Administration

Question 1

Where can you find the Pardot overview tab?

Answer 1

By hovering over Admin > Overview

Question 2

What does the Pardot overview tab display?

Answer 2

Email Usage: shows data for email types
Edit Tracking Opt-In Preferences
Email Sending Domains: shows all verified domains (Domain Mgmt)

Question 3

What do Tracking Opt-In Preferences do?

Answer 3

Creates custom message to request opt in from visitors (used to comply with privacy requirements)

Question 4

What does the Pardot dashboard show?

Answer 4

Notifications: important announcements/feature releases
Reporting Graph: prospects created, conversions, opportunities created, all prospects
Marketing Calendar
Active Prospects for Review: up to 5
Identified Companies: up to 5

Question 5

What do you need before safely sending emails from Pardot?

Answer 5

Website tracking code, CNAME, Domain Authentication

Question 6

How can you update the email domains associated with the account?

Answer 6

Admin > Domain Management to add email domains. Requires SPF and DomainKeys setup

Question 7

What do DomainKeys do?

Answer 7

Verifies DNS domain of email sender, verifies message integrity

Question 8

What do connectors do?

Answer 8

Allow Pardot accounts to sync with third party apps

Question 9

How do connectors work?

Answer 9

Data is passed back and forth between two apps, allowing user to manage both in the Pardot interface

Question 10

Where can you find settings for connectors?

Answer 10

Admin > Connectors

Question 11

What types of connectors are there?

Answer 11

CRM, Webinar, Event, Social, Analytics, Business Enhancement

Question 12

What are page actions?

Answer 12

They trigger completion actions (notifications, field value changes, assignments etc) off of specific page views

Question 13

What is best practice for page actions?

Answer 13

Use on pages that signal interest or intent to buy

Question 14

Will page actions be applied if the person accessing the page is a visitor?

Answer 14

No

Question 15

Are page actions retroactive?

Answer 15

No

Question 16

Can page actions be made from pages requiring login and nonvisibile pages?

Answer 16

Yes but a Pardot tracking code must be on the page

Question 17

How do you create custom prospect fields?

Answer 17

Admin > Configure Fields > Prospect Fields > Add Custom Field > Enter Name > Leave Custom Field ID As Is > Configure Field Settings

**Note: requires name, type, and custom ID

Question 18

How do you edit custom prospect fields?

Answer 18

Admin > Configure Fields > Prospect Fields > locate field to edit > click gear icon > Edit Field Settings

Question 19

How do you map custom prospect fields to Salesforce fields?

Answer 19

1) create the corresponding custom field in Pardot first
2) open the custom field for editing in Pardot
3) from the SF field name dropdown, choose the field you want to map
4) optional: enable “keep this field’s type and possible values in sync with the CRM” for dropdowns, radio buttons, checkboxes
5) optional: edit sync behavior

Question 20

Does mapping a custom Pardot field with SF trigger a sync with the CRM?

Answer 20

No

Question 21

Is Pardot field syncing case sensitive?

Answer 21

No. age and AGE are not unique

Question 22

What do you need to do when mapping SF phone fields?

Answer 22

Make sure to map to Pardot text fields bc phone fields contain non-number characters

Question 23

What are the two ways to set up and maintain users?

Answer 23

Manually: Admin > User Mgmt > Users to Add/Maintain User > Add details and user role > Send activation email

Import: up to 50 at a time

Question 24

How does the recycle bin manage Pardot assets?

Answer 24

When prospects, campaigns, layout template etc are deleted, they go to the recycle bin and are not deleted forever.

Question 25

What happens when you delete a campaign?

Answer 25

prospects associated with that campaign remain associated to that campaign

Question 26

What does get permanently deleted?

Answer 26

Tags and content files

Question 27

What is a tracker domain?

Answer 27

Gives visitors a seamless transition between hosted pages and forms/assets. An alias/variation for your own domain. Must enable SSL to use a HTTPS tracker domain. Found in Admin > Domain Management > Tracker Domains

Question 28

Describe account usage and database limits

Answer 28

Mailable prospects count towards database limit. All accounts start with 10K mailable prospects.
Found in Settings > Usage and Limits

Question 29

What happens when you allow multiple prospects with the same email?

Answer 29

Non-reversible once enabled

Email no longer unique identifier, CRM ID is used to match prospects (Lead ID, Contact ID)

Question 30

How does Pardot treat multiple prospects with the same email?

Answer 30

Email Sending: will not send to same email address, looks for the one with most recent activity

Email Deliverability: if one opts all, all are treated as opted out, same for unsubscribed

Lead Nurturing: drip programs allow only 1 prospect email/program

Prospect Tracking: if some prospects are archived, only opted out or do not email fields will update

Question 31

What are role-based reserved emails?

Answer 31

emails such as all@, marketing@, etc. They do not get emails, and imports are restricted

Question 32

How do you set default mail merge values?

Answer 32

Admin > Configure Fields > Prospect Fields > Set a Default Mail Merge Value

Question 33

What’s BCC Email Compliance?

Answer 33

Used for archiving record of all sent emails. Set BCC email address in Account Settings > Permanent BCC Email