Automatio Segmentati Completion Engagemen Prospect

Action Definition n on Actions Page actions t Programs Tables file import

May run
Runs once Runs once many times May run Runs once
per per on a many times per
prospect prospect prospect on a prospect prospect Manual
This action will assign a prospect to the list of your
Add [prospect] to list choice.

This action will add or subtract a specified number of

points from the prospects score beyond the default
Adjust score score value for that object type.
Adjust score in a scoring category
Change prospect score
Add list

Allow Deleted CRM Lead or

Contact to Recreate from Pardot
Apply tags / Add tags
Assign prospect to user
Assign prospect to group
Change profile criteria
Change prospect field value
Clear prospect field value*
This action will apply the prospect tag(s) of your
choice.
This action will assign a prospect to the user of your
choice. This will not reassign prospects who already
have an owner, but will assign reviewed prospects.
Note: This action should always be the last
completion action in a series. Accounts with verified
CRM connectors will immediately sync a new
prospect with the CRM after the user assignment,
before any of the other completion actions in the
sequence are performed.
The prospect will be assigned to a user in the group
according to "round robin" principle

Action
Increment prospect field value
Delete
Mark as reviewed
Merge
Notify assigned user
Notify user
Register [propsect] for webinar
Remove [prospect] from list
Remove tags
Send autoresponder email
Send prospect email
Set profile
Change prospect profile
Notify user via Twilio (phone)
Create Salesforce task
Automatio Segmentati Completion Engagemen Prospect
Definition n on Actions Page actions t Programs Tables file import
This action allows you to add to or subtract from
values for number fields (only number fields will
appear for this action). faux
Delete prospect(s) and add their activities and field
values to one surviving prospect ("master")
This action will notify the prospect's assigned user of
their activity.
This action will notify the user of your choice.
This action will register the prospect for an upcoming
webinar. See Registering a Prospect Via a Form for
more information.
This action will remove a prospect from the list of
your choice.
This action will remove the prospect tag(s) of your
choice.
This action will send a prospect the email template of
your choice.
This action will set a prospects profile to your
selected choice.
This action will notify the user of your choice by
phone if the Twilio connector is verified.
This action will allow you to create a task in
Salesforce with a Subject, Assigned To, Priority, and
Status. You can optionally add a Due Date, Reminder
Date, and Comments. If the prospect only exists in
Pardot (no Lead or Contact record in Salesforce), the
task will not be pushed up to Salesforce unless you
assign them (to a user, a queue, a group, or active
assignment rule).
 Automatio Segmentati Completion Engagemen Prospect
Action Definition n on Actions Page actions t Programs Tables file import
Add prospect to Salesforce A prospect can be assigned to one Pardot campaign
Campaign but to several Salesforce Campaigns
This action will change a prospects Pardot
Set prospect's first touch campaign Campaign.