What happens when we split a Dynamic List?
Posted: Sun Dec 22, 2024 9:23 am
Dynamic lists simplify our marketing efforts and make Pardot more efficient. They maintain themselves and are ideal for frequently changing data, but it’s important to remember not every list needs to be a dynamic list.
Sometimes, we may just need a list where prospects are on the list - for good. For example, if we required a list of prospects who have downloaded a specific white paper from our website.
Ever created a dynamic list and hundreds of prospects match? One solution to this: split the list!
Splitting a dynamic list creates static lists. Once number phone in cambodia a split has occurred, a prospect who was on the dynamic list will not automatically be added to the split lists via the rule criteria.
Although you do have the option to choose if the original dynamic list prospects will be evenly distributed to the list, or by a specific distribution percentage, we’re unable to decide who is on which list. This will be done randomly within Pardot.
Additionally, these new static lists will be living alongside the original dynamic list - but cannot revert back to a dynamic list again.
What needs to be considered before creating Dynamic Lists?
Before we jump in feet first and start creating new Pardot dynamic lists, it’s important to consider which lists benefit from being dynamic.
Key points we recommend to clients are:
Using dynamic lists for scheduled emails means the email will only be sent to prospects who match the list at the time of sending. Prospects may be removed from the lists before the scheduled date and therefore not receive the email.
Membership is based on prospects meeting the rule-based criteria, users are unable to manually add / remove prospects to dynamic lists.
Dynamic lists are not available as an option in dropdowns during the import process, nor are they available in the dropdowns on data tables in Pardot.
Dynamic lists are not visible in the CRM list management view dropdown.
Account or opportunity rule criteria will only match prospects that have an associated opportunity or account.
Deleting the list will move the dynamic list to the recycling bin only and will not delete the prospects on the list.
If a dynamic list is archived, the automations will continue to run but the list will not be available for list email sends or in engagement studio programs.
We always encourage clients to utilise Pardot’s automation tools, especially Dynamic lists, thanks to their time-saving benefits for segmentation.
Not only are they super easy to set up with but they require no maintenance and can automatically build a list of prospects who fulfil certain criteria.
If you have any questions about setting up and using Pardot dynamic lists, please reach out!
Sometimes, we may just need a list where prospects are on the list - for good. For example, if we required a list of prospects who have downloaded a specific white paper from our website.
Ever created a dynamic list and hundreds of prospects match? One solution to this: split the list!
Splitting a dynamic list creates static lists. Once number phone in cambodia a split has occurred, a prospect who was on the dynamic list will not automatically be added to the split lists via the rule criteria.
Although you do have the option to choose if the original dynamic list prospects will be evenly distributed to the list, or by a specific distribution percentage, we’re unable to decide who is on which list. This will be done randomly within Pardot.
Additionally, these new static lists will be living alongside the original dynamic list - but cannot revert back to a dynamic list again.
What needs to be considered before creating Dynamic Lists?
Before we jump in feet first and start creating new Pardot dynamic lists, it’s important to consider which lists benefit from being dynamic.
Key points we recommend to clients are:
Using dynamic lists for scheduled emails means the email will only be sent to prospects who match the list at the time of sending. Prospects may be removed from the lists before the scheduled date and therefore not receive the email.
Membership is based on prospects meeting the rule-based criteria, users are unable to manually add / remove prospects to dynamic lists.
Dynamic lists are not available as an option in dropdowns during the import process, nor are they available in the dropdowns on data tables in Pardot.
Dynamic lists are not visible in the CRM list management view dropdown.
Account or opportunity rule criteria will only match prospects that have an associated opportunity or account.
Deleting the list will move the dynamic list to the recycling bin only and will not delete the prospects on the list.
If a dynamic list is archived, the automations will continue to run but the list will not be available for list email sends or in engagement studio programs.
We always encourage clients to utilise Pardot’s automation tools, especially Dynamic lists, thanks to their time-saving benefits for segmentation.
Not only are they super easy to set up with but they require no maintenance and can automatically build a list of prospects who fulfil certain criteria.
If you have any questions about setting up and using Pardot dynamic lists, please reach out!