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Pardot > Form And Form Handlers > Flashcards

Form And Form Handlers Flashcards

1
Q

What is the purpose of a form and form handlers?

A

To capture leads.

To collect visitors information and creat idenified propects.

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2
Q

What are forms?

A

Pardot forms are designed and managed in pardot.

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3
Q

What are form handlers?

A

Form handlers connect pardot to your external forms so you can funnel prospects information into pardot.

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4
Q

What features come woth pardot forms?

A
  • Prevents data duplication in pardot
  • Validates email addressed
  • Provides progressive profiling
  • Protects against bots
  • Provides forms views and error data
  • Provides field-level change audits for prospects
  • Integrate with pardot landing page
  • Base automation rules on form views
  • Base automation rules on form completions
  • Send pardot autoresponder email
  • Redirects to a success page
  • Displays pardot thank you content after form submission
  • Supports prospect resubscribe
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5
Q

What features can form handlers provide?

A
  • Prevents data duplication in pardot
  • Validates email addressed
  • Integrates with third-party forms
  • Maintains current lead flow
  • Integrates with SF web-to-lead forms
  • Supports custom front-end editing
  • Provides field-level change audits for prospects
  • Base automation rules on form completions
  • Send pardot autoresponder email
  • Redirects to a success page
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6
Q

What user permissions are need med to create form and form handlers?

A

Admin and marketing role

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7
Q

How do you create a pardot form?

A

Content > form

Step 1: name

  • name form
  • select folder
  • select campaign
  • click next

Step 2: fields

  • add new field > click + add new field
  • use the tool icon to edit, rearrange, delete fields
  • click next

Step 3: look and feel

  • choose a layout template
  • enter the text for the submit button
  • on the above form tab, enter the content that appears above your form fields
  • on the below form tab, enter the content that appears below you form fields
  • on the style tab customise the look and feel of your forms elements
  • on the advanced tab, configure how your form behaves, how it tracks prospect activities, and how it protects against spam bots
  • click next

Step 4: conpletion actions

  • on the thank you conten tab, enter the content that displays after the prospect submits the form
  • on the thank you code tab, enter cose that you want to run after form submission
  • add completion action
  • click next

Confirm and save form

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8
Q

What steps can you do if you don’t want your form to live on a landing page?

A

You can place the form on your website using an iframe.

Content > form

Select form > click the arror and select view HTML code

Copy the iframe code and paste into your web page source code

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9
Q

What is kiosk / data entry mode?

A

It allows a sumbit a for multiple times without causing visitor association.

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10
Q

Where would you use kiosk mode?

A

At a trade show where prospects fill out forms on the same screen.

When you manually enter prospects data into a form from a signup sheet.

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11
Q

Where would you enable the kiosk mode?

A

Its on a per-form basis

Advance tab of look and feel step

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12
Q

How to edit a field on a form?

A

Open the form for editing
Click fields tab
Next to the field that you want to edit > click the pencil icon
Make yiur changes and save field when you’re done

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13
Q

Why would you customize a form’s fields?

A

Seasonal campaign

Change the value in a dropdown box for a specific use

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14
Q

What are the basic tab form fields options?

A

Label - the label for the field that appears in the form.

Prospect fields -

Load default data - loads the field’s global settings

Type - the fields data type - text number etc

Data format - specifics which format the prospect enters data

Required - makes field required

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15
Q

What are the advanced tab form fields options?

A

Error message - empty or invalid

CSS classes - enter a class tonuse for specific css in the layout template associated eith your form.

Description

Always display even if previously completed - use for fields for which the prospect can submit the samw value more than once.

Do not pre fill - use for fields that are set to always display and that you dint want to be prefill with a previous value

Maintain the initial value upon subsequent form submissions - retains the initial field value when the prospect submits more forma with different values for the same field.

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16
Q

What are the values tab for form fields options?

A

The values tab is available only for checkbox, radio button and dropdown fields.

Prefill with - value from the dropdown

A icon - display an alternate value on the form. The original value appears in the prospect record

Grid icon - assign a profile to the prospect when the prospect selects the value

+ icon - adds prospects who select the value to the designated list

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17
Q

What is the progressive tab form field options?

A

Show this field only if the prospect alreadt has data in the following fields

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18
Q

What are the dependent tab form fields option?

A

Display other fields in this form based on the value of this field

When this field equals - value triggers the dependent field

Show this field - field to display when trigger value is entered

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19
Q

Who can edit global field settings?

A

Only admins

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20
Q

When editing a fields global settings, does existing forms fields update?

A

No. To pull the new settings, edit the field on the form and load the default data

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21
Q

How to edit global form fields?

A

Pardot Settings >
Object and field configuration >

Locate field and edit

Save

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22
Q

What are pardot’s default prospect fields character limits measured in?

A

Bytes - is a unit of a digital information that most commonly consists of 8 bits.

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23
Q

On a per-form basis, what prospect field global settings can be changed?

A

Type

Value

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24
Q

What are the default field settings for prospect global fields?

A

Name - change field name prospects see on the form

Tags - tags to organise custom fields and other items

Salesforce field name - sync the field with a salesforce field. Default fields are automatically mapped

Keep this fields type and possible value (for dropdown, radio buttons, checkboxes) in sync with crm

Sync behaviour- this option controls your sync behaviour

Set a defaukt mail merge vakue to be ised when this filed does not have a value - default value to populate varible tags when a prospect field is empty.

Use pre-defined values (radiobuttons , drop down)

Validate on import - only import when accepted values are met. Compare import values to predefined values.

Type - changes the data type

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25
Q

What are custom field global settings?

A

Name - change field name prospects see on the form

Tags - tags to organise custom fields and other items

Salesforce field name - sync the field with a salesforce field. Default fields are automatically mapped

Keep this fields type and possible value (for dropdown, radio buttons, checkboxes) in sync with crm

Sync behaviour- this option controls your sync behaviour

Record and display multiple responses

Set a default mail merge value to be used when this filed does not have a value - default value to populate varible tags when a prospect field is empty.

Use pre-defined values (radiobuttons , drop down)

Validate on import - only import when accepted values are met. Compare import values to predefined values.

Type - changes the data type

26
Q

What do Prospect field types do?

A

Determines what kind of data the field can captured.

27
Q

What field types are available in Pardot?

A

Text - free-form text entry

Number - number value - can use this for incremental actions and criteria in rules and dynamic lists

Date - used for time-based criteria in rules and dynamic lists

Radio button - customise to select one option out of several

Checkbox- custom checkbox

Dropdown - custom dropdoen menu

Textarea - large free-form text box - 65,535 characters

Multi-select - custom list. Can select multiple options

Hidden - invisible field can capture data but visible on form

Crm user - connects to Salesforce user

28
Q

Why would you validate email addresses?

A

To prevent prospects from submitting forms with invalid ema addresses

29
Q

What is required to validate an email with valid mail server?

A

Valid email address syntax

Live domain name

Receiving email server listed in DNS records

30
Q

What is required to validate email not from ISPs and free email providers?

A
  • Valid email address syntax
  • Live domain
  • Receiving email server listed in DNS records
  • Not from known ISP ( comcast, charter)
  • Not from a free email provider (gmail, hotmail)
31
Q

How can you protect your forms and landing pages from bots?

A

Switch reCAPTCHA on

32
Q

What technique can pardot use to protect against bots?

A

Pardot have a built in protection using a negative CAPTCHA called a honeypot.

Its an invisible field - prospects can’t see but bots do.

33
Q

What is a conditional CAPTCHA?

A

Extra protection against sophisticated bots.

Pardot pings a database of IP addresses known for spam when a new visitor views a form or landing page

34
Q

How to enable reCAPTCHA?

A

Enable in advance tab of look and feel step in the form

35
Q

When will Pardot automatically enable a reCAPTCHA?

A

When an usual amount of form submissions are detected within a certain time frame

36
Q

What would you use if you want more control over your forms look and feel?

A

Layout templates and customise your form code

37
Q

Can you change submit button to an image?

A

Yes but only with a pardot form that uses a layout template.

38
Q

If your form is on a pardot landing page, where would you change the submit button to an image?

A

You would edit in the layout template for the landing page.

39
Q

If your form is NOT on a pardot landing page, where would you change the submit button to an image?

A

You would make the changes in the form’s layout template.

40
Q

Can you use a stock template for a submit button image in pardot forms?

A

Yes. Only when the pardot form is on a landing page.

41
Q

Can you change the font style on pardot forms?

A

Yes. By adding code to your layout template.

If using a landing page add the code to the landing page layout.

42
Q

What are layout templates used for?

A

They are used to fomat landing pages, forms and site search results

43
Q

What elements controls a form’s styling?

A

If a form is by itself, the layout template for that form is used?

If a form is on a landing page, the landing page layout is used and the forms layout template is ignored

If a form is on a landing page built using the landing page builder, no layout template is used

44
Q

How to create a layout template?

A

Content > layout template
Click +add layout template
Name template

Create or import styling using one of these methods
> layout tab > add HTML and CSS

> import styling from website by clicking > import layout from URL

45
Q

What variable always need to remain on a forms and landing pages?

A

%%title%%
%%content
Description

46
Q

Can you add CSS classes to fields in forms?

A

Yes. You can add CSS classes to individual fields.

47
Q

When can you customise a forms CSS?

A

When the form layout template has a tag

48
Q

Can you test a form?

A

Yes. Complete the form just as a prospect would.

49
Q

How would you check a form is working as expect?

A

Check a prospects audits

50
Q

When testing a form, How many submissions are shown in a prospects activity?

A

1 will appear every 30 minutes

51
Q

Why should you not add a form in an email?

A
  • the form might not render correctly
  • the form might not capture data
  • the form might trigger an alert about submitting data to an external page. Email clients tend to flag emails that contain forms as spam, so could hurt engagement.
52
Q

What is gating content with forms?

A

Gated conten requires visitors to submit a form to access resources (like white papers).

Great way to convert visitors to prospects

53
Q

What method could you use to make sure a prospect provides a valid email address before sending gated content?

A

Set up an Autoresponder emails to confirm the email address

Redirect on form completion

54
Q

Why would you use a form handler instead of a pardot form?

A

Completely control the look and feel of your forms

Post form submission data to more than one database

Integrate pardot with your existing forms

Use a third-party form tool

55
Q

How do you integrate your form handle to an external form?

A
  • In Pardot, navigate to your form handler
  • Click View form handler code, and copy the URL
  • In your form’s code, change the post URL to your form handler URL
56
Q

Can you add a honeypot field to external forms?

A

Yes. Add a code to your external form

57
Q

What does a honeypot field do?

A

Its a hidden field only visable to bots. Pardot rejects submissions that contain a value in the honeypot field.

58
Q

What should you disable when setting up form handlers?

A

Disable the activity throttling and send autoresponder emails after every submission

59
Q

Why should you disable activity throttling?

A

To prevent rapid submissions from spawning duplicate activities and emails.

Example - if a prospect submits a form handler to cirrect their name, you dont want them to receive the autoresponder email again.

60
Q

Can you integrate pardot form handlers with Salesforce web-to-lead forms?

A

Yes - for campaign and source tracking with pardot’s mirco-level web analytic.

The integration posts form data to both Salesforce and pardot almost simultaneously

61
Q

What can happen if you use completion actions to assign a prospect in pardot when form handler to sf web-to-lead is set up?

A

It can cause duplicate leads

Pardot (14 decks)

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