Match Any vs Match All
https://www.pardot.com/training/match-any-vs-match-all-14/
- Match All is AND functionality
- Match Any is OR functionality
Use Rule Group Option to mix and match “Match All” and “Match Any”
Automation vs. Segmentation Rules
https://www.pardot.com/training/automation-vs-segmentation-rules-24/
- Automation Rules are retroactive
- They look for past, present and future Prospects that meet the criteria
- Automation Rules are constantly running
- Automation Rules will match a prospect one time only
- Rules only match a prospect. Rules will never unmatch a prospect
- Automation Rules are most flexible
- Segmentation Rules only match existing Prospect at the time the rules are executed
- Segmentation Rules focus primarly on list building
- Add or remove Prospect Tags
- Add or remove Prospects from Lists
- Add or remove Prospects from Salesforce Campaigns
Automation vs. Completion Actions
https://www.pardot.com/training/automation-rules-vs-completion-actions-34-2/
Two Main Differences:
- Ability to define criteria
- Define criteria to match on prospects
- The number of times the defined actions will affect prospects
- Automation rules will only take action on a matched prospect once.
- Great for initial processes like Prospect assignment, grading, custom scoring and campaign membership
- A Completion Action will fire each and every time a Prospect takes the chosen action
- Example:
- Send an internal notification when someone submits a Contact Us form
- Send email autoresponder with link to whitepaper
- Example:
- Automation rules will only take action on a matched prospect once.
Completion Actions vs. Dynamic Lists
https://www.pardot.com/training/completion-actions-vs-dynamic-lists-44/
- Completion Actions are not rule based
- Completion Actions can only add or remove prospects from static lists
- Best used where there would never be a reason to remove the Prospect from the list
- Dynamic Lists are self maintaining base on rule criteria
- Dynamic Lists can add or remote Prospects
- Dynamic Lists are only for list membership and not for taking actions outside of the segmentation