This has been a bit of a bugbear for clients because we all know that Pardot cannot reassign prospects!
Current day, if an existing customer (Contact) completes a Pardot form with automation to assign to user’, essentially nothing will happen. So some clients add a task to say get in touch with this Lead’ - which is a good thing but the terminology Lead’ doesn’t make sense.
Now the team is confused… What is a Lead? Is a mobile number in cambodia Lead anyone who fills in the contact form? Surely not.
And they’re right.
With Pardot Conditional Completion Actions (I should really be calling it Marketing Cloud Account Engagement Conditional Completion Actions or MCAECCA but let’s not go there) we can split out this entire scenario so it looks like this:
If prospect completes a contact form and is not assigned (aka net new):
assign via active assignment rule
notify people
send autoresponder - with content specific to being a new Lead!
increase score by e.g 10
If prospect completes a contact form and is assigned (aka returning Lead or Contact):
create a task for the assigned user
notify assigned user
send autoresponder - dynamically change it to match the assigned user's contact details
increase score by e.g 25
Now, if you have data in Pardot that tells you if a person is part of a Key account, then it could be really cool:
If prospect completes a contact form and is not a key account:
assign to user
send autoresponder
If prospect completes a contact form and is a key account:
assign
create a task
notify marketing
notify sales
TELL EVERYONE AND DROP EVERYTHING!!!!!!
You get the gist.
Language preferences
This is an interesting one for global companies. You could ask what language preference someone has on a form and then on the Completion Action, you could build:
If English:
send autoresponder in English
add to English newsletter list
If Spanish:
send autoresponder in Spanish
add to Spanish newsletter list