Engagement Studio

Question 1

What is the engagement studio tool designed for?

Answer 1

lead nurturing

It’s a tool design for lead nurturing and focuses on the importance of marketing the right message at the right time to the right prospect.

Question 2

What does engagement studio allow you to do?

Answer 2

Engagement Studio let’s you build, test and report on engagement programmes that send targeted emails based on prospects behaviour and critical qualifying values.

Question 3

What are the basic sequence steps to build an engagement programme?

Answer 3

Build
Test
Report
Activity

Question 4

What does the Build tab allow you to do?

Answer 4

Create and edit your logic

Question 5

What does the Test tab allow you to do?

Answer 5

Test out your logic by simulating the programme as a prospect

Question 6

What does the Report tab allow you to do?

Answer 6

See how your program has performed

Question 7

What does the Activity tab allow you to do?

Answer 7

Tracks when changes are made in your programme.

Question 8

What logic is used within an engagement programme ?

Answer 8

Branching logic - yes and no branches.

Question 9

What are the four types of steps you can add to an engagement programme?

Answer 9

Action - do something
Trigger - listen for something
Rule - check something

End - stop branch

Question 10

Define what an action is?

Answer 10

The action step lets do something, like send an email or change a field value at a given point in time.

Question 11

What actions can you take in an engagement studio?

Answer 11

• add to list
• Add to salesforce campaign
• adjust score
• apply tag
• assign to group
• assign to Salesforce queue
• assign to user
• assign via Salesforce active assignment rule
• change prospect field value
• create Salesforce task
• Notify user
• remove from list
• remove from tags
• send email

Question 12

Define what a trigger is?

Answer 12

Trigger steps defines paths in your engagement programme based on prospect actions.

Triggers listen for an event to occur within a specific period of time.

Question 13

What triggers can you use in engagement programme?

Answer 13

• custom redirect click
• email link open
• file download
• form
• form handler complete
• landing page

Question 14

What defines a rule?

Answer 14

Rule steps define criteria-based paths for prospects.

Rules check for specific criteria or values in the system over the life of the prospect.

Question 15

Whats the difference between rules and triggers?

Answer 15

Triggers listen for an event to occur within a specific timeframe.

Rule only evaluate a prospect actions after they joined the engagement programme. Rules check current data - doesn’t wait for an action

Question 16

How many conditions can a single rule have?

Answer 16

Up to 5 conditions

Question 17

can you schedule your engagement program to start on a specific date?

Answer 17

Yes. or you can start your programme immediately

Question 18

can you schedule your engagement program to stop on a specific date?

Answer 18

Yes. or you can continue your programme indefinitely

Question 19

What happens when you schedule a start date for individual emails inside your program?

Answer 19

When prospects reach this step, Pardot holds them here until your chosen email date.

Question 20

what are business hours?

Answer 20

Business hours are programme wide and restrict when your engagement program sends emails.

Question 21

If business hours are not set, what time does any email get sent?

Answer 21

If you do not use that feature, then Pardot will send your email just after midnight on the morning of your scheduled send.

Question 22

what are wait periods in engagement programmes?

Answer 22

Wait periods let you hold prospects on a step until a specified time has elapsed or a specific action occurs within a period - depends on whether the step is a trigger, action, or rule type.

Question 23

what is the wait period for an action step?

Answer 23

Immediately: Engagement Studio applies the specified action once the prospect hits that step.

Wait: Engagement Studio applies the action once the specified pause time has elapsed.

Question 24

what is the wait period for a rule step?

Answer 24

Immediately: Engagement Studio evaluates the specified rule criteria once the prospect hits that step.

Wait: Engagement Studio evaluates the rule criteria once the specified pause time has elapsed.

Question 25

what is the wait period for a trigger step?

Answer 25

Wait: Engagement Studio executes the trigger once the specified pause time has elapsed. Up to a maximum of: Engagement Studio moves prospects down the “yes” path as soon as they take the action within the specified time frame. If prospects do not take the action, Engagement Studio takes them down the “no” path once the specified time frame ends.

Question 26

select the answer that explains how the "wait up to a maximum of" time setting works

Answer 26

engagement studio will listen for the specified activity/ event to occur during the specified time frame

Question 27

what's the expected behaviour for prospects when an engagement programme is paused?

Answer 27

prospects will remain exactly where they were when the programme was paused

Question 28

if you pause a program while a prospect is on step A, where will the prospect be when you resume the programme?

Answer 28

will remain on step A

Question 29

If you pause a program when a prospect is on day 3 of a step with a wait of 5 days defined, where will the prospect be?

Answer 29

If you pause a program when a prospect is on day 3 of a step with a wait of 5 days defined, the prospect will still be on day 3 of 5 when you restart it, as if no time has elapsed.

Question 30

What will variable tags replace in an email?

Answer 30

field value name

Question 31

what are the three stages in stage-based prospect marketing?

Answer 31

hot, warm, cold

Question 32

What happens if I remove a prospect from a list of programs?

Answer 32

If a lead is removed from a list that a program is using, that lead stops moving through the program.

Question 33

What happens If you remove a lead from a program's recipient list and then add them back?

Answer 33

they will pick up where they left off in the program.

Question 34

What happens if a potential customer unsubscribes from a list that the program is using?

Answer 34

Unsubscribe status only applies to marketing emails. If a prospect unsubscribes from a program listing, they move through the program but do not receive emails from that program. However, if the prospect is on multiple lists used for the same program, they can still receive emails from the program.

Question 35

Can I merge two leads in the same program?

Answer 35

Yes, but there are things to keep in mind. When you combine leads, you choose a primary lead record. When leads are members of the same engagement program, the new primary lead starts from the step that any of their combined leads most recently touched. Depending on the most recent point of contact, the primary prospect may skip steps or go through the same step twice.

Question 36

What happens if a waiting lead is deleted or removed from a list?

Answer 36

Leads in a step with a wait that are deleted or removed from a list are removed from the program. If a lead is added back to the list or is no longer deleted, it goes to the next step at the originally scheduled date and time.

Question 37

What happens to leads waiting on a step when a program is paused and the step is removed?

Answer 37

When the program resumes, the lead immediately moves on to the next step in the program.

Question 38

Is it possible for a lead to land on a step with an email scheduled for a date that has passed?

Answer 38

Yes. For example, if a prospect is added to a list that is fed by an old engagement program. If a lead lands on an email step scheduled for a past date, the email step skips it and doesn't send. Go immediately to the next step in the program.

Question 39

what can you review on engagement studio action email sent report tab?

Answer 39

``` for more metrics click report cards to view open rate waiting sent opens CTR OPT-OUTS bounce ```

Question 40

A prospect has ran through all five steps in your engagement program. You decide you want to add an extra email before step number two. Will the prospect receive the new email?

Answer 40

No, the email won't send to prospects who have already completed the engagement program.

Question 41

Which of the following can you use as a rule in engagement studio?

Answer 41

Asssigned to a salesforce queue Pardot campaign is