Pardot Knowledge Base

Creating Profiles

Last Updated: Apr 26, 2016 | Print this Article
 
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 assignment.
  1. Navigate to Marketing > Segmentation > Profiles.
  2. Click +Add Profile.
  3. Enter a Name that will be used internally (e.g. "Default Profile" or "Executive Profile").
  4. Add a Criteria Name (e.g., "Industry" or "Job Title") and choose a Grade adjustment with which prospects will be graded based on whether or not they meet that criteria.
  5. Add and remove criteria with plus and trashcan icons.
  6. Click Create profile when you are finished adding criteria.
Not what you're looking for? Check out these other articles: Profiles Overview Using Profiles to Grade Prospects Grades Overview Grading Best Practices

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