What automation tool would you use to accomplish the following task?
A form is created to automatically register prospects to a webinar upon submission.
A. Adding a form completion action as criteria for a dynamic list to be used as a recipient list B. Adding a completion action to register prospects on the form C. Creating an automation rule to register prospects based on the form submission D. Creating a segmentation rule to register prospects based on the form submission
Pardot Specialist working on Consultant certification.
Darlene Limtiaco, Marketing, B.A. Mass Comm - University of South Florida, Florida
Answered Jun 12, 2019
I agree with Claudia. There are at least two methods, but I believe the completion action is the recommended tool to use because of the number of allowable Automation Rules on an account are limited. Best to save those automation rules when you really need them. Besides, even Salesforce recommends the completion action for webinar registrations. Look up "Considerations for Using Pardot Forms to Register Prospects for Webinars" in the Help section of the Salesforce website.