How to measure automation rules?

Question

We have created an automation rule, marketing automation qualification rule.  Is there a way I can measure the prospects who have qualified for this rule?

Taylor Imus-Williams · Accepted Answer

Hi  @Lindsay Dixon https://trailblazers.salesforce.com/profileView?u=0054S0000032qBeQAI ! You can run a preview to see the Prospect records that will match the automation rule. You can also see all the records that match at the bottom of the automation once it's running.

Andrew Klajman · Answer

Hi  @Lindsay Dixon https://trailblazers.salesforce.com/profileView?u=0054S0000032qBeQAI  - Create a tracking campaign in Salesforce and then apply "add to campaign" as one of the completion actions in the automation rule. Then you can run campaign reports in Salesforce to sort and filter the range of attributes for the prospects/leads/contacts that matched said automation rule. Hope this helps!   *NOTE: This will not work for prospects failing to sync to Salesforce as such prospects are siloed in Pardot and therefore will not appear in a Salesforce Campaign.

How to measure automation rules?

Pardot B2b Marketing Automation

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