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Add rule criteria to Engagement Studio in Pardot

Automation & Engagement Studio

Pardot's automation rules include many more options than the rules in engagement studios, such as:

>Prospect time
>prospect webinar
>prospect email opens
>prospect form
>prospect form handler
>prospect grade
>prospect google analytics parameter
>prospect opportunity

It would be very helpful if the above rule criteria could be available in engagement studio as well as in automation rules.

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Latest Comment from Salesforce

  • Kylie Yancey - 1 year ago

    Thanks for the great feedback and conversation on this Idea! I do want to be sure to note that Engagement Studio *Rules* look for criteria, such as field values, score, grade and so on. Grade is listed here as a request, but is available today. 

    Engagement Studio *Triggers* listen for activity that the prospect has taken since entering the program. Triggers *do* include form, form handler and email open options today. 

    The following are not available natively today - webinar, time, google anayltics parameter and opportunity. The suggestion to accomplish this today would be to create dynamic lists for webinar, time and/or google analytics parameters and use an Engagement Studio *Rule* critieria to check for membership of that list to define a path in Engagement Studio. That being said, there is a focus on bring more data and options into Engagement Studio Rules and Triggers in the future!
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