Pardot Knowledge Base

Grading

Creating Profiles

Profiles are used to grade your prospects based on your ideal customer profile. You can set criteria such as location, company size, job title, and other factors that you will use to tier your prospects before ...

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Profiles Overview

Profiles are used to grade your prospects based on your ideal customer profile. You can set criteria such as location, company size, job title, and other factors that you will use to tier your prospects before ...

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Best Practices: Grading

While scoring indicates how interested or engaged a prospect is with your company, grading indicates how interested or engaged your company should be with that prospect. Your interest in a prospect will be base...

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Using Profiles to Grade Prospects

All prospects start with a grade of D. Before assigning leads, your lead qualification team should grade them so that your sales reps know how to properly prioritize them based on how well they fit your organiz...

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Grading Overview

Grades are based on explicit information about the prospect (industry, title, company size, and so on) whereas scores are based on implicit activities (pages viewed, forms completed, and so on) performed.  Whil...

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Using Automation Rules to Grade Prospects

Rather than manually qualifying prospects by giving a thumbs up or thumbs down to each profile criterion in a prospect’s record, we can use automation rules to automatically apply grading based on prospect fiel...

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Resetting Prospect Grades

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 P...

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