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Pardot > Lead Management - Automations > Flashcards

Lead Management - Automations Flashcards

1
Q

What type of automation tools does pardot use?

A 
Automation rules
Completion actions
Segmentation rules
Dynamic lists
Page actions
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2
Q

What does completion actions do?

A

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

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3
Q

What does segmentation rules do?

A

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

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4
Q

What does automation rules do?

A

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

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5
Q

What does dynamic lists do?

A

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

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6
Q

What are page actions?

A

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

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7
Q

When can page actions be applied?

A

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

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8
Q

What actions are available for page actions?

A

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
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9
Q

When is a wildcard page action?

A

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

*

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10
Q

When does page actions completion actions apply?

A

To leads only. Anonymous visitors do not trigger actions.

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11
Q

Are page actions applied retroactively?

A

No. They are executed when the page accessed.

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12
Q

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

A

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

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13
Q

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

A

Yes

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14
Q

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

A

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

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15
Q

Do page actions need to match the exact URLs?

A

Yes they only match exact URL

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16
Q

Can you use page actions with scoring categories?

A

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

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17
Q

How to create a page action?

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

Completion actions

Create page

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18
Q

What do priority pages allow you to do

A

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

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19
Q

And why would you use a priority page?

A

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

20
Q

What marketing assets are completion actions available for?

A 
Forms
Form handlers
Files
custom redirects
Emails
Page action
21
Q

When are completion actions executed

A

Most completion actions are executed each time they are triggered.

22
Q

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

A

They are only executed once per lead

23
Q

When do completion actions not run

A

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

24
Q

What completion actions have a limitation period?

A

Adjust lead score
Send auto responder email

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

25
Q

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

A

24 hours

26
Q

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

A

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.

27
Q

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

A

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

28
Q

What is the limitation period for forms?

A

10 mins

29
Q

What is the limitation period for form handlers?

A

4 hours

30
Q

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

A

4 hours

31
Q

When do segmentation rules run?

A

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

32
Q

How to create a segmentation rule?

A

Prospects > segmentation > segmentation rule

+ new segmentation rule
Name > set rules
Set segmentation rules
Apply anctions

Preview

Run segmentation

33
Q

What are segmentation rules based on?

A

Targeting rule criteria to filter matching prospects to take action on

34
Q

What are the actions available for segmentation rules?

A 
Add prospect to list
Apply tags
Add prospect to salesforce campaign 
Add list 
Remove prospect from list
Remove tags
35
Q

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

A

Action = completion action

36
Q

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

A

Yes = segmentation rule

37
Q

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

A

Action off criteria = automation rule

38
Q

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

A

Update list = dynamic list

39
Q

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

A

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

40
Q

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

A

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

41
Q

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

A

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.

42
Q

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+.

A

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.

43
Q

What activities are completion actions available for?

A

Custom redirects

Forms

44
Q

What statements are true about page actions?

A

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

You can set completion actions n page actions

45
Q

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

A

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

46
Q

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

A

By resuming an automation rule

Pardot (14 decks)

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