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Pardot Scoring and Prospect Management Guide

The document provides a tutorial on scoring and grading in Pardot, detailing steps for setting up account engagement settings, automation rules, and creating prospects. It outlines the process for importing prospects using CSV files and differentiates between static and dynamic prospect lists. Additionally, it mentions an issue with visibility of the tracking code button.

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gargkrishna1282002
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30 views7 pages

Pardot Scoring and Prospect Management Guide

The document provides a tutorial on scoring and grading in Pardot, detailing steps for setting up account engagement settings, automation rules, and creating prospects. It outlines the process for importing prospects using CSV files and differentiates between static and dynamic prospect lists. Additionally, it mentions an issue with visibility of the tracking code button.

Uploaded by

gargkrishna1282002
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Pardot tutorial

how to do scoring ->

1. Account Engagement setting - automation - edit score


2. automation tab - automation rule - assign score
3. Engagement studio - assign score
4. Account Engagement studio - on email click - assign score
for grading - create profile with some critaria -> create automation to assign them

create prospect -

1. manually
2. AE setting -> imports -> import using csv -> field mapping -> assign campaign -> (action)
choose or not choose the list or create -> confirm and save
3. pardot forms

there is 2 types of list in pardot of prospects

1. static - like when we imported using csv files - prospects -> segmentation List.
2. dynamic - based on criteria
not a able to see the tracking code button

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