Lead Management Part 1 (24%) Flashcards
(166 cards)
1
Q
What are the four automation tools in Pardot?
A
automation rules, completion actions, segmentation rules, and dynamic lists
2
Q
Completion actions
A
Allow you to automate directly from a marketing element, such as a form, file, or email send.
3
Q
Segmentation rules
A
Allow you to create a one-time list of prospects and apply a segmentation action based on specific criteria.
4
Q
Automation rules
A
Allow you to create repeatable, criteria-based rules that find matching prospects and apply actions to them.
5
Q
Dynamic lists
A
Allow you to create lists that update automatically based on specific criteria.
6
Q
Automation Rule Action: Adds a prospect to a list.
A
Add prospect to list
7
Q
Automation Rule Action: Tags a prospect with the Salesforce campaign of your choice.
A
Add prospect to Salesforce campaign
8
Q
Automation Rule Action: Adjusts a prospect’s score by a selected number or resets it to a specific number.
A
Adjust Prospect Score
9
Q
Automation Rule Action: Adjusts a prospect’s score by a selected number for a scoring category.
A
Adjust Prospect Score for Scoring Category
10
Q
Automation Rule Action: Allows assigned prospects who were previously deleted in Salesforce to create a lead the next time they sync with the CRM. Typically, when a lead or contact is deleted in Salesforce, the corresponding prospect in Pardot is flagged to never recreate a lead in the CRM. This action can also be used when a prospect has matched “Do Not Sync with CRM” via an automation rule.
A
Allow Deleted CRM Lead or Contact to Recreate from Pardot
11
Q
Automation Rule Action: Applies a tag to a prospect.
A
Apply tags
12
Q
Automation Rule Action: Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects.
A
Assign prospect to queue
13
Q
Automation Rule Action: Assigns a prospect to a user. This action doesn’t reassign prospects.
A
Assign prospect to user
14
Q
Automation Rule Action: Assigns a prospect to a user in a group. This action doesn’t reassign prospects.
A
Assign prospect to user in group
15
Q
Automation Rule Action: Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back down to Pardot after assignment in Salesforce. This action doesn’t reassign prospects.
A
Assign prospect via Salesforce active assignment rule
16
Q
Automation Rule Action: Changes grading criteria for a profile.
A
Change profile criteria
17
Q
Automation Rule Action: Changes the prospect’s Pardot campaign.
A
Set prospect’s first touch campaign
18
Q
Automation Rule Action: Changes a custom field value.
A
Change prospect custom field value
19
Q
Automation Rule Action: Changes a default field value.
A
Change prospect default field value
20
Q
Automation Rule Action: Changes a prospect’s profile when the requirements of the rule are fulfilled.
A
Change prospect profile
21
Q
Automation Rule Action: Clears a field value. Unverify your Salesforce connector before using this action to clear field values, and clear the corresponding field in the CRM before reverifying the connector.
A
Clear prospect field value
22
Q
Automation Rule Action: Creates a Salesforce task for prospects.
A
Create Salesforce task
23
Q
Automation Rule Action: Flags a prospect as Do Not Sync, preventing the prospect from syncing with your CRM.
A
Do Not Sync With CRM
24
Q
Automation Rule Action: Adds to or subtracts from values for number fields.
A
Increment prospect field value
25
Automation Rule Action: Marks a prospect as reviewed. Assigned prospects aren’t marked as reviewed.
Mark as reviewed
26
Automation Rule Action: Notifies the prospect’s assigned user when a prospect meets the criteria of the rule.
Notify assigned user
27
Automation Rule Action: Notifies a user when a prospect meets the criteria of the rule.
Notify user
28
Automation Rule Action: Removes a prospect from a list.
Remove prospect from list
29
Automation Rule Action: Removes tags from a prospect.
Remove tags
30
Automation Rule Action: Sends a prospect an email. When multiple prospect records have the same email address, all prospects match the rule, but the rule’s action is applied to the first prospect the rule finds. The other prospect records show “Not Applied: Duplicate Email” in the Applied At column.
Send prospect email
31
Do completion actions trigger immediately?
Yes.
32
Do completion actions fire every time an action is taken?
Yes.
33
Are completion actions retroactive?
No.
34
What's the main difference between completion actions and automation rules?
Completion actions fire each and every time an action is completed.
35
If you have multiple completion actions on a marketing asset, which actions run first? Give an example.
The actions that affect other automations run first. Example: Assign to User + Notify User + Set Custom Field = Assign to User > Set Custom Field > Notify User.
36
NAVIGATION Q. How do you add a completion action to an existing form?
Content | Forms | NAME OF FORM > Edit Form > + Add new completion action > Select ACTION from drop down > Confirm & Save
37
What makes a Page Action different from a Completion Action?
Page Actions are Completion Actions but Page Actions have a criterion "Has a prospect viewed this page?"
38
Do anonymous Visitors trigger Completion Actions?
No.
39
What needs to be implemented on your website for Page Actions to work?
A Pardot tracking code or tracking code
40
You can also set page actions on multiple pages with the same domain, how?
by using a wildcard. For example, if you enter www.getcloudy.com/* as the URL for the page action, Pardot sets that page action on every page that’s part of the www.getcloudy.com domain.
41
If a prospect visits www.example.com/products/form and you have a page action set up to execute for www.example.com/products/form and a wildcard page action for www.example.com/products/*, which one does Pardot match first? Why?
www.example.com/products/form because Pardot matches the most specific page action first
42
NAVIGATION How do you set up a page action that increases score by 25?
Click Automations | Page Actions. Click +Add Page Action. Name the Page Action . Enter the URL. Enter score. Click Create Page Action.
43
Do automation rules continuously look for prospects who match the rule criteria?
Yes.
44
Automation rules are retroactive with one exception, what?
any changes after the rule becomes live are not retroactive
45
Do automation rules begin in the "paused" status?
Yes.
46
How many times can an automation rule can match a prospect?
You decide unlimited or a fixed number. Select the repeat checkbox. Select the number of times to repeat.
47
What happens to prospects that had matched an automation rule before it was deleted?
The automation rule no longer runs but the actions it had already applied to prospects stay in effect.
48
Can automation rules be restored from the recyle bin?
Yes.
49
What does the operator "is" do?
exact match but not case sensitive
50
What does the operator "contains" do?
Job title VP, Vice or Manager are all good for contains
51
How would you create an automation rule that creates a SFDC task for the CRM owner for prospects who
Automations | Automation Rules. Click +Add automation rule. Enter name. Select folder. Leave Repeat rule unchecked. Select Match All. Click +Add new rule. Dropdown select Prospect Score. Dropdown is greater than. Click +Add new action. Dropdown select Create Salesforce task...
52
Which marketing elements are Completion Actions available for?
forms, form handlers, files, custom redirects, emails, and page actions.
53
How many times do completion actions activate for email clicks?
Once per prospect.
54
Which completion actions are throttled?
Adjust Score and Send Autoresponder Email
55
Do completion actions activate for Visitors?
No.
56
Do completion actions execute for image file downloads or filtered activities?
No.
57
Do completion actions based on link clicks trigger on unsubscribe links or email preference page clicks?
No.
58
How long is the throttling period for Adjust Score for file downloads and custom redirects?
24 hours
59
How long is the throttling period for Send Autoresponder Action: Asset = Form, Form Handler, Other
10 minutes, 4 hours, 4 hours
60
How do you disable throttling for Send Autoresponder Action for Form and Form Handler?
Enable Always display form after submission and Enable Disable Visitor Activity Throttling and send autoresponder emails after every submission
61
Completion Action: Add tags
Applies a tag to a prospect.
62
Completion Action: Add to list
Adds a prospect to a list.
63
Completion Action: Add to Salesforce campaign
Tags a prospect with the Salesforce campaign of your choice. You must place this action before the assignment actions (Assign prospect via Salesforce active assignment rule, Assign to queue, or Assign to user). Otherwise, the campaign isn’t assigned correctly.
64
Completion Action: Adjust score
Adjusts a prospect’s score by a selected number or resets it to a specific number.
65
Completion Action: Adjust score for Scoring Category
Adjusts a prospect’s score by a selected number for a scoring category.
66
Completion Action: Assign prospect via Salesforce active assignment rule
Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back down to Pardot after assignment in Salesforce. This action doesn’t reassign prospects.
67
Completion Action: Assign to queue
Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects. Don’t use this action if your connector syncs Pardot prospects to Salesforce contacts instead of leads.
68
Completion Action: Assign to user
Assigns a prospect to a user. This action doesn’t reassign prospects. Always make this action the last completion action in a series. Accounts with a Salesforce connector sync a new prospect with the CRM after the user assignment before other completion actions fire.
69
Completion Action: Change prospect custom field value
Changes a custom field value.
70
Completion Action: Change prospect default field value
Changes a default field value.
71
Completion Action: Create Salesforce task†
Creates a Salesforce task for prospects. If the prospect doesn’t have a corresponding record in Salesforce, the task isn’t synced until the prospect is assigned to a user, a queue‡, a group‡, or via an active assignment rule.
72
Completion Action: Increment prospect field value
Adds to or subtracts from values for number fields.
73
Completion Action: Notify assigned user
Notifies the prospect’s assigned user.
74
Completion Action: Notify user
Notifies a user.
75
Completion Action: Notify user via Twilio (phone)
Notifies a user by phone if the Twilio connector is verified.
76
Completion Action: Register for webinar
Registers the prospect for an upcoming webinar.
77
Completion Action: Remove from list
Removes a prospect from a list.
78
Completion Action: Remove tags
Removes tags from a prospect.
79
Sends a prospect an autoresponder email. This action is throttled in some circumstances. See Completion Action Throttling for more information.
Send autoresponder email
80
Changes a prospect’s profile.
Set profile
81
Changes the prospect’s Pardot campaign.
Set prospect's first touch campaign
82
How would you write a rule that matched prospects who are not assigned to User1 or User2?
Match ALL. Prospect assigned user ISN'T User1 AND Prospect assigned user ISN'T User2
83
How do you create an Automation Rule?
Automations Tab | Automation Rules. Click +Add Automation Rule. Name rule. Select Match Type: All or Any. Rules section: for individual criteria click +Add new rule, for sets of criteria, click + Add new rule group. Actions section, click +Add new action. Click Create automation rules. Preview. Resume automation rules.
84
What punctuation mark do you use to separate criteria?
A semi-colon (;)
85
Where are the Automation Rule Criteria found in Pardot?
The criteria are available in the first dropdown in the Rules section of your automation rule.
86
How many custom objects are we able to use in Pardot?
4
87
How would you change a prospect’s profile to Executive Buyer if the person is in Texas, works at a midsize company (100 to 250 employees), and has a score of 8 to 10 for corporate culture.
RULES: Match Type | Match All. Prospect default field | State | is | TX. Prospect account field | Number of Employees | is between | 100 and 250. Prospect custom field | Corporate Culture | is between | 8 and 10. ACTIONS: Change prospect profile | Executive Buyer
88
If I make changes to my automation rule, will these new criteria and actions apply to already matched prospects?
It depends. Once a prospect matches an automation rule, all of the actions that are defined at that time in the rule are applied to that prospect and it is flagged as matching. If the rule isn't set to repeat, and you add new actions later, they will not be applied to prospects who have already matched. If you add new criteria to the rule, the rule will not 'unapply' actions to prospects who no longer match.
89
Will an automation rule ever match a prospect more than once?
An automation rule can match a prospect more than once if you enable Repeat Rule. Otherwise, an automation rule will only affect a prospect one time. Rules don't 'un-match' prospects when they no longer meet a rule's criteria.
90
How many automation rules can I have in my account?
Standard/Growth Edition accounts can have up to 50 automation rules at any given time. Pro/Plus Edition accounts can have up to 100 automation rules and Ultimate/Advanced Edition accounts can have up to 150 automation rules. Automation rules that have been deleted and are in the recycling bin don't count towards this number. Additional automation rules can be added to your account by contacting your account executive.
91
How do I use an automation rule to add prospects to an Unsubscribed list?
To create a list of unsubscribed prospects you will want to use the following setup: Rules: Prospect default field | Do Not Email | is Do Not Email. Action: Add prospect to list | Unsubscribe List
92
Is it necessary to add both Do Not Email field and Unsubscribe field to your criteria for an unsubscribed list?
No, because if a prospect unsubscribes or is imported as an opt-out, the Do Not Email field is marked.
93
Which actions are available to all five Pardot assets?
Add [prospect] to list. Remove [prospect] from list. Apply tags/ Add tags. Remove tags.
94
What are the five Pardot assets that do Actions?
Automation Rules. Segmentation Rules. Completion Actions. Engagement Actions. Tables.
95
Which actions are exclusively Table Actions (Note: only some Tables have these actions).
Delete. Merge.
96
What are all the possible Table Actions? (Note: Tables usually have 3 or 4 of all these actions).
Add [prospect] to list. Remove [prospect] from list. Apply tags/ Add tags. Remove tags. Assign Prospect to user. Assign Prospect to group. Increment prospect field value (for use with number fields). Mark as reviewed. Merge.
97
What are all the available Automation Rule Actions?
Add prospect to list. Remove prospect from list. Add prospect to Salesforce campaign. Adjust Prospect Score. Adjust Prospect Score for Scoring Category. Allow Deleted CRM Lead or Contact to Recreate from Pardot. Apply tags. Remove Tags. Assign prospect to queue. Assign prospect to user. Assign prospect to user in group. Assign prospect via Salesforce active assignment rule. Change profile criteria. Set prospect's first touch campaign. Change prospect custom field value. Change prospect default field value. Change prospect profile. Clear prospect field value. Create Salesforce task. Do Not Sync With CRM. Increment prospect field value. Mark as reviewed. Notify assigned user. Notify user. Remove prospect from list. Send prospect email.
98
Which action is exclusively a Completion Action?
Send autoresponder email.
99
Which action is exclusively a Segmentation Rule?
Add list
100
Which action is exclusively an Automation Rule?
Allow Deleted CRM Lead or Contact to Recreate from Pardot
101
Which actions require a Salesforce Connector?
Add to Salesforce campaign. Assign prospect to queue. Assign prospect via Salesforce active assignment rule. Create a Salesforce task
102
If a form is on a Pardot Landing Page what should the automation rule CRITERIA be for a prospect who completes a form?
Prospect landing page | Select landing page | was completed successfully
103
If the form is hosted on an external page (a page you host) what should the automation rule CRITERIA be for a prospect who completes a form?
Prospect form | Select form | was completed successfully
104
If a form is on a Pardot landing page, what will receive credit for the unique views and conversions.
The Pardot Landing Page.
105
If the form is on an external page what will receive credit for the unique views and conversions?
The form.
106
What happens if I have multiple prospects with the same email address, and my automation rule has a 'Send Prospect Email' action?
All prospects with the same email will match the rule, but all of the rule's actions will be applied only to the first prospect the rule finds — not necessarily the record with the most recent activity. If the rule is set to repeat, the first prospect that the rule finds will have all actions applied once the prospect is eligible to match again. The prospect records that didn't have the actions applied will show Not Applied: Duplicate Emailinstead of a timestamp in the Applied At column in prospect audits and the automation rule's prospect table.
107
Can I undo the actions once the Automation Rule has matched prospects?
Unfortunately, there is no way to undo the actions that have been done in a rule. You cannot revert back the actions, so we recommend you use the 'Preview' feature and make sure the rule is correctly built before resuming it.
108
Will an automation rule change a prospect's owner?
No, even if they meet the criteria for the rule. Assigning actions will assign 'Reviewed' prospects.
109
Can I preview/test matches for automation rules?
Yes. Use the automation preview to ensure that automation rules only take action on the prospects that you intend for it to effect.
110
Are automation rules retroactive?
Sort of. When automation rules are created, or an existing rule's criteria is edited, and the rule is unpaused, the rule will search through all prospects in your account to find matches. In this way, rules are retroactive -- a prospect could have begun meeting the criteria last week, but if the automation rule is created today the rule will still find them and match them. If you edit criteria, it will not retroactively unmatch prospects.
111
What are the two biggest differences between Automation Rules and Segmentation Rules?
Automation Rules offer the most comprehensive set of actions and run continuously but Segmentation Rules offer limited actions (that all deal with building lists and campaigns) and run once.
112
Segmentation Rule Action: Add prospect to list
Adds a prospect to a list.
113
Segmentation Rule Action: Add prospect to Salesforce campaign
Tags a prospect with a Salesforce campaign.
114
Segmentation Rule Action: Add list
Adds prospects that match the segmentation rule to a new list.
115
Segmentation Rule Action: Apply tags
Applies a tag to a prospect.
116
Segmentation Rule Action: Remove prospect from list
Removes a prospect from a list.
117
Segmentation Rule Action: Remove tags
Removes tags from a prospect.
118
Segmentation & Automation Rule Criteria: Prospect account field
Filters prospects based on the value of an account field. Prospects must have an account to match, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.
119
Segmentation & Automation Rule Criteria: Prospect assigned queue
Filters prospects based on whether the prospect is assigned to a Salesforce queue.
120
Segmentation & Automation Rule Criteria: Prospect assigned user
Filters prospects based on the user the prospect is assigned to.
121
Segmentation & Automation Rule Criteria: Prospect assignment status
Filters prospects based on whether the prospect is assigned to a user or queue.
122
Segmentation & Automation Rule Criteria: Prospect campaign
Filters prospects based on a Pardot campaign.
123
Segmentation & Automation Rule Criteria: Prospect CRM campaign
Filters prospects based on the prospect’s Salesforce campaign. Prospects must be associated with at least one Salesforce campaign, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.
124
Segmentation & Automation Rule Criteria: Prospect CRM campaign status
Filters prospects based on the status of the prospect’s Salesforce campaign.
125
Segmentation & Automation Rule Criteria: Prospect CRM status
Filters prospects based on the status of the prospect’s synced CRM record.
126
Segmentation & Automation Rule Criteria: Prospect custom field
Filters prospects based on the value of a custom field on the prospect record.
127
Segmentation & Automation Rule Criteria: Prospect custom redirect
Filters prospects based on a custom redirect click.
128
Segmentation & Automation Rule Criteria: Prospect default field
Filters prospects based on the value of a default field on the prospect record.
129
Segmentation & Automation Rule Criteria: Prospect email opens
Filters prospects based on whether a prospect has opened an email within a given number of days or weeks.
130
Segmentation & Automation Rule Criteria: Prospect email status
Filters prospects based on whether the user’s email status is Opted Out, Do Not Email, hard bounce detected, or soft bounce detected.
131
Segmentation & Automation Rule Criteria: Prospect file
Filters prospects based on a non-image file download.
132
Segmentation & Automation Rule Criteria: Prospect form
Filters prospects based on a form view or submission. If the form is on a Pardot landing page, use a Pardot page for the rule instead.
133
Segmentation & Automation Rule Criteria: Prospect form handler
Filters prospects based on a form handler submission.
134
Segmentation & Automation Rule Criteria: Prospect grade
Filters prospects based on a prospect’s grade.
135
Segmentation & Automation Rule Criteria: Prospect landing page
Filters prospects based on a landing page view or submission.
136
Segmentation & Automation Rule Criteria: Prospect list
Filters prospects based on a prospect’s list membership.
137
Segmentation & Automation Rule Criteria: Prospect opportunity
Finds prospects using the relation group functionality. It allows users to define multiple rules that must all match a single opportunity tied to a prospect for that prospect to match the relation group. This criteria doesn’t work inside a rule group.
138
Segmentation & Automation Rule Criteria: Prospect opportunity custom field
Finds prospects based on custom field values stored in an opportunity to which the prospect is tied as a contact.
139
Segmentation & Automation Rule Criteria: Prospect opportunity default field
Finds prospects based on default field values stored in an opportunity to which the prospect is tied as a contact.
140
Segmentation & Automation Rule Criteria: Prospect opportunity status
Filters prospects based on a prospect’s opportunity status.
141
Segmentation & Automation Rule Criteria: Prospect profile
Filters prospects based on a prospect’s profile.
142
Segmentation & Automation Rule Criteria: Prospect public list opt-in status
Filters prospects based on whether a user is opted in or out of a public list from the email preference center.
143
Segmentation & Automation Rule Criteria: Prospect query
Filters prospects based on a prospect search. Includes site search, paid search, and organic search.
144
Segmentation & Automation Rule Criteria: Prospect score
Filters prospects based on a prospect’s score.
145
Segmentation & Automation Rule Criteria: Prospect score for Scoring Category
Filters prospects based on a prospect’s score for a scoring category.
146
Segmentation & Automation Rule Criteria: Prospect tag
Filters prospects based on a prospect’s tags.
147
Segmentation & Automation Rule Criteria: Prospect time
Filters prospects based on the number of days since a prospect was created or since the prospect’s last activity. Day is defined as between 12 AM and 11:59 PM in the Pardot account’s time zone.
148
Segmentation & Automation Rule Criteria: Prospect webinar
Filters prospects based on whether the prospect was absent, attended, or registered for a webinar. This criteria is available if your account has a verified webinar connector.
149
Segmentation & Automation Rule Criteria: Visitor Google Analytics parameter
Filters prospects based on the values of Google Analytics fields in a prospect’s record.
150
Segmentation & Automation Rule Criteria: Visitor hostname
Filters prospects based on the prospect’s hostname.
151
Automation Rule Criteria: Prospect account custom object
Filters prospects based on the prospect’s relationship to a custom object.
Knowledge Article: Custom Objects FAQ
152
Automation Rule Criteria: Prospect custom object
Filters prospects based on the prospect’s relationship to a custom object.
Knowledge Article: Custom Objects FAQ
153
Automation Rule Criteria: Prospect external activity
Filters prospects based on specified activities that occur in third-party apps. This criteria requires Marketing App Extensions to be configured in Salesforce Marketing Setup.
154
NAVIGATION: How to create a Segmentation Rule
Standalone Pardot: Marketing | Segmentation | Rules OR Lightning App: Prospects and then Segmentation | Rules. Click + Add Segmentation Rule. Name the rule. Select Match Type. Under RULES, add individual or sets of criteria. Click Preview. Run Segmentation.
155
When should you use static lists?
When you have no reason to remove prospects, e.g., all prospects who complete you Contact Us form.
156
Can Static lists be adjusted manually?
Yes.
157
Can Dynamic lists be adjusted manually?
No.
158
Do Static lists run once?
Yes.
159
Do Dynamic lists run once?
No. Membership is refreshed based on prospects matching and unmatching criteria.
160
Where are Static lists seen in Pardot?
Available as an option in dropdowns in Import Screens and Data Tables.
161
Where are Dynamic lists seen in Pardot?
Are not seen as an option in dropdowns in import screen, data tables, or anywhere else where you manually control list membership.
162
Are Static Lists CRM-visible?
Yes.
163
Are Dynamic Lists CRM-visible?
No.
164
When is a Dynamic List most helpful?
When you’re creating a list based on prospect data that changes often.
165
Can you convert a Static list to a Dynamic list?
No.
166
NAVIGATION: How to create a Dynamic List
Open the Lists Page: In standalone Pardot: Marketing | Segmentation | Lists OR in Lightning: select Prospects then Segmentation | Segmentation Lists. Click +Add List. Name the List. Select other options. Select Dynamic List. Click Set Rules. Select a match type. +Add new rule or +Add new rule group. Preview. Run Rules.
