In this blog post, we will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part of the list if they meet the predefined criteria.
Follow the steps below to create a dynamic list in Pardot
- Navigate to pi.demo.Pardot.com on the browser and log in with connected Pardot org.
- Choose “Dynamic Lists” from the dropdown menu, then click on the “+Add List” button to initiate the creation of a new dynamic list, this will help you create a dynamic list in Pardot.
- Fill in all the mandatory fields during the list creation, and then click the “Set Rules” button to proceed.
- Specify your criteria based on your requirements. For example, we’ve created a dynamic list to collect all prospects eligible for email communication. Furthermore, we’ve applied filters to identify prospects whose last activity occurred within the last 10 days. These filters are determined by the “Prospect Email Status” and “Prospect Time” attributes, respectively.
- Select the “Run Rules” button located at the bottom of the screen.
- Presently, the criteria are configured to use the “AND” operator, operator, indicating that meeting all conditions is necessary for inclusion in the list. Nevertheless, you have the option to switch to the “Match any” radio button, which permits “OR” conditions according to your specific needs.
- Below is the number of prospects according to the filter criteria.
By following the above blog instructions, you will be able to learn “How to create a dynamic list in Pardot”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about the Product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
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Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
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