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.
- Next, click the “+Add List” button to create a new list and add the necessary details.
- While creating a list, make sure to check the “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.
- Select the “+Add Automation Rules” button to generate a new list and add the required details.
- 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.
- 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.
- 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.
![Automation Rules for Precise Record Filtering](https://www.greytrix.com/blogs/salesforce/wp-content/uploads/2024/03/8.All-Current-Lists.png")
- The automation rule will automatically add the prospect records that meet the criteria to the previously established list called “ProspectList.”
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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