4 Dynamic Lists that make Pardot easier to use

A dynamic list is the best way to leverage your Pardot database. With this tool, you can significantly streamline your process of administrative tasks, segmentation of your prospects, and marketing aspects to make it more personalized. It assists you in keeping your data up to date and manageable easily and effectively.  Here are 4 dynamic lists that can improve and streamline the Pardot database. 

Competitors Segmentation

In your database, managing competitors can be a daunting and delicate task. By crafting a dynamic list based on email domains, you can effectively and efficiently manage and target your competitors without getting in contact with them directly and avoid conflicts and personal engagements. 

How to Set Up:

Use the company names usually present in the email addresses to separate competitor prospects from the rest. For example, @competitor1.com, @comp2.co.uk etc. Select the match criteria in the dynamic list to be ‘Prospect Default Field’ → ‘Email’ → ‘Contains’ → @competitor1.com, @compe2.co.uk

Tests Prospects Management

Testing in a marketing strategy can be very critical. to avoid merging with genuine leads and metrics, you can make a dynamic list to separate these tests and their results prospects for more accurate reporting and a separate database. 

How to Set Up

Using a process similar to the one described above, you can discover and pick out test prospects and either recycle them or do anything else you want. Use almost the same criteria for the dynamic list as the competitors’ list but replace the competitor names with a variation of the word test, ‘Prospect Default Field’ → ‘Email’ → ‘Contains’ → ‘test, testing, test.com, check, checking’ and any other variations you may have used. 

Active customers

Knowing your customers who are actively engaged is significant for marketing and retention strategies. With a dynamic list, Identify your active customers through Pardot by leveraging opportunity statuses, allowing you to focus on who is actively converted. 

How to Set Up

Find your customers by using the opportunity status as the criteria. Anyone who is a won opportunity is an active customer. Use these rules, ‘Prospect opportunity Status’ → ‘Opportunity Won’.

You can go a step further and create a new list of new customers by selecting ‘Match All’ and adding another rule, ‘Prospect opportunity default field’ → ‘closed’ → ‘less than’ → ‘3’ days ago. You can use any number of days you want to choose. 

Top targets

To maximize the sales, it is important to prioritize high-potential prospects. Dynamic lists help you make a segment of high-potential targets based on their profile, scores, leads, and engagement with the company. This segment assists the sales team in focusing and chasing who is more likely to convert. 

How to Set Up

Use this criteria, Match All, 

‘Prospect grade’ → ‘is greater than’ → ‘A’ (You can use A- or B+ or however your threshold works)

and

‘Prospect score’ → ‘is greater than’ → ‘80’ (Again, you can use 100 or 50 or 200, depending on the model)

Why Dynamic Lists Are Essential

Real-Time Segmentation

Dynamic list has many advantages. One of the biggest advantages is its real-time segmentation. In a dynamic list, whenever your audience interacts or engages with your content, it automatically updates the information added or removed based on the set of criteria. With the help of a dynamic list marketers can efficiently streamline their workflow without doing it manually all the time. 

Reducing Manual Work and Errors

With the help of a dynamic list, the chances of errors are highly reduced. Marketers can efficiently focus on what is more important and leave the dynamic list to do the work without making any errors. 

Enhancing Personalization

In a dynamic list, you can personalize your marketing and achieve your goals more efficiently. With continued prospect behavior, marketers can efficiently and personalize your messages and reach them more effectively by engaging with them according to their history, interaction, and status. 

Improving Campaign Performance

With the help of dynamic lists, you can easily target your audience, and keep up to date with prospects’ behavior, engagement, and interaction with your content. Dynamic lists are the best way to improve your campaign’s performance because you can optimize and personalize it anytime according to the needs and goals. 

Enhanced Data Accuracy

With the help of Dynamic Lists, your data of prospects stays accurate without any error because of constant updates in it. Dynamic lists reduce the risk of outdated data to make your work more efficient and effective. Real-time decisions can be made and engaged with the audience according to the existindatate accuracy.

Conclusion

Finally, implementing these 4 dynamic lists can leverage your marketing and database prospects and improve sales productivity, also allowing you to be organized and work more efficiently. These lists assist you in working and focusing on more potential leads to get favorable outcomes. Whether you are a startup or managing large businesses, a dynamic list can enhance your business outcome more positively help you focus on the top targets, and keep you organized..