How To Set Up Grading In Pardot

Click add new action.

How to set up grading in pardot. Salesforce cloud experience. Setting up pardot grading profiles. Enter prospect custom field. Pardot lead scoring and grading allows you to correlate prospect actions with their fit and interest in your brand.

As i mentioned in the introduction grading does not come out of the box with pardot unlike the default scoring model that starts working as soon as prospects begin activity. Leads are automatically evaluated based on a number of implicit factors and assigned a letter grade a f. Automate profile criteria matching. Once set up though you can automate your lead distribution and expect processes to become a lot more streamlined and efficient.

Click add automation rules. Navigate to marketing automation automation rules. Grade shows how well a prospect fits your ideal prospect profile. It is best to edit this default when setting up your own initial grading profile.

To edit your grading profile. Pardot monitors visitors on your site and keeps a running tally of every visitor interaction adjusting a lead s score and grade based on those interactions. Grading company size. Enter grading salesforce cloud experience as the name.

In pardot lightning go to automations automation rules add automation rules in the automation rule the rules section includes the fields and values that will form the grading profile criteria. Under rules select match all. Go to marketing segmentation profiles. Consider qualifiers like job title industry and company size as well as the bant method budget authority need timing.

Under rules select match all. This four part series will walk you through how to set up pardot grading gradually so you can navigate the different moving parts involved in grading. Enter change profile criteria. Enter prospect default field.

Add match type as match any the action section identifies which profile the prospect will be assigned too. When you first go to set up grading all prospects will initially be assigned to the default profile that i mentioned earlier. Grading your inbound leads ensures that the leads being passed from marketing to sales match your company s ideal customer profile. Let s look at a few of the criteria that marketers can use to set up their lead grading system.

A massive benefit to remember is that once the scoring grading model is in place your sales teams can work with marketing to define what a mql actually looks like and they can use actual metrics to do this. Instructions a baseline grade of d is automatically assigned to the prospect when they convert. Select add new rule. Lead grading reflects persona fit or demographic so start by defining your ideal customer profile.

Here s what she does.