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.
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.
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.
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.
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:
- Marketing Cloud Account Engagement
- Marketing Cloud Account Engagement (Pardot)
- MC Account Engagement
- Account Engagement by Pardot