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Conditional Completion Actions Overview

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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*As of April 2022, Pardot has been renamed Marketing Cloud Account Engagement, as part of Salesforce's effort to organize all the marketing products under the same platform umbrella. "MCAE" is simply the same Pardot we know and love under a new name. The product is temporarily being referred to as "Marketing Cloud Account Engagement powered by Pardot."   

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