Engagement Studio

Question 1

Does an engagement program start in pause?

Answer 1

Yes

Question 2

What’s a drip program?

Answer 2

Allows you to send targeted emails based on real-time buyer behavior and critical qualifying values

Question 3

What do you use to create drip programs?

Answer 3

Engagement Studio

Question 4

Are emails sent through Engagement Studio marked as an activity?

Answer 4

Yes

Question 5

What can you edit in an engagement program once it’s paused?

Answer 5

Name, recipient/suppression lists, scheduled start/stop times, send emails during business hours only setting and time zone, all step types, add new steps, delete steps, change values, operators, and wait periods

Question 6

How are step types edited?

Answer 6

If the same step type, can edit. If need to change step type, need to delete existing step and add a new one

Question 7

If you add a new step before an end step, how will it affect prospects?

Answer 7

If the prospect hasn’t reach end yet, will go through the new step. If the prospect has reached end, they will not

Question 8

What happens when you delete a step?

Answer 8

If the step branches: choose which path should be deleted

Delete end step: choose where path rejoins program

If you delete a step, anyone on that step will progress to the next step

Question 9

Can engagement program actions change a prospect’s score and update field values?

Answer 9

Yes

Question 10

What lists can be used with engagement programs?

Answer 10

Static: for a fixed list
Dynamic: for list based on changing criteria
Suppression: to exclude

Question 11

What happens when the engagement program is paused and a prospect is on a wait period?

Answer 11

Wait is stopped. Prospect will remain where they are until program is unpaused. Ex. prospect is on day 1 of a 4 day wait period, engagement program is paused for 5 days. Once restarted, prospect will finish remaining 3 days before moving on

Question 12

How does timing work for Actions?

Answer 12

Immediately: ES will apply action once the prospect hits that step

Wait: ES will apply action once wait time has elapsed

Question 13

How does timing work for Rules?

Answer 13

Immediately: ES will evaluate rule criteria once prospect hits that step

Wait: ES will evaluate rule criteria once wait time has elpased

Question 14

How does timing work for Triggers?

Answer 14

Wait up to a max of: ES will wait for the activity/event to occur between the time the prospect landed on the trigger step and the end of the max wait period. will move to next step if they do the action/event in between the wait period

Wait: ES will hold prospects on trigger for wait period and wil not move off step until time has elapsed even if they do the action/event

Question 15

What happens if a prospect opts out of a list used for the program?

Answer 15

They still move through the program but won’t receive emails

Question 16

What happens if you add a prospect to an engagement program if other prospects are on another step?

Answer 16

The new prospect starts at the beginning

Question 17

How do you send a series of emails in engagement programs?

Answer 17

add send email actions with no other triggers, actions or rules

Question 18

What happens when a waiting prospect is suppressed or removed from a list?

Answer 18

They are removed from the program. If they are added back, prospect will move through the step at the date/time it was originally scheduled

Question 19

How do waits work with send emails during business hours enabled?

Answer 19

Wait will take into consideration your business hours set

Question 20

What are engagement programs made of?

Answer 20

Actions, Rules, Triggers

Question 21

What are triggers used for?

Answer 21

Defining paths based on prospect actions:

Email open, email link click, form completion, landing page completion, custom redirect click, file download

Question 22

What are rules used for?

Answer 22

Define criteria-based paths for prospects:

Assigned user, grade, list, score, SF campaign etc

Question 23

What are actions used for?

Answer 23

Actions let you do something to prospects like sending an email or changing a field value

Question 24

Why would you use a repeat engagement program?

Answer 24

To remind prospects of recurring events, renewals, and other recurring activities. Up to 10 at a time