1 Flashcards
Progressive profiling
Displays new fields based on fields that prospect completed on previous forms
Dependant fields
After completing field, new field becomes visible (Select country US and field ‘State’ appears)
How many prospects can you merge at the time?
Up to 3 at once
What happens to non primary prospects after they are merged?
Non primary prospects are permanently deleted
What kind of lists can be used as supression lists?
Static and Dynamic
Activities that don’t trigger sync between Pardot and Salesforce
- Page views
- Receiving or Opening email
- Prospect account changes
- Undeleting a prospect
What causes prospect to sync from Salesforce to Pardot
- Activities that update last modified timestamp
2. Updateing the assigned user to a lead or contact record
What KIOSK mode does?
Kiosk mode doesn’t cookie visitors
Conditional fields - for forms and form handlers?
Conditional fields doesn’t work for form handlers because Pardot doesn’t control your external form’s code behaviour
What happens if cookied prospect changes email address on a form handler
Additional prospect record is created
How often Engagement History metrics are refreshed?
Engagement History metrics are refreshed every few minutes, typically less than 10.
Segmentation rule definition
Allow you to create a one-time list of prospects and apply segmentation action based on specific criteria
Automation rules definition
Allow you to create repeatable, criteria-based rules that find matching prospects and apply actions to them
Dynamic lists definition
Allow you to create lists that update automatically based on specific criteria
Completion actions available for…
- Forms
- Form handlers
- Files
- Custom redirects
- Page actions
- Emails
How often do completion action execute on email link clicks?
Completion actions based on email link clicks execute once per prospect
What kind of actions are throttled?
Adjust score and send autoresponder email
For which link clicks completion actions do not trigger?
Unsubscribe and email preference page links
Can automation rules run more than once?
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
What happens if automation rule is restored from recycle bin?
Automation rule resumes if the rule is restored from recycle bin
Where can page actions be applied?
Apply page actions to any page that contains Pardot tracking code
How many page action notifications can be triggered per prospect?
One page action notification is triggered per prospect per hour
When page actions execute?
Page actions are not retroactive. They apply only when the page is accessed
What is measured by score?
Score measures intent and interest
What action prospect should perform that category score would be incremented?
- Submit a form or form handler
- Download a file
- Click custom redirect
- Click or open an email
How often scoring category updates sync with salesforce?
Every 15min
How many scoring categories an account can have?
Up to 50
What happens when you delete an asset with assigned scoring category?
Previously added points from that asset are removed from prospect’s score
Why can’t you delete scoring category?
You can’t delete scoring category that is actively assigned. Remove the folder assignment first
How prospects are graded?
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
When prospect’s grade is displayed?
A grade is displayed only when a prospect has matched or not matched the assigned profile’s criteria
What happens when you edit profile’s criteria?
Editing profiles criteria causes associated prospects to be regraded
How to assign profile to a prospect?
- Manually
- Automation rule
- Completion action
Sender Policy Framework (SPF)
SPF is a form of email authentication that makes forging the sender of an email or email spoofing more difficult
DomainKeys Identified Mail (DKIM)
DomainKeys is an email authentification system that verifies the DNS of an email sender and the message’s integrity
Metrics Guard
Relies on tresholds to identify bursts of open and click activity that can be caused by email scammers or bots
What is throttling period for custom redirects?
30 min
Score VS grade
Score measures implicit interest in your product while grade measures explicit information provided by the prospect
How can you modify scores?
- Automation rules
- Completion action
- Import
- Manually
What can you do with custom fields when prospect selects specific field value?
- Add profile to the prospect when prospect selects a field value
- Add prospect to a list when prospect selects field value
What happens when you delete Pardot user?
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.
What lets you to mask Pardot hosted content with branded URL?
CNAME/Vanity URL
What happens to prospects if you delete their campaign?
Prospects remain associated with a deleted campaign
What is deleted permanently?
- Tags
- Content files
- Custom fields (opportunity and prospect account)
What happens when someone submits a form?
Pardor uses visitor cookie to attempt to associate the activity with a prospect.
If prospect record is in a recycle bin, it’s undeleted.
What happens when visitor cookie is not associated with a prospect?
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
What is Secure Sockets Layer (SSL)?
SSL is a standard security protocol for establishing an encrypted link between a web server and a web browser
How often Pardot - Salesforce sync occurs?
Every 2-4 min
What happens when lead or contact is deleted in Salesforce?
Pardot flags prospect as [[crm_deleted]] and sends it to recycle bin
Where opportunities are managed?
Opportunities are managed in Salesforce only
Which custom objects can be synced with Pardot?
Only queryable objects can be synced
How often custom objects sync?
Every 10 min
With which field types Pardot fields don’t sync?
- Lookups
2. Geolocation
Active prospect is a prospect who performed an activity.
Which activities do not make a prospect active?
- Email send
- Email open
- Email bounce
- Opportunity
You can use assignment actions with:
- Manual assignments
- Automation rules
- Completion actions
- Engagement program actions
What automation rules cannot do?
- Add list
- Delete
- Merge
- Send autoresponder
- Set first campaign
What completion actions cannot do?
- Add list
- Clear field value
- Delete
- Merge
- Send prospect email
Which time zone is used when scheduling an email?
Senders time zone
What are senders address options?
- Account Owner
- Assigned User (lead or contact owner in salesforce)
- Specific User
- General User (i.e. info@pardot.com)
How many prospects can test list have?
Each test list can have up to 100 prospects
Can test lists be dynamic?
Test lists cannot be dynamic, CRM visible or public
How can you send autoresponder?
Use completion actions to send autoresponder
What does ‘AddThis’ do?
AddThis displays social media buttons in your email content
What kind of emails can be sent only as list emails?
Operational emails
Engagement and Activity report
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
What are list email report tabs?
- Report tab
- CTR report tab
- Interactions tab
- Email clients tab
Form’s advantages that form handler doesn’t have
- Progressive profiling
- Protection against bots
- Integrated with Pardot landing pages
- Measures form views
- Displays Pardot Thank You content after submission
- Supports re-subscribe
Honeypot technique
Invisible field that your prospect can’t see but bots do see this field and they fill it out
Conditional CAPTCHA
Pardot pings a database of IP addresses known for spam and the ones who come from these addresses see CAPTCHA
Multivariate test reports
Shows how each test version of a landing page performed
What kind of security limits can be set for users?
- Limit prospect import
- Limit prospect export
- Limit email sending
Which prospect actions are scored?
- Submit form or form handler
- File download
- Clicks on custom redirect or email
- Email open
How often scoring category updates sync with salesforce?
Every 15min
What happens when you delete scoring category?
Deleted scoring category is moved to recycle bin
How can profiles be assigned to prospects?
- Manually
- Completion actions
- Automation rules
- Java script on the page
How can you match or unmatch profile criteria for prospect?
- Manually
2. Automation rule
Segmentation rule actions
- ADD prospect to list, campaign, tag
- Add New List
- REMOVE from list, tags
Which completion actions are throttled?
Adjust score and autoresponder email actions
Adjust score completion action throttling period
24h - for file downloads and custom redirects
Autoresponder completion action throttling period
10 min - forms
4 h - form handlers
4 h - other (custom redirects, page actions, etc)
Where custom redirect click is recorded?
Custom redirect statistics table
What you can find in Custom redirect report?
- Number of total clicks
2. Number of prospects that clicked the link
What engagement program actions cannot do?
- Send autoresponders
- Assign first touch campaign
- Delete
- Change profile or profile criteria
- Set profile
