Pardot Knowledge Base

Automation Rule Criteria Reference

Last Updated: Sep 19, 2016 | Print this Article
 

When creating automation rules you must choose criteria for the rule to match prospects to. This table explains what each criteria does. These criteria are located in the first dropdown in the Rules section of your automation rule:

Automation Rule Criteria  
Rule Criteria Definition
Prospect account field* Allows you to define an action based on the value of an account field. Prospects must have an account in order to match, even if the rule uses the "doesn't contain", "isn't", or "is empty" options.
Prospect assigned queue Allows you to define an action based on whether the prospect is currently assigned to a Salesforce queue.
Prospect assigned user Allows you to define an action based on the user currently assigned to a prospect.
Prospect assignment status Allows you to define an action based on whether the prospect is currently assigned or unassigned to a user or queue.
Prospect campaign Allows you to define an action based on a specific campaign.
Prospect CRM campaign Allows you to define an action based on the prospect's Salesforce campaign.
Prospect CRM campaign status Allows you to define an action based on the status of the prospect's Salesforce campaign (Registered, Attended, Cancelled, etc.).
Prospect CRM status Allows you to define an action based on the status of the prospect's synced CRM record - contact, lead, or deleted (only available for accounts with Salesforce or SugarCRM connectors).
Prospect custom field* Allows you to define an action based on the data that the prospect entered on a form field that is tied to a custom field, or that was imported for that custom field. You can use this rule for each existing custom field.
Prospect custom redirect Allows you to define an action based on a whether a specific custom redirect was accessed (clicked). You can also select “- ANY -” custom redirect rather than a specific one.
Prospect default field* Allows you to define an action based on the data that the prospect entered into a form or that was imported for that default field. You can use this rule for each existing default field.
Prospect email opens Allows you to define an action based on whether a prospect has or has not opened any email within a given number of days or weeks.
Prospect email status Allows you to define an action based on whether or not the user's email status is Opted Out or Do Not Email.
Prospect file Allows you to define an action based on whether a specific non-image file hosted within Pardot was accessed (clicked). You can also select “- ANY -” file rather than a specific one.
Prospect form Allows you to define an action based on the form managed by Pardot that the prospect viewed or filled out. If the form is on a Pardot landing page, you will want to use "Pardot page" for your rule instead. You can also select "- ANY -" form rather than a specific one.
Prospect form handler Allows you to define an action depending on the form handler in use. You can also select “- ANY -” form handler rather than a specific one.
Prospect Google Analytics parameter Allows you to define an action based on the values of the Google Analytics fields we capture (campaign, content, medium, source, and term) and display in a prospect's record.
Prospect grade Allows you to define an action based on a prospect's grade.
Prospect landing page Allows you to define an action depending on whether a specific landing page was completed or viewed. You can also select “- ANY -” landing page rather than a specific one.
Prospect list Allows you to define an action based on a specific prospect list.
Prospect opportunity Finds prospects using the relation group functionality to allow users to define multiple rules that must ALL match a single opportunity tied to a prospect for that prospect to match the relation group/rule as a whole. Relation groups can not be used inside rule groups, so this field will not work inside a rule group.
Prospect opportunity default field*  Finds prospects based on default field values stored in an Opportunity to which the prospect is tied as a contact.
Prospect opportunity custom field* Finds prospects based on custom field values stored in an Opportunity to which the prospect is tied as a contact. See Using Opportunity Custom Fields in Automations for instructions.
Prospect opportunity status Allows you to define an action based on a prospect's opportunity status: won, lost or created.
Prospect profile Allows you to define an action based on a prospect's profile.
Prospect public list opt-in status Allows you to define an action based on whether a user has opted in or opted out of a public list in the Email Preference Center.
Prospect query Allows you to define an action based on a search that the prospect performed, either from site search, paid search, or organic search.
Prospect score Allows you to define an action based on a prospect's score relative to a value that you define.
Prospect score for Scoring Category Allows you to define an action based on a prospect's score for a Scoring Category relative to a value that you define.
Prospect tag Allows you to define an action based on a prospect's tag values.
Prospect time Allows you to define an action based on the number of days passed since the prospect has been created or since the prospect's last activity. Also, if you choose 'is blank', it will include everyone who has no activity on your site, while 'is not blank' will include anyone with any activity on your site. A 'day' is a period of time between 12am-11:59pm of the user's timezone.
Prospect webinar Allows you to define an action based on whether the prospect was absent, attended, or simply registered for a webinar. This rule criteria will only be present if your account has a verified GoToWebinar, ReadyTalk, or WebEx webinar connector.
Visitor hostname Allows you to define an action based on the host that the prospect is coming from during a visit to your site.
*Available criteria for account, opportunity, and prospect field rules include: "contains", "doesn't contain", "is", "isn't", "begins with", "ends with", "is empty", "is not empty", "is greater than" (exclusive - the value entered is not included), "is less than" (exclusive - the value entered is not included), and "is between" (inclusive - the values entered are included; for fields that are not numbers or dates, the rules would match based on alphabetical order).

Not what you're looking for? Check out these other articles:
Automation Rule Overview
Creating Automation Rules
Automation Rule Action Options Reference
Automation Rule Best Practices
Automation Rules FAQs and Troubleshooting
Automation Rules Advanced Topics
Automation Rule Samples

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