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Engagement Studio
@NoorNagpal94
Noor Nagpal
What is Engagement Studio and How
does it work?
 Engagement Studio is a lead nurturing tool that incorporates email
marketing for a highly personalized experience based on your
data and your prospect’s activities.
 Goal: Convert by leading them through a journey of engagements.
A simple program looks like:
Steps available in Engagement Studio Programs:
 Triggers : “ Listen for something”
 Actions : “ Do something”
 Rules : “ Check for something”
 Email Open
 Email Link Click
 Form View or Submission
 Custom Redirect Click
 File Download
 Add to List
 Add to Salesforce Campaign
 Adjust Score
 Apply Tags
 Assign to Group
 Assign to User
 Assign to Salesforce Active
Assignment Rule
 Create Salesforce Task
 Change Prospect Field Value
 Notify User
 Remove from List
 Remove Tags
 Send Email
 Assigned Salesforce Queue
 Assigned User
 Assignment Status
 Grade
 List
 Prospect Custom Field
 Prospect Default Field
 Score
 Prospect Tag
 Salesforce Campaign
 Salesforce Campaign status
 Prospect Email Status
 Pardot Campaign
Triggers Actions Rules
What about time in Engagement Studio?
 Choose when to take steps.
 Availability to pick a specific date for email send.
 What happens when I pause a program?
Demo
Let’s take a look, how it works..!
Thank Y u

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Engagement Studio, Pardot at Developer Week 2019

  • 2. What is Engagement Studio and How does it work?
  • 3.  Engagement Studio is a lead nurturing tool that incorporates email marketing for a highly personalized experience based on your data and your prospect’s activities.  Goal: Convert by leading them through a journey of engagements.
  • 4. A simple program looks like:
  • 5. Steps available in Engagement Studio Programs:  Triggers : “ Listen for something”  Actions : “ Do something”  Rules : “ Check for something”
  • 6.  Email Open  Email Link Click  Form View or Submission  Custom Redirect Click  File Download  Add to List  Add to Salesforce Campaign  Adjust Score  Apply Tags  Assign to Group  Assign to User  Assign to Salesforce Active Assignment Rule  Create Salesforce Task  Change Prospect Field Value  Notify User  Remove from List  Remove Tags  Send Email  Assigned Salesforce Queue  Assigned User  Assignment Status  Grade  List  Prospect Custom Field  Prospect Default Field  Score  Prospect Tag  Salesforce Campaign  Salesforce Campaign status  Prospect Email Status  Pardot Campaign Triggers Actions Rules
  • 7. What about time in Engagement Studio?  Choose when to take steps.  Availability to pick a specific date for email send.  What happens when I pause a program?
  • 8. Demo Let’s take a look, how it works..!