Pardot Knowledge Base

Automations

Automation Rule Overview

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 ...

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Which Automation Tool should I use?

Do you have a hard time understanding when to use Automation Rules versus Segmentation Rules? What about Completion Actions and Dynamic Lists? This article will help demystify Pardot's automation tools. Cho...

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Creating Automation Rules

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...

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Why isn't my automation rule taking action when someone completes a form or landing page?

Automation rules match prospects on the criteria specified in the rule. Troubleshooting why an automation rule did or didn't find a prospect is pretty straightforward -- you just need to know what to look for. ...

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Automation Rule Troubleshooting and FAQ

If I make changes to my automation rule, will these new criteria and actions apply to already matched prospects? No. Once a prospect matches an automation rule, all of the actions that are defined at that ...

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Completion Action Overview and Reference

Completion actions are a great way to automate different activities within an existing element rather than always having to create an automation rule to accomplish the same result. Completion actions are availa...

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Automation Rule Criteria Reference

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 ...

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Automation Rule Action Reference

When creating automation rules you must choose an action for the rule to to take. This table explains what each action does. These options are located in the first dropdown in the Actions section of your automa...

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Automation Rule Examples

Automation Rule Samples: Click each image to open a new window and zoom in. Grading - Automation rules can adjust a prospect's grade, which shows how suitable the prospect is for the company. In this scenari...

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Advanced Automation Rules Topics

Rule Groups Users can create more complex rules by leveraging rule groups. Rule groups allow users to combine multipart rules that would have previously required two separate rules to accomplish the same goa...

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