Pardot Targeting allows you to sync a Pardot List to Drift and send your prospects and customers a personalized Playbook!
You can now personalize Playbooks for:
- target accounts
- high MQL leads
- different products, roles, job titles, behaviors, events, and more!
In this doc, we'll cover
- Syncing your Pardot Lists into Drift as a segment
- Adding these segments to a Playbook audience
Syncing your Pardot Lists to Drift
Firstly, if you haven't already, make sure you've connected your Pardot account to Drift. For full instructions on how to do that, go here!
Once you've connected your account, let's get your Lists into Drift!
Navigate to the "Imports" section within the Contacts view, or click here! You'll see a few options on screen. Click Import Pardot List.
On the next screen, you'll see all of your Pardot Lists. You can filter them by Dynamic or Static Lists by clicking the downward carat in the top left corner.
Next, choose which of the lists you'd like to import into Drift. You can select multiple lists at a time by using the check boxes on the left. When you've made your selections, click the Import button at the top right! You'll see a modal pop up to confirm your list selections. Hit "Import" again to confirm!
All prospects from the selected lists whose latest activity includes a "visitor_id" (cookie value) will be synced over to Drift. Having the "visitor_id" (cookie value) is needed for Conversational ABM targeting. Prospects will be removed from the Pardot segment in Drift when they are removed from the list in Pardot.
After confirming your import, you'll see an info message to let you know that importing those lists often takes 15 minutes or more. You can click "Pardot Segments" to be brought to the segments page to see all of your segments in Drift.
If it's a larger list, the created segment might be blank. However, it will populate when the import finishes!
Adding Pardot Segments to a Playbook Audience
You can easily add your created Pardot segments to a Playbook audience. Click "All Segments" in the drop down and navigate to "Pardot Segments."
You can then easily add these segments to a bot Playbook audience! Click the Add to Playbook button.
From the Segments page, Pardot Lists can only be added to the audience of bot Playbooks. If you'd like to add your Lists to another type of Playbook, you can do that from the Playbook itself!
You'll see a modal with two fields, one for selecting which bot Playbook you'd like to add this segment to, and one for whether you want them to be specifically included or excluded.
Make your selections for Playbook and inclusion/exclusion, then hit "Add to audience." You'll see a success message and there's nothing more to it!
Currently, you can only add one segment at a time to a Playbook audience.