Pardot’s New Versioning and Program Locking Features

New Features Added to Pardot’s Engagement Studio

Just before Halloween, Pardot announced two new features for Engagement Studio. Engagement Studio is an interactive and aesthetically pleasing way to nurture prospects, partners, legacy customers and more. According to Pardot, these two new features “come highly requested by Pardot users.” Let’s dive deeper into these exciting new features.

Versioning

Versioning is a new tool that is intended to help Engagement Studio users better understand how changes made to their programs impact their results. Any changes to program steps will be recorded as a new program ‘version’ and each version will have a unique name. A history of the versions, as well as the date and times of the starts and pauses, will be recorded in the new Activities tab (found next to the ‘Build,’ ‘Test,’ and ‘Report’ tabs), making it easy to understand when a program was edited.

Versioning

This enables users to easily tweak the steps in their program (change an existing Rule to a different Rule, Action to Action, and Trigger to Trigger) within existing program flow.

Engagement Studio’s reporting has also been updated to display version-specific stats on the Report Cards. Only steps that were edited will be shown in these statistics.

Program Locking

Before Program Locking, multiple users could edit Engagement Studio programs at the same time, making it possible for edits to be overwritten or lost in the process. This new feature prevents multiple users from editing a program at the same time.

Now when a user goes to edit an Engagement Studio program, it will be locked. All other users will see a lock icon in the main Engagement Studio table next to the program name. If they click into the program, they will see [LOCKED] in the program name and will be unable to edit any of the steps within the program. Users will still be able to look at the program’s steps in a read-only mode.

Locking

Locking makes it easy to identify which Engagement Studio programs are currently being edited. Administrators have the option to override a locked program if needed, just like a locked email template in Pardot.  

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.”

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 triggers that Engagement Studio can listen for from the prospect’s activity record.

  • Custom Redirect Click 
  • File Download
  • Form  – Engagement Studio can also trigger off of a form view
  • Form Handler
  • Landing Page – Engagement Studio can also trigger off of a page view

These triggers listen for either “any” of the following assets to be interacted with, or a specific one. For example, the new custom redirect trigger can listen for if the prospect has ever clicked on any custom redirect in your system or you can select a specific custom redirect. The end result of these triggers will leave you with a yes/no branch, just like in drip programs.

Triggers


In our next post we will be talking about all the new Rules of Engagement Studio.

Pardot's Engagement Studio

We did not buy Pardot, we hired it 

Being a Salesforce Pardot Select Partner in addition to a Salesforce Silver partner causes Corrao Group to be different from your average consultant. Our vast knowledge of the two systems and expertise in most verticals has allowed us to completely customize the connection between the two, opening up doors never seen before. We have extended our nurturing campaigns into the accounting department, project management, and customer on boarding. Our services include, but are not limited to, business lifecycle management, Pardot and Salesforce implementation and training, and content consultation/creation.

Pardot does an extraordinary job in aligning sales and marketing teams and it has just released a new nurturing feature that will align the two teams even more, Engagement Studio. The usage of different technology solutions is the most common issue that sales and marketing teams have. This becomes a problem as it leads to inaccurate information and poor user adoption, sometimes even technology abandonment. Pardot’s new Engagement Studio is a mind-blowing technology delivering a more unified experience between sales and marketing teams.

Salesforce does a lot for their customers. Engagement Studio is the latest step in their journey to align their customers’ sales and marketing teams. This new feature is the pit stop of Pardot, where sales and marketing come together to tune-up and refuel their content. Without gas, a race car cannot run; without content, nurturing programs cannot run. Prior to Engagement Studio’s release, users had to visit separate pages to view lead generation, lead nurturing, reporting, and ROI. Now, all that information has been brought together in one place.

Giving more power to you, the user, Engagement Studio provides innovative ways to build complex campaigns easily, test the prospect’s experience, and really understand the campaign performance to share with others. Engagement Studio provides additional actions as well as introduces triggers and rules connected to the specific prospect; this allows for an even more custom journey than before! You set up the nurturing campaign, or racetrack, and the prospect drives in their own lane, at their own pace. Engagement Studio also allows for the user to test the path that a prospect will take if added to the campaign. This will help catch any gaps or mistakes that can be made during initial campaigns. Before, users had to navigate through different pages to view campaign metrics. Now all that information is easily identified in one area and gives insight into which parts of the journey, or racetrack, needs updating or refueling.

Making the transition from Drip Programs to Engagement Studio can benefit you as you might be able to combine multiple Drip Programs into one Engagement Studio. This process requires learning the new features and deciding if you can use them to further your current journey. Be on the lookout for Corrao Group’s offerings as well as tips and tricks on making the transition!

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.