The eagerly awaited conditional completion actions feature is now available in Summer '22 release of MCAE/Pardot. So what can you do with them and what are the limitations? I recently explored this topic in a presentation to the Marketing Life Hacks community group.
Some things we discussed in this session:
Limitations: the 1/6/16 Rule, plus the "0" group
Using "Contains" to best effect
Often forgotten features that add power to conditional completion actions
Suggested use cases for Conditional Completion Actions such as: - Selectively creating leads - Conditional resubscribe - Event RSVP
Gotchas to watch out for
Tool mentioned in this session: Creuz Your Data.
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Great video, Bill! Regarding the sequence in which completion actions fire: yeah, the documentation might say they fire randomly, but when I did my own testing they *absolutely* fired in the order they appear in the list. Particularly problematic is when "Assign to user" is placed before field updates, which syncs the Prospect to CRM *before* all field updates have been made, which then requires an additional sync a few minutes later, which causes issues when you have fields set to "Use most recently updated record." Sounds like the product team told you rightly, but maybe Pardot is "officially" saying actions do not fire in sequential order to cover themselves in the rare cases where they do not?