Instead of using Automation Rules to independently assign the correct Grading profile to new prospects, we can use one single Conditional Completion Action that does all of the allocation for you.
For example: If a prospect fills in a form with the cambodia phone number interest of ‘Pardot’ then they’ll be assigned to the ‘Pardot user’ grading profile but IF the prospect's interest is ‘Marketing Cloud’ then the profile will be set to ‘Marketing Cloud’.
Screenshot of grading rules
If you’re a Pardot Standard user who set your instance up before CCAs were available to you, I suggest you review and refresh but of course, take due diligence and map out the changes you’ll make on paper first before you update anything in the system!
Otherwise, you can always make contact with our team. We support clients with implementation, free account reviews, and technical support day-in-day-out, so we can ensure your Pardot Automation Rules and Conditional Completion Actions are set up as best they can be, without breaking anything in your account.
Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.