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Maximizing Customer Trust and Efficiency: Mastering Data Retention Automation with Account Engagement
Pardot streamlines data retention policy management with automation tools like Engagement Studio. It tracks prospect activity and triggers automated actions, such as sending re-engagement emails or flagging inactive records for review. Automation rules and segmented lists help identify and manage records reaching the end of their retention period, so they can be archived, anonymized, or deleted per regulations like GDPR. Integrating with Salesforce, Pardot synchronizes updates and deletions, reducing manual effort and supporting compliance.
Jay
Hofman
Senior Manager – Marketing Automation & Business and Development Data Protection - Lead, Jtc Group Holdings Ltd
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