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LSAT List Import Rules

Instructions for importing LSAT List into Pardot and syncing with SFDC.

LSAT List Procedures (as of 12/17/2018)

The LSAT List for Dylan shows the imported leads, https://alliantu.my.salesforce.com/00O38000004lLK0

Pardot can’t override the Lead Status in SFDC. They must be updated manually or using data loader.

Sync Behavior

If Pardot and Salesforce values differ when data sync occurs: Use Salesforce's value


The LSAT List is imported with the following fields:

Email


Lead Status

No Interest Status

Lead Source


Channel Source

Channel Source Detail


Source Detail


noname@gmail.com


PRE-LEAD

LSAT

Online



Email


LSAT List


7/1/2018



Campus                                Major                    First Name          Last Name          Street   City        State    

San Diego                            Juris Doctorate

San Francisco                     in Law (JD)                                                                                                           


Country                Phone                   Lead Owner                                                      

United                                                    Jose Hernandez or Karen Horn

States


The NoContactFlow 2018 LAW(JD)-Final V1 engagement program dynamic list rules are:

Dynamic List Rules

Prospect CRM status

Prospect CRM type is Lead

Prospect custom field

SFDC Created Date is after '2018-04-30'

Rule Group

Match any

·         Prospect custom field: Lead Status is 'INFO ONLY'

·         Prospect custom field: Lead Status is 'CALL BACK'

·         Prospect custom field: Lead Status is 'INQUIRED'

Rule Group

Match any

·         Prospect custom field: Entry Point is 'Facebook RFI'

·         Prospect custom field: Entry Point is 'DPD Landing Page'

·         Prospect custom field: Entry Point is 'info.alliant.edu RFI'

·         Prospect custom field: Entry Point is 'Alliant.edu RFI'

·         Prospect custom field: Entry Point is 'Live Chat'

·         Prospect custom field: Entry Point is 'Missed Chat during Hours'

·         Prospect custom field: Entry Point is 'Missed Chat After Hours'

The Leads have Entry Point and First Entry Point = Salesforce and Lead Status = PRE-LEAD so they do not enter the flows.


The NoContactFlow 2018 LAW(JD)-Final V1 (application) engagement program dynamic list rules are:

Dynamic List Rules

Prospect custom field

SFDC Created Date is after '2018-04-30'

Prospect account field

Prospect account field Is Lead Converted is false

Rule Group

Match any

·         Prospect account field: Prospect account field Pardot Lead Status is INQUIRED

·         Prospect account field: Prospect account field Pardot Lead Status is INFO ONLY

·         Prospect account field: Prospect account field Pardot Lead Status is CALL BACK

The Leads do not enter an account-based flow.


Creation date: 12/17/2018 1:30 PM (Debra)      Updated: 12/17/2018 1:31 PM (Debra)
Files
LSAT List Import Rules.docx
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