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

Engagement studio rules 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.

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

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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