3 Ways to Use Pardot Automation Rules
As known, Pardot comes with automation rules that allow you to perform certain marketing and sales actions based on criteria that you specify. These rules allow you to perform specific tasks to help you achieve your marketing goals. Automation rules make your job easier in various ways, like Lead qualification, assignment, task creation, assigning to your sales representatives, applying tags, adding to campaigns, etc. Today, I am going to share with you 3 ways to use automation that might help you understand the power of Pardot Automation. Pardot Automation Rules 1. IMPROVE YOUR LEAD QUALIFICATION MODEL “Automation rules are a powerful way to customize your scoring and grading models. Consider customizing your global, baseline scoring rules, while using automation rules as an additional layer of measuring and responding to customer engagement and intent. You might look at prospects who meet a certain scoring threshold in addition to specific, tracked activities to do things like: 2. CUSTOMIZE AUTORESPONDER EMAILS Autoresponder Emails are emails that are triggered automatically whenever the prospect engages with your marketing assets. “Increase personalization and content engagement by sending custom autoresponder emails to prospects who complete forms. Automation rules can be configured to assess field criteria in combination with form submission data to push specific autoresponder emails to prospects who complete forms.” Autoresponder emails can be used: 3. WELCOME SERIES FOR NEWLY PROSPECTS “When new prospects are created, you could create an automation rule that adds them to a list that feeds a Welcome Series Engagement Program.” For example, when a prospect signs up for a blog newsletter, the action of signing up triggers a welcome email, and after that, you can start a journey program with them. Follow these steps to create a Welcome Journey program for new prospects. Step 1, add a competition action on form, choose action add to List, and select a list for the subscriber which you want to add after fill-up the form. Here you can check the Screenshot of Completion Action Note, this process will add prospects to the list when they fill-up the form. Step 2, Now, create an Engagement Program and select that list as a Recipient list in the program. Note: Here you can check the screenshot of the Welcome Journey Program Note: You can add as many actions, triggers, and rules in your program as per your needs. If you need help setting up the Automation, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
