Considerations for Using Scoring Categories

Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

Scoring Category Basics

• A category score is incremented when a prospect performs the following actions on an asset with an assigned scoring category: submits a form or form handler, downloads a file, clicks a custom redirect, clicks an email, or opens an email.
• Scoring category updates sync with Salesforce approximately every 15 minutes.
• You can create up to 50 scoring categories.
• You can’t manually edit category scores on prospect records.
• Scoring categories aren’t supported with person accounts.
• Category scores are included with full prospect .csv exports.

Working in Salesforce

• You can add category scores to lead and contact page layouts in Salesforce.
• To report on category scores in Salesforce, create a custom report type, and choose Pardot Category Scores as the related object.

Using Folders

• Assign a scoring category to a folder to consider all assets (including assets in subfolders) in the category score.
• You can assign the same scoring category to multiple folders, but each folder can have only one scoring category.
• An interaction with an asset counts toward the scoring category assigned to the asset’s folder. For example, a form submission on a landing page is attributed to the scoring category assigned to the landing page’s folder.
• Category scores are recalculated when you move assets among folders with, without, or with different scoring categories.

Deleting Assets and Categories

• When you delete an asset with an assigned scoring category, the previously added points from that asset are removed from prospects’ scores.
• You can’t delete a scoring category that’s actively assigned. Remove the folder assignments, and then delete the scoring category.
• After you delete a scoring category, it’s moved to the recycle bin.
• To reuse a scoring category name, undelete it—duplicate names aren’t allowed.