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Pardot Manage Prospect Tags

Updated

Purpose

Add or Delete Tags from Prospect records.

 

Category Location: All, System specific

 

Pre-requisites 

The Pardot Manage Prospect Tags task template does not automatically check for existing tags. You will need to set up a pre-check process using the Infer Value task template prior to configuring the Pardot Manage Tag for Prospect task template.    

You can learn more about the Infer Value task template HERE. 

The input data source for this job should be your Pardot Prospects Object. 

PardotTag1.png
  1. Inference Mapping - Use the Pardot Tag Object as the reference data source. Make sure this data source regularly imports records and is up-to-date. 
  2. Compare the input value from - Select the Prospect ID field from the Pardot Prospects Object.
  3. To the look-up value from - Select the Tag ID field from the Pardot Tag Object. 
  4. Match method - Use exact match as the match method.
  5. Output value - Output the Tag ID from the Pardot Tag Object.
  6. Write output to - Create a new attribute to store matched Tag ID's.

Click Save to save your configurations. You are now ready to set up the Pardot Manage Prospect Tags task template. 

NOTE: This pre-check process is only compatible if you are adding tags or deleting tags. It is not recommended if you are adding and deleting tags within the same job.  

Task Description

Pardot Manage Tag for Prospect Add.png
  1. Pardot Prospect Data Target: Select the Pardot Prospect data target you've created.
  2. Action: Select to Add or Delete tags to Prospects.
  3. Tag: Select either the specific tag from the drop down list or select Use attribute which contains Tag Id when the Tag Id is an attribute in your input data source.
  4. Tag ID: (required) Select the field in your input data source that contains the Tag ID. This field will not be shown if you selected a specific Tag id in #3 above.
  5. Prospect ID: Select the Prospect Id attribute. (required if adding tags to a prospect)

Create Filters

You must filter matched Prospects from the Infer Value task when configuring the Pardot Manage Prospect Tags task template. Filters depend on the action selected in the template (add or delete). 

  • If you are adding tags - Use Filter Input to create a filter where matched records have no value. 
PardotTag2.png
  • If you are deleting tags - Use Filter Input to create a filter where matched records have value. 
PArdotTag3.png

 

Tips

  • The Data Target must already exist.
  • The Tag must be defined in Pardot prior to running the task.
  • The output data set will contain the following attribute fields which can be used for additional processing:
    • op_prospect_tag__errors: Text field that contains error messages that occurred (if any).
    • op_prospect_tag__reference: Contains the Prospect Tag Id.
    • op_prospect_tag__status: Contains the action performed: add or delete.
    • op_prospect_tag__success: Boolean field that contains yes/no depending on the success of the operation.
    • op_prospect_tag__time: Timestamp of the action taken by the task.

Resources 

Why is my Pardot Manage Prospect Tags task producing errors?

 

 

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