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 Digital Marketing page.

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