As known, Pardot comes with automation rules which allow you to perform certain marketing and sales actions based on criteria that you specify. Today I am going to share with you some automation scenarios which might be helpful for you to understand the power of Pardot Automation.

Scenario 1: In Pardot there are many Prospects available but you want to find those prospects which are in Salesforce too so how can you find out those prospects?

Solutions: There are 3 ways to find out those prospects. It all depends on your needs. If you want to create a one-time list then Segmentation Rule is the best option, if you want to create a list based on the add and remove concept then the Dynamic List is the best option, and the last one is Automation Rules.

If I want a one-time list so the best option is the Segmentation Rule.

What Is Segmentation Rule:

Segmentation rules are helpful when you want to create a one-time list that is based on some specific criteria. Unlike automation rules, segmentation rules do not work retroactively. Segmentation rules run once and match only the prospects that meet the rule’s criteria when the rule runs.

How to Create a Segmentation Rule in Pardot

  • In Pardot, Marketing | Segmentation | Rules.
  • Click + Add Segmentation Rule.
  • Name the rule.
  • Select a match type.
    • Match Any—Prospect must meet at least one rule to match.
  • In the Rules section, click + Add new rule
  • When you’re ready to run the rule, click Run Segmentation.


Here you can check the Segmentation Rule Screenshot

Scenario 2: You want to create a one-time list based on if the prospect email status is Opted-Out or Do Not Email.

Solutions: by using the Segmentation Rule you can create a list of prospects whose email status is Do Not Email or Opted-Out.

Steps you need to follow:

  • In Pardot, Marketing | Segmentation | Rules.
  • Click + Add Segmentation Rule.
  • Name the rule.
  • Select a match type.
    • Match Any—Prospect must meet at least one rule to match.
  • In the Rules section, click + Add new rule.
  • When you’re ready to run the rule, click Run Segmentation.

Here you can check the Screenshot of the Segmentation Rules.

If you need help setting up the Pardot, you can get in touch with us here.

Request a Free Consultation

YOU MIGHT ALSO LIKE