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Engagement Studio Trigger, Action, and Rule Reference

Last Updated: Oct 05, 2016 | Print this Article
 

This article defines the triggers, actions, and rules available for use in Engagement Programs.

Triggers

Triggers listen for prospect actions, and let you to define paths based on those prospect actions.
Trigger Definition
Email Open Checks for a HTML email open.
Email Link Click Checks for link clicks in an email. You can trigger on any link click, or select a specific link.
Form Checks for a form view or completion. You can trigger on any form, or select a specific form. Note: If the form is contained on a landing page, a view or completion will not send the prospect down the yes path. Use the Landing Page trigger instead.
Landing Page Checks for a landing page view or completion. You can trigger on any landing page, or select a specific landing page.
Form Handler Complete Checks for a form handler completion. You can trigger on any form handler, or select a specific form handler.
Custom Redirect Click Checks for a custom redirect click. You can trigger on any custom redirect, or select a specific custom redirect.
File Download Checks for Pardot-hosted file downloads. You can can trigger on any non-image file, or select a specific file. Note: Only non-image files are available for this trigger.

Actions

Actions are things that Pardot can do in Engagement Programs.

Action Definition
Add to List Adds the prospect to a list you select. Can be used to add prospects to another Engagement Program's recipient list.
Add to Salesforce Campaign Adds the prospect to a Salesforce Campaign. You can select which Salesforce campaign and status to give the prospect. For accounts with verified Salesforce connectors only.
Adjust Score Increments or decrements prospect score, or adjusts the prospects score to a designated number.
Apply Tags Adds tags to a prospect.
Assign to Group Assigns the prospect to a user group.
Assign to User Assigns the prospect to a user.
Assign to Salesforce Active Assignment Rule Assigns the prospect to an active Salesforce assignment rule. This pushes the prospect to Salesforce to both be created as a Lead and to be assigned by your active Salesforce assignment rule. For accounts with verified Salesforce connectors only.
Create Salesforce Task Creates and assigns Salesforce tasks. You will be required to enter a task Subject, Assigned to, Priority, and Status. Optionally you can enter when the task is due, set a reminder, and/or add comments. For accounts with verified Salesforce connectors only.
Notify User Notifies a user of a prospect's action. You can select either the assigned user or a specific user.
Remove from List Removes the prospect from a list you select. The list can be the recipient list for the current Engagement Program, which removes the prospect from the current program, or any other list in your account.
Remove Tags Removes tags from a prospect.
Send Email Sends an email. This action will prompt you to select a published email template.
Change Prospect Field Value Clear or change a prospect field value. This option also allows you to increment number fields.

Rules

Rules let you to define paths based on prospect criteria.

Rule Definition
Assigned Salesforce Queue Define paths based on a prospect's assigned Salesforce queue.
Assigned User Define paths based on the user that the prospect is currently assigned to.
Assignment Status Define paths based on whether a prospect is assigned or not.
Grade Define paths based on a prospect's Grade.
List Define paths based on a prospect's list membership.
Prospect Custom Field Define paths based on prospect custom field values.
Prospect Default Field Define paths based on prospect default field values.
Score Define paths based on prospect score.
Prospect Tag Define paths based on prospect tags.
Salesforce Campaign Define paths based on a prospect's Salesforce Campaign membership.
Salesforce Campaign Status Define paths based on a prospect's Salesforce Campaign status.
Prospect Email Status Define paths based on a prospect's Opted out or Do Not Email status.
Pardot Campaign Define paths based on a prospect's Pardot Campaign membership.
Salesforce Status Define paths based on whether a prospect's Salesforce status is Lead, Contact, or Deleted.

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