Over the upcoming weeks, we’ll be rolling out a few changes to Pardot’s segmentation rules and dynamic lists, including new features when you preview your matches.
As you can see in the screenshots below, a progress bar is now displayed while the rule and/or list is processing. When it has finished processing, you’ll see a confirmation message on the screen, and you’ll also receive a confirmation email when the preview is ready.
In addition, the interface has been broken into several steps when building a segmentation rule or dynamic list, instead of prompting you to select everything on a single page.
Now, you can generate more than one rule or list preview at a time, and these previews can be shared with other Pardot users by copying a URL. Please note that only one preview can be created at a time for each specific list or rule.
The following screenshot shows the changes to the dynamic list preview, while the second screenshot shows the new segmentation rule preview (click on each screenshot to expand).
Dynamic List Preview
Segmentation Rule Preview
Questions? See our updated Knowledge Base article for dynamic lists here, and segmentation rules here.
This is excellent – really appreciating all of the recent updates.
This is a very welcome addition! I am actually waiting for a dynamic list to refresh as we speak and would LOVE to know about how far along it is. Thank you for this feature.
~Brian
Fantastic update. Thanks Pardot!
This will be an appreciated added feature. Thanks Pardot!
That’s good news. Thanks.
This is a welcome addition. I too have been appreciating all of the recent updates and look forward to more.
Thx for this update. Highly appreciated.
While theres now more space on the canvas, it might be worth adding a specific info to remind that account field rules also kick out prospects without Account object relations.