---
title: Bluepoint Tier 2/3 Automation — Pardot Flows
type: article
created: '2026-02-18'
updated: '2026-02-18'
source_docs:
- raw/2026-02-18-check-in-mark-karly-123433351.md
tags:
- bluepoint
- pardot
- automation
- abm
- email
- salesforce
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Bluepoint Tier 2/3 Automation — Pardot Flows

## Overview

While Tier 1 ABM outreach for Bluepoint's PaperTube project uses a manual, personalized send workflow inside Salesforce (see [[wiki/clients/bluepoint/bluepoint-abm-system]]), Tier 2 and Tier 3 accounts are planned for automated delivery via Pardot flows. This article captures the current status, design intent, and outstanding dependencies for that automation work.

## Status

**Blocked — awaiting email copy from Voke.**

As of 2026-02-18, Voke is finalizing the email copy for Tier 2/3 outreach. Once copy is delivered, Mark will build the Pardot flows and segment the appropriate contacts into them.

## Design Intent

| Tier | Approach | Tool |
|------|----------|------|
| Tier 1 | Manual, personalized send via Salesforce quick action | Salesforce (custom `ABM Email` object) |
| Tier 2 | Automated flow | Pardot |
| Tier 3 | Automated flow | Pardot |

The Tier 2/3 flows follow the same general outreach sequence concept as Tier 1 (multi-step email cadence over ~30 days) but remove the manual send step — contacts move through the sequence automatically once enrolled.

## Email Format Consideration

Initial drafts were written as plain-text emails. During the 2026-02-18 check-in, Mark and Karly noted that converting them to **HTML styled to look like plain text** may be worth pursuing for deliverability and tracking reasons. Voke is writing copy as plain text; formatting decisions will be made at build time.

> "We made these as text emails, but then for a couple of different reasons, I think we concluded that maybe turning them into HTML that looks like text has some merit." — Mark Hope

## Contact Segmentation

Contacts will need to be sorted into the appropriate Tier 2 or Tier 3 flow at enrollment. The segmentation logic has not been fully defined yet and will be addressed when Mark builds the flows.

## Dependencies

- [ ] **Email copy from Voke** — expected within 1–2 days of 2026-02-18
- [ ] **Mark builds Pardot flows** — blocked on copy delivery
- [ ] **Contact segmentation** — to be defined during flow build

## Related

- [[wiki/clients/bluepoint/_index]]
- [[wiki/knowledge/crm-automation/bluepoint-abm-salesforce-system]]
- [[wiki/knowledge/crm-automation/abm-email-automation-aws-webhooks]]