SFMC Consultant Flashcards
(123 cards)
A bank wants to send out a series of emails to new customers that open a checking or savings account. The emails will be used to educate and inform customers regarding their current account and other bank offerings. Data for the campaign will be in two data extensions: Customer and New Accounts.
The Customer data extension is currently used for multiple campaigns and is updated at 1:00 a.m. The New Accounts data is encrypted and will be placed on the SFTP at 10:00 p.m.
Which automated workflow meets the customers’ requirements?
A. A scheduled automation which starts at 2:00 a.m. and executes Data Extract Activity > Import File Activity > SQL Query Activity > Wait Activity > Send Email Activity.
B. A drop automation which executes File Transfer Activity > Import File Activity > SQL Query Activity > Wait Activity > Send Email Activity.
C. A scheduled automation which starts at 2:00 a.m. and executes a File Transfer Activity > Import File Activity > SQL Query Activities > Wait Activity > Send Email Activity.
D. A scheduled automation which starts at 12:00 a.m. and executes a File Transfer Activity > Import File Activity > SQL Query Activities > Wait Activity > Send Email Activity.
C. A scheduled automation which starts at 2:00 a.m. and executes a File Transfer Activity > Import File Activity > SQL Query Activities > Wait Activity > Send Email Activity.
Explanation:
Should start after 1:00 AM after data update. Since its encrypted so File transfer is required.
ABC Company wants to automate the sending of shipping notices and a customer survey.
- Shipping notices will be sent once a day.
- The shipping file will be placed on the FTP some time after 4:00 p.m.
- The shipping data will be sorted in the Shipping Notice data extension.
- A field in the data extension will contain the shipping date.
- The survey needs to be sent at 9:00 a.m., exactly 10 days after the customer’s order ships.
Which workflow would most effectively enable ABC Company to do this?
A. Automation 1: Triggered Import File -> Filter -> Send Email -> Wait-> Filter -> Send Email
B. Automation 1: Scheduled to run daily at 7:00 PM Import File -> Filter -> Send Email -> Wait -> Filter -> Send Email
C. Automation 1: Scheduled to run daily at 7:00 PM Automation 2: Scheduled to run daily at 9:00 AM Import File -> Filter -> Send Email -> Filter -> Send Email
D. Automation 1: Triggered Automation 2: Scheduled to run daily at 9:00 AM Import File -> Filter -> Send Email -> Filter -> Send Email
A. Automation 1: Triggered Import File -> Filter -> Send Email -> Wait-> Filter -> Send Email
Explanation:
If a question is related to automation and it mentions that a file will be available in the FTP always at a specific time, your answer will be an option with a scheduled automation. Scheduled automations are used when you know the time a file is pushed into FTP and it always runs at a scheduled time. If a question is related to automation and there is an uncertainty when the file will be pushed to FTP (ex; a day before last working day / if a date falls on a weekend, it will be available on last Friday etc.), your answer will be an option with a Triggered Automation. Triggered Automations are fired as soon as a file hits a specific location within FTP. Transfer activity is involved when file is encrypted.
During discovery, the customer outlines data requirements and the anticipated use of Marketing Cloud with the following criteria:
Customer data will be fully refreshed every night via Import File Activity from the customer’s data warehouse.
Contact records will be augmented by relational data tables via Contact Builder. Customer ID will be used as the unique identifier for each contact.
Which statement differentiates the use of data extensions over lists?
A. Data extensions are necessary for Contact Builder.
B. Data extensions allow for add/update Import File Activity.
C. Data extensions can store HTML code as an attribute.
D. Data extensions support Customer ID to be used as Subscriber Key.
A. Data extensions are necessary for Contact Builder.
A customer wants Sales Cloud users to create and send Marketing Cloud emails.
Which two recommendations should the consultant make? (Choose two.)
A. The consultant should enable deep linking in Marketing Cloud Connect configuration.
B. Each user should have a one-to-one relationship between the Marketing Cloud user and the Sales Cloud user.
C. Each Sales Cloud user should have a System Administrator Profile and a Role at the top of the Role Hierarchy.
D. The consultant should enable the Create Email feature on the user Profile in Sales Cloud.
A. The consultant should enable deep linking in Marketing Cloud Connect configuration.
B. Each user should have a one-to-one relationship between the Marketing Cloud user and the Sales Cloud user.
Why would a contact fail to enter a Journey Builder interaction? (Choose three.)
A. The interaction has an A/B/n split, and the contact does not meet the criteria.
B. The interaction allows re-entry only after exiting, and the contact already exists.
C. The contact falls below the High Water Mark.
D. The contact did not meet the entry criteria.
E. The entry event was not fired via Automation Studio.
B. The interaction allows re-entry only after exiting, and the contact already exists.
C. The contact falls below the High Water Mark.
D. The contact did not meet the entry criteria.
A customer is collecting data from a Smart Capture form that stores submissions in a data extension. The customer wants an email was sent to the marketing manager each morning that contains the previous days submissions as a CSV attachment. Assuming that the customer has the attachments feature enabled.
Which automation workflow will accomplish this?
A. Scheduled Automation: Data Extract > SQL Query > Transfer File > Send Email
B. Triggered Automation: SQL Query > Data Extract > Transfer File > Send Email
C. Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email
D. Triggered Automation: Data Extract > SQL Query > Transfer File > Send Email
C. Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email
ABC Company has to import a file that will be different every time. What method should be used? A. Add Only B. Update Only C. Overwrite D. Add/Update
C. Overwrite
Explanation:
In overwrite everything is changed. Removed and then added.
ABC Company wants to import files at certain standard times, but occasionally a file will be dropped on a Friday if the 30th of the month falls on a weekend.
What is the flow?
A. A user-initiated message to send an email to customers who made a purchase daily.
B. Triggered Import - user initiated send (not scheduled).
C. A scheduled automation to send emails to customers who made a purchase daily.
B. Triggered Import - user initiated send (not scheduled).
If a question is related to automation and it mentions that a file will be available in the FTP always at a specific time, your answer will be an option with a scheduled automation. Scheduled automations are used when you know the time a file is pushed into FTP and it always runs at a scheduled time. If a question is related to automation and there is an uncertainty when the file will be pushed to FTP (ex; a day before last working day / if a date falls on a weekend, it will be available on last Friday etc.), your answer will be an option with a Triggered Automation. Triggered Automations are fired as soon as a file hits a specific location within FTP. Transfer activity is involved when file in encrypted.
Northern Trail Outfitters (NTO) experienced a 24-hour website outage beginning on a peak shopping day, as a result, a number of logged-in customer’s shopping sessions were disrupted. When the site is back online, the retailer would like to encourage those shoppers to return the site and continue their shopping.
What action should Northern Trail Outfitters (NTO) take?
A. Create and send an apology email which includes a discount for a future purchase to all customers.
B. Do NOT send an email, as outage may have increased negative sentiment, resulting in unsubscribes.
C. Import a file of logged-in customers into NTO’s existing Abandoned Cart journey in Journey Builder.
D. Create a user-initiated message to logged-in customers to send once the website is restored.
C. Import a file of logged-in customers into NTO’s existing Abandoned Cart journey in Journey Builder.
The answer can be 1 or 3. But the most appropriate solution is 1. Sending emails will not take the user to a state where they left on the website. This requires developer involvement.
A user in Marketing Cloud needs to send an email to a Salesforce Report via a Send Flow process.
How should the consultant meet this requirement?
A. Assign the integrated user the Marketing Cloud for AppExchange User permission in Sales Cloud.
B. Create data validation rules for the integrated user in Sales Cloud.
C. Create a Salesforce Data Extension for the user to select during a Send Flow.
D. Add custom VisualForce Page to the page layouts in Marketing Cloud.
C. Create a Salesforce Data Extension for the user to select during a Send Flow.
Analyst of Northern Trail Outfitters (NTO) marketing team needs to pull email metrics for an upcoming quarterly company meeting. These metrics need to be reported per email campaign for each of NTO’s Business Units: • Number of Sends • Delivery Rate • Overall Bounce Rate • Block Bounce Rate • Open Rate • Click Rate • Complaint Rate • Unsubscribe Rate Which email report should NTO’s Marketing Analyst pull from Marketing Cloud to get this information? A. Campaign Email Tracking Report B. Account Send Summary Report C. Email Send Report D. Email Performance Over Time Report
A. Campaign Email Tracking Report
Northern Trail Outfitters is concerned with their sender reputation and needs consistent visibility into subscribers who report their email as spam.
How should they determine which subscribers reported their email as spam so they can flag those records in their customer service database?
A. An automation that queries the Complaint data view.
B. An automation that queries the Unsubscribe data view.
C. An automation that generates the Spam Complaints Over Time Report.
D. An automation that generates the Unsubscribe Event Extract.
A. An automation that queries the Complaint data view.
A retail company’s database of record resides at a third party company that also keeps track of purchase history. Their database only updates once a day where new records can be created and merged. The database uses the unique identified “Customer ID”.
The company wants to send real-time Welcome emails to newly registered website users who provide their email address in exchange for getting 10% off their first order, and ensure this send is connected to “Customer ID” in the database. What three key issues should be addressed? (Choose three.)
A. How will Marketing Cloud and the database synchronize?
B. What will be used as Subscriber Key?
C. Will the company need a custom preference center?
D. What publication lists will be used?
E. Will new users have an “Customer ID”?
A. How will Marketing Cloud and the database synchronize?
C. Will the company need a custom preference center?
D. What publication lists will be used?
When joining a data extension in Contact Builder, in which scenario should a consultant mark the Use as Root checkbox?
A. Supplemental data for an interaction in Journey Builder.
B. One-to-Many Relationship to the Contact Record.
C. Data for both Email and MobileConnect sends.
D. Database of record other than All Subscribers.
D. Database of record other than All Subscribers.
ABC Company needs to reduce the amount of work when managing messages to customers, but cannot add any more personnel due to budget constraints. There has been an increased number of customer purchases on their website, and the team currently sends batch order confirmations.
What solution will decrease manual workloads on the team and will improve their customers experience?
A. A user-initiated message to send an email to customers who made a purchase daily.
B. A triggered message to send an email as soon as a customer completes a purchase.
C. A scheduled automation to send emails to customers who made a purchase daily.
D. A triggered automation to send emails to customers who have made a purchase.
B. A triggered message to send an email as soon as a customer completes a purchase.
Explanation: Transactional message (Order confirmation) requires triggered message.
A retail company’s database of record resides at a third party company that also keeps track of purchase history. Their database only updates once a day where new records can be created and merged. The database uses the unique identified “Customer ID”.
The company wants to send real-time Welcome emails to newly registered website users who provide their email address in exchange for getting 10% off their first order, and ensure this send is connected to “Customer ID” in the database. What three key issues should be addressed? (Choose three.)
A. How will Marketing Cloud and the database synchronize?
B. What will be used as Subscriber Key?
C. Will the company need a custom preference center?
D. What publication lists will be used?
E. Will new users have an “Customer ID”?
A. How will Marketing Cloud and the database synchronize?
C. Will the company need a custom preference center?
D. What publication lists will be used?
When joining a data extension in Contact Builder, in which scenario should a consultant mark the Use as Root checkbox?
A. Supplemental data for an interaction in Journey Builder.
B. One-to-Many Relationship to the Contact Record.
C. Data for both Email and MobileConnect sends.
D. Database of record other than All Subscribers.
D. Database of record other than All Subscribers.
ABC Company needs to reduce the amount of work when managing messages to customers, but cannot add any more personnel due to budget constraints. There has been an increased number of customer purchases on their website, and the team currently sends batch order confirmations.
What solution will decrease manual workloads on the team and will improve their customers experience?
A. A user-initiated message to send an email to customers who made a purchase daily.
B. A triggered message to send an email as soon as a customer completes a purchase.
C. A scheduled automation to send emails to customers who made a purchase daily.
D. A triggered automation to send emails to customers who have made a purchase.
B. A triggered message to send an email as soon as a customer completes a purchase.
Explanation: Transactional message (Order confirmation) requires triggered message.
A customer executes a large number of sends via Marketing Cloud connect and is concerned about API limits.
What should the consultant suggest to minimize the impact of Marketing Cloud Connect on daily API limits? (Choose two.)
A. Filter data
B. Upgrade the MC account to ConnectedApp
C. Turn off link details tracking
D. Turn off Individual Levels Tracking
B. Upgrade the MC account to ConnectedApp
D. Turn off Individual Levels Tracking
A customer wants to perform an email send to a subset of a Synchronized Data Extension referencing Sales Cloud custom object data and return tracking to Sales Cloud. What approaches should the consultant recommend? (Choose two.)
A. Use SQL Query Activities to create a Sendable Synchronized Data Extension.
B. Use Synchronized Data Sources to sync Sales Cloud objects to Marketing Cloud.
C. Use SQL Query Activities to output a Sendable Salesforce Data Extension.
D. Use Data Filters to segment data to output a Sendable Data Extension.
B. Use Synchronized Data Sources to sync Sales Cloud objects to Marketing Cloud.
C. Use SQL Query Activities to output a Sendable Salesforce Data Extension.
Marketing Cloud user needs the email addresses of everyone who unsubscribed from a particular email send. This user does not know SQL and does not have access to the enhanced FTP account.
What functionality should be used to retrieve the necessary data?
A. My Reports
B. My Tracking
C. Data Views
D. Tracking Extract
B. My Tracking
A customer needs to import data from an SFTP site. The customer wants to:
Segment the contents of the file and then send emails.
Transfer the file to the SFTP site at various times daily. Send to data extensions.
Which workflow should meet these requirements?
A. Triggered Automation: Import File > Group Refresh > Send Email(s)
B. Scheduled Automation: Import File > SQL Query(s) > Send Email(s)
C. Triggered Automation: Import File > SQL Query(s) > Send Email(s)
D. Scheduled Automation: Transfer File > Import File > SQL Query(s) > Send Email(s)
C. Triggered Automation: Import File > SQL Query(s) > Send Email(s)
If a question is related to automation and it mentions that a file will be available in the FTP always at a specific time, your answer will be an option with a scheduled automation. Scheduled automations are used when you know the time a file is pushed into FTP and it always runs at a scheduled time. If a question is related to automation and there is an uncertainty when the file will be pushed to FTP (ex; a day before last working day / if a date falls on a weekend, it will be available on last Friday etc.), your answer will be an option with a Triggered Automation. Triggered Automation’s are fired as soon as a file hits a specific location within FTP. Transfer activity is involved when file in encrypted.
A customer wants to create a journey in Journey Builder with the goal of making users activate their accounts within 72 hours of registration.
New account registrations are stored in a data extension via an API call with a Boolean field indicating whether the subscriber has activated their account. The journey should send activation reminder emails 24 hours and 48 hours after creating an account.
Which sequence of activities should be used for the customer’s journey?
A. 24 hour Wait > Decision Split > Send Email > 24 hour Wait > Decision Split > Send Email
B. 24 hour Wait > Decision Split > Send Email > 48 hour Wait > Decision Split > Send Email
C. Decision Split >24 hour Wait > Send Email > Decision Split > 48 hour Wait > Send Email
D. Decision Split >24 hour Wait > Send Email > Decision Split > 24 hour Wait > Send Email
A. 24 hour Wait > Decision Split > Send Email > 24 hour Wait > Decision Split > Send Email
A consultant is configuring Marketing Cloud Connect in Marketing Cloud. The customer requires that integrated users only have access to Sales Cloud data visible to them in their Salesforce account.
How would the consultant ensure that this requirement is met?
A. Ensure that the User is assigned as System Administrator in Sales Cloud.
B. Check the Scope by User box in Marketing Cloud.
C. Ensure that the User has the correct profile in Marketing Cloud.
D. Create a User in Sales Cloud with a System Administrator Profile.
B. Check the Scope by User box in Marketing Cloud.