Waiting for Pardot: A Look at “Waiting” in Engagement Studio

Leapfrogging off of last week’s Engagement Studio post, I thought I ‘d take a chance to address the source of one of the most common Pardot questions I see form new users — what exactly does “wait” mean?

Each of the components (actions, triggers, and rules) address the “how do I tell my program to, ‘hold on a second’?” question a little differently, so I walk through the overlaps and differences in about 10 minutes here. We also talk about what happens when a “wait” causes an email to trigger outside of your set business hours and what happens when to folks mid-wait when you pause an engagement program.

Give it a watch! (And, if you’re crammed for time feel free to scroll down for a super short summary of it all).

So there you have it!

Actions — hold the prospect until the wait is complete, and then execute.

Triggers — either a) listen for X days and execute when activated, or b)wait X days, and then evaluate + execute.

Rules — hold the prospects for X days, then evaluate and sort.

Business Hours — if a “wait” for an email action expires outside of business hours, Pardot will hold the action until business hours resume and then execute.

Pausing — if a program is paused and a prospect is mid-wait (say, 3 days into a 5 day wait), when the program is unpaused their wait resumes right where they left off (so still 3 days in with 2 days to go in our example).

As always, if you have more in-depth questions or need more broad Salesforce help getting your org in-line with your processes and practices — drop us a line! We’re always happy to help.

And until next time, keep working hard, smart, and happy. We’ll see you in the cloud.