In this blog post, we will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part of the list if they meet the predefined criteria.
Follow the steps below to create a dynamic list in Pardot
- Navigate to pi.demo.Pardot.com on the browser and log in with connected Pardot org.
- Choose “Dynamic Lists” from the dropdown menu, then click on the “+Add List” button to initiate the creation of a new dynamic list, this will help you create a dynamic list in Pardot.
- Fill in all the mandatory fields during the list creation, and then click the “Set Rules” button to proceed.
- Specify your criteria based on your requirements. For example, we’ve created a dynamic list to collect all prospects eligible for email communication. Furthermore, we’ve applied filters to identify prospects whose last activity occurred within the last 10 days. These filters are determined by the “Prospect Email Status” and “Prospect Time” attributes, respectively.
- Select the “Run Rules” button located at the bottom of the screen.
- Presently, the criteria are configured to use the “AND” operator, operator, indicating that meeting all conditions is necessary for inclusion in the list. Nevertheless, you have the option to switch to the “Match any” radio button, which permits “OR” conditions according to your specific needs.
- Below is the number of prospects according to the filter criteria.
By following the above blog instructions, you will be able to learn “How to create a dynamic list in Pardot”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about the Product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
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