If your nonprofit uses Pardot (renamed Marketing Cloud Account Engagement earlier this year), you probably know that it’s a powerful marketing automation tool in the Salesforce ecosystem. Salesforce is continually rolling out new features and enhancements for Pardot, making it an even more robust tool.
One of the recent Pardot enhancements that we’re excited about here at Heller Consulting is the addition of conditionalization capabilities to the Completion Actions functionality in the product. This enhancement makes it even easier to target your prospects – from donors and volunteers to program participants.
Let’s take a closer look at this product enhancement and its possibilities.
In case you’re new to Pardot: Completion Actions are automated actions that you can add to your emails, forms, landing pages, files, and other assets. They are triggered automatically when a prospect interacts or engages (for example, submits a form or clicks on a link) with one of your assets. Some of the most common uses of Completion Actions are:
In the past, a Completion Action in Pardot was all or nothing. So, any prospect that completed a specified form would be added to a specified list. Conditional Completion Actions take this a step further, allowing you to specify and apply specific criteria to trigger various actions based on participant interactions.
For instance, say the “contact us” form on your website allows site visitors to select one of five options for them to indicate why they are contacting your organization. You can set up Conditional Completion Actions to automatically route form submissions to specific staff members in your organization based on the option selected by each site visitor.
Another example: Say you’re sending an email that includes links related to three separate topics: volunteerism, fundraising, and one of your organization’s upcoming events. You could set up Conditional Completion Actions to automatically:
Learn more about marketing automation for nonprofits: Read the guide, Formula for Nonprofit Marketing Automation Success.
There are a few things to keep in mind when using the new conditional capabilities for Completion Actions in Pardot:
We’re excited about the potential uses of Conditional Completion Actions for more targeted marketing automation. If you’d like to talk about the possibilities of this enhanced functionality for your nonprofit, the Heller Consulting team is ready to help. Contact us today to learn more and get started.