Marketers Marketing-Cloud-Account-Engagement-Specialist Reddit Questions

The fastest way for an Administrator to create a one-time list of prospects who match specific criteria is to use a segmentation rule. A segmentation rule is a rule that runs once and matches prospects based on the criteria you set. You can use a segmentation rule to perform actions on the matched prospects, such as adding them to a list, assigning them to a user, or changing their field values. A segmentation rule is useful when you want to segment your prospects quickly and easily without creating a dynamic list or an automation rule

When investigating an odd field value on a prospect's record in Pardot, the first course of action should be to view the prospect's Audit tab. This tab provides a comprehensive log of all changes made to the prospect’s record, including information on what changes were made, who made them, and when they were made. This approach allows users to quickly ascertain the source of the odd field value, whether it was updated through a form submission, manually edited by another user, or changed through some other process. It is a more direct and reliable method than contacting assigned users or reviewing individual form submissions, which may not conclusively reveal the origins of the specific change.

The two actions that can be used to change a prospect’s Marketing Cloud Account Engagement campaign are:

• Create an automation rule to change Marketing Cloud Account Engagement campaign for prospects meeting certain criteria. An automation rule is a rule that runs continuously in the background and matches prospects based on the criteria you set. You can use an automation rule to perform actions on the matched prospects, such as changing their Marketing Cloud Account Engagement campaign to the one that is relevant to their attributes or behaviors.
• Manually change the prospect’s Marketing Cloud Account Engagement campaign when editing the prospect record. You can also change a prospect’s Marketing Cloud Account Engagement campaign by editing their prospect record and selecting a different campaign from the drop-down menu. This is useful when you want to change the Marketing Cloud Account Engagement campaign for a single prospect or a small group of prospects.

 When an engagement studio program is created with an Email Send action step immediately followed by an Email Open trigger step with a 3 day wait, it means that the program will wait for up to 3 days for the prospect to open the email. If the prospect opens the email within the 3 day period, they will immediately progress down the “Yes” path (A). The prospect will not wait for any additional time after opening the email (B), nor will they progress down the “No” path (C, D). References: Engagement Studio Overview