Automation Rules Now Have Repeat Rule Functionality

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:

Trigger Automatic Score Depreciation

Let’s say you’ve built an Automation Rule that listens for prospects who have not engaged with your content for over 30 days and subsequently lowers that prospects score by 20 points. Now, you’ll be able to automate that depreciation anytime a prospect meets the rule criteria – aka ‘goes dark’ for 30 days.

Drive Customer Renewal Notifications

Many marketers are being asked to support customer success organizations with marketing programs. Now, it’s easy to ensure any customer that’s up for a renewal gets notified. As a customer can renew many times throughout their lifecycle, Repeat Rule makes it easy to ensure you never miss that critical conversation. Let’s say you’ve built an automation rule that listens for customers who are up for renewal in 60 days and then sends out a reminder nurture email. Now, every time a prospect is 60 days from their renewal date they’ll automatically get the email. And, if they’re ever up for renewal again, the same rule and following email send will repeat.

Route Form Submissions Based on Values

Repeat Rules make it easier for marketers to build forms that are responsive to specific criteria – including AND/OR criteria, that run on every form submission. It’s easy for marketers to use one form on their website for prospect and customer requests and route those form submissions to the appropriate Sales or Support team.

For more on Automation Rules, be sure to check out our Knowledge Base articles: Creating Automation Rules and other Automation Rule Examples.

We look forward to hearing your feedback on this new enhancement, and as always, you can continue to share your feedback on our Idea Exchange.