Pardot’s Engagement Studio – Rules 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.”

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

ES_Rules

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.

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.

Engage Reports

Engage will visually reveal trends that close deals the fastest. The reports will show sales reps the success of their own campaigns in addition to performance levels of templated and non-templated emails.

Engage for Salesforce1

Sales reps aren’t always at their desks but that shouldn’t stop them from selling on the go. With Engage for Salesforce1, your reps have the ability to respond instantly when their customer engages with a piece of their content. Add customers or leads to nurturing campaigns on the go and view what their prospects are actively doing from their phone.

Engage for Gmail

Bringing Pardot tracking capabilities to Gmail. Give your sales reps the power to track their emails from Gmail with one click of a button. Send marketing approved content from your chosen email interface. After sending emails through this application, Pardot and SFDC will track email opens and link clicks to view later. Did we mention that you can view prospects’ information, such as activities, leads, grades and more, right from your Gmail?

If you would like to learn more about Salesforce Engage or the Pardot product in general, View a Demo or contact The Corrao Group