Lead Management - Automations

Question 1

What type of automation tools does pardot use?

Answer 1

Automation rules
Completion actions
Segmentation rules
Dynamic lists
Page actions

Question 2

What does completion actions do?

Answer 2

Allow you to automate directly from a marketing element - like -
Form
File
Email send

Question 3

What does segmentation rules do?

Answer 3

Allow you to create a one-time list of prospects and apply a segmentation action based on specific criteria

Question 4

What does automation rules do?

Answer 4

Allow you to create repeatable, criteria-based rules that find matching prospects and apply actions to them.

Question 5

What does dynamic lists do?

Answer 5

Allow you to create lists that update automatically based in specific criteria

Question 6

What are page actions?

Answer 6

Page actions are completion actions that are triggered by page views from a lead.

Question 7

When can page actions be applied?

Answer 7

Page actions can be applied to any page that contains a pardot tracking code

Question 8

What actions are available for page actions?

Answer 8

Add tags
Add to the list
Add to Salesforce campaign
Assign lead using Salesforce active assignment rule

Assign to group
Assign to user
Change lead custom field value
Change lead default field value
Create Salesforce task
Increase lead field value
Notify user
Remove from list
Remove tags
Set lead source campaign

Question 9

When is a wildcard page action?

Answer 9

To use a wildcard character * - place at the end of URL

If a page action doesn’t exist for a specific url, pardot matches a wildcard.

Pardot matches the most specific first page action

*

Question 10

When does page actions completion actions apply?

Answer 10

To leads only. Anonymous visitors do not trigger actions.

Question 11

Are page actions applied retroactively?

Answer 11

No. They are executed when the page accessed.

Question 12

If an anonymous visitor who has previously accessed the page later becomes a lead, is the visitor session linked to the leads record?

Answer 12

Yes its linked to the leads record but the completion actions are not applied.

Question 13

Can page actions be performed from nonvisible pages and pages that require the user to log-in?

Answer 13

Yes

Question 14

If a lead returns to the same page within the one hour period does it trigger a second notification?

Answer 14

No. One-page action notification per lead per page per hour has been triggered

Question 15

Do page actions need to match the exact URLs?

Answer 15

Yes they only match exact URL

Question 16

Can you use page actions with scoring categories?

Answer 16

Yes. Page action points apply to both the category score and the overall score

Question 17

How to create a page action?

Answer 17

Automation > page action > 
\+ new page action >
Name
Page URL
Page score
Scoring category
Priority page?

Completion actions

Create page

Question 18

What do priority pages allow you to do

Answer 18

Priority pages allow you to treat important page views as a separate lead activity, rather than bundlin them with other page views.

Question 19

And why would you use a priority page?

Answer 19

To help your sales team establish leads buying cues by using page actions to designate a page on your website as a priority page.

Question 20

What marketing assets are completion actions available for?

Answer 20

Forms
Form handlers
Files
custom redirects
Emails
Page action

Question 21

When are completion actions executed

Answer 21

Most completion actions are executed each time they are triggered.

Question 22

 when completion actions are based on email link clicks when are they executed?

Answer 22

They are only executed once per lead

Question 23

When do completion actions not run

Answer 23

Completion actions do not run on image file downloads or filtered activities

Question 24

What completion actions have a limitation period?

Answer 24

Adjust lead score
Send auto responder email

They do no run again for the same lead for a certain amount of time

Question 25

What is the limitation period for end action - adjust score for file download and custom redirect?

Answer 25

24 hours

Question 26

What happens if you Disable visitor activity limitation on a form handler?

Answer 26

If the Disable visitor activity limitation and send autoresponder emails after each submission option is enabled in your form handler settings, the lead receives the autoresponder each time the form handler is submitted.

Question 27

what happens when Always show form after submission option is turned on in forms?

Answer 27

If always show form submission option is turned on, the prospect receives the autoresponder every time the form is completed.

Question 28

What is the limitation period for forms?

Answer 28

10 mins

Question 29

What is the limitation period for form handlers?

Answer 29

4 hours

Question 30

what is the limitation period for others (custom redirects, page actions, etc.)?

Answer 30

4 hours

Question 31

When do segmentation rules run?

Answer 31

The inly run once and match only prospects that meet the rule’s criteria when the rule is run.

Question 32

How to create a segmentation rule?

Answer 32

Prospects > segmentation > segmentation rule + new segmentation rule Name > set rules Set segmentation rules Apply anctions Preview Run segmentation

Question 33

What are segmentation rules based on?

Answer 33

Targeting rule criteria to filter matching prospects to take action on

Question 34

What are the actions available for segmentation rules?

Answer 34

``` Add prospect to list Apply tags Add prospect to salesforce campaign Add list Remove prospect from list Remove tags ```

Question 35

What is the rule based on? Criteria or action? Action = ?

Answer 35

Action = completion action

Question 36

The rule based is on Criteria. Is it one time only? Yes =?

Answer 36

Yes = segmentation rule

Question 37

The rule based is on Criteria. Is it one time only? = no. What is the desired outcome?

Answer 37

Action off criteria = automation rule

Question 38

The rule based is on Criteria. Is it one time only? = no. What is the desired outcome?

Answer 38

Update list = dynamic list

Question 39

You want to send an autoresponder email when a prospect submits a form to download a white paper. what automation do you use?

Answer 39

You need a rule based on the action of submitting a form. Use a completion action.

Question 40

You want to pull a one-time list of all prospects in your southeast territory.

Answer 40

You need a rule based on the criteria of southeast territory that runs one time. Use a segmentation rule.

Question 41

You want to create a Salesforce task when a prospect submits a form and has a grade greater than B+.

Answer 41

You need a rule that performs an action based on the criteria of prospect grade is greater than B+ and a form submission. Use an automation rule.

Question 42

You want to create a list that you can use for an engagement program. Prospects are added to the list when they have a score of 100 and a grade of at least a B+. They are removed from the list when their score falls below 100 or grade falls below B+.

Answer 42

You need a rule that updates a list based on the criteria of a score greater than 100 and a grade that is greater than B+. Therefore, you need a rule that runs more than once, updates a list, and is based on criteria. Use a dynamic list.

Question 43

What activities are completion actions available for?

Answer 43

Custom redirects | Forms

Question 44

What statements are true about page actions?

Answer 44

You can apply page actions to any page that contains your pardot tracking code You can set completion actions n page actions

Question 45

Which is one of the following statements about automation rules is true?

Answer 45

An automation rule will never “un-match” prospects if they no longer meet a rules criteria

Question 46

How would you change prospects campaign for multiple prospects at once?

Answer 46

By resuming an automation rule