Automation Rules are one of the most powerful tools in Account Engagement (Pardot). Whether that is your lead management or opt-in process, this tool is essential to keep everything working. However, as of October 31st this year, real-time automation rules will become a thing of the past.
You might ask, what are real-time automation rules and why is this happening?
Well, real-time is an optional setting on automation rules for older accounts. When enabled, the actions set on the rule immediately follow prospect updates, rather than in batches as normal. As this could affect the loading of your other assets, the following warning from Salesforce reminds you of the consequences:
“We recommend against running automation rules in real time unless the action is very time sensitive. Intensive, real-time rules could cause slower load times for forms and landing pages. Rules not running in real time will be processed in batches regularly.”
Even though we also advise our customers to use it carefully, there were times when this setting was useful. For example, any time where imminent action was required, such as with consent management processes. In addition, it was a great way to prioritize certain automation rules above others, such as lead assignments.
But this year, Salesforce decided to retire this setting as recently released features now provide a safer solution. On 31st October 2022, the real-time setting will no longer be available.
Zoe Fisher
Principal Marketing Automation Consultant
Well, take a look at your account and review if you have any real-time automation rules. You can do that by using the filter on automation rules:
But fear not, though the real-time setting will be gone, there are other ways to benefit from automation rules. Get some inspiration from our blog post, Ways You Can Use Pardot Automation Rules. And if you want any further advice, get in touch with our expert team.
This Pardot article written by:
Nebula Consulting
Get the most out of marketing automation with Pardot. Attract and nurture leads with personalized, targeted journeys and adapt quickly with intelligent campaign performance insights. Start with the right building blocks to ensure you get the most out of your marketing automation strategy.
Original Pardot Article: https://nebulaconsulting.co.uk/insights/say-goodbye-to-real-time-automation-rules/
Find more great Pardot articles at https://nebulaconsulting.co.uk/insights/
Pardot Experts Blog
We have categorized all the different Pardot articles by topics.
Pardot Topic Categories
- Account Based Marketing (ABM) (8)
- Business Units (13)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Demand Generation (8)
- Dynamic Content (5)
- Einstein Features (11)
- Email Delivery (18)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (14)
- Industries (1)
- Non Profit (1)
- Landing Pages (10)
- Lead Generation (1)
- Lead Management (12)
- Lead Routing (2)
- Lead Scoring (15)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (2)
- Marketing Cloud Account Engagement (4)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (3)
- Pardot Admin (62)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (3)
- Pardot Custom Objects (3)
- Pardot Email Builder (7)
- Pardot Email Templates (9)
- HML (6)
- Pardot Events (16)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (27)
- Form Handlers (7)
- Pardot Integrations (21)
- Data Cloud (1)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (1)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (19)
- Pardot Sandboxes (2)
- Pardot Segmentation (4)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (22)
- Salesforce and Pardot (29)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (4)
- Salesforce Flows (1)
- Salesforce Campaigns (20)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (483)
- Cheshire Impact (9)
- Greenkey Digital (47)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (53)
- Pardot Geeks (38)
- Salesforce Ben | The Drip (235)
- SalesLabX (2)
- Slalom (2)
- Unfettered Marketing (45)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)
More Pardot Articles
See all posts
This Pardot article written by:
Nebula Consulting
Get the most out of marketing automation with Pardot. Attract and nurture leads with personalized, targeted journeys and adapt quickly with intelligent campaign performance insights. Start with the right building blocks to ensure you get the most out of your marketing automation strategy.
Original Pardot Article: https://nebulaconsulting.co.uk/insights/say-goodbye-to-real-time-automation-rules/
Find more great Pardot articles at https://nebulaconsulting.co.uk/insights/