Pardot Automation Rule Criteria:

Greater Than & Less Than

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Pardot   •   Fields

Don’t you just hate it when you want to quickly find a sentence from the Pardot documentation that validates what you thought, but what you thought would take 2 minutes eventually turns into an endless pit of searching, worse than any YouTube hole you’ve ever gone through? Before you know it you’ve spent at least half an hour looking at the same articles…

Basically, this happened to me today and I found myself amending such minor keywords on my Google search to find the information I wanted. It went like this:

  • Search 1: ‘Is the Pardot criteria greater than inclusive or exclusive’
  • Search 2: ‘Pardot automation criteria greater than exclusive inclusive’
  • Search 3: ‘ Pardot number field automation inclusive or exclusive’
  • Search 4: ‘ Pardot greater than less than number field includes value or’
  • Search 5: ‘Did Pardot leave this out of the documentation as part of a big joke on me lol thought so’

Hence this blog. I think I wrote it more for me as I know I’ll be referring back to it at some point, but if I can save just 1 person from that time spent on Google, then I’ll be content with that.

The Logic

Pardot automation rule criteria

Is empty

Translation: Is your field value empty aka it has literally nothing in it.

Is not empty

Translation: Does your field have something in it.

It’s all going well so far…

Is

Translation: Needs to be a perfect match (even upper/lower case)

Isn’t

Translation: Anything other than what you chose.

Here we go, the part that cost me 30-60 minutes of my day. Writing this feels like I’m playing a game for the 2nd time through and I’ve got to the final boss. I’ve already beat this boss before, but it still makes me nervous…

Exclusive = the number you type in will be excluded

Inclusive = the number you type in will be included

Greater than (EXCLUSIVE)

Translation: This is an exclusive field which means if you say ‘greater than 2’, then ‘2’ is not included. It’s like saying ‘anything more than 2, but not 2’.

Less than (EXCLUSIVE)

Translation: Also exclusive. It’s like saying ‘Less than 2, but not 2. So basically 0 or 1’.

Is between (INCLUSIVE)

Translation: This one is inclusive which means if you say ‘is between 1 and 9’ it means ‘1,2,3,4,5,6,7,8 and 9’

Date Fields

Pardot date field automation criteria

For some reason, date fields have been labeled a lot clearer. So much so, that I don’t really even need to write anything about it! Three simple words that can save someone 30-60 mins of their life (+ the time it took to write this blog).

I’m sure there are other Pardot details that you might be dealing with too, so drop me a message. Let’s work through it together.

By |2018-10-11T08:50:16+00:00September 4th, 2018|Support|

About the Author:

Tom is a is a Salesforce Certified Pardot Consultant and has a passion for all things marketing automation. He's written blogs for Pardot.com and MarketingProfs.com, featured in a Pardot e-book and hosted a webinar with Pardot on custom form templates and landing pages.

2 Comments

  1. Keenan October 3, 2018 at 6:40 pm - Reply

    Hey Tom

    Thanks for writing this. Was wondering the same question, but from a test using date fields and an “is between” operator, I believe that the starting number of the “is between” is inclusive, and the ending number is exclusive. So in my example, “is between” 9/1/2018 and 9/30/2018 showed me all prospects matching dates in September prior to the 30th. In order to get the full month of September, I had to use “is between” 9/1/2018 and 10/1/2018.

    • Tom Ryan October 5, 2018 at 8:12 pm - Reply

      Hi Keenan,

      I just tested this in my account and both of the ‘in-between’ date fields are inclusive. I would recommend you test this in your account too! If it’s still not working then I’ll have a look at it for you because as you can tell from this article, I’ve invented my own grudge against these fields and cannot believe there is no documentation to support people on this.

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