Data Management Flashcards
What should you use to organize your programs?
Folders
What are the benefits of having an archive folder?
Designed to remove items from select lists as well as reporting.
This will help your system run quicker.
How to organize Engagement Programs
With folders.
Make a folder for each stream and then put the emails or programs into that folder.
Include an archive folder in each stream when content gets stale and you want to remove it.
Explain Marketo’s Retention Policy
14 day - “Delete Lead”
90 day - lead activities with very high volume
25 months - only exception is the new lead activity which will always be displayed
What is segmentation used for?
Reporting and dynamic content
How many segmentations can you create?
20
How many segments can you add?
Up to 100
A person will qualify for the ____ matching segment in the ____ defined.
First
order
What do you need to do before you can use your segmentation?
You need to define segment rules.
The segments are _____ exclusive. A person ___ be a member of only one Segment at a time.
Mutually
Can
When a person qualifies for two segments, they will belong only to the ____ one in the list.
First