Choosing the appropriate automation tool for your needs can simplify your marketing efforts. Answer a few questions to help you decide which tool to use.
- Is the rule based on criteria or an action the prospect takes?
- Action—Use a completion action.
- Criteria—Go to step 2.
- Is it a one-time automation?
- Yes—Use a segmentation rule.
- No—Go to step 3.
- What is the goal?
- Update a list—Use a dynamic list.
- Action based on criteria—Use an automation rule.
You want to send an autoresponder email when a prospect submits a form to download a white paper.
You need a rule based on the action of submitting a form. Use a completion action.
You want to pull a one-time list of all prospects in your southeast territory.
You need a rule based on the criteria of southeast territory that runs one time. Use a segmentation rule.
You want to create a Salesforce task when a prospect submits a form and has a grade greater than B+.
You need a rule that performs an action based on the criteria of prospect grade is greater than B+ and a form submission. Use an automation rule.
You want to create a list that you can use for an engagement program. Prospects are added to the list when they have a score of 100 and a grade of at least a B+. They are removed from the list when their score falls below 100 or grade falls below B+.
You need a rule that updates a list based on the criteria of a score greater than 100 and a grade that is greater than B+. Therefore, you need a rule that runs more than once, updates a list, and is based on criteria. Use a dynamic list.