On our website, whenever a prospect completes a diagnostic, they are automatically tagged as ‘diagnostic’ and added to the corresponding list in our system. We then use Pardot workflows to automatically send an email to each new prospect who enters this category. Could you please explain how to configure this in Pardot?
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First you should know it's not called "Pardot" anymore, it's Account Engagement, that will make it easier for searching/looking up answers in our various repositories.
If you're using an Account Engagement form, your form can have a "completion action" - it's like an automation rule that runs when the form is filled out. One of the actions can be "Add the person to a list".
For our purposes say you have a list called "Diagnostic"
You could either add them directly to the list... or you could have an automation run in Account Engagement that looks at FIELDS on the prospect record, and if they match your criteria... the automation adds them to the list. Or you could have a "dynamic" segmented list that automatically adds and removes people from the list as their field values update.
Whatever option you choose, you need to get the prospect into a list...
- Then when you create an "Engagement Program" - one of the first steps is to select your "Recipient list", so you'd select your "Diagnostic" list from the drop-down of choices.
- Now, when someone is added to that list, they'd be included in your engagement program. And they'll go down the path and get the various emails you setup.
But the easy way here is... use a Account Engagement Form handler for your form... that has a "Completion Action" that adds them to the list. Then use that list as your "Recipient list" in your "Engagement Program".
