Lead Generation with Forms and Form Handlers Flashcards
What are the two types of landing pages in Pardot?
Classic (Pardot) and Enhanced (Salesforce)
What are the differences between Classic and Enhanced Landing pages?
Classic: Available in Pardot and Pardot Lightning app, source value is Pardot, unlimited
Enhanced: Available only in Pardot Lightning app, source value is Salesforce, limited to 1,000 LPs, must be associated with a connected campaign
What is the difference between Forms and Form Handlers?
Forms are designed and managed in Pardot
Form handlers connect external forms to funnel prospects into Pardot
Only forms supports resubscribe and form handlers do not
What can form handler do that a form can not? 4
Integrate with 3rd party forms
Maintains current lead flow
Integrates with SF Web to Lead forms
Supports custom front end editting
What can forms do that form handlers can not do? 6
Progressive profiling
Protects against bots
Provide form views and error data
Integrates with landing pages
Base automation rules on form views
Displays thank you content after form submission
Pardot includes a set of standard prospect fields to gather information and can also create custom fields ________ or __________
Globally or per-form basis
What is available by Pardot to prevent spam submissions from bots?
reCAPTCHA
What is Kiosk/Data-Entry mode?
Typically a prospects form submissions are related to a prospect record via a unique browser cookie but sometimes you don’t want to cookie every visitor because it can cause one prospects information to be related to another prospects cookie (ex: sign up form at a tradeshow booth)
While testing a form multiple times, what do you need to check to confirm the form is working as expected?
The prospect audits.
All submissions appear in prospect audits but only 1 submission every 30 min appears in the prospects activities
What should you do to test a form again?
Clear browser cookies and use a different email address
If you don’t do either, the form submission is credited to the prospect created in your previous test
What happens if you return to the form within 10 min of submission?
The TY content displays.
To avoid this, clear your browser cookies or wait 10 min
True or False
The autoresponder is sent every time you submit the form.
False
The autoresponder is not sent each time when you submit the form repeatedly in a short time
When testing a propgressive profiling form without Always Display enabled, you must wait 10 min after submitting the form. To force forms to display during the 10 min period, add this parameter to form url?
?PI_ALWAYS_DISPLAY=1
What do you need to make sure is on when testing so that your test activities won’t be hidden?
Show Filtered Activities
What 4 scenarios are recommended to use form handlers?
- Completely control the look and feel of your forms
- Post form submission data to more than one database
- Integrated Pardot with your existing forms
- Use a 3rd party tool
How do you integrate a form handler with an external form?
change the post URL in the external form to your form handler URL
What is the field called when its only visible to bots? Bots fill it out and Pardot rejects those submissions that contain a value in this field. These can be used with form handlers.
Honeypot fields
True or False
By default, Pardot throttles autoresponder emails and visitor activities to prevent rapid submissions from spawning duplicate activities and emails.
True.
It can be disabled on a per form basis
Form handlers can integrate with form handlers with web-to-lead forms in Salesforce. If you use this to assign prospects, this method is not recommended because it will create duplicate records.
Completion actions to assign prospects
What are the 2 ways to gate content with a form?
Provide the content in the autoresponder or redirect after form completion
What is the difference between conversion and form submission?
Form submission is when a visitor/prospect completes a form and clicks submit. A conversion is a specific type of submission when an anonymous visitor becomes a prospect
True or False
The conversion metric on the form handler statistics table can be higher than what’s shown on an individual report page
True
The conversion metric includes prospects who were archived or deleted since submission but the report page value is based on active prospects only
If your form is on a Pardot LP, metrics are on what report?
Landing page report, not the form report
True or False
In a form handler report, you are able to track views
False
What are the 4 metrics available for form handlers?
Conversion
Total submissions
Unique submissions
Last submitted
What are multivariate test reports?
shows how each test version of a LP performed and which one is the winner
True or False
Engagement History requires a verified SF connector and connected campaigns must be enabled for most features.
True
True or False
Neither assets or engagement activities associated with connected campaigns do not count towards storage limits in SF
False
Assets associated with connected campaigns are stored as records in SF and apply to storage limits
Engagement activities (from those assets) live in Pardot and do not count toward storage limits
What are 2 features of the Engagement History?
Metric Fields component
Related Lists metrics
What component of Engagement History is related to connected campaigns and asset records? It helps you determine which marketing assets are most effective
Metric Fields component
What feature of Engagement History finds the relationships that grow among campaigns, prospects and assets?
Related Lists metrics
Engagement history features display marketing engagement date on ___________.
Connected Salesforce records
