LenoxSoft dispatches service technicians to customer locations when their hardware is malfunctioning. After a service call, a customer service satisfaction rating is recorded and stored on the Case object in Salesforce. TheLenoxSoft marketing team would like to use a high (>8) rating to classify a prospect as ""Satisfied."" Satisfied customers need to be automatically added to a specific engagement program for future up-selling.
What process would accomplish this in Pardot?
- Lookup field to copy the satisfaction rating from cases to contacts and map that field to Pardot prospects > Dynamic list where prospects match when the prospect has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program
- Pardot custom object mapped to the Case object > Dynamic list where prospects match when the Case prospect custom object has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program
- Pardot custom object mapped to the Case object > Static list and add all prospects whose Case prospect custom object has a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program
- Workflow to copy the satisfaction rating from cases to contacts and map that field to Pardot prospects > Static list and add prospects who have a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program"
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