PRE Flashcards
(254 cards)
LenoxSoft has had a Product Interest form live on their website for the past 3 months. They would like to make sure that, moving forward, every time the form is submitted, a custom field is updated. They also want to update that custom field for anyone who has submitted the form before today. What combination of automation tools should LenoxSoft use to achieve this? Choose one answer
A. Automation rule and completion action
B. Segmentation rule and completion action
C. Dynamic list and automation rule
D. Completion action and dynamic list
A. Automation rule and completion action
LenoxSoft would like to implement a re-engagement program for prospects who are no longer active on their website. How should a Pardot marketer design an engagement program focused on providing exclusive offers and content to re-engage prospects? Choose one answer
A. Create an automation rule that adds prospects to a list with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Add the list as the recipient list to an engagement program that leads re-engaged prospects to a promotional offer.
B. Create a dynamic list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Add the list as the recipient list to an engagement program that leads re-engaged prospects to a promotional offer.
C. Create a segmentation list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Schedule a list email that includes a promotional offer to autosend every Friday going forward to re-engage prospects.
D. Create a dynamic list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Schedule a list email that includes a promotional offer to autosend every Friday going forward to re-engage prospects.
A. Create an automation rule that adds prospects to a list with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Add the list as the recipient list to an engagement program that leads re-engaged prospects to a promotional offer.
If a prospect clicks on a custom redirect after filling out a form, will the prospects assigned Pardot campaign change? Choose one answer
A. Yes, the Pardot campaign will change based on the page the custom redirect links to.
B. Yes, but only if the Pardot completion action for the custom redirect is set to change the campaign.
C. No, it’s not possible to change a Pardot campaign by clicking on a custom redirect.
D. No, a Pardot campaign will always stay the same since it’s a first touch point.
B. Yes, but only if the Pardot completion action for the custom redirect is set to change the campaign.
LenoxSoft’s Salesforce org uses various record types for their business units. LenoxSoft wants all new data collected in Pardot to quickly be created in Salesforce with a single, specific record type.
Which set of actions would ensure this behavior?
A. Automatically assign all prospects in Pardot and review the Salesforce Connector user’s permissions.
B. Create an Engagement Program in Pardot and verify the Salesforce connector.
C. Manually assign all prospects in Pardot and verify the Salesforce connector.
D. Regularly export data from Pardot and dataload file into Salesforce
A. Automatically assign all prospects in Pardot and review the Salesforce Connector user’s permissions.
LenoxSoft just purchased Pardot and will be migrating to Pardot from another marketing automation tool. On the initial kickoff call, the Marketing Manager shares their existing tool’s contract ends in 3 weeks.
Given the accelerated timeframe, what is the recommended first step?
A. Conduct a Strengths Weaknesses Opportunities and Threats (SWOT) analysis of their current marketing strategies
B. Complete the technical setup items and create Pardot users
C. Export all the data and assets from the existing tool
D. Install the Salesforce AppExchange Package and verify the Salesforce connector
C. Export all the data and assets from the existing tool
LenoxSoft currently has prospect and customer data located in their current email provider, spreadsheets from events, Salesforce, and LenoxSoft proprietary software. Specifically regarding their current email provider, what do you need to know before importing into Pardot to ensure a high deliverability rate in their initial Pardot email sends.
Choose 2 answers:
A. How many emails a month were sent from the current email provider.
B. Identify the currently mailable and unmailable prospects in their current email provider.
C. The date LenoxSoft last compared data between the email provider and Salesforce.
D. When was the last time a prospect was emailed in their current email provider.
B. Identify the currently mailable and unmailable prospects in their current email provider.
D. When was the last time a prospect was emailed in their current email provider.
During the kickoff call, the LenoxSoft Marketing Manager expressed an immediate need to re-engage with older leads that went cold. Given this requirement, which Pardot features are the the minimum requirement for a successful Engagement Program?
A. CNAME > Email Authentication > Email templates > Lists > Engagement program
B. CNAME > Salesforce connector > Email Templates > Lists > Engagement program
C. Email Authentication > Salesforce Connector > Email templates > Users > Engagement program
D. Tracking Code > CNAME > Email Templates > Dynamic Lists > Engagement program
A. CNAME > Email Authentication > Email templates > Lists > Engagement program
The LenoxSoft marketing manager wants to report to the CEO each month the number of new leads generated and what types of assets are generating those new leads. Identify the Pardot reports and associated KPIs that would provide these metrics.
Choose 2 answers:
A. Form Report: Conversions
B. Form Report: Impressions
C. Form Report: Submissions
D. Lifecycle Report: New Prospects Created
A. Form Report: Conversions
D. Lifecycle Report: New Prospects Created
Use as recipient or suppression list.
A. Static Lists
B. Dynamic Lists
A. Static Lists
B. Dynamic Lists
Use in list emails or engagement programs.
A. Static Lists
B. Dynamic Lists
A. Static Lists
B. Dynamic Lists
Use for general segmentation.
A. Static Lists
B. Dynamic Lists
A. Static Lists
B. Dynamic Lists
Change membership manually in Pardot or CRM.
A. Static Lists
B. Dynamic Lists
A. Static Lists
Change membership via automation tools (Completion Actions, Imports, or Rules).
A. Static Lists
B. Dynamic Lists
A. Static Lists
Add and remove membership automatically based on criteria.
A. Static Lists
B. Dynamic Lists
B. Dynamic Lists
Public List to display on Email Preference Page.
A. Static Lists
B. Dynamic Lists
A. Static Lists
B. Dynamic Lists
LenoxSoft wants to manually add customers to an engagement program who are approaching their renewal date, have not renewed and have not communicated with the renewals team.
A. Static Lists
B. Dynamic Lists
A. Static Lists
Once a prospect is updated to “Current Customer” status, LenoxSoft wants to ensure they are automatically added to the Current Customers list. Additionally, if customers do not renew, they should automatically be removed from this list.
A. Static Lists
B. Dynamic Lists
B. Dynamic Lists
LenoxSoft wants to create a re-engagement program that will nurture prospects if they’re last activity is greater than 90 days. Once they begin the re-engagement program, if they become active, the prospects need to remain in the program.
A. Static Lists
B. Dynamic Lists
A. Static Lists
Based upon current conversations, LenoxSoft wants to empower their sales team to add prospects to nurture programs from within Salesforce.
A. Static Lists
B. Dynamic Lists
A. Static Lists
LenoxSoft’s wants to ensure all prospects can opt-in for an engagement program via an email preference page.
A. Static Lists
B. Dynamic Lists
A. Static Lists
LenoxSoft wants to test two different engagement program strategies when nurturing their current customers to purchase a new, add-on product. They need to ensure half of their existing customer list receives Strategy A program and the other half receives Strategy B program.
A. Static Lists
B. Dynamic Lists
A. Static Lists
Lenoxsoft wants individual engagement programs for each of their sales ‘Status’ field values. They want to ensure as Status field values change, the prospect will automatically stop receiving the previous program and move to the next program to receive only the relevant content.
A. Static Lists
B. Dynamic Lists
B. Dynamic Lists
Prospect Assignment Features: Table actions
A. Manual
B. Automated
A. Manual
Prospect Assignment Features: Prospect record
A. Manual
B. Automated
A. Manual