You can now tag objects in Pardot to more easily sort them or find them later.
Ways to tag prospects
- Manually by editing a Prospect
- In mass by using the multi-checkbox on Prospect tables
- Via Automation Rules
- Through a Completion Action on a Form, File, etc.
Why does Pardot use Tags instead of folders?
Tags have a many to many relationship with objects (e.g. a prospect could have five different tags), whereas folders are generally one to many. This makes tags a bit more flexible in terms of being able to whittle down a large list of objects in exactly the way you would like.
How are tags different from lists?
- Tags can be used for most objects, not only prospects.
- Lists are generally used for taking action (e.g. sending list or drip marketing emails) whereas tags are lighter weight and used for organizing things. By using tags, instead of lists, to organize prospects, you can keep your list drop downs (e.g. when sending emails) much shorter.
- Tags will be available for reporting (both via GoodData and the native Pardot reports) in the very near future, allowing you to slice your data in another way.
Tags are a lightweight object and you can create them “on the fly” when creating or editing most objects (e.g. you do not need to create tags separately). To manage them, you can find a list of your existing Tags under Segmentation.
Whats coming next for Tags?
- Myriad applications for reporting
- A “chooser” to replace really long drop down menus in the application (e.g. when selecting Files, Email Templates, etc.), which would allow you to whittle down your choices.