Beginner’s Guide to Pardot: Segmentation Rules

Segmentation Rules

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Segmentation rules are a form of automation that only runs once. Segmentation rules are an easy way to perform a bulk action in your prospect database and further segment your prospects based on your criteria. They will only affect prospects that already exist in your database at that specific point in time.

Here are a few actions you can do with segmentation rules:

  • Add or remove prospects to/from an existing list
  • Add or remove prospects to/from a new list
  • Add prospects to a Salesforce campaign

A typical use case for segmentation rules is with static lists. You can use segmentation rules to add prospects to a certain list or remove them. For instance, you can add all prospects with the job title “CEO” to a static list.

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How to set up segmentation rules

Much like automation rules, there are two steps in setting up a segmentation rule: setting the rule and setting the action.

Rules

Setting the rule is creating the criteria a prospect must meet for the action to apply. It can be applied to any of the prospect default or custom field information.

For example:

  • Job title
  • Country
  • Revenue

Action (Completion)

The action is what will happen to the prospect once the criteria is met. 

These are the 6 actions that can be completed on a segmentation rule:

  • Add prospects to an existing list
  • Add prospects to a new list
  • Add prospects to a Salesforce campaign
  • Apply tags to prospects
  • Remove prospects from a list
  • Remove tags

Conclusion

Now that we have explained the different types of automation in Pardot, let’s discuss how to create landing pages.

Chapter 13: Pardot Landing Pages
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