Pardot Knowledge Base

Resetting Prospect Grades

Last Updated: Jan 19, 2017 | Print this Article
 

There are two ways to bulk reset prospect grades using automation rules: change the prospect profile, and unmatch profile criteria. This article walks through both methods.

To learn more about profies, see Profiles Overview.

Changing the Prospect Profile

If you want to bulk reset a group of prospects that match certain criteria and do not intend to reapply their original profile in the future, the easiest way is to create a new profile, then create an automation rule that will match the target prospects and apply the new profile.

Note that if a prospect's profile is ever changed back to the original, Pardot will reapply the previous grade.

To do this, use an automation rule to find all prospects you want to reset the grade for. Then set the action to Change Prospect Profile, and choose your new profile. How you set up your automation rule depends on which prospects you want to reset the grade for.
Here are two examples:

In this example, the automation rule finds all prospects assigned the My Old Profile profile and changes it to My New Profile. Change one profile to another

In this example, the automation rule finds all prospects in the EMEA territory, and changes the profile to My New Profile. Change all profiles based on a field

Unmatching Profile Criteria

If you don't want to change prospect profiles, but want to reset prospect grades, use an automation rule to unmatch profile criteria.

To do this, use an automation rule to find all prospects you want to reset the profile criteria for. Set the action to Change profile criteria | <profile name> | <profile critera> | Not known. Add an action for each profile criteria you want to reset. How you set up your automation rule depends on which prospects you want to reset the grade for.
Here are two examples:

In this example, the automation rule finds all prospects on A List, and resets the profile criteria Company Size and Job Title to neutral for any prospects assigned the Default profile. Rule to reset criteria for all prospects on a list

In this example, the automation rule resets the profile criteria Company Size and Job Title to neutral for all prospects assigned the Default profile. Unmatch all criteria on a given profile


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