What is Pardot Optimizer? Optimizer for Salesforce Account Engagement (Pardot) makes actionable recommendations to help improve email send times, speed up automation processing, and more. This automatic recommendation tool keeps your Account Engagement application running at optimal performance. Optimizer tells you which recommendations are critical which can be a lower priority to you as an admin.
How can Salesforce Account Engagement users try out Optimizer?
Open Optimizer.
- In Account Engagement, select Admin and then select Optimizer.
- In the Lightning app, select Account Engagement Settings and then select Optimizer.
- Review your recommendations and act as needed.Use the Priority column to determine which recommended actions are the most critical.
- To pause and prioritize actions, use the table action manager in the Maintenance Resources section.
Pause or Resume.
- Open Optimizer.
- In Account Engagement, select Admin and then select Optimizer.
- In the Lightning app, select Account Engagement Settings and then select Optimizer.
- Under Maintenance Resources, click Table Action Manager.
- Use the action menu to pause or resume an action.
Dynamic lists require system bandwidth every time they update. To preserve dynamic lists you want to keep but don’t need updated automatically, convert them to static.
Open the Lists page.
- In Account Engagement, select Marketing | Segmentation | Lists.
- In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
- Select the lists you want to convert to static lists.
- Use the View dropdown menu to filter for only dynamic lists or inactive dynamic lists.
- Click the table action dropdown menu and select Convert to static.
- The option to convert to static is also available from the action menu on the record home for each dynamic list.
- In the confirmation window, select Yes, convert dynamic lists to static lists, and then click Convert.
After you convert a dynamic list to static, you must manually add and remove prospects. The list no longer updates based on rule criteria.
Optimizer gives you the big-picture view for each of your business units. If items need your attention, they’ll be flagged, plus you’ll be presented with proactive recommendations to take action quickly. Examples include monitoring email send times and visitor tracking.
- View and manage a list of suggested actions in a table, and prioritize by urgency and potential impact on your org.
- Use table actions to act on items in mass, for example, ‘add to list’.
- You can also pause and cancel jobs, to prevent org processing becoming overloaded, and generally have greater control.
- Gain an ‘at a glance’ understanding with the overall account health score gauge chart (to be confirmed).
You may be familiar with Salesforce Optimizer, and thought: “Why doesn’t Pardot have something equivalent?” – well, here you go! This was advertised in the roadmap as ‘pilot’ for Spring ‘23, but Optimizer launched in Spring ‘23, in beta.
Note: Beta is the second phase of public testing, this time to a wider, unrestricted sample of customers. Beta features come with a disclaimer that functionality may change between now and general availability – plus, they are typically unsupported or given very limited support.
In a nutshell, the Pardot Optimizer helps you get actionable recommendations to enable you to resolve issues and improve processing time. Optimizer is going to show you what’s using system bandwidth in your business unit and let you act to increase efficiency.
What does Pardot Optimizer do?
It’s a tech tool. Marketers like to optimize their marketing efforts, but this is something for the Martech folks instead.
We now have access to 4 Maintenance Resources – tools to bring and keep your Account Engagement business unit in great shape:
- Table Action Manager
- Inactive Automation Rules
- Inactive Dynamic Lists
- Unused Dynamic Lists.
Who Pardot Optimizer for then?
As it’s a tech tool for Pardot Administrators, it is only accessible by them. And if you’re a marketing user in Pardot, you must ask to get the Admin privileges to be able to use this new Pardot feature.
How can I get the Pardot optimizer?
The good news is that it’s already there. To find the Account Engagement Optimizer, just go into pi.Pardot.com, select Admin (or, click the Settings-tab in your Lightning menu if you’re in Salesforce) and from there pick Optimizer.
Account Engagement Optimizer – How to access it
To get started is literally a click of a button in a dialog popup box. Note: Enabling Optimizer for your business unit is permanent and can’t be undone.
Once enabled, on the Optimizer page you can see your recommendations. Then, you can act upon them as needed. There is a column to indicate which recommended actions are most critical.
What’s great about the Optimizer is that it’s specific and gives guidance on the following steps to help ensure that this instance doesn’t encounter any processing delays. Marketers should delete or pause these inactive engagement studio programs until they have determined the next best steps to tweak their program.
