---
schema_version: "1"
id: b60c397b1556e822c3129f8f2da0160c8b8a3d842e9f08bf4bd8c8d23402d09b
title: Create an Automation Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_automation_rule_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_automation_rule_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1134ef64830c6de3e84937a1876fc308c5d3a08890e9ba83303a5f83bb7f1630
description: Create an automation rule to perform criteria-based actions on prospects.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Create an Automation Rule

Create an automation rule to perform criteria-based actions on prospects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>All Account Engagement Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73223e56">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73223e56 ">To create an automation rule:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73223e56 ">
              <span>Account Engagement Administrator or Marketing
                role</span>
            </td>

          </tr>
        </tbody>
      </table>

1. Open the Automation Rules page.
    - In Account Engagement, select **Marketing** | **Automation** | **Automation Rules**.
    - In the Lightning app, open the Automations tab and then select **Automation Rules**.
2. Click **\+ Add Automation Rule**.
3. Name the rule.
4. (Optional) Select **Repeat Rule**. This option controls how many times the rule can match a prospect. If the rule is set to repeat, you can’t change this setting after you resume.
5. Select a match type.
    
    - **Match All**—Prospect must meet all criteria to match.
    - **Match Any**—Prospect must meet at least one rule to match.
6. In the Rules section, to add individual criteria, click **\+ Add new rule**. To add sets of criteria, click **\+ Add new rule group**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/images/icon_note.png)
    
    Note Separate criteria with a semicolon (;). The text field has a limit of 255 characters.
7. In the Actions section, click **\+ Add new action**, and select at least one action to apply when a prospect meets the criteria.
8. When finished, click **Create automation rules**.

The rule is saved in paused mode, and you can still edit it. Follow the instructions to preview the rule’s matches. Confirm that your rule works as expected, and click **Resume automation rules**.