How to segment your prospects with Dynamic List Rule criteria
Posted: Sun Dec 22, 2024 9:22 am
The Pardot dynamic list rule builder interface is laid out similar to other Pardot automation tools - making it super easy to configure and add multiple criterias.
Firstly, select the match type; in order for the prospect to be a member of the list, will they have to meet all the rule-based criteria, or at least one rule?
Secondly, use the dropdown to select the rule criteria. Whether the prospects match this is essentially what pulls them into the dynamic list.
For example, say we’re using a dynamic list as a number phone in cambodia recipient list to send a monthly newsletter email to prospects with the tag newsletter subscriber’.
Any prospects who do not have the tag on their profile will not be a member of the dynamic list and therefore not receive the email.
The key factor to remember, when using dynamic lists, is you cannot manually add or remove prospects.
The list refreshes at regular intervals, looking for prospects who match and removing prospects who don’t.
As these lists cannot be managed manually, they are not an option in dropdowns on imports and are not an option in the dropdown on prospect tables.
Using a Pardot Dynamic List as a Public List
When creating a list, if we choose to tick the textbox Public List’ the dynamic list will be displayed in the email preference center. Meaning, only when prospects meet the list criteria will they be able to see the list.
This is a huge feature and means you can show specific lists to specific people.
Maybe you have VIP events that you only want the biggest companies to be able to opt-in to, this would be a great use case for this feature.
VIP dynamic list example
However, if you want all prospects to have the option to opt in to a specific list from the Email preference page, don’t make it a dynamic list. Unless they match the criteria, they won’t be able to see the list.
How to create a Dynamic Suppression List
One simple automation solution to avoid oversaturating prospects with emails or engagement studio nurture emails, is to implement a dynamic suppression list!
Simply create a dynamic list, as normal, with a rule type that filters prospects based on the recency and frequency of email sends, like so:
Dynamic List example more than 2 emails
This will ensure any prospect who has been emailed twice in the last 7 days will not receive further engagement as they will be added to this list.
Once the 7 days are up, they will be removed from this suppression list and may receive emails. However, if they receive two emails within 4 days for example, they will be added back to this list.
Important to note, this rule will only consider list emails and emails sent from Engagement Studio programs!
Firstly, select the match type; in order for the prospect to be a member of the list, will they have to meet all the rule-based criteria, or at least one rule?
Secondly, use the dropdown to select the rule criteria. Whether the prospects match this is essentially what pulls them into the dynamic list.
For example, say we’re using a dynamic list as a number phone in cambodia recipient list to send a monthly newsletter email to prospects with the tag newsletter subscriber’.
Any prospects who do not have the tag on their profile will not be a member of the dynamic list and therefore not receive the email.
The key factor to remember, when using dynamic lists, is you cannot manually add or remove prospects.
The list refreshes at regular intervals, looking for prospects who match and removing prospects who don’t.
As these lists cannot be managed manually, they are not an option in dropdowns on imports and are not an option in the dropdown on prospect tables.
Using a Pardot Dynamic List as a Public List
When creating a list, if we choose to tick the textbox Public List’ the dynamic list will be displayed in the email preference center. Meaning, only when prospects meet the list criteria will they be able to see the list.
This is a huge feature and means you can show specific lists to specific people.
Maybe you have VIP events that you only want the biggest companies to be able to opt-in to, this would be a great use case for this feature.
VIP dynamic list example
However, if you want all prospects to have the option to opt in to a specific list from the Email preference page, don’t make it a dynamic list. Unless they match the criteria, they won’t be able to see the list.
How to create a Dynamic Suppression List
One simple automation solution to avoid oversaturating prospects with emails or engagement studio nurture emails, is to implement a dynamic suppression list!
Simply create a dynamic list, as normal, with a rule type that filters prospects based on the recency and frequency of email sends, like so:
Dynamic List example more than 2 emails
This will ensure any prospect who has been emailed twice in the last 7 days will not receive further engagement as they will be added to this list.
Once the 7 days are up, they will be removed from this suppression list and may receive emails. However, if they receive two emails within 4 days for example, they will be added back to this list.
Important to note, this rule will only consider list emails and emails sent from Engagement Studio programs!