In Pardot, I have tried to set up either an automation rule or an engagement studio, but neither does completely what I need (so I think).
If Prospect's account field changes to Y, then an email should be sent to Anne and Bob.
Automation rule
Prospect account field changes will trigger an action but the only relevant action is only "Notify user" (I want a specific email to be sent to the user).
Engagement flow
Doesn't work because Anne and Bob have multiple prospects whose account fields will change throughout the year and a new notification email will need to be sent to Anne and Bob each time.
Thank you!
3 answers
Hi Kayla,
You will need a Workflow or Process Builder to accomplish this.
Assuming you have access to workflow rules, you will have to do the below
Create a Workflow rule on the Account Object
Evaluation Criteria: created and every time it's edited
Rule Criteria formula evaluates to True and the formula is
ISCHANGED(Field API Name)
Use the insert field button to select the field API Name of Status field
Immediate Action: Email Alert
Select your Template (Create one if you don't have the template created)
Select the recipient
Select Owner/User as Recipient Type and Anne and Bob
Save, Done and Activate the Workflow rule
