Prospects

Question 1

Ways to create prospects in Pardot

Answer 1

Manually from the prospect list
Import from CSV
Capture information on forms and form handlers 
Landing page submissions
Via CRM Connector

Question 2

What do you need in order to manually add a prospect?

Answer 2

Score, Email, Campaign, Profile

Question 3

What does the prospect table display?

Answer 3

Name
Grade
Score
Company
Date of Last Activity

Question 4

When should you use a prospect audit table?

Answer 4

To track changes to the prospect record

Question 5

How to find all mailable prospects?

Answer 5

Settings > Usage Limits/Prospect List > Mailable Prospects

Question 6

Prospect table gear

Answer 6

Can edit, delete, or assign

Question 7

What are audits composed of?

Answer 7

Name of the action and the information that changed in regards to the prospect record

Question 8

Audit Table Activity: Assignment/Reassignment

Answer 8

If assigned manually, you’ll see “assigned by” or if it was matched to CRM owner, will see “reassignment by CRM”

Question 9

Audit Table Activity: Prospect Assignment Rule

Answer 9

When prospect matches an assignment rule and is assigned to a user

Question 10

Audit Table Activity: Campaign Change

Answer 10

Logs old value. Campaign changes are rare

Question 11

Audit Table Activity: Prospect Created - Form Submission

Answer 11

Records which form was submitted when prospect was created

Question 12

Audit Table Activity: Prospect Deleted/Restored from Recycle Bin

Answer 12

Records time of deletion or restoration

Question 13

Audit Table Activity: Prospect Default Field

Answer 13

Shows old values

Question 14

Audit Table Activity: Prospect Custom Field

Answer 14

Shows old values

Question 15

Audit Table Activity: Form Error

Answer 15

Records which field caused an error in form submission (incomplete or invalid entry)

Question 16

Audit Table Activity: List Added

Answer 16

Shows when prospect was added to a list

Question 17

Audit Table Activity: List Removed

Answer 17

Shows when prospect was removed from a list

Question 18

Audit Table Activity: Opportunity Added

Answer 18

Opps sync automatically. Logged in audit

Question 19

Audit Table Activity: Prospect Webinar Sync

Answer 19

Shows date/time of attendance information synced from webinar vendor

Question 20

Audit Table Activity: Prospect Geolocation Autofill

Answer 20

Shows date/time when country/state was updated through geolocation. IP Address updates also logged

Question 21

Audit Table Activity: Prospect Reviewed/Unreviewed

Answer 21

Shows date/time prospect was marked as reviewed or unreviewed

Question 22

Active Prospect

Answer 22

Has performed an activity (submitting form, page visits, clicks) not including email open/receive/bounce or opportunities

Question 23

How is a prospect’s source field populated?

Answer 23

Deteremined by the referring URL (page that the visitor was on before visiting a page with Pardot tracking code for the first time)

Question 24

What are the prospect table actions?

Answer 24

Add tags, add to list, assign to group, assign to user, delete, mark as reviewed, merge, remove from list, remove tags, star, unstar

Question 25

What user roles can add prospects manually?

Answer 25

Sales role or higher (Admin > Import Prospects)

Question 26

What are the available assignment actions?

Answer 26

Assign to group, assign to user, assign to queue, assign prospect via Salesforce active assignment rule

Question 27

What can you use to automate prospect assignments?

Answer 27

Automation Rules: assigned based on criteria Completion Actions: assigns based on form submission, page view, file download, or custom redirect click Engagement Program Actions: based on response

Question 28

Can you permanently delete prospects from the recycle bin?

Answer 28

Yes

Question 29

Do deleted prospects appear in reports?

Answer 29

No

Question 30

How do deleted prospects interact with page actions?

Answer 30

Page actions aren't triggered but page views show up in prospect activities

Question 31

How many prospects can you merge at once?

Answer 31

3

Question 32

What happens when prospects are merged?

Answer 32

Activities are aggregated, score is recalculated, nonmaster prospects are deleted permanently

Question 33

Why would you need to export prospects?

Answer 33

To perform bulk update, fix sync errors, or use data for external reporting

Question 34

Who can export prospects?

Answer 34

Marketing, Admin, Sales Manager

Question 35

What is the difference between opted out and do not email?

Answer 35

Opted out still receives autoresponder and operational emails

Question 36

Who can perform manual opt-ins?

Answer 36

Admin

Question 37

Who can perform manual opt-outs?

Answer 37

All (but only Marketing and Admin can opt out prospects not assigned to them)

Question 38

Whwere should you manage accounts if you have a connector?

Answer 38

From Salesforce, it will sync. Read only in Pardot. | If no connector, can manually edit.

Question 39

The "related" tab of the prospect record displays prospects that have what in common?

Answer 39

Email domain