Pardot have just released a really great feature which takes the humble Automation Rule and gives it superpowers. In my opinion anyway.
You now have the option to repeat Automation Rules. It has long been a bugbear of Pardot users that Automation Rules only run once for each Prospect, so it’s difficult to use them for a lot of common processes. For example, renewal emails need to be sent every year or month, so would need a lot of workarounds to facilitate this. Now it’s all possible with the Repeat Rule Functionality.
Just a few examples of what you could now achieve with these rules:
- Score Degradation – every time a prospect is inactive for 30 days, reduce their score
- Score Qualification – every time a prospect hits a score of 100, qualify them to sales – even if they have been disqualified in the past and set back to 0
- Triggered Renewal Campaigns – automate emails to go out every time a Prospect is nearing their renewal date
- Route Form Submissions based on Values – previously this required Form Handlers and custom scripts but now can be easily configured
This is a feature that has been on the Ideas Exchange as long as I can remember, so it’s good to see user-driven development. It’s a really great release and I’m excited to see all the different and creative ways Pardot Users make the most of it.
Pardot Automation Rules now have ‘repeat’ functionality. This new feature allows the User to determine if an Automation Rule should be allowed to match a prospect more than once.
Here’s how you can put this new Repeat Rule functionality to use…
