Hello and welcome to the handy dandy SalesLabX guide to selectively target your Pardot / Account Engagement prospect database using Dynamic Lists! In this step-by-step tutorial, we'll show you how to leverage the Dynamic Lists feature to keep your prospect database organized and segmented so you can ensure you’re only contacting the most relevant prospects with each of your marketing efforts. Say goodbye to outdated strategies that bother irrelevant prospects and hello to a more efficient and effective marketing strategy!
1: Accessing Account Engagement (Pardot)
Log in to Salesforce and navigate to your main Account Engagement (Pardot) dashboard. Ensure you have the necessary permissions to manage prospect lists.
2: Go to the Prospects Tab
From the main dashboard, click on the "Prospects" tab in the top menu. This will unsurprisingly take you to the Prospects Overview page. Don’t worry, this gets more interesting, we promise.
3: Access Dynamic Lists
On the Prospects Overview page, locate the “Segmentation” on the left sidebar, and click on the "Segmentation Lists" option. This is where you'll begin creating and managing your dynamic list! Now we’re cookin’ with gas!
4: Create a New Dynamic List
To initiate the cleanup process, click on the "Add List" button at the top right, and when filling in the list information make sure to check the “Dynamic List” box. This is going to allow you to create dynamic lists that will do most of the work automatically using logic and rules defined by you. That means there will be less for you to do manually later!
5: Define List Criteria
In the dynamic list setup, start defining the criteria that you want for your list. This will determine which prospects are included in the list. For instance, you can filter prospects based on engagement score, activity, or a number of other attributes.
It’s important to note the difference between match all and match any logic. If you select “Match all” then a prospect will need to fulfill all criteria in your rule list to be included on the list. So you’re saying the prospect must match this rule and this rule and this rule and this rule to end up on the list. If you select “Match any” then a prospect will only need to fulfill criteria for one rule in your list to be included. So you’re saying if the prospect matches either this rule or this rule or this rule or this rule then include them on this list. You can also do rule groups if you want one group of rules to use “Match all” and one set of rules to use “Match any” logic. Then you can use the main Match All/Any designation to specify whether the prospect must match all rule groups or just a minimum of one. Not confusing at all right?
6: Review & Save
Take a moment to review your dynamic list settings. You can select “Preview” to see which prospects will be included in your list according to the rules you’ve set before selecting “Run Rules” to create the list for real. Ensure that your criteria accurately reflects the prospects you want in the list. Once you're sure that you’re satisfied, Run Rules to save that list, partner!
7: Monitor List Performance
After saving your dynamic list, you can monitor its performance and the number of prospects it includes over time. This ensures that your list remains up-to-date and relevant. It’s a little bit of upkeep for a whole lot of value when it comes to keeping your prospect lists clean and accurate.
8: Create Engagement Programs
