HomeUncategorizedUse Cases For Incremental Field Values In Pardot

Use Cases For Incremental Field Values In Pardot

You’ll come across several tools for the use of Pardot. Pardot training has become very convenient with all the new modules and resources. One of the best Pardot solutions available in the market is Incremental Field Values.

Incremental field values offer a plethora of cool automation options. This is the practice of using a number field in Pardot, and gradually increasing the value of that number field depending on potential interaction. 

What Pardot Automation Is This Available For?

This feature is available on automation rules and completion actions as well. Any user will use each piece of functionality depending on their particular use case. For instance, Completion Actions are the best option if you need to count every time the action is completed. Conversely, Automation Rules is the functionality you’d need if you need to run the setup only once. This basically means the functions can be used to count distinct activities that present you with an overall number of distinct actions that are undertaken. Here we have mentioned some scenarios to give you a better picture. 

Use Cases For Incremental Field Values

Checking The Number Of gated Content Downloads or Form Submissions

If, for instance, you’re looking to find out the overall number of pieces of gated content the user has downloaded, or the number of demo request forms they have submitted. It gets really confusing to get the information out of the box with Pardot unless you report on this manually. Here, Incremental Field Values can be of great use. 

That being said, if your need is to find the number of gated content a prospect has downloaded, you can do this with the Automation Rule. For example, if they download your GDPR whitepaper, and you want to increment a prospect field by 1, the Automation Rule will only count this download once, despite the prospect downloading the GDPR whitepaper several times. Having this set up for all your whitepapers will give you the number of unique whitepapers your prospect has downloaded. 

Counting Logins To Customer Portals

Having a customer portal is always an advantage for any company. If your company has a company portal, you might know that Pardot forms cannot handle passwords. However, there are certain cases where people feel the need to track into Pardot how many times a prospect had logged into their customer portal. This may happen when they are trying to re-engage prospects who haven’t logged in with a certain time frame, to notify them of the perks of using their platform. If such is your case, all you need to do is to ensure that you have a Pardot Form Handler alongside your login form. With this, every time a prospect tries to log in, your form handler completion action will increment the value in the login field. This will enable you to search prospects who don’t have a value in that particular field – or below a certain number. You will then be able to target those prospects in re-engagement campaigns. 

Evaluating The Amount Of Times A Page Has Been Visited

Pardot Page Actions allows you to see all unique prospects along with all the prospects that have viewed your page. You will also have the option to check views at a certain time. However, you still won’t be able to see how many times a prospect has visited a specific page. This is where incremental field values come in handy. For this, you’ll have to set up a Completion Action on your Page Action to increment the value every time a prospect appears on the page. 

This will give you a comprehensive view of everything the prospect is doing on your website. It will also enable you to automate depending on the field value. For instance, if a prospect comes to the pricing page of your website several times, you can notify your sales representative. 

Take It A Step Further

Now that we’ve established the significance of all these approaches, here comes the real deal – you can also mix all or any of the approaches with a date field. This date field can be used to timestamp the last time an action was taken. For instance, if it’s the case of the gated content downloads, you will get the entire number of downloads along with the date for when the piece of gated download was last downloaded. 

Having any of these solutions can prove to be extremely beneficial for your business. If you’re looking to set up any of the above-mentioned solutions, get in touch with Seamless Ideas and have our experts provide you with Pardo support.  

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