Conditional Group Prospect Criteria
To add conditional completion actions to assets, create a conditional group based on prospect criteria. The criteria are available in the first dropdown when you add a conditional group.
Required Editions
| Available in: All Account Engagement Editions |
| Criteria | Definition |
|---|---|
| Prospect account field | Filters prospects based on the value of a prospect account field. Prospects must have an account to match, even if the criteria uses the “doesn’t contain,” “isn’t,” or “is empty” operators. |
| Prospect assigned user | Filters prospects based on the user the prospect is assigned to. |
| Prospect assignment status | Filters prospects based on whether the prospect is assigned to a user or queue. |
| Prospect CRM campaign | Filters prospects based on the prospect’s Salesforce campaign. Prospects must be associated with at least one Salesforce campaign, even if the criteria uses the “doesn’t contain” operator. |
| Prospect campaign | Filters prospects based on an Account Engagement campaign. |
| Prospect CRM campaign status | Filters prospects based on the status of the prospect’s Salesforce campaign. |
| Prospect CRM status | Filters prospects based on the status of the prospect’s synced CRM record. |
| Prospect custom field | Filters prospects based on the value of a custom field on the prospect record. |
| Prospect custom redirect | Filters prospects based on a custom redirect click. |
| Prospect default field | Filters prospects based on the value of a default field on the prospect record. |
| Prospect email opens | Filters prospects based on whether a prospect has opened an email within a given number of days or weeks. |
| Prospect email status | Filters prospects based on whether the user’s email status is Opted Out, Do Not Email, Hard Bounce Detected, or Soft Bounce Detected. |
| Prospect form | Filters prospects based on a form view or submission. If the form is on an Account Engagement landing page, use prospect landing page for the rule instead. |
| Prospect form handler | Filters prospects based on a form handler submission. |
| Prospect grade | Filters prospects based on a prospect’s grade. |
| Prospect landing page | Filters prospects based on a landing page view or embedded form submission. |
| Prospect list | Filters prospects based on a prospect’s list membership. |
| Prospect opportunity status | Filters prospects based on a prospect’s opportunity status. |
| Prospect public list opt-in status | Filters prospects based on whether a user is opted in or out of a public list from the email preference center. |
| Prospect score | Filters prospects based on a prospect’s score. |
| Prospect tag | Filters prospects based on what tags are applied to a prospect. |
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