What is the process to add a prospect who visits a pricing page to a list?

A Page Action is the most direct and efficient automation tool in Salesforce Account Engagement (formerly Pardot) for this specific scenario. It is designed to trigger a completion action, such as 'Add to List,' when a prospect views a specific page that contains the Account Engagement tracking code. This allows for real-time list building based on a prospect's specific web browsing behavior, like visiting a pricing page.

B. Create a segmentation rule: A segmentation rule runs only once to create a static list. It does not continuously add new prospects who visit the page after the rule has run.

C. Use a Tag: A tag is a label used for organization and segmentation, not an automated process. A process (like a page action) would be required to apply the tag in the first place.

D. Create an automation rule: While an automation rule could achieve this, it is a more resource-intensive tool designed for complex, multi-criteria scenarios. A Page Action is the purpose-built, simpler tool specifically for this use case.

1. Salesforce Help, Account Engagement Documentation, "Page Actions": "Use page actions to create a completion action that is triggered by a prospect’s page view. You can apply page actions to any page that contains your Account Engagement tracking code." This document explicitly lists "Add to list" as a possible completion action.

2. Salesforce Help, Account Engagement Documentation, "Considerations for Page Actions": This section details the setup process, confirming that a Page URL is the trigger and a completion action (like adding to a list) is the result.

3. Salesforce Help, Account Engagement Documentation, "Automation Tools Overview": This guide compares automation tools. It defines Page Actions as the tool to "Trigger completion actions from a page view," distinguishing it from Segmentation Rules which "Build a list one time based on criteria" and Automation Rules which "Create criteria-based rules that are always looking for matching prospects." This clarifies why Page Action is the most appropriate choice.