Engagement Studio: Commonly Used Templates

April 26, 2018

Are you new to Engagement Studio and need some inspiration to get you started? Our commonly-used templates will give you program examples as well as best practices on: Timing Content Program scope and complexity Start nurturing your prospects with Engagement Studio! Download

Lead Qualification: Scoring Categories

September 7, 2016

Multiple scoring categories (Pro and Ultimate Editions) allow you to score a prospect on more than one product or lines of business. So while you still have an overall prospect score, you can have additional scores for your prospect based on their engagement with certain assets or groups of assets. Automation Rules can be triggered off…

Engagement Studio

June 20, 2016

Overview Setup Now that you’re familiar with what Engagement Studio is, download our user guide to learn how to use it. Download To begin, open this document in Adobe Acrobat Reader and expand to at least 100%. If you do not have Adobe Acrobat Reader, you can download a free copy here. Engagement Studio (Webinar)…

Lead Qualification (12/12): Grading Manually from the Prospect Record

September 21, 2015

In this elearning module, you will learn how to manually grade a prospect using the prospect record.

Lead Qualification (11/12): Applying Automation Rules

September 21, 2015

In this elearning module, you will learn how to adjust a lead’s grade by creating and applying automation rules.

Lead Qualification (10/12): Creating Custom Profiles

September 21, 2015

In this elearning module, you will learn how to create custom profiles in Pardot.

Lead Qualification (09/12): Using the Default Profile

September 21, 2015

In this elearning module, you will learn how to use Pardot’s Default profile to create profiles.

Lead Qualification (08/12): Grading

September 21, 2015

In this elearning module, you will be given a broad overview of Pardot’s grading model.

Questions?