Define Engagement Studio Rules With Multiple Conditions
This one is super useful for you engagement studio users out there.
With multiple conditions, you can create a single rule that has multiple conditions rather than creating one for each.
In short, previously during the process of making an impactful engagement studio, we would want to narrow right down into the prospects that we want to pass through, an example being that we would want a prospect who matches the rules below.
A prospect with a grade of C or above
A prospect with a score of 100 or above
A prospect who works in technology
A prospect whose title contains VP or Vice President
This would normally be 4 separate rule steps, not only making your Engagement Studio look unnecessarily complex, but pushing you ever closer to that 300 step maximum set within Pardot.
This can now be added as one single step, all by adding multiple conditions to one rule step. See below an image highlighting how this would look on your engagement studio.
In short, these complex rules are going to save you time and make your engagement studio more user-friendly and easier to read!
Get More Insight from Engagement History
This is a strong marketing tool that gives you an even deeper insight into how prospects interact with your marketing materials or content.
This is an addition to an existing feature called Engagement History, it is a tool tailored around your marketing assets living natively in salesforce. There is a very detailed article on it here.
Pardot has now added automated email types to the metrics listed in the above article. These automated email types include emails sent from engagement studio, completion actions, and automation rules.
As marketers, there is never too much data on how well our prospects interact with our content, so this is another thumbs up from me!
Update Large Prospect Datasets More Easily With The Pardot Import API
This does exactly what it says on the tin, you use the new Import API to insert or update large sets of prospect data when you don’t require synchronous completion responses or when batch upsert limitations are too restrictive.
From that though, there are a large number of considerations to take prior to using this function in order to not upset anything.
We all know that imports can be messy, so be sure to read this article first prior to use.
Track Recorded Webinars with the GoToWebinar Connector
This is an update on the current GoToWebinar Connector, if you are not familiar with the current GoToWebinar connector, here is some useful content about GoToWebinars that is worth noting beforehand.
Now in addition to all considerations listed in the above article, Pardot has the capabilities to use past recorded webinars and track their views.
You can view the past 25 months’ worth of webinar data (inclusive of past recorded webinars) in your Past Webinar list View.
Identify Steps Quickly on Engagement Studio Canvas
In conjunction with the new ‘Get More Insight from Engagement History’ feature, there have been new steps added to the engagement studio canvas. This time based around the general building of the Engagement Studio.
When creating an action, trigger or rule that are connected or are the same type (e.g. an email that asks for a selection or a choice and a follow-up email stating what the prospect has chosen) these can now be connected and highlighted together so that you can identify the steps you need quicker and clearer.
I hope this gives a little more context to what can be an exciting yet educational few days of trying to best use ALL functionalities.
Good luck with the new releases and as always we are here should you have any questions.