Pardot Completion Action Enhancements, Summer 22

by | Apr 27, 2022 | 2) CAPTURE, Blog, Featured, Forms, Marketing Automation, Pardot (MCAE), Release Notes

Date last updated:

The Salesforce summer release notes for 2022 allow marketers to automate better with completion action enhancements.
Users can now:

  • Apply conditional completion actions on Pardot forms using criteria to filter prospects.
  • Send Slack notification to their team from Pardot when prospects engage with marketing assets.
  • See total suppressed prospects, total unmailable prospects, and total duplicate prospects on the list email report.

Completion Action Enhancements

You can now apply completion actions to subsets of prospects with conditional logic. You also get sharable campaigns in Lightning, email bounce reports, and improvements to enhanced landing pages. Plus, get real-time prospect updates in Slack with the new Account Engagement app for Slack.

Automate Better with Completion Action Enhancements

You can now apply completion actions to a subset of prospects who meet conditions you specify. For example, assign prospects who live in Atlanta to User A and prospects who live in Miami to User B when they fill out your form. Conditional completion actions are grouped based on prospect condition, and you can combine both standard and conditional actions on a single asset. The new completion action enhancements apply to all instances of Pardot (Marketing Cloud Account Engagement). 

Send Slack Notifications with Completion Actions

Speed up your pipeline and get real-time prospect activity updates in your Slack workspace. The new completion action enhancements allow marketing users to add a completion action that notifies a channel in Slack when prospects interact with marketing assets. Automatically send promising new leads to your sales team, or keep your marketing team updated on important prospect activity. To make the completion action available, install the Marketing Cloud Account Engagement app for Slack in your workspace, then set up the Slack connector in Pardot Settings.

Share Individual Campaigns with Colleagues in Lightning

Now you can manually share an individual campaign record with another Salesforce user. This Classic feature is now available in Lightning Experience. A campaign owner can set sharing settings and view the sharing hierarchy from the action menu on a campaign record.

Control Your Canvas for Email Templates and Email Content

You can now widen or narrow the size of the builder canvas for email content and email templates.

Data and Content

Enjoy improvements to the enhanced landing page experience, including in-builder form styling. Plus, improved mailability insights on your list email reports and a new aggregate email bounce report.

Review Email Bounce Data in One Report

Open the new email bounce report to review all of the bounced email addresses across all your email sends from the past year. Instead of looking at bounced email addresses via individual list email reports, you can see all bounced addresses in one place. The email bounce report contains bounced email addresses from Pardot Classic emails, enhanced emails, automated sends, and inbox integrations.

Get Improved Mailability Insights on List Email Reports

To give you a more accurate picture of who’s receiving your Pardot emails, list email reports include four new fields. Now you can see total suppressed prospects, total unmailable prospects, and total duplicate prospects on the list email report. Use this information to help you make decisions about your email marketing and prospect management.

Improvements to Enhanced Landing Page Experience

The enhanced landing page experience now includes support for iframes in HTML components and several small improvements to the UI. Changes were made on the landing apge tab, landing page records, and in the builder.

Manage and Extend Pardot

New and updated fields for Version 5 of the Pardot API. Plus, a new endpoint for Global Privacy Control in the Tracking and Consent API. Access more of your data with new and updated objects for version 5 of the Pardot API.

Pardot Retirement Candidates 2022

About the Pardot rename

In April 2022, Salesforce announced the rebrand of Pardot to Marketing Cloud Account Engagement. While the rebrand unfolds and the world adapts to the new nomenclature, we'll keep the Pardot name in our blog posts.

Author | Jeff Kemp

As Founder and Principal Consultant of Optimal Business Consulting, a U.S. based Pardot Marketing Automation Consulting Agency and Salesforce Partner, I lead our growing team by helping organizations to implement, optimize, and maintain their existing or new Pardot platform with Salesforce using Marketing Automation and Lead Management best practices and proven methodologies.

Follow/Connect with Jeff on LinkedIn
Follow and connect with Jeff on LinkedIn

More about Jeff

As a seasoned technologist Jeff has 30 years experience in marketing & sales and 6 years as a certified Pardot Consultant. Jeff is a data-driven “Strategic doer” with a unique blend of effective STRATEGIC PLANNING combined with many years of successful hands-on TACTICAL EXECUTION in Marketing, Marketing Automation, Sales/BusDev, Web Technology, SEO, Analytics, Operations, and Business within several industries and formerly holding several high level positions in marketing and sales.

A major aspect of Jeff's experience is a strong understanding of gathering business process requirements (current state vs. future state) and creating a viable roadmap to future state implementation utilizing best practices and taking into consideration the client's current data structure and lead management processes.

Strategic. Tactical. Adaptive. Knowledgeable. Capable.

Download Jeff's PDF Bio

Jeff Kemp Bio | Pardot Marketing Automation & Salesforce CRM Sales Cloud Experience.pdf

See our About page for even more.

As Founder and Principal Consultant, I lead our growing team by helping organizations to implement, optimize, and maintain their existing or new Pardot platform with Salesforce using marketing automation and lead management best practices and proven methodologies. I'm a Salesforce Certified Pardot Consultant and I particularly enjoy helping companies optimize their marketing automation to achieve maximum ROI. 

Follow/Connect with Jeff on LinkedIn
Follow and connect with Jeff on LinkedIn

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