Pardot Completion Actions

Nelson Eisenmann

Pardot Completion Actions

Beginner’s-Guide-to-Pardot
Nelson Eisenmann

Nelson Eisenmann

Director of Marketing Automation

Completion actions are automated tasks that are triggered by certain elements in Pardot. Pardot allows you to add an automated response when a prospect completes a:

Form

Form handler

Automation rule

Custom redirect

Page Action

File download

Action in an Email (email opened or link clicked)

 

3 Factors of Completion Actions:

  • Completion actions are not rule-based
  • Completion actions are not retroactive, and will only apply to prospects who complete the chosen action moving forward.
  • They will fire each and every time a prospect takes the chosen action. (Except for when changing the prospect’s Pardot Score. “Adjust score” will only fire once per prospect per click in a 24 hour period.)

Completion Action – Form

A prospect fills out a form on your website to download a whitepaper on a specific product. The completion action would be to send an autoresponder email to that person with the link to download the whitepaper they requested.

  • You can create completion actions in step 4 of the form builder tool (learn more in chapter 8 – Forms)

Completion Action – Custom Redirect:

Another useful way to utilize completion actions is with custom redirects. Let’s continue with the same example we used above. The autoresponder email is sent to the prospect who requested the white paper. You can create a completion action for the download link so that when it is clicked, the prospect is added to a list of prospect’s interested in that product

Completion Action – Email list:

When creating an email to send to a list of prospects, you are prompted with three checkbox options for completion actions shown in the picture below.

PCA-CompletionActions

 

The completion action will fire as soon as the prospect completes the chosen action.

Here is a list of each automated activity you can accomplish with completion actions and their definitions:

Add tags

Add to list

Add to salesforce.com campaign

Adjust score

Assign prospect via salesforce.com active assignment rule

Assign to queue

Assign to user

Change prospect campaign

Change prospect custom field value

Change prospect default field value

Create salesforce.com task *

Increment prospect field value

Notify assigned user

Notify user

Notify user via Twilio (phone)

Remove from list

Remove tags

Send autoresponder email

Set profile

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