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1 Flashcards

1
Q

Progressive profiling

A

Displays new fields based on fields that prospect completed on previous forms

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2
Q

Dependant fields

A

After completing field, new field becomes visible (Select country US and field ‘State’ appears)

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3
Q

How many prospects can you merge at the time?

A

Up to 3 at once

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4
Q

What happens to non primary prospects after they are merged?

A

Non primary prospects are permanently deleted

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5
Q

What kind of lists can be used as supression lists?

A

Static and Dynamic

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6
Q

Activities that don’t trigger sync between Pardot and Salesforce

A
  1. Page views
  2. Receiving or Opening email
  3. Prospect account changes
  4. Undeleting a prospect
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7
Q

What causes prospect to sync from Salesforce to Pardot

A
  1. Activities that update last modified timestamp

2. Updateing the assigned user to a lead or contact record

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8
Q

What KIOSK mode does?

A

Kiosk mode doesn’t cookie visitors

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9
Q

Conditional fields - for forms and form handlers?

A

Conditional fields doesn’t work for form handlers because Pardot doesn’t control your external form’s code behaviour

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10
Q

What happens if cookied prospect changes email address on a form handler

A

Additional prospect record is created

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11
Q

How often Engagement History metrics are refreshed?

A

Engagement History metrics are refreshed every few minutes, typically less than 10.

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12
Q

Segmentation rule definition

A

Allow you to create a one-time list of prospects and apply segmentation action based on specific criteria

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13
Q

Automation rules definition

A

Allow you to create repeatable, criteria-based rules that find matching prospects and apply actions to them

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14
Q

Dynamic lists definition

A

Allow you to create lists that update automatically based on specific criteria

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15
Q

Completion actions available for…

A
  1. Forms
  2. Form handlers
  3. Files
  4. Custom redirects
  5. Page actions
  6. Emails
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16
Q

How often do completion action execute on email link clicks?

A

Completion actions based on email link clicks execute once per prospect

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17
Q

What kind of actions are throttled?

A

Adjust score and send autoresponder email

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18
Q

For which link clicks completion actions do not trigger?

A

Unsubscribe and email preference page links

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19
Q

Can automation rules run more than once?

A

You can set automation rules to repeat. It allows to match prospects more than once and set time period to wait before repeating the rule

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20
Q

What happens if automation rule is restored from recycle bin?

A

Automation rule resumes if the rule is restored from recycle bin

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21
Q

Where can page actions be applied?

A

Apply page actions to any page that contains Pardot tracking code

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22
Q

How many page action notifications can be triggered per prospect?

A

One page action notification is triggered per prospect per hour

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23
Q

When page actions execute?

A

Page actions are not retroactive. They apply only when the page is accessed

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24
Q

What is measured by score?

A

Score measures intent and interest

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25
Q

What action prospect should perform that category score would be incremented?

A
  1. Submit a form or form handler
  2. Download a file
  3. Click custom redirect
  4. Click or open an email
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26
Q

How often scoring category updates sync with salesforce?

A

Every 15min

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27
Q

How many scoring categories an account can have?

A

Up to 50

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28
Q

What happens when you delete an asset with assigned scoring category?

A

Previously added points from that asset are removed from prospect’s score

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29
Q

Why can’t you delete scoring category?

A

You can’t delete scoring category that is actively assigned. Remove the folder assignment first

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30
Q

How prospects are graded?

A

Prospects are graded based on profiles. Profiles use criteria that you choose to determine how good of a fit a prospect is for your company

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31
Q

When prospect’s grade is displayed?

A

A grade is displayed only when a prospect has matched or not matched the assigned profile’s criteria

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32
Q

What happens when you edit profile’s criteria?

A

Editing profiles criteria causes associated prospects to be regraded

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33
Q

How to assign profile to a prospect?

A
  1. Manually
  2. Automation rule
  3. Completion action
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34
Q

Sender Policy Framework (SPF)

A

SPF is a form of email authentication that makes forging the sender of an email or email spoofing more difficult

35
Q

DomainKeys Identified Mail (DKIM)

A

DomainKeys is an email authentification system that verifies the DNS of an email sender and the message’s integrity

36
Q

Metrics Guard

A

Relies on tresholds to identify bursts of open and click activity that can be caused by email scammers or bots

37
Q

What is throttling period for custom redirects?

A

30 min

38
Q

Score VS grade

A

Score measures implicit interest in your product while grade measures explicit information provided by the prospect

39
Q

How can you modify scores?

A
  1. Automation rules
  2. Completion action
  3. Import
  4. Manually
40
Q

What can you do with custom fields when prospect selects specific field value?

A
  1. Add profile to the prospect when prospect selects a field value
  2. Add prospect to a list when prospect selects field value
41
Q

What happens when you delete Pardot user?

A

When you delete a user, the user is archived in a recycle bin and can no longer access the account.
However, prospects remain assigned to the user.

42
Q

What lets you to mask Pardot hosted content with branded URL?

A

CNAME/Vanity URL

43
Q

What happens to prospects if you delete their campaign?

A

Prospects remain associated with a deleted campaign

44
Q

What is deleted permanently?

A
  1. Tags
  2. Content files
  3. Custom fields (opportunity and prospect account)
45
Q

What happens when someone submits a form?

A

Pardor uses visitor cookie to attempt to associate the activity with a prospect.
If prospect record is in a recycle bin, it’s undeleted.

46
Q

What happens when visitor cookie is not associated with a prospect?

A

Pardot uses email address submitted in a form to look for a matching prospect.
If no prospects were found (active or in a recycle bin), Pardot creates a new prospect

47
Q

What is Secure Sockets Layer (SSL)?

A

SSL is a standard security protocol for establishing an encrypted link between a web server and a web browser

48
Q

How often Pardot - Salesforce sync occurs?

A

Every 2-4 min

49
Q

What happens when lead or contact is deleted in Salesforce?

A

Pardot flags prospect as [[crm_deleted]] and sends it to recycle bin

50
Q

Where opportunities are managed?

A

Opportunities are managed in Salesforce only

51
Q

Which custom objects can be synced with Pardot?

A

Only queryable objects can be synced

52
Q

How often custom objects sync?

A

Every 10 min

53
Q

With which field types Pardot fields don’t sync?

A
  1. Lookups

2. Geolocation

54
Q

Active prospect is a prospect who performed an activity.

Which activities do not make a prospect active?

A
  1. Email send
  2. Email open
  3. Email bounce
  4. Opportunity
55
Q

You can use assignment actions with:

A
  1. Manual assignments
  2. Automation rules
  3. Completion actions
  4. Engagement program actions
56
Q

What automation rules cannot do?

A
  1. Add list
  2. Delete
  3. Merge
  4. Send autoresponder
  5. Set first campaign
57
Q

What completion actions cannot do?

A
  1. Add list
  2. Clear field value
  3. Delete
  4. Merge
  5. Send prospect email
58
Q

Which time zone is used when scheduling an email?

A

Senders time zone

59
Q

What are senders address options?

A
  1. Account Owner
  2. Assigned User (lead or contact owner in salesforce)
  3. Specific User
  4. General User (i.e. info@pardot.com)
60
Q

How many prospects can test list have?

A

Each test list can have up to 100 prospects

61
Q

Can test lists be dynamic?

A

Test lists cannot be dynamic, CRM visible or public

62
Q

How can you send autoresponder?

A

Use completion actions to send autoresponder

63
Q

What does ‘AddThis’ do?

A

AddThis displays social media buttons in your email content

64
Q

What kind of emails can be sent only as list emails?

A

Operational emails

65
Q

Engagement and Activity report

A

Shows how recipients engage with your email.

  • Glanced or unread - email open for less than 2s
  • Skimmed - open for 2-10s
  • Read - open for 10s or more
66
Q

What are list email report tabs?

A
  1. Report tab
  2. CTR report tab
  3. Interactions tab
  4. Email clients tab
67
Q

Form’s advantages that form handler doesn’t have

A
  1. Progressive profiling
  2. Protection against bots
  3. Integrated with Pardot landing pages
  4. Measures form views
  5. Displays Pardot Thank You content after submission
  6. Supports re-subscribe
68
Q

Honeypot technique

A

Invisible field that your prospect can’t see but bots do see this field and they fill it out

69
Q

Conditional CAPTCHA

A

Pardot pings a database of IP addresses known for spam and the ones who come from these addresses see CAPTCHA

70
Q

Multivariate test reports

A

Shows how each test version of a landing page performed

71
Q

What kind of security limits can be set for users?

A
  1. Limit prospect import
  2. Limit prospect export
  3. Limit email sending
72
Q

Which prospect actions are scored?

A
  1. Submit form or form handler
  2. File download
  3. Clicks on custom redirect or email
  4. Email open
73
Q

How often scoring category updates sync with salesforce?

A

Every 15min

74
Q

What happens when you delete scoring category?

A

Deleted scoring category is moved to recycle bin

75
Q

How can profiles be assigned to prospects?

A
  1. Manually
  2. Completion actions
  3. Automation rules
  4. Java script on the page
76
Q

How can you match or unmatch profile criteria for prospect?

A
  1. Manually

2. Automation rule

77
Q

Segmentation rule actions

A
  1. ADD prospect to list, campaign, tag
  2. Add New List
  3. REMOVE from list, tags
78
Q

Which completion actions are throttled?

A

Adjust score and autoresponder email actions

79
Q

Adjust score completion action throttling period

A

24h - for file downloads and custom redirects

80
Q

Autoresponder completion action throttling period

A

10 min - forms
4 h - form handlers
4 h - other (custom redirects, page actions, etc)

81
Q

Where custom redirect click is recorded?

A

Custom redirect statistics table

82
Q

What you can find in Custom redirect report?

A
  1. Number of total clicks

2. Number of prospects that clicked the link

83
Q

What engagement program actions cannot do?

A
  1. Send autoresponders
  2. Assign first touch campaign
  3. Delete
  4. Change profile or profile criteria
  5. Set profile

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