Lead Management Flashcards
What are the 4 automations available in Pardot?
Automation Rules, Segmentation Rules, Completion Actions, Dynamic Lists
What two programs start on pause?
Automation rules and engagement programs
What does an Automation Rule do?
Perform actions based on criteria
Runs continuously
Checks every prospect every time their record updates
What happens to prospects if you add new actions to an Automation Rule that they have already matched?
New actions will not be applied and actions cannot be “unapplied” to prospects that no longer match
True/False: Automation Rules only affect a prospect one time
True - can never unmatch prospects even if they no longer meet criteria
Are Automation Rules retroactive?
Sort of. When they are created, or an existing rule’s criteria are edited, and the rule is unpaused, the rule will search through all prospects to find matches. Ex. a prospect could have started meeting criteria last week but if the automation rule is created today, it will find and match them.
What are the main components of an Automation Rule?
Match Type: And vs Or
Rules: add a single rule or a group of rules
Actions: actions to take when criteria are met (add to list, adjust score, send email etc)
What is a dynamic list?
Rule-based lists of prospects that automatically update as prospect data changes
Can’t manually add or remove prospects
What are dynamic lists used for?
Recipient lists or suppression lists for emails or to seed a drip nurturing program or used further in automation or segmentation criteria
Why would you use a dynamic list?
when creating list based on prospect data that changes often
What happens when you send an email to a dynamic list?
Email only gets sent to those people on the list at that time
What are the components of a Dynamic List?
Match Type: And vs. Or
Rules: criteria to match against prospects
What is a completion action?
Used to automate actions when a prospect interacts with your marketing assets
Are completion actions retroactive?
No
What are completion actions avaibable for?
Forms, form handlers, files, custom redirects, emails, page actions
Do completion actions execute every time the action is completed?
Yes, except for adjust score and send autoreponder email (there may be throttling period for those)
Can completion actions execute for visitors?
No, only prospects
What will completion actions not execute for?
Image files and filtered activities
What actions are available for completion actions?
add tags add to list add to SF campaign adjust score assign prospect via SF assignment rule Assign to queue Assign to user Change prospect custom field value Change prospect default field value Create SF task Increment prospect field value notify assigned user notify user remove from list remove tags send autoresponder email set profile set prospect's first touch campaign
What is a segmentation rule?
Uses criteria to filter matching prospects to apply actions to. One-time list only and do not run continuously.
What are segmentation previews?
allows you to preview segmentation rule matches and share a link to the preview with other Pardot users
What are segmentation rule groups?
Within a segmentation rule, complex rule groups can be created by adding a new rule group. They allow you to construct a combo of criteria while reducing the restriction of match all and match any requirements
What are the main components of a segmentation rule?
Match Type: And vs. Or
Rules: add single rule or group of rules
Actions: action taken when prospect meets criteria (add/remove from list, add/remove tags, add/remove from SF campaign)
What happens when you select repeat for an automation rule?
Cannot be edited after the rule is unpaused
