Pardot Knowledge Base

Automation Rule Overview

Last Updated: Apr 26, 2016 | Print this Article
 
Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify. Similar to segmentation rules, completion actions and prospect table actions, automation rules have unique functionality and are best used in certain scenarios. If you are unsure which action to use, review our Prospect Actions comparison table.

This page is your Pardot automation rules resource center. See below for links to all of our automation rule articles. If you're more of a visual learner, check out our Automation Tools video series here.

Rule Basics

These articles will explain the basics of how to get started with automation rules.
Creating an Automation Rule
Rule Criteria Reference Table
Action Options Reference Table

Best Practices

This article gives you a few helpful pointers for using automation rules effectively: Automation Rules Best Practices

Advanced Topics

This article shows you what you can do with rule groups and how to use automation rules with Salesforce: Automation Rules Advanced Topics

FAQs and Troubleshooting

This article answers the most common questions about automation rules, and walks you through solving common problems: Automation Rules FAQs and Troubleshooting

Other Helpful Links

Automation Rule Samples
Why isn’t my automation rule working when someone completes a form/landing page?
Match Type Overview

Need more? Start a conversation with other Pardot users in our Success Community