#Opportunity Status0 人正在讨论

What are the best practices to have opportunity contact role info in Pardot to create dynamic segmentation list?  One contact could be in multiple opportunities with different roles. We need to define if contact have more than one open opportunity with specific roles in Pardot.  Does Pardot custom object help, or we should create custom fields in Salesforce on contact and account object level?

Thanks!

#Opportunity Contact Roles  #Opportunity Status #Pardot

You can also set up a Dynamic List with rules outlining who should be on the program.

How you use that dynamic list is up to you - you can put it as a recipient list, or you could set it as a suppression list.

If you have a dynamic list, then the people will be added/subtracted from the list as they meet the criteria or not. If it's used as the recipient list, it means that people can fall out in the middle. If they join the list again they'll start the program again, right were they left off.

If you have a static list as your recipient list, and then use a dynamic list as your suppression list, then they're permanently on the program (unless you take them off the static list yourself, or with an automation rule or something). but if they suddenly meet the dynamic suppression list they'll stop in their tracks. If they fall off the suppression list, they'll pick back up where they left off.

I usually end up doing a static recipient list - usually I want people to continue the program once they un-match the suppression list.

But you could also decide to have a static recipient list, and then have them removed from the static list (maybe by nodes in the program, or by rules checking for something, and sending them to a path that ends).

No real right or wrong. (And sometimes too many choices!)