In this blog post, we will delve into the topic of how to master Pardot and using Automation Rules for Precise Record Filtering in it. The discussion will revolve around efficiently managing your Pardot records through the utilization of Automation Rules. Additionally, we will gain insights into establishing rules that automatically include records in specific lists, guided by predefined criteria within the automation settings.

Automation Rules for Precise Record Filtering in Pardot

To initiate the creation of automation rules in Pardot, and using Automation Rules for Precise Record Filtering in it. First let us begin by creating a segmentation list. Subsequently, proceed with the rule creation process.

• Access pi.demo.pardot.com through your web browser and log in using the credentials associated with your connected Pardot organization.

Segmentation List

• Next, click the “+Add List” button to create a new list and add the necessary details.

Adding a new list “ProspectList”

• While creating a list, make sure to check the “Public List” checkbox.

Public List checkbox

• Continue by clicking the “Create List” button, and the list will be generated.
• Now, to formulate a rule, click on “Automation Rules” as shown below and based on this we can filter a Pardot record using a Automation Rule.

Adding Automation Rules

• Select the “+Add Automation Rules” button to generate a new list and add the required details.

Adding “+Add Automation Rules”

• It’s time to integrate rules into this automation. We’re introducing a matching rule for prospect records with a non-empty “Phone” field. Following this condition, we will implement the rule.

Adding the details

• In the Actions section, select your previously established list, “ProspectList,” and then scroll down to the bottom of the page and click the “Create Automation Rules” button.

Adding Rule

• To verify the count of prospect records meeting our criteria, navigate to your segmentation list. Select “All Current Lists” from the dropdown menu, and then locate your list.

Viewing all Current Lists

• The automation rule will automatically add the prospect records that meet the criteria to the previously established list called “ProspectList.”

ProspectList View

By following the above blog instructions, you will be able to learn “How to Master Pardot: Unleashing the Power of Automation Rules for Precise Record Filtering?“.

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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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