Packed with new tools and features, it can be a lot to take in — however, we were a part of both the pilot and beta programs for Engagement Studio and have already helped multiple clients in the pilot stage, so we are ready to go and know our way around! Keep reading for a list of a few of our favorite new tools:
Pardot’s Drip Program builder allows you to specify whether a prospect clicked on a link in an email, but that’s where the functionality stopped — Engagement Studio is changing the game, allowing you to specify exactly which link the prospect has to have clicked in the email!
Pardot has brought together the powers of drip programs and automation rules! You can now set rules within Engagement Studio — the rules available are Assigned Salesforce Queue, Assigned User, Assignment Status, Grade, List, Pardot Campaign, Pardot Custom Field, Prospect Default Field, Prospect Email Status, Prospect Tag, Salesforce Campaign, Salesforce Campaign Status, Salesforce Status, and Score.
Ever been setting up a drip program and felt frustrated due to having many emails with similar names? Now you don’t have to remember exactly which email is which — you can simply click the photo icon next to the email template drop-down to get a full-screen preview of the email!
What if you only want prospects that are a specific type of record in Salesforce to continue through your lead nurturing track? No fear — you can now specify whether you want a prospect to be a lead, contact, or deleted in Salesforce!
Were prospects part of a Salesforce campaign? Did they respond to it? You can now target prospects based on Salesforce campaign activity!
That’s a wrap for now — however, subscribe to our blog for ongoing tips and tricks!
(Trying to figure out which Pardot Partner to go with? Check out: 9 Reasons Why You Should Choose Cloud on Tap for your Pardot Onboarding/Support)