Pardot Engagement Studio: Resending the same email template

by | Last Updated: Jul 17, 2024 | Blog, Email marketing, Pardot | MCAE | Marketing Cloud Account Engagement, Quick tips

Pardot’s engagement studio is one its most powerful and useful features. Once an engagement program is set up it can run in the background, freeing up your time to focus on more important jobs. 

Allowing prospects to enter the program more than once

Before setting up an engagement program, or journey, it’s important to what objective it serves. Depending on the objective, you may want a prospect to enter a program more than once. Erring on the side of caution, the Pardot default is to not allow prospects to enter a program more than once. You’ll need to ensure this box is ticked if you want people to repeat the program.

Allow prospects to enter engagement studio

Once that box has been ticked, two more fields appear: how many days (must be an integer) a prospect must wait before they are eligible to reenter the program and how many times a prospect can re-enter a journey. 

Tick box for prospects

Allow email templates to be sent more than once to the same prospect

Ok, you’ve set up your engagement program to allow prospects to enter more than once and are now ready to start building your program with various actions, rules and triggers.
Before you activate your program, there’s one final step you need to take: ensure the email template(s) used in the program can be sent to the same prospect more than once.
This step is not part of the engagement studio, so it’s often overlooked. 

From Pardot Settings>Account Settings hit the edit button on the upper right-hand side. In the middle of your account settings you’ll notice a rather randomly placed checkbox for Pardot Engagement Studio.

Engagement program templates

Until this box is checked, prospects who re-enter an engagement program will not receive the same email template and you’ll receive a message that states Email not sent. Prospect has already received email template.”

Ticking this box under Pardot Settings is the last step in ensuring all aspects of your engagement studio are ready to handle repeat prospects.

If you’re setting up an engagement studio in Pardot and are running into similar issues, feel free to reach out.

Jeff Kemp
Author | Certified Consultant | Owner

Technology Consultant | Marketing Automation & CRM Consultant

hire Jeff Kemp | Marketing Automation & CRM Consultant

Working as an independent consultant under my company Optimal Business Consulting, I can advise on your tech stack selection and optimize your processes and platforms for improved marketing & sales effectiveness, operations, and ROI.

Brief intro about Jeff Kemp (Owner) - Watch Video:

I enjoy the intersection of working with people, processes, and technology for improved outcomes.

With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation & CRM optimization for over 10 years, nine of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 17 years of WordPress development experience and additional high profile roles in sales and marketing management.

I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.

I also love dogs :0)

Optimal Business Consulting is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC

My superpowers:

Operational EfficiencyKnowledgeExperienceBusiness AcumenVersatility ⚡ Perseverance

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 typically keep the Pardot name in our blog posts.

There are several permutations of the new name being thrown about, so you may see us use any one of them as things evolve:

  • Pardot
  • Marketing Cloud Account Engagement
  • Marketing Cloud Account Engagement (Pardot)
  • MCAE
  • MC Account Engagement
  • Account Engagement by Pardot

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