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Amanda Benjamin

Allow for Operational Email sending out of Engagement Programs

Automation & Engagement Studio

Have an Operational checkbox for the entire Engagement Program OR set up at the Send Email step a way to check if the send taking place (albeit a template) is Operational for this purpose since right now it is only possible through List Emails.

We have clients who need to send operational emails frequently and are by law required to track engagement with those emails. They would ideally use Engagement Programs to automate making sure if they didn't open it or acknowledge it through some other desired action on the first send that there is logic built into program to send follow-ups or specifc paths based on who they are and what they've done or not done.

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Cem Kolukisa - 29 days ago

Really hoping this will be implemented soon. At the very least for customers with dedicated IPs this should be allowed.
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Reece Clark - 1 month ago

I feel stupid even trying to justify why this is needed... auto-renewal notices are easily achievable by engagement studio and are operational by nature... shall I go on?
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Martha Dietzel - 1 month ago

This is a huge issue for us and if I had been aware that Pardot did not offer it I don't know if we would have purchased the platform. Please fix ASAP!!!!
- Flag

Marah Studniski - 1 month ago

We need this ability as well. We don't want to have to create a manual list email for every operational send, since most of the time we need to send it to just one person. Sending them down a different path in engagement studio would save a lot of time.

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Pavel Němec - 2 months ago

Very important functionality that seems to be completely ignored by the Pardot team. We want to sent confirmations, Case responses eventually even invoice and contract reminders, none of which is possible as of now. Sure, there are suggested workarounds to be found, but we have tried those and it only brought us more problems.

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Eric Johnson - 3 months ago

I fully agree with everything stated here. I would additional like to see Operational Email to be able to be sent without being an admin. The team I work on is a communications team. It is completely seprate from the Salesforce admin group we have. This means we have to ask our admin team to help us draft our operational communications. (as if they dont have enough to do already) The currently soultion is asking for us to upgrade which would allow assignments of custom roles to bypass this. That is also crazy because it cerntianly wasnt sold to us this way. Operational email is vitally important and so is using Pardot to gain insights from it. Please consider fixing everything related to Operational Emails!

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Lisa Pool - 3 months ago

We use automation emails for all sorts of customer support reminders such as warranty, calibration, and service email reminders. This is gravely needed.
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Cem Kolukisa - 5 months ago

Is this on the roadmap, will we ever see it? We have to jump through hoops to get simple operation email automation in Salesforce, Pardot is the best tool to handle those operational email automations with ease.

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Astrid Weber - 5 months ago

This is a much needed functuality to automate processes you legally have to follow.
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Zarina Bhimani - 5 months ago

Very much needed. How do we get this on someone's radar. it can't be difficult to do.
Example use case:
We use Pardot forms to get people to sign up for an online event via our website. I want to email them 1) an confirmation, via an autoresponder and 2) login details the day before the event, via an engagement campaign.
I have no way of sending them the login details if they are opted out of commercial mailings. I can;t include in the autoresponder as sales team want to review before login info is supplied.

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Kerry Jones - 6 months ago

Not being able to do this is crazy. As a result we're having to look into other alternative platforms and in the process of putting together a migration plan.
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Mark I - 6 months ago

Limited by this lack of functionality
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Amanda Hudgins - 7 months ago

Can we please get this into production? It really is harboring issues with automation.
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Akhilesh Golusula - 8 months ago

This would be very much helpful. This resolves some of the issues for my team.
- Flag

Bill Fetter - 8 months ago

I'll conditionally upvote this with the commment that marketing automation is not necessarily intended for transactional automation. There are no doubt legitimate use cases here, particularly in light of current circumstances, but generally we should consider that transactional messaging ought to come wherever possible from the transactional system and not the marketing automation system.

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Amanda Benjamin

3 years ago

4,220 Points Open

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