Pardot’s Engagement Studio – Triggers Overview

Pardot’s Engagement Studio enables marketers to further customize their nurturing programs for their prospects, customers, and even partners. Engagement Studio has three main features that let you build your campaign around: Actions, Triggers, and Rules. Actions “do something”, Triggers “Listen for something”, and Rules “Check something.” Here we will be discussing Engagement Studio Triggers.

Drip Programs offer users 2 triggers: “has prospect opened email” and “has prospect clicked link”. (Note: Engagement Studio allows users to choose which link click to look for when using the “has prospect clicked link” trigger!). Let’s dive deeper into the new available triggers Engagement Studio provides us.


The following are new Engagement Studio triggers that can listen from the prospect’s activity record.

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Pardot’s Engagement Studio – Actions Overview

Pardot’s Engagement Studio enables marketers to further customize their nurturing programs for their prospects, customers, and even partners. Engagement Studio has three main features that let you build your campaign around: Actions, Triggers, and Rules. Actions “do something”, Triggers “Listen for something”, and Rules “Check something.”

Let’s dive deeper into the new available actions Engagement Studio provides us.

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How to Automate Everything With Pardot

Pardot automation is more than just marketing machine. It’s an everything automation machine. We have proven that it can automate Marketing,  Sales, Sales Operations, Project Management, Accounts Receivable, and more. With this kind of potential, Pardot is not a purchase, it is similar to hiring a Virtual assistant. However, this virtual assistant only costs $0.34 an hour.

Heres you how Pardot accelerates these parts of your company:

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Wave Analytics for B2B Marketers: Surf Forecast

wave analytics

B2B Marketers are soon going to be able to ride the wave. Wave Analytics for B2B Marketing will help you visualize all the data in your Pardot, CRM, and even third party sources. You can view this data on your computer, tablet, and smartphone. This data will help you maximize ROI and effectiveness of your marketing campaigns. Not to mention, the dashboards are all interactive and gives you the ability to make data-driven decisions quickly.  Here are a sneak peak to exciting features:

Wave analytics

1. Marketing Manager Dashboard

wave analytics

If you are a Marketing Manager, you are going to LOVE this dashboard. At first, it shows you a high level of relevant data regarding the health of your company and the ability to filter by time period. The two main views are Marketing Pipeline Health and Engagement Health. Marketing Pipeline health shows Pipeline Deals and Revenue by Campaign. The Engagement health shows email engagement, top forms and landing page completions.

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The Ultimate Guide to Pardot Events at Dreamforce

This is your ultimate guide to Pardot’s events at Dreamforce 2016. From keynotes to parties, we have all the information on the must-attend events!

 Pardot’s B2B Marketer’s Cafe

dreamforce

The ultimate place to have a personalized experience from networking to exclusively designed sessions just for B2B marketers. Check out the amazing session going at the Cafe here. This is a must attend place for any B2B Marketer. Not to mention, there will be free food all day and a happy hour.

TIME & LOCATION

The Grove — Yerba Buena at 690 Mission Street

Pardot’s B2B Marketers Cafe

Headed to Dreamforce? Hang With Pardot at The B2B Marketers Cafe!

 

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Pardot’s New Feature Roundup – July 2016

Check out what’s new in Pardot this month.


No Automatic Line Breaks in Text Emails

Before, words in the text editor would get cut off after a certain number of characters in one line. Now, Pardot allows for more characters and the line breaks are no longer automatic, allowing you to choose where your lines break.

New Table Action: Pause Automation Rules and Drip Programs

From your Automation Rule and Drip Program overview pages, you are now able to pause multiple automations from the table at one time. Before, you were only able to pause the automations one at a time.

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Pardot’s Engagement Studio – Rules Overview

Engagement Studio

Pardot’s Engagement Studio enables marketers to further customize their nurturing programs for their prospects, customers, and even partners.  There are three main features that you can build your campaign around: Actions, Triggers, and Rules. Actions “Do something”, Triggers “Listen for something”, and Rules “Check something.”

In our previous blog posts, we took a look at the new actions and triggers supported by Engagement Studio. Now let’s take a look into the new rules.


The following are new rules that Engagement Studio can check for from a prospect’s field, activity record, SFDC campaign, and more:

  • Assigned Salesforce Queue
  • Assigned User
  • Assignment Status
  • Grade
  • Score
  • List
  • Custom/Default Field
  • Email Status
  • Tag
  • Pardot Campaign
  • Salesforce Campaign
  • Salesforce Campaign Status
  • Salesforce Status

Engagement studio pardot salesforce

These rules check for specific values and define the following path based upon the value. For example, the new list rule will check for if a prospect is on a specific segmentation list. If they are on the segmentation list, they will be sent down path A and if they are not on the list they will be sent down path B. For more information on Pardot’s Engagement studio, please visit our Salesforce Page.

If you’d like to know when we highlight the next feature of Engagement Studio, please fill out the form below:

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Boost Prospect Engagement with Salesforce Engage

If you have Batman (Pardot) you’re going to need Robin (Salesforce Engage). You won’t be fighting any crime here, although you will empower your sales reps to connect with their customers more effectively. Salesforce Engage provides your sales reps with real-time, mobile, and SFDC marketing tools that place marketing content and insights in their hands. 

Engage Campaigns

This features allows your sales reps to send the right message at the right time. Provide your sales reps with a library of email templates and nurturing campaigns approved by marketing that they can send from Salesforce, Salesforce1, or Gmail.

Engage Alerts

Record every customer interaction to help your sales rep sell smarter. Let Engage Alerts inform you of when is the right time to reach out to the customer.

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