Engagement Studio for Pardot Lightning App Flashcards
What are the 4 basic steps to build an engagement program?
Build
Test
Report
Activity
Engagement programs send targeted emails based on prospect _______ and critical _________
behavior
Critical qualifying values
What is a good example of a suppression list?
Competitors
What is branching logic in an Engagement studio program?
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
What are the 3 logic options when building an Engagement Program?
Actions
Rules
Triggers
Define the Action logic option in an Engagement Program
Take an action on a prospect at a specific given point in time
Do something
Send an email, change a field value
Define Rules logic option in an Engagement Program
Rules check for specific criteria or values in the system
Check something
Define Triggers in an Engagement Program
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?
When testing the program, what provides dates to help you understand the timeline of the program and visualize a prospect’s possible paths?
Test log
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
True
It is recommended to start your Engagement program with what?
Action
What is an example of when you’re building your program, its important to be aware of how Pardot records prospect activities?
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
Unlike triggers, rules evaluate prospect data when?
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
True or False
When scheduling emails in a program, you can specify the time the email is sent
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.
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
True
The way a _____ functions in a program depends on the step type (trigger, action or rule)
wait period
What two wait period rule types apply the rule when the specified pause time is complete?
Action and rule
The action is applied once the wait time is done and the rule is evaluated once the wait time is done
The trigger step type for a wait period has 2 options. What are they?
- The trigger is executed once the specified pause time has elapsed
- 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.)
What should you do when building a program that you believe you’ll want to add onto in the future?
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
What two ways can you tailor your content in programs?
Variable tags/HML
Dynamic content
What is a 3-2-1 nurture program?
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
What are 3 use case examples of engagement programs?
3-2-1 campaign
Onboarding campaign
Renewal campaign
