Pardot (Account Engagement): Engagement Studio

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  • เผยแพร่เมื่อ 2 ต.ค. 2024
  • Engagement Studio is Pardot's next-generation lead nurturing product, and is the true intelligence engine of the marketing automation platform. Engagement Studio lets you build, test, and report on powerful engagement programs that let you send targeted emails based on prospect behavior and critical qualifying values. Engagement programs provide a personalized experience for your prospects, and turn your prospects into marketing-qualified leads.
    Engagement Program Considerations Before using or changing Engagement Programs, keep these considerations in mind.
    How Does Time Work in Engagement Studio? Wait periods let you hold prospects on a step until a specified time has elapsed, or a specific action occurs within a period. The way wait periods function in a program depends on whether the step is a trigger, action, or rule type, and whether a prospect is removed and readded to recipient lists.
    Edit Engagement Programs Pause and edit engagement programs to adjust step settings, delete or add steps, update recipient lists, and more.
    Create Engagement Programs After you've created the content that drives your program and segmented your audience, you're ready to create an engagement program.
    Test Engagement Programs Engagement Studio’s interactive testing experience takes you through your program steps, and helps you make sure that your program works as you intended. We recommend testing your programs before you start them. Adjust any steps that don't work the way you expected, and be sure that your program is perfect before you send the first email.
    Engagement Program Actions In engagement programs, action steps let you do something to prospects, like sending them an email or changing a field value.
    Engagement Program Rules In Engagement Programs, use rule steps to define criteria-based paths for prospects.
    Engagement Program Triggers In Engagement Programs, use trigger steps to define paths based on prospect actions.
    Engagement Program Reporting To gauge how well your engagement program is nurturing your prospects, view program metrics in the Report tab of any running or paused program.
    Engagement Program Suppression List Example Occasionally, a prospect is on several lists that you use to feed engagement programs. To make sure that the prospect receives only the most important emails, use suppression lists to keep them from going through lower-priority programs.
    Engagement Program Versions When an engagement program is paused and restarted, Pardot creates a version of the engagement program. Each version has a unique name, and you can add comments about it.
    Locked Engagement Programs When a user is editing an engagement program, the program becomes locked, and no one else can work in it.
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