Notify sales of specific behaviour
Posted: Mon Dec 23, 2024 10:17 am
There will be times where your sales team will want to know when a prospect completes a certain set of actions. Sure, when they fill out a form you could set up a completed action to notify someone. But you’re now able to be smarter about this.
With Repeat Rules, you can say If a prospect completes a landing page form and hasn’t been active in 30 days, then create a task for sales to follow up’.
Pardot Repeat automation rule
Take the free Pardot greece phone numbers health check by clicking here
Distribute enquiries to the relevant department
This is quite an exciting one.
Almost all businesses will have a contact page on the website and some will have the option to choose what the enquiry is. For example Sales’ or Complaints’.
Repeat Rules will now allow you to automate the distribution of these enquiries. Every time a prospect fills out the contact us form, based on the enquiry type, you can choose where it is sent.
Repeat Rules Explained
repeat automation rule detail
When you set up a new automation rule you will see a tick box, this enables the Repeat Rule functionality and the settings will appear.
Days before eligible to repeat rule’ - This allows for a throttling period. Once a prospect is affected by this rule, the wait period begins. Once the time is up, they have to meet the criteria again before it will trigger.
Limit rule matches’ - If you only want this rule to run a certain amount of times, make sure you update this here.
Just like dynamic lists, you’ll be able to see what Repeat Rules you have set up in the Automation Rule table.
automation rule list
Useful tip: If you change a Repeat Rule after it’s set up, it will start looking for the new criteria which means new prospects can get caught up in the new criteria. Be careful of this.
With Repeat Rules, you can say If a prospect completes a landing page form and hasn’t been active in 30 days, then create a task for sales to follow up’.
Pardot Repeat automation rule
Take the free Pardot greece phone numbers health check by clicking here
Distribute enquiries to the relevant department
This is quite an exciting one.
Almost all businesses will have a contact page on the website and some will have the option to choose what the enquiry is. For example Sales’ or Complaints’.
Repeat Rules will now allow you to automate the distribution of these enquiries. Every time a prospect fills out the contact us form, based on the enquiry type, you can choose where it is sent.
Repeat Rules Explained
repeat automation rule detail
When you set up a new automation rule you will see a tick box, this enables the Repeat Rule functionality and the settings will appear.
Days before eligible to repeat rule’ - This allows for a throttling period. Once a prospect is affected by this rule, the wait period begins. Once the time is up, they have to meet the criteria again before it will trigger.
Limit rule matches’ - If you only want this rule to run a certain amount of times, make sure you update this here.
Just like dynamic lists, you’ll be able to see what Repeat Rules you have set up in the Automation Rule table.
automation rule list
Useful tip: If you change a Repeat Rule after it’s set up, it will start looking for the new criteria which means new prospects can get caught up in the new criteria. Be careful of this.