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.

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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 Engagement Studio

pardot 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.

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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 Digital Marketing page.

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