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Custom Steps Name on Engagement Studio

Referring to this article:https://help.salesforce.com/articleView?id=pardot_rn_222p_es_step_names.htm&type=0  User Can't Custom their Action Name that will cause issues when trying to use the B2B Marketing Analytics. Inside the Engagement… Show more

0 comments · 1 month ago

590  Points
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Pardot - Email Templates with Completion Actions (Engagement Studio)

Email templates do not have completion actions, therefore, you have to set all actions as steps in your Engagement Studio programs.  I need the email link clicks to keep pushing people through the completion actions (i.e. - add to Salesforce campaign… Show more

6 comments · 2 years ago

90  Points
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Pardot CRM Account Scores available for Dynamic Lists & Engagement Programs

When looking at a Pardot Prospect's Account, there are Scoring fields for both Total and Average for overall total scores and scoring categories. Account Based Scoring on scoring categories?  Why isn't this availabe yet to use? The data… Show more

2 comments · 2 years ago

130  Points
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Pardot: Introduce custom activity types for tracking and trigger purposes

I'm currently experiencing a limitation in the way Pardot allows me to track activities on a Visitor or Prospect. Pageview and Form submissions simply don't cut it (in my opinion). If people interact with a 3d-model/scan from Matterport… Show more

1 comment · 1 year ago

300  Points
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Create as action a Case with the Engagement Studio of Pardot

You can only create a task in the Engagement Studio of Pardot. It will be powerful if you can create a Case to a user, partner user or queue. 

4 comments · 2 years ago

170  Points
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Engagement Studio: waiting time to send emails to hours, not just days

When you schedule to send an email on Engagement Studio, at the moment the only delayed waiting time is in days. Sometimes the waiting time needs to be hours (and why not, also minutes!). In my case, I am sending an email asking for feedback from a… Show more

2 comments · 8 months ago

3,930  Points
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Ability to Resume at Specified Time/Date for Drip Programs and Automation Rules

The new Pause and Resume functionalities for drip programs and automation rules are super helpful. It would be great to take this one step further and be able to have programs/rules resume at specific times. For example, if you want to set up a drip… Show more

2 comments · 10 years ago

30  Points
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Allow engagement programs to trigger (listen to an event) for custom fields

We use custom fields from Salesforce quite a bit in engagement programs. Instead of waiting X days or immediately for the engagement program to evaluate on a custom field, we need it to wait/listen and run when the custom field changes (trigger) in… Show more

0 comments · 2 months ago

1,830  Points
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Jump-to-step in Engagement Studio

In drip programs, there is an option to 'jump to step' and it would be nice to see this option in engagement studio. If it is too complicated to 'jump to step' because of how the decision trees are built, there should be options to… Show more

8 comments · 3 years ago

490  Points
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Report on all Engagement Programs in one place

With Drip Programs you can see the headline results for all your programs on one screen to be able to easily compare them. However, to report on Engagement Programs you have to go into each one separately and export the CSV report to see your email… Show more

2 comments · 2 years ago

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