We have defined an Engagement Studio program for first-time donors in Pardot. We want all contacts with emails to get on this program from Salesforce.
Here is the plan:
- Contact has a closed/won opportunity and so the Number of Household Gifts goes from zero to 1 at some point for all members of the household account.
- Pardot is configured to sync all new prospects that have donations more than zero. Note that preexisting contacts may not sync.
- A Pardot automation rule watches for new prospects with 1 gift In the last 60 days who are not yet on the start list of the warming engagement plan program and adds them to the start list.
- Engagement studio runs its course and adds the prospect to the completed list eventually.
- Any older contacts who become donors are not in Pardot and may not be synced because they predate our Pardot Salesforce Connector. These flagged one a month in a Wall of Zero report and can be synced manually.
The Number of Household Donations of the contact and Last Household Gift Date has been added as a custom prospect field in Pardot.
Here is the Pardot automation rule definition:
Here is the Pardot Engagement Studio program:
