Lead Management - Automations Flashcards
What type of automation tools does pardot use?
Automation rules Completion actions Segmentation rules Dynamic lists Page actions
What does completion actions do?
Allow you to automate directly from a marketing element - like -
Form
File
Email send
What does segmentation rules do?
Allow you to create a one-time list of prospects and apply a segmentation action based on specific criteria
What does automation rules do?
Allow you to create repeatable, criteria-based rules that find matching prospects and apply actions to them.
What does dynamic lists do?
Allow you to create lists that update automatically based in specific criteria
What are page actions?
Page actions are completion actions that are triggered by page views from a lead.
When can page actions be applied?
Page actions can be applied to any page that contains a pardot tracking code
What actions are available for page actions?
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
When is a wildcard page action?
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
*
When does page actions completion actions apply?
To leads only. Anonymous visitors do not trigger actions.
Are page actions applied retroactively?
No. They are executed when the page accessed.
If an anonymous visitor who has previously accessed the page later becomes a lead, is the visitor session linked to the leads record?
Yes its linked to the leads record but the completion actions are not applied.
Can page actions be performed from nonvisible pages and pages that require the user to log-in?
Yes
If a lead returns to the same page within the one hour period does it trigger a second notification?
No. One-page action notification per lead per page per hour has been triggered
Do page actions need to match the exact URLs?
Yes they only match exact URL
Can you use page actions with scoring categories?
Yes. Page action points apply to both the category score and the overall score
How to create a page action?
Automation > page action > \+ new page action > Name Page URL Page score Scoring category Priority page?
Completion actions
Create page
What do priority pages allow you to do
Priority pages allow you to treat important page views as a separate lead activity, rather than bundlin them with other page views.
And why would you use a priority page?
To help your sales team establish leads buying cues by using page actions to designate a page on your website as a priority page.
What marketing assets are completion actions available for?
Forms Form handlers Files custom redirects Emails Page action
When are completion actions executed
Most completion actions are executed each time they are triggered.
 when completion actions are based on email link clicks when are they executed?
They are only executed once per lead
When do completion actions not run
Completion actions do not run on image file downloads or filtered activities
What completion actions have a limitation period?
Adjust lead score
Send auto responder email
They do no run again for the same lead for a certain amount of time
What is the limitation period for end action - adjust score for file download and custom redirect?
24 hours
What happens if you Disable visitor activity limitation on a form handler?
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.
what happens when Always show form after submission option is turned on in forms?
If always show form submission option is turned on, the prospect receives the autoresponder every time the form is completed.
What is the limitation period for forms?
10 mins
What is the limitation period for form handlers?
4 hours
what is the limitation period for others (custom redirects, page actions, etc.)?
4 hours
When do segmentation rules run?
The inly run once and match only prospects that meet the rule’s criteria when the rule is run.
How to create a segmentation rule?
Prospects > segmentation > segmentation rule
+ new segmentation rule
Name > set rules
Set segmentation rules
Apply anctions
Preview
Run segmentation
What are segmentation rules based on?
Targeting rule criteria to filter matching prospects to take action on
What are the actions available for segmentation rules?
Add prospect to list Apply tags Add prospect to salesforce campaign Add list Remove prospect from list Remove tags
What is the rule based on? Criteria or action? Action = ?
Action = completion action
The rule based is on Criteria. Is it one time only? Yes =?
Yes = segmentation rule
The rule based is on Criteria. Is it one time only? = no. What is the desired outcome?
Action off criteria = automation rule
The rule based is on Criteria. Is it one time only? = no. What is the desired outcome?
Update list = dynamic list
You want to send an autoresponder email when a prospect submits a form to download a white paper. what automation do you use?
You need a rule based on the action of submitting a form. Use a completion action.
You want to pull a one-time list of all prospects in your southeast territory.
You need a rule based on the criteria of southeast territory that runs one time. Use a segmentation rule.
You want to create a Salesforce task when a prospect submits a form and has a grade greater than B+.
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.
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+.
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.
What activities are completion actions available for?
Custom redirects
Forms
What statements are true about page actions?
You can apply page actions to any page that contains your pardot tracking code
You can set completion actions n page actions
Which is one of the following statements about automation rules is true?
An automation rule will never “un-match” prospects if they no longer meet a rules criteria
How would you change prospects campaign for multiple prospects at once?
By resuming an automation rule
