Engagement Studio for Pardot Lightning App Flashcards

1
Q

What are the 4 basic steps to build an engagement program?

A

Build
Test
Report
Activity

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2
Q

Engagement programs send targeted emails based on prospect _______ and critical _________

A

behavior

Critical qualifying values

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3
Q

What is a good example of a suppression list?

A

Competitors

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4
Q

What is branching logic in an Engagement studio program?

A

Lets you build out different paths for prospects who take different actions

When you use an action, trigger or rule option as a step in your logic, Pardot provides yes and no branches

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5
Q

What are the 3 logic options when building an Engagement Program?

A

Actions
Rules
Triggers

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6
Q

Define the Action logic option in an Engagement Program

A

Take an action on a prospect at a specific given point in time

Do something

Send an email, change a field value

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7
Q

Define Rules logic option in an Engagement Program

A

Rules check for specific criteria or values in the system

Check something

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8
Q

Define Triggers in an Engagement Program

A

Listen for an event like an email open or form submission to occur within a specific period of time

Listening for something

Defines paths based on prospect actions.

Has the prospect done this?

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9
Q

When testing the program, what provides dates to help you understand the timeline of the program and visualize a prospect’s possible paths?

A

Test log

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10
Q

True or False

In a program, if you schedule emails to send on a specific date, prospects who reach the step after that date will skip the step

A

True

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11
Q

It is recommended to start your Engagement program with what?

A

Action

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12
Q

What is an example of when you’re building your program, its important to be aware of how Pardot records prospect activities?

A

Landing pages in Pardot always take precedence over forms. If form is on a Pardot LP, a form view or completion does not satisfy a form trigger but instead use a LP trigger

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13
Q

Unlike triggers, rules evaluate prospect data when?

A

At that moment in time. rules don’t wait for something to happen during a set amount of time. They check current data at the moment they hit that step

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14
Q

True or False

When scheduling emails in a program, you can specify the time the email is sent

A

False

If you use the Send Only During Business Hours feature, then Pardot will send your email at when the “Day Start” time you’ve set on that date resumes. If you do not use that feature, then Pardot will send your email just after midnight on the morning of your scheduled send.

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15
Q

True or False

If a prospect reaches an email send step outside of business hours, Pardot waits to send he email until the prospect is within business hours

A

True

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16
Q

The way a _____ functions in a program depends on the step type (trigger, action or rule)

A

wait period

17
Q

What two wait period rule types apply the rule when the specified pause time is complete?

A

Action and rule

The action is applied once the wait time is done and the rule is evaluated once the wait time is done

18
Q

The trigger step type for a wait period has 2 options. What are they?

A
  1. The trigger is executed once the specified pause time has elapsed
  2. Up to a maximum of (the program moves prospect down the yes path as soon as they take the action specified. If prospects do not take action, the program takes them down no path once the specified time ends.)
19
Q

What should you do when building a program that you believe you’ll want to add onto in the future?

A

Include a long wait step right before the end that acts as a buffer. This will hold prospects on the last step for a while before allowing them to hit your end point

20
Q

What two ways can you tailor your content in programs?

A

Variable tags/HML
Dynamic content

21
Q

What is a 3-2-1 nurture program?

A

Follow up with your hot leads first and quickly get those ready for sales. then move on to preparing your warm leads in the same way, leaving the cold leads for last

22
Q

What are 3 use case examples of engagement programs?

A

3-2-1 campaign
Onboarding campaign
Renewal campaign