Do you have a hard time understanding when to use Automation Rules versus Segmentation Rules? What about Completion Actions and Dynamic Lists? Use this decision tree to decide which automation tool to use, and when. Download
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.
Explore is and contains criteria and see a few examples of how you might use these while matching prospects.
Join Susan as she talks about the differences of the match any and match all operators and an example of how they can be used together.
Explore automation and segmentation rules best practices with Susan in this short video.
Join Susan as she explores automation rules and completion actions best practices in this short video.
Explore completion actions and dynamic list automation best practices with Susan Spicknall in this 2 minute video.
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