Account Engagement (Pardot) Optimizer BETA was released with the Spring ‘23 new features, but it has become “Generally Available” as of the Summer ‘23 release. This new feature promises to help you identify and correct issues that may be negatively affecting your Business Unit’s processing power. In this blog, we’ll dive into everything you need to know to access and use the new Account Engagement Optimizer feature.
Accessing the Account Engagement Optimizer
To access the Optimizer, go to your Account Engagement Settings tab, “Optimizer” will appear as an option on the left-hand menu.
If you are using Default User Roles, only Administrators will have access to the Optimizer. If you are using Custom User Roles, make sure your custom role has the following permissions selected (edit Custom User Roles by going to Account Engagement Settings > User Management > Roles > then selecting the role you’d like to edit).
- Admin > View Optimizer
- Admin > View and Edit Pending Table Actions
- Marketing > View and Delete Automation Rules
- Marketing > View and Delete Lists
If you opted into the Beta before the Summer ‘23 release, there is nothing you need to do to continue using the Optimizer. If you did not opt into the Beta, the Optimizer should have auto-enabled when your org was upgraded to Summer ‘23.
Analyzing Your Optimizer Report Results
The Optimizer, with the help of Brandy, will provide one of three statuses for your business unit:
- Looking Good: No critical issues to address
- Pay Attention: There are a few recommended actions to improve your business unit
- Action Needed: There are critical issues and you should resolve them right away.
Prospect Change Monitor By Feature Chart
Next to Brandy and your Optimizer Status, you’ll see your Prospect Change Monitor By Feature chart.
This feature shows you which type of automations have made a change to Prospects in the last 24 hours. You can double click on each slice of the pie to drill into exactly which assets are making changes.
Changing Filter Views
In this view, you can also change your filters to show different date ranges and different views. I like to change my view to “All Processes” and Date Range to “Last 30 Days” to better keep an eye on which automations are running at least every month.
This view can be especially helpful in finding automations that may not have been set up in the most efficient way possible, such as an automation rule that is set to repeat every single day.
Next in the Optimizer report is your Configuration Issues. This table will show setup problems that are stopping you from full access to Account Engagement’s features. This can be issues like your sending domain not being verified or prospects being paused for bot-like behavior.
I tried to see if turning off Connected Campaigns would also trigger an issue here, but no dice. Hopefully, Salesforce will provide a list of all configuration issues that are checked in a future release, but in the meantime you can use our implementation checklist to ensure your Business Unit is configured correctly.
Performance Improvement Measures
Next is Performance Improvement Measures, this table shows you recommendations that will improve your Business Unit’s processing power. This table defaults to “Actionable Measures,” but you can change this view to “All” to see what else is being monitored.
This table is broken down into five columns:
- Measure: What exactly Optimizer is reviewing.
- Status: Whether the measure is in Good, Concerning, or Critical standing or if there are actions that can be taken. “Good” statuses will not show when this table is filtered to only show “Actionable Measures.”
- Feature Area: Which Account Engagement Features are involved in this measure.
- Recommendation: What next steps, if any, should you take. Most insights will also include links to documentation, which I personally love.
- History: If there is enough data for this measure, you can select the chart icon to see the measures for the last 8 days. These charts also shed light on what the Optimizer considers good, concerning, or critical.
Finally, you have Maintenance Resources. This section links to a few views and reports that can help your Business Unit run in tip-top shape. This includes 2 views we’re already used to: Inactive Automation Rules and Inactive Dynamic Lists, but also 2 new super useful views:
- Table Action Manager: This view allows you to pause, prioritize, and cancel actions currently running in the Business Unit. For example, say you recently kicked off an Automation Rule that will update 3,000 prospects, but you are also running a Dynamic List that is needed for an email send going out in 5 minutes. Now you can prioritize that Dynamic List over the Automation Rule rather than panicking if your Dynamic List is going to complete in time.
- Unused Dynamic Lists: This view shows you which Dynamic Lists have a blank Usage table. Now you no longer have to click into each Dynamic List to check if any assets are listed on the “Usage” tab, YAY!
Account Engagement Optimizer is Available Now
Now that Optimizer is available for all orgs, I would highly recommend you check the report at least monthly to keep an eye out for any potential issues. If you have any questions or neat tips about the Optimizer, let us know in the comments! Also, if you’re looking for other ways to improve your Business Unit’s processing power, check out our blog post, “4 Things to Clean in MCAE (Pardot) for Faster Processing Times.”