9 Antworten
Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify. Similar to segmentation rules, completion actions and prospect table actions, automation rules have unique functionality and are best used in certain scenarios.
Note:
1.) An automation rule will only affect a matched prospect once. If you want to change a rule and have it affect the same prospects again, you would need to delete the first rule and recreate it with the changes.
2.) Automation rules typically run every 10 minutes. If a newly synced prospect fits an automation rule, but has not been affected by the rule, wait a few minutes until the automation rule runs.
3.) Assigning actions will not reassign prospects who already have an owner but assigning actions will assign “Reviewed” prospects.
4.) Automation rules are retroactive and will affect prospects who met the triggers in the past.
5.) Deleting an automation rule will stop it from running, but the previous actions will not be undone. It will resume if the rule is ever undeleted from the Recycle Bin.
For Reference:
http://help.pardot.com/customer/portal/articles/2128566-creating-automation-rules
http://help.pardot.com/customer/portal/articles/2128574-automation-rule-overview
http://help.pardot.com/customer/portal/articles/2128559-automation-rule-examples
http://help.pardot.com/customer/portal/articles/2128556-automation-rule-troubleshooting-and-faq
