beginning:
- Give 1 or 2 points for opening an email.
a. Check the box for this only to take effect on the first email open, not subsequent opens of the same email.
b. This will trigger the sync to SFDC so that the contact/lead record has the most up-to-date info (note: opening an email without a score adjustment will not trigger a sync).
- Update the “Webinar Attended/Invited/Registered” scores if you have connected WebEx, ReadyTalk, or GoToWebinar to Pardot.
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