List Management & Security/Access

Question 1

Distinguish the capabilities of, use cases for, and an understanding of how to create different types of lists.

Answer 1

Lists are groups of prospects that can be used to send list emails to to build drip campaigns

When viewing a list, you can see the total number of prospects, the number of mailable prospects (those that are not marked as “do not email” or “opted out”) and the percentage of mailable prospects

Question 2

Types of lists

Answer 2

Static – fixed list of prospects

Dynamic – rule-based lists of prospects that automatically update as prospect data changes

Suppression – used to omit a selected group of prospects from list emails or drip campaigns; valuable when prospects may be on more than one list and you want to make sure one of those lists does not receive email

Test Lists – used to send test emails

Question 3

evaluate and apply the appropriate list management process.

Answer 3

Key – know when to use a static list, dynamic list or suppression list

Generally based around whether the prospects in the list should change with changes to the prospect data or not

Question 4

Identify how to provide Pardot access:

Answer 4

• Standard

- Single Sign On

Question 5

Identify how to provide Pardot access: Standard

Answer 5

Admin> User Management> Users
Click Add User
Click Send Activation Email to send an email to the user – prompts them to choose a password/security question.
User permissions needed to grant access to Pardot: Pardot Administrator or Marketing role

Question 6

Distinguish between and identify the implications of the four default user roles.

Answer 6

User Roles define which Pardot features and data a user has access too; they are assigned when users are created.

You can’t modify default roles; you clone and then edit them.

Question 7

Default Roles

Answer 7

Administrator
- Have access to all settings, prospect data, and modules

Marketing

• Have control over prospect data and the marketing modules
• Can create lists, forms, landing pages, and sending list emails.
• Cannot edit other users

Sales Manager

• Have access to all prospect data and visitors but no marketing functionality
• Can send one-to-one emails to prospects, but can’t send list emails

Sales

• Simplest interface view with access only to prospect management functionality.
• Can send one-to-one emails to prospects, but can’t send list emails.
• Can view, edit, and export prospects assigned to them.

Question 8

Administrator role

Answer 8

Administrator

- Have access to all settings, prospect data, and modules

Question 9

Marketing role

Answer 9

Marketing

• Have control over prospect data and the marketing modules
• Can create lists, forms, landing pages, and sending list emails.
• Cannot edit other users

Question 10

Sales Manager role

Answer 10

Sales Manager

• Have access to all prospect data and visitors but no marketing functionality
• Can send one-to-one emails to prospects, but can’t send list emails

Question 11

Sales role

Answer 11

Sales

• Simplest interface view with access only to prospect management functionality.
• Can send one-to-one emails to prospects, but can’t send list emails.
• Can view, edit, and export prospects assigned to them.