Overview

This page is where you build, test, and report on your Engagement Program.

The Basics of Building and Testing

  1. Start building your program by naming it. Don't worry, you can change the name later.
  2. Choose a recipient list. This isn't required to build your program, but you will need to choose one before you can start your program.
  3. Add steps by clicking + and then selecting a trigger, action, or rule. For complete information and definitions, see Engagement Studio Trigger, Action, and Rule Reference.
  4. When you're done building, click the Test tab to test your program before you start it. See Testing Engagement Programs for complete information and tips for testing.

Your Engagement Program will not begin running until you click Start. We highly recommend testing your program before starting it.

For more complete information on building Engagement Programs, see Creating Engagement Programs.

Engagement Program Reporting

Once you've started an Engagement Program, you can view program metrics on the Report tab.

When you navigate to a program's report, you'll see your program logic with tooltip overlays. The tooltips provide high-level reporting statistics. Clicking on an individual step opens the step's Report Card and gives you more in-depth detail. For complete information about these metrics, see Engagement Program Reporting.

Pardot Success Community

Join our Success Community to collaborate and engage with other Pardot users.

Visit the Pardot Success Community

Training and Certification

Access Pardot’s training content, or find out more about becoming Pardot Certified.

Live and On-demand Training

Get Pardot Certified

Pardot Strategy Help

Get help with marketing automation strategy, best practices, and Pardot features.

Attend Office Hours

Technical Support

Contact Support for technical and troubleshooting questions, and manage your existing cases.

Contact Pardot Support