{"id":22794,"date":"2020-09-10T11:40:23","date_gmt":"2020-09-10T09:40:23","guid":{"rendered":"https:\/\/www.marketinet.com\/blog\/pardot-automation-tools\/"},"modified":"2025-04-08T16:39:08","modified_gmt":"2025-04-08T14:39:08","slug":"pardot-automation-tools","status":"publish","type":"post","link":"https:\/\/www.marketinet.com\/en\/blog\/pardot-automation-tools\/","title":{"rendered":"Pardot Automation Tools: All you need to know"},"content":{"rendered":"<p><span class=\"TextRun SCXW161636186 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW161636186 BCX0\"><strong>Pardot is a Salesforce Inbound and Automation Marketing system<\/strong> especially aimed at the B2B environment. When SalesForce acquired this tool, it still had a long way to go and, mainly regarding the integration with the SalesForce ecosystem, in order to become a perfect tool for customer acquisition and conversion strategies.<\/span><\/span><\/p>\n<p><!--more--><\/p>\n<p>In this article, we are going to talk about <strong>Pardot automation tools. <\/strong><\/p>\n<p><span class=\"TextRun SCXW10233275 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW10233275 BCX0\">It should be noted that these tools are not limited to Pardot.<\/span><\/span><span class=\"EOP SCXW10233275 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> There are actions that originate from SalesForce, such as a campaign created there and to which we assign leads or contacts.On the other hand, there are actions that are done on Pardot but that have consequences on the other side: <span class=\"TextRun SCXW163430860 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW163430860 BCX0\">tasks design, changes in the \u201cstage\u201d of a campaign, change of the cycle of a lead, contact or opportunity, etc.<\/span><\/span><span class=\"EOP SCXW163430860 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/Screen-Shot-2017-05-11-at-4.33.33-PM.png\" alt=\"Pardot automation tools\" width=\"1132\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" style=\"--smush-placeholder-width: 1132px; --smush-placeholder-aspect-ratio: 1132\/684;\" \/><\/p>\n<p>\u00a0<\/p>\n<p>In this introductory article, we are going to discuss 3 objectives:<\/p>\n<ul>\n<li><strong>What are the main tools that Pardot has for automating.<\/strong><\/li>\n<li><span class=\"TextRun SCXW39625294 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW39625294 BCX0\">Knowing how to decide<strong>\u00a0which one you should use, or which one is the best<\/strong> (there are cases where several paths can take you to the same destination).<\/span><\/span><span class=\"EOP SCXW39625294 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><strong><span class=\"EOP SCXW39625294 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">In which cases to use these tools to reach your goals.<\/span><\/strong><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><span class=\"TextRun SCXW168025899 BCX0\" lang=\"ES-ES\" data-contrast=\"none\"><span class=\"NormalTextRun SpellingErrorV2 SpellingErrorHighlight SCXW168025899 BCX0\">The<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">main<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">objective<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">of<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0a\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">system<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">that<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">centralizes<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">all<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0Marketing\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">activities<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">is<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><strong><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">to<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">achieve<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">the<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">synergies<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">of joining<\/span><\/strong><\/span><span class=\"TextRun SCXW168025899 BCX0\" lang=\"ES-ES\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW168025899 BCX0\"><strong>\u00a0<\/strong>(<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">the<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">eternal<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">sought<\/span> <span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">paradigm<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">) <strong>Marketing and Sales\u00a0<\/strong><\/span><strong><span class=\"NormalTextRun SpellingErrorV2 SCXW168025899 BCX0\">activities<\/span><span class=\"NormalTextRun SCXW168025899 BCX0\">.<\/span><\/strong><\/span><strong><span class=\"EOP SCXW168025899 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> And not only unite at the management level, but also at the analysis level to be able to know the ROI of each marketing action you carry out. <span class=\"TextRun SCXW27956617 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW27956617 BCX0\">But, this does not end there, and all this can be done largely automated.<\/span><\/span><span class=\"EOP SCXW27956617 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/strong><\/p>\n<p>\u00a0<\/p>\n<h2><span class=\"TextRun SCXW205805216 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW205805216 BCX0\">Pardot tools for automated actions<\/span><\/span><span class=\"EOP SCXW205805216 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<p>\u00a0<\/p>\n<p><span class=\"TextRun SCXW229279875 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW229279875 BCX0\">Automated? Yes, that&#8217;s right, <strong>Pardot allows you to perform automated actions<\/strong> that not only save you tons of jobs. Thanks to the possibilities it offers, it also makes you contribute much more value to your daily work at the business level.<\/span><\/span><span class=\"EOP SCXW229279875 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <span class=\"TextRun SCXW339601 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW339601 BCX0\">Next, we are going to explain the <strong>different automation tools that Pardot offers you.<\/strong><\/span><\/span><strong><span class=\"EOP SCXW339601 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> This platform is probably the automation tool that has the most versatility in this regard and therefore, some complexity to know which tools to use for each need.<\/span><\/strong><\/span><\/p>\n<ul>\n<li><span class=\"TextRun SCXW119299644 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW119299644 BCX0\"><strong>Automation Rules<\/strong>: these are rules that you generate with different criteria and allow you to perform a series of actions on the marketing or sales side.<\/span><\/span><br \/><span class=\"EOP SCXW119299644 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span class=\"EOP SCXW119299644 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><strong>Segmentation Rules:<\/strong> also based on segmentation criteria, it also allows you to carry out marketing and sales actions, but only a specific action.<\/span><\/li>\n<li><strong>Dynamic Lists:<\/strong> they are lists with segmentation criteria through which you keep an active list with users who meet those criteria, if it changes its status and meets it, it is included, and vice versa.<\/li>\n<li><strong>Completion Actions:<\/strong> this tool is executed when you perform a specific activity, fill out a form, visit a page (in this case it would be Page Action), click on a redirect, etc.<\/li>\n<li><strong>Engagement Studio:<\/strong> this tool is the jewel in the crown, in it you can already do much more complex automation actions, using decision trees and concatenating different actions in each case.<\/li>\n<\/ul>\n<p><span class=\"TextRun SCXW143805946 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW143805946 BCX0\">Now we are going to see all of them in a little more depth:<\/span><\/span><span class=\"EOP SCXW143805946 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<h3><a href=\"\/blog\/reglas-de-automatizacion-o-automation-rules-en-pardot\" rel=\" noopener\"><span class=\"EOP SCXW143805946 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Automation Rules\u00a0<\/span><\/a><\/h3>\n<p>\u00a0<\/p>\n<p>It is an extremely flexible tool that <strong>allows actions to be triggered when a criterion has been met by a certain user. You can, for example, trigger an email with articles specialized in the health sector to users who, when filling in a form, have selected the health as the sector. You can assign them a score, insert them in a list, etc.<\/strong><\/p>\n<p><strong>A common use is to use this tool based on certain criteria such as assigning users to different lists, adding them to campaigns, assigning them to certain users, changing field values, etc.<\/strong><\/p>\n<p><strong>This tool is always running, this means that the moment a user meets the criteria, actions are triggered and thus it will continue to include users as soon as they meet said criteria. Like all automations, they must be planned correctly and tested, since any error can trigger unwanted effects in a massive way.<\/strong><\/p>\n<p>\u00a0<\/p>\n<h3>Segmentation Rules\u00a0<\/h3>\n<p>\u00a0<\/p>\n<p><span class=\"TextRun SCXW8853037 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW8853037 BCX0\">Segmentation rules <strong>are used mainly for the creation of lists<\/strong>, through them you can add or remove:<\/span><\/span><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW136090263 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136090263 BCX0\">Lead Tags.<\/span><\/span><\/span><\/li>\n<li><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW136090263 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136090263 BCX0\">Prospects from a list.<\/span><\/span><\/span><\/li>\n<li><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW136090263 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136090263 BCX0\">Leads from a Salesforce Campaign.<\/span><\/span><\/span><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW136090263 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136090263 BCX0\">It should be noted that this type of automation is executed once, that is, at the time of execution it will take all the prospects that meet that criterion and will execute the defined action. <span class=\"TextRun SCXW266583805 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW266583805 BCX0\">But, if tomorrow a prospect enters the criteria, that action will not be executed unless you give &#8220;Re-execute segmentation&#8221;.\u00a0<\/span><\/span><\/span><\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<h3><span class=\"EOP SCXW8853037 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW136090263 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136090263 BCX0\"><span class=\"TextRun SCXW266583805 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW266583805 BCX0\">Dynamic Lists\u00a0<\/span><\/span><\/span><\/span><\/span><\/h3>\n<p><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\">Many times you need lists that are constantly and instantly updated, <strong>prospects leave and enter these lists as they meet or no longer meet the defined criteria. <span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\">There are many cases for these types of lists such as: newsletter recipients, users that you add to drip-campaigns, to ecommerce processes (abandonment of a basket), dynamic lists by products or services of interest, lists by degree of interest or score of the user and a long etc.\u00a0<\/span><\/span><\/strong><\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\">In this case, it must be taken into account that these lists are constantly updated, they are &#8220;live&#8221; lists.<\/span><\/span><\/strong><\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<h3><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\">Completion Actions<\/span><\/span><\/strong><\/span><\/span><\/h3>\n<p><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><span class=\"TextRun SCXW11189718 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW11189718 BCX0\">As the name suggests, <strong>these actions are executed when the user completes an action:<\/strong><\/span><\/span><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/p>\n<ul>\n<li><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Fill out a form<\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click on a link<\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW24793379 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW24793379 BCX0\">Click on a &#8220;custom redirect&#8221;<\/span><\/span><span class=\"EOP SCXW24793379 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW24793379 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">A file is downloaded<\/span><\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW259283739 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW259283739 BCX0\"><strong><span class=\"TextRun SCXW40853259 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW40853259 BCX0\"><strong><span class=\"EOP SCXW11189718 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"EOP SCXW24793379 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span class=\"TextRun SCXW55809139 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW55809139 BCX0\">Visit a page<\/span><\/span><span class=\"EOP SCXW55809139 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/span><\/span><\/strong><\/span><\/span><\/strong><\/span><\/span><\/li>\n<\/ul>\n<p>With this tool you will be able to assign users to lists, change the value of a field, the score, assign the user to an &#8220;owner&#8221;, define auto-reply emails (for example when sending a form) to the user, etc.<\/p>\n<p>\u00a0<\/p>\n<h2>How to use the multiple automation tools in Pardot?<\/h2>\n<p><span class=\"TextRun SCXW179305107 BCX0\" lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW179305107 BCX0\">Sometimes you <strong>have to use several techniques or tools for an action<\/strong>, if you want, for example, when you visit a page that triggers a series of actions, the user is assigned to a list and then the one who enters that list receives\u00a0<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW179305107 BCX0\">an<\/span><span class=\"NormalTextRun SCXW179305107 BCX0\">\u00a0email of interest (Automation Rule).<\/span><\/span><s><\/s><\/p>\n<p>\u00a0<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.marketinet.com\/ebooks\/mejores-herramientas-marketing-automation?utm_source=blog&amp;utm_medium=inbound&amp;utm_campaign=cta_recurso_blog__ebook_herramientas_automation\"><img decoding=\"async\" width=\"800\" height=\"200\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_ebook_mejores_herramientas_marketing_automation_santi.jpg\" alt=\"eBook Las mejores herramientas de Marketing Automation \" class=\"wp-image-1200 lazyload\" data-srcset=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_ebook_mejores_herramientas_marketing_automation_santi.jpg 800w, https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_ebook_mejores_herramientas_marketing_automation_santi-480x120.jpg 480w\" data-sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/200;\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Pardot is a Salesforce Inbound and Automation Marketing system especially aimed at the B2B environment. When SalesForce acquired this tool, it still had a long way to go and, mainly regarding the integration with the SalesForce ecosystem, in order to become a perfect tool for customer acquisition and conversion strategies.<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[164],"class_list":["post-22794","post","type-post","status-publish","format-standard","hentry","category-sin-categorizar","tag-sf-account-engagement-pardot"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/22794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/comments?post=22794"}],"version-history":[{"count":0,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/22794\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media?parent=22794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/categories?post=22794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/tags?post=22794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}