Automation Tools

In this elearning module you will learn about the main automation tools available in Pardot, how to set up these tools, which tools work best for common goals and how to use them together to accomplish more complex goals. This training module is structured into six topics. Each topic will cover a specific aspect of automation tools.

After completion, you will be able to create automation rules, segmentation lists, dynamic lists, and completion actions.

Learning Objectives:

  • Determine which automation tool is best for a given situation
  • Create and use an automation rule
  • Create and use a segmentation rule
  • Create and use a dynamic list
  • Create and use completion actions
  • Use multiple automation tools together to accomplish more complex goals

If you’re a salesforce.com customer, you can also access all of our online courses within Help & Training, search for “Pardot”, and select your learning path (Administration or Marketing).

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