Using Account Engagement (Pardot) Engagement Studio For Complex Lead Routing

Skill Level

Intermediate

Learning Track

Strategy
Features & FunctionsLead ManagementPardot

Engagement Studio, which lives within Marketing Cloud Account Engagement (Pardot), is a powerful tool with seemingly endless use cases and customization possibilities. Did you know that you can even use Engagement Studio to create complex lead routing processes?

We’ll walk you through a real-life example of an automation setup using Engagement Studio that takes the guesswork out of sorting through marketing leads. Learn how you can achieve a similar setup in your own Pardot instance that automatically sorts leads and identifies the hottest ones for sales to contact.

We’ll show you how to handle complex lead routing in Engagement Studio including assigning ownership based on:

  • Customer data points
  • Customer engagement activity
  • Business criteria
  • And more
Sarah
Empson
ADT Commercial
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