Lead Management

Question 1

What are the 4 automations available in Pardot?

Answer 1

Automation Rules, Segmentation Rules, Completion Actions, Dynamic Lists

Question 2

What two programs start on pause?

Answer 2

Automation rules and engagement programs

Question 3

What does an Automation Rule do?

Answer 3

Perform actions based on criteria
Runs continuously
Checks every prospect every time their record updates

Question 4

What happens to prospects if you add new actions to an Automation Rule that they have already matched?

Answer 4

New actions will not be applied and actions cannot be “unapplied” to prospects that no longer match

Question 5

True/False: Automation Rules only affect a prospect one time

Answer 5

True - can never unmatch prospects even if they no longer meet criteria

Question 6

Are Automation Rules retroactive?

Answer 6

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.

Question 7

What are the main components of an Automation Rule?

Answer 7

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)

Question 8

What is a dynamic list?

Answer 8

Rule-based lists of prospects that automatically update as prospect data changes
Can’t manually add or remove prospects

Question 9

What are dynamic lists used for?

Answer 9

Recipient lists or suppression lists for emails or to seed a drip nurturing program or used further in automation or segmentation criteria

Question 10

Why would you use a dynamic list?

Answer 10

when creating list based on prospect data that changes often

Question 11

What happens when you send an email to a dynamic list?

Answer 11

Email only gets sent to those people on the list at that time

Question 12

What are the components of a Dynamic List?

Answer 12

Match Type: And vs. Or

Rules: criteria to match against prospects

Question 13

What is a completion action?

Answer 13

Used to automate actions when a prospect interacts with your marketing assets

Question 14

Are completion actions retroactive?

Answer 14

No

Question 15

What are completion actions avaibable for?

Answer 15

Forms, form handlers, files, custom redirects, emails, page actions

Question 16

Do completion actions execute every time the action is completed?

Answer 16

Yes, except for adjust score and send autoreponder email (there may be throttling period for those)

Question 17

Can completion actions execute for visitors?

Answer 17

No, only prospects

Question 18

What will completion actions not execute for?

Answer 18

Image files and filtered activities

Question 19

What actions are available for completion actions?

Answer 19

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

Question 20

What is a segmentation rule?

Answer 20

Uses criteria to filter matching prospects to apply actions to. One-time list only and do not run continuously.

Question 21

What are segmentation previews?

Answer 21

allows you to preview segmentation rule matches and share a link to the preview with other Pardot users

Question 22

What are segmentation rule groups?

Answer 22

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

Question 23

What are the main components of a segmentation rule?

Answer 23

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)

Question 24

What happens when you select repeat for an automation rule?

Answer 24

Cannot be edited after the rule is unpaused

Question 25

What are page actions?

Answer 25

completion actions triggered by a prospect’s page views. Not retrospective. must match exact URL

Question 26

What is the order of how page actions execute?

Answer 26

Matches most specific action first, then wildcards

Question 27

What are some common use cases for automation rules?

Answer 27

Change prospect profile
Add prospect to list
Adjust prospect score
Decrease prospect score based on inactivity
Assign prospects based on form submission/location

Question 28

What should you do to make sure dynamic suppression lists work?

Answer 28

Wait 10 min between email sends