The Pardot Knowledge Base is moving to Salesforce Help & Training. Update your bookmarks.When you create Automation Rules, Dynamic Lists, and Segmentation Rules, you'll have to select a match type and criteria as build your rules. Pardot has two match types: Match Any and Match All. Match Any will return results that matches any of the criteria -- it will match this or that. Match All will return results that match ALL of the criteria -- it will match this and that.
Match Any with Is OperatorLet's say that you want to match any prospects assigned to Dane Hall or Regina Smith. You use the is operator, and your rule would look like this: This rule would return any prospects assigned to Dane Hall, and any prospects assigned to Regina Smith. This sounds simple enough until you start building more complicated rules or use negative criteria.
Match Any with Isn't OperatorLet's say you want to match any prospects who aren't assigned to Dane Hall or Regina Smith. You want only those prospects whose assigned user is someone other than Dane or Regina. So you use the isn't operator and set your rule up like this: When you run your rule, it returns all prospects assigned to Dane Hall, all prospects assigned to Regina Smith, and all prospects assigned to all other users, which is not what you wanted. So what went wrong? When you pair the isn't operator with Match Any anything that matches any of the criteria will match the rule.
- Prospects assigned to Regina Smith aren't assigned to Dane Hall, so they match the rule.
- Prospects assigned to Dane Hall aren't assigned to Regina Smith, so they match the rule.
- Prospects assigned to other users aren't assigned to Regina Smith or Dane Hall, so they also match.
|1||Match Any||Color||Is||Blue, red, green||All blue, red, and green shapes|
|2||Match Any||Color||Isn't||Blue, green||All blue, green, and red shapes|
|3||Match Any||Color||Isn't||Blue||All green and red shapes|
|4||Match All||Color; Shape||Is||Blue; circle||All blue circles|
|5||Match All||Color; Shape||Isn't||Blue, green; circle||All red squares and triangles|
|6||Match All||Shape||Isn't||Triangle||All red squares and circles; all blue squares and circles, all green squares and circles|