Use Account Engagement Automation Rules to Grade Prospects

This table helps explain grading options and how they affect a prospect's grade:
 

Important note: You will need to create a rule for each profile criterion.

1. In pi.pardot.com, navigate to Marketing > Automation > Rules. In the Account Engagement Lightning App, navigate to Account Engagement Settings > Automation Settings > Automation Rules.

2. Click + Add Automation Rule.

3. Create a rule that includes the field values that you have decided would cause a given criterion to match. Let’s use Job Title in this scenario. For example: “If Prospect default field [Job Title] contains: President; VP; CEO; etc.

4. Create the rule action that “Changes profile criteria [select profile] to {matches}”. For example: “Change profile criteria: default profile – Job Title to: matches“

5. Once this rule matches someone with the job title of President, CEO, or VP, they will get a grade boost by how much you specified your profile criterion for job title to be worth (1/3, 2/3, or 3/3). You can list out multiple field values separated by a semicolon to match for one of the values in the list.

Note: Don't use a single automation rule to apply a new profile and match criteria. Sometimes the new profile won't be applied in time for the automation rule to fire on the criteria change. We recommend using two automation rules: one to apply the new profile, and one to change the criteria. For example, if you want to apply the "VP" profile to prospects with a job title containing "VP", and then increase their grade if they're in the "Marketing" department, your two rules should look like this:

Rule 1: 
-- Criteria: Prospect default field [Job Title] contains: VP
-- Action: Change prospect profile to VP
Rule 2: 
-- Criteria (Choose Match All) Prospect default field [Department] is Marketing AND Prospect Profile is VP 
-- Action: Change profile criteria [Marketing Decision Maker] to Matches