Conditional Completion Actions Overview

The eagerly awaited conditional completion actions feature is now available in Summer ’22 release of MCAE/Pardot. So what can you do with them and what are the limitations? I recently explored this topic in a presentation to the Marketing Life Hacks community group.

Some things we discussed in this session:

  • Limitations: the 1/6/16 Rule, plus the “0” group
  • Using “Contains” to best effect
  • Often forgotten features that add power to conditional completion actions
  • Suggested use cases for Conditional Completion Actions such as: – Selectively creating leads – Conditional resubscribe – Event RSVP
  • Gotchas to watch out for

Tool mentioned in this session: Creuz Your Data.

Loading