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Salesforce Pardot Specialist Certification - Trailmix 2022 > Lead Management Part 1 (24%) > Flashcards

Lead Management Part 1 (24%) Flashcards

1
Q

What are the four automation tools in Pardot?

A

automation rules, completion actions, segmentation rules, and dynamic lists

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2
Q

Completion actions

A

Allow you to automate directly from a marketing element, such as a form, file, or email send.

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3
Q

Segmentation rules

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

Automation rules

A

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

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5
Q

Dynamic lists

A

Allow you to create lists that update automatically based on specific criteria.

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6
Q

Automation Rule Action: Adds a prospect to a list.

A

Add prospect to list

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7
Q

Automation Rule Action: Tags a prospect with the Salesforce campaign of your choice.

A

Add prospect to Salesforce campaign

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8
Q

Automation Rule Action: Adjusts a prospect’s score by a selected number or resets it to a specific number.

A

Adjust Prospect Score

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9
Q

Automation Rule Action: Adjusts a prospect’s score by a selected number for a scoring category.

A

Adjust Prospect Score for Scoring Category

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10
Q

Automation Rule Action: Allows assigned prospects who were previously deleted in Salesforce to create a lead the next time they sync with the CRM. Typically, when a lead or contact is deleted in Salesforce, the corresponding prospect in Pardot is flagged to never recreate a lead in the CRM. This action can also be used when a prospect has matched “Do Not Sync with CRM” via an automation rule.

A

Allow Deleted CRM Lead or Contact to Recreate from Pardot

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11
Q

Automation Rule Action: Applies a tag to a prospect.

A

Apply tags

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12
Q

Automation Rule Action: Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects.

A

Assign prospect to queue

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13
Q

Automation Rule Action: Assigns a prospect to a user. This action doesn’t reassign prospects.

A

Assign prospect to user

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14
Q

Automation Rule Action: Assigns a prospect to a user in a group. This action doesn’t reassign prospects.

A

Assign prospect to user in group

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15
Q

Automation Rule Action: Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back down to Pardot after assignment in Salesforce. This action doesn’t reassign prospects.

A

Assign prospect via Salesforce active assignment rule

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16
Q

Automation Rule Action: Changes grading criteria for a profile.

A

Change profile criteria

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17
Q

Automation Rule Action: Changes the prospect’s Pardot campaign.

A

Set prospect’s first touch campaign

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18
Q

Automation Rule Action: Changes a custom field value.

A

Change prospect custom field value

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19
Q

Automation Rule Action: Changes a default field value.

A

Change prospect default field value

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20
Q

Automation Rule Action: Changes a prospect’s profile when the requirements of the rule are fulfilled.

A

Change prospect profile

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21
Q

Automation Rule Action: Clears a field value. Unverify your Salesforce connector before using this action to clear field values, and clear the corresponding field in the CRM before reverifying the connector.

A

Clear prospect field value

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22
Q

Automation Rule Action: Creates a Salesforce task for prospects.

A

Create Salesforce task

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23
Q

Automation Rule Action: Flags a prospect as Do Not Sync, preventing the prospect from syncing with your CRM.

A

Do Not Sync With CRM

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24
Q

Automation Rule Action: Adds to or subtracts from values for number fields.

A

Increment prospect field value

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25
Q

Automation Rule Action: Marks a prospect as reviewed. Assigned prospects aren’t marked as reviewed.

A

Mark as reviewed

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26
Q

Automation Rule Action: Notifies the prospect’s assigned user when a prospect meets the criteria of the rule.

A

Notify assigned user

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27
Q

Automation Rule Action: Notifies a user when a prospect meets the criteria of the rule.

A

Notify user

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28
Q

Automation Rule Action: Removes a prospect from a list.

A

Remove prospect from list

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29
Q

Automation Rule Action: Removes tags from a prospect.

A

Remove tags

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30
Q

Automation Rule Action: Sends a prospect an email. When multiple prospect records have the same email address, all prospects match the rule, but the rule’s action is applied to the first prospect the rule finds. The other prospect records show “Not Applied: Duplicate Email” in the Applied At column.

A

Send prospect email

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31
Q

Do completion actions trigger immediately?

A

Yes.

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32
Q

Do completion actions fire every time an action is taken?

A

Yes.

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33
Q

Are completion actions retroactive?

A

No.

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34
Q

What’s the main difference between completion actions and automation rules?

A

Completion actions fire each and every time an action is completed.

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35
Q

If you have multiple completion actions on a marketing asset, which actions run first? Give an example.

A

The actions that affect other automations run first. Example: Assign to User + Notify User + Set Custom Field = Assign to User > Set Custom Field > Notify User.

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36
Q

NAVIGATION Q. How do you add a completion action to an existing form?

A

Content | Forms | NAME OF FORM > Edit Form > + Add new completion action > Select ACTION from drop down > Confirm & Save

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37
Q

What makes a Page Action different from a Completion Action?

A

Page Actions are Completion Actions but Page Actions have a criterion “Has a prospect viewed this page?”

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38
Q

Do anonymous Visitors trigger Completion Actions?

A

No.

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39
Q

What needs to be implemented on your website for Page Actions to work?

A

A Pardot tracking code or tracking code

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40
Q

You can also set page actions on multiple pages with the same domain, how?

A

by using a wildcard. For example, if you enter www.getcloudy.com/* as the URL for the page action, Pardot sets that page action on every page that’s part of the www.getcloudy.com domain.

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41
Q

If a prospect visits www.example.com/products/form and you have a page action set up to execute for www.example.com/products/form and a wildcard page action for www.example.com/products/*, which one does Pardot match first? Why?

A

www.example.com/products/form because Pardot matches the most specific page action first

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42
Q

NAVIGATION How do you set up a page action that increases score by 25?

A

Click Automations | Page Actions. Click +Add Page Action. Name the Page Action . Enter the URL. Enter score. Click Create Page Action.

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43
Q

Do automation rules continuously look for prospects who match the rule criteria?

A

Yes.

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44
Q

Automation rules are retroactive with one exception, what?

A

any changes after the rule becomes live are not retroactive

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45
Q

Do automation rules begin in the “paused” status?

A

Yes.

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46
Q

How many times can an automation rule can match a prospect?

A

You decide unlimited or a fixed number. Select the repeat checkbox. Select the number of times to repeat.

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47
Q

What happens to prospects that had matched an automation rule before it was deleted?

A

The automation rule no longer runs but the actions it had already applied to prospects stay in effect.

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48
Q

Can automation rules be restored from the recyle bin?

A

Yes.

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49
Q

What does the operator “is” do?

A

exact match but not case sensitive

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50
Q

What does the operator “contains” do?

A

Job title VP, Vice or Manager are all good for contains

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51
Q

How would you create an automation rule that creates a SFDC task for the CRM owner for prospects who

A

Automations | Automation Rules. Click +Add automation rule. Enter name. Select folder. Leave Repeat rule unchecked. Select Match All. Click +Add new rule. Dropdown select Prospect Score. Dropdown is greater than. Click +Add new action. Dropdown select Create Salesforce task…

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52
Q

Which marketing elements are Completion Actions available for?

A

forms, form handlers, files, custom redirects, emails, and page actions.

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53
Q

How many times do completion actions activate for email clicks?

A

Once per prospect.

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54
Q

Which completion actions are throttled?

A

Adjust Score and Send Autoresponder Email

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55
Q

Do completion actions activate for Visitors?

A

No.

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56
Q

Do completion actions execute for image file downloads or filtered activities?

A

No.

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57
Q

Do completion actions based on link clicks trigger on unsubscribe links or email preference page clicks?

A

No.

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58
Q

How long is the throttling period for Adjust Score for file downloads and custom redirects?

A

24 hours

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59
Q

How long is the throttling period for Send Autoresponder Action: Asset = Form, Form Handler, Other

A

10 minutes, 4 hours, 4 hours

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60
Q

How do you disable throttling for Send Autoresponder Action for Form and Form Handler?

A

Enable Always display form after submission and Enable Disable Visitor Activity Throttling and send autoresponder emails after every submission

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61
Q

Completion Action: Add tags

A

Applies a tag to a prospect.

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62
Q

Completion Action: Add to list

A

Adds a prospect to a list.

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63
Q

Completion Action: Add to Salesforce campaign

A

Tags a prospect with the Salesforce campaign of your choice. You must place this action before the assignment actions (Assign prospect via Salesforce active assignment rule, Assign to queue, or Assign to user). Otherwise, the campaign isn’t assigned correctly.

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64
Q

Completion Action: Adjust score

A

Adjusts a prospect’s score by a selected number or resets it to a specific number.

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65
Q

Completion Action: Adjust score for Scoring Category

A

Adjusts a prospect’s score by a selected number for a scoring category.

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66
Q

Completion Action: Assign prospect via Salesforce active assignment rule

A

Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back down to Pardot after assignment in Salesforce. This action doesn’t reassign prospects.

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67
Q

Completion Action: Assign to queue

A

Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects. Don’t use this action if your connector syncs Pardot prospects to Salesforce contacts instead of leads.

68
Q

Completion Action: Assign to user

A

Assigns a prospect to a user. This action doesn’t reassign prospects. Always make this action the last completion action in a series. Accounts with a Salesforce connector sync a new prospect with the CRM after the user assignment before other completion actions fire.

69
Q

Completion Action: Change prospect custom field value

A

Changes a custom field value.

70
Q

Completion Action: Change prospect default field value

A

Changes a default field value.

71
Q

Completion Action: Create Salesforce task†

A

Creates a Salesforce task for prospects. If the prospect doesn’t have a corresponding record in Salesforce, the task isn’t synced until the prospect is assigned to a user, a queue‡, a group‡, or via an active assignment rule.

72
Q

Completion Action: Increment prospect field value

A

Adds to or subtracts from values for number fields.

73
Q

Completion Action: Notify assigned user

A

Notifies the prospect’s assigned user.

74
Q

Completion Action: Notify user

A

Notifies a user.

75
Q

Completion Action: Notify user via Twilio (phone)

A

Notifies a user by phone if the Twilio connector is verified.

76
Q

Completion Action: Register for webinar

A

Registers the prospect for an upcoming webinar.

77
Q

Completion Action: Remove from list

A

Removes a prospect from a list.

78
Q

Completion Action: Remove tags

A

Removes tags from a prospect.

79
Q

Sends a prospect an autoresponder email. This action is throttled in some circumstances. See Completion Action Throttling for more information.

A

Send autoresponder email

80
Q

Changes a prospect’s profile.

A

Set profile

81
Q

Changes the prospect’s Pardot campaign.

A

Set prospect’s first touch campaign

82
Q

How would you write a rule that matched prospects who are not assigned to User1 or User2?

A

Match ALL. Prospect assigned user ISN’T User1 AND Prospect assigned user ISN’T User2

83
Q

How do you create an Automation Rule?

A

Automations Tab | Automation Rules. Click +Add Automation Rule. Name rule. Select Match Type: All or Any. Rules section: for individual criteria click +Add new rule, for sets of criteria, click + Add new rule group. Actions section, click +Add new action. Click Create automation rules. Preview. Resume automation rules.

84
Q

What punctuation mark do you use to separate criteria?

A

A semi-colon (;)

85
Q

Where are the Automation Rule Criteria found in Pardot?

A

The criteria are available in the first dropdown in the Rules section of your automation rule.

86
Q

How many custom objects are we able to use in Pardot?

A

4

87
Q

How would you change a prospect’s profile to Executive Buyer if the person is in Texas, works at a midsize company (100 to 250 employees), and has a score of 8 to 10 for corporate culture.

A

RULES: Match Type | Match All. Prospect default field | State | is | TX. Prospect account field | Number of Employees | is between | 100 and 250. Prospect custom field | Corporate Culture | is between | 8 and 10. ACTIONS: Change prospect profile | Executive Buyer

88
Q

If I make changes to my automation rule, will these new criteria and actions apply to already matched prospects?

A

It depends. Once a prospect matches an automation rule, all of the actions that are defined at that time in the rule are applied to that prospect and it is flagged as matching. If the rule isn’t set to repeat, and you add new actions later, they will not be applied to prospects who have already matched. If you add new criteria to the rule, the rule will not ‘unapply’ actions to prospects who no longer match.

89
Q

Will an automation rule ever match a prospect more than once?

A

An automation rule can match a prospect more than once if you enable Repeat Rule. Otherwise, an automation rule will only affect a prospect one time. Rules don’t ‘un-match’ prospects when they no longer meet a rule’s criteria.

90
Q

How many automation rules can I have in my account?

A

Standard/Growth Edition accounts can have up to 50 automation rules at any given time. Pro/Plus Edition accounts can have up to 100 automation rules and Ultimate/Advanced Edition accounts can have up to 150 automation rules. Automation rules that have been deleted and are in the recycling bin don’t count towards this number. Additional automation rules can be added to your account by contacting your account executive.

91
Q

How do I use an automation rule to add prospects to an Unsubscribed list?

A

To create a list of unsubscribed prospects you will want to use the following setup: Rules: Prospect default field | Do Not Email | is Do Not Email. Action: Add prospect to list | Unsubscribe List

92
Q

Is it necessary to add both Do Not Email field and Unsubscribe field to your criteria for an unsubscribed list?

A

No, because if a prospect unsubscribes or is imported as an opt-out, the Do Not Email field is marked.

93
Q

Which actions are available to all five Pardot assets?

A

Add [prospect] to list. Remove [prospect] from list. Apply tags/ Add tags. Remove tags.

94
Q

What are the five Pardot assets that do Actions?

A

Automation Rules. Segmentation Rules. Completion Actions. Engagement Actions. Tables.

95
Q

Which actions are exclusively Table Actions (Note: only some Tables have these actions).

A

Delete. Merge.

96
Q

What are all the possible Table Actions? (Note: Tables usually have 3 or 4 of all these actions).

A

Add [prospect] to list. Remove [prospect] from list. Apply tags/ Add tags. Remove tags. Assign Prospect to user. Assign Prospect to group. Increment prospect field value (for use with number fields). Mark as reviewed. Merge.

97
Q

What are all the available Automation Rule Actions?

A

Add prospect to list. Remove prospect from list. Add prospect to Salesforce campaign. Adjust Prospect Score. Adjust Prospect Score for Scoring Category. Allow Deleted CRM Lead or Contact to Recreate from Pardot. Apply tags. Remove Tags. Assign prospect to queue. Assign prospect to user. Assign prospect to user in group. Assign prospect via Salesforce active assignment rule. Change profile criteria. Set prospect’s first touch campaign. Change prospect custom field value. Change prospect default field value. Change prospect profile. Clear prospect field value. Create Salesforce task. Do Not Sync With CRM. Increment prospect field value. Mark as reviewed. Notify assigned user. Notify user. Remove prospect from list. Send prospect email.

98
Q

Which action is exclusively a Completion Action?

A

Send autoresponder email.

99
Q

Which action is exclusively a Segmentation Rule?

A

Add list

100
Q

Which action is exclusively an Automation Rule?

A

Allow Deleted CRM Lead or Contact to Recreate from Pardot

101
Q

Which actions require a Salesforce Connector?

A

Add to Salesforce campaign. Assign prospect to queue. Assign prospect via Salesforce active assignment rule. Create a Salesforce task

102
Q

If a form is on a Pardot Landing Page what should the automation rule CRITERIA be for a prospect who completes a form?

A

Prospect landing page | Select landing page | was completed successfully

103
Q

If the form is hosted on an external page (a page you host) what should the automation rule CRITERIA be for a prospect who completes a form?

A

Prospect form | Select form | was completed successfully

104
Q

If a form is on a Pardot landing page, what will receive credit for the unique views and conversions.

A

The Pardot Landing Page.

105
Q

If the form is on an external page what will receive credit for the unique views and conversions?

A

The form.

106
Q

What happens if I have multiple prospects with the same email address, and my automation rule has a ‘Send Prospect Email’ action?

A

All prospects with the same email will match the rule, but all of the rule’s actions will be applied only to the first prospect the rule finds — not necessarily the record with the most recent activity. If the rule is set to repeat, the first prospect that the rule finds will have all actions applied once the prospect is eligible to match again. The prospect records that didn’t have the actions applied will show Not Applied: Duplicate Emailinstead of a timestamp in the Applied At column in prospect audits and the automation rule’s prospect table.

107
Q

Can I undo the actions once the Automation Rule has matched prospects?

A

Unfortunately, there is no way to undo the actions that have been done in a rule. You cannot revert back the actions, so we recommend you use the ‘Preview’ feature and make sure the rule is correctly built before resuming it.

108
Q

Will an automation rule change a prospect’s owner?

A

No, even if they meet the criteria for the rule. Assigning actions will assign ‘Reviewed’ prospects.

109
Q

Can I preview/test matches for automation rules?

A

Yes. Use the automation preview to ensure that automation rules only take action on the prospects that you intend for it to effect.

110
Q

Are automation rules retroactive?

A

Sort of. When automation rules are created, or an existing rule’s criteria is edited, and the rule is unpaused, the rule will search through all prospects in your account to find matches. In this way, rules are retroactive – a prospect could have begun meeting the criteria last week, but if the automation rule is created today the rule will still find them and match them. If you edit criteria, it will not retroactively unmatch prospects.

111
Q

What are the two biggest differences between Automation Rules and Segmentation Rules?

A

Automation Rules offer the most comprehensive set of actions and run continuously but Segmentation Rules offer limited actions (that all deal with building lists and campaigns) and run once.

112
Q

Segmentation Rule Action: Add prospect to list

A

Adds a prospect to a list.

113
Q

Segmentation Rule Action: Add prospect to Salesforce campaign

A

Tags a prospect with a Salesforce campaign.

114
Q

Segmentation Rule Action: Add list

A

Adds prospects that match the segmentation rule to a new list.

115
Q

Segmentation Rule Action: Apply tags

A

Applies a tag to a prospect.

116
Q

Segmentation Rule Action: Remove prospect from list

A

Removes a prospect from a list.

117
Q

Segmentation Rule Action: Remove tags

A

Removes tags from a prospect.

118
Q

Segmentation & Automation Rule Criteria: Prospect account field

A

Filters prospects based on the value of an account field. Prospects must have an account to match, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.

119
Q

Segmentation & Automation Rule Criteria: Prospect assigned queue

A

Filters prospects based on whether the prospect is assigned to a Salesforce queue.

120
Q

Segmentation & Automation Rule Criteria: Prospect assigned user

A

Filters prospects based on the user the prospect is assigned to.

121
Q

Segmentation & Automation Rule Criteria: Prospect assignment status

A

Filters prospects based on whether the prospect is assigned to a user or queue.

122
Q

Segmentation & Automation Rule Criteria: Prospect campaign

A

Filters prospects based on a Pardot campaign.

123
Q

Segmentation & Automation Rule Criteria: Prospect CRM campaign

A

Filters prospects based on the prospect’s Salesforce campaign. Prospects must be associated with at least one Salesforce campaign, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.

124
Q

Segmentation & Automation Rule Criteria: Prospect CRM campaign status

A

Filters prospects based on the status of the prospect’s Salesforce campaign.

125
Q

Segmentation & Automation Rule Criteria: Prospect CRM status

A

Filters prospects based on the status of the prospect’s synced CRM record.

126
Q

Segmentation & Automation Rule Criteria: Prospect custom field

A

Filters prospects based on the value of a custom field on the prospect record.

127
Q

Segmentation & Automation Rule Criteria: Prospect custom redirect

A

Filters prospects based on a custom redirect click.

128
Q

Segmentation & Automation Rule Criteria: Prospect default field

A

Filters prospects based on the value of a default field on the prospect record.

129
Q

Segmentation & Automation Rule Criteria: Prospect email opens

A

Filters prospects based on whether a prospect has opened an email within a given number of days or weeks.

130
Q

Segmentation & Automation Rule Criteria: Prospect email status

A

Filters prospects based on whether the user’s email status is Opted Out, Do Not Email, hard bounce detected, or soft bounce detected.

131
Q

Segmentation & Automation Rule Criteria: Prospect file

A

Filters prospects based on a non-image file download.

132
Q

Segmentation & Automation Rule Criteria: Prospect form

A

Filters prospects based on a form view or submission. If the form is on a Pardot landing page, use a Pardot page for the rule instead.

133
Q

Segmentation & Automation Rule Criteria: Prospect form handler

A

Filters prospects based on a form handler submission.

134
Q

Segmentation & Automation Rule Criteria: Prospect grade

A

Filters prospects based on a prospect’s grade.

135
Q

Segmentation & Automation Rule Criteria: Prospect landing page

A

Filters prospects based on a landing page view or submission.

136
Q

Segmentation & Automation Rule Criteria: Prospect list

A

Filters prospects based on a prospect’s list membership.

137
Q

Segmentation & Automation Rule Criteria: Prospect opportunity

A

Finds prospects using the relation group functionality. It allows users to define multiple rules that must all match a single opportunity tied to a prospect for that prospect to match the relation group. This criteria doesn’t work inside a rule group.

138
Q

Segmentation & Automation Rule Criteria: Prospect opportunity custom field

A

Finds prospects based on custom field values stored in an opportunity to which the prospect is tied as a contact.

139
Q

Segmentation & Automation Rule Criteria: Prospect opportunity default field

A

Finds prospects based on default field values stored in an opportunity to which the prospect is tied as a contact.

140
Q

Segmentation & Automation Rule Criteria: Prospect opportunity status

A

Filters prospects based on a prospect’s opportunity status.

141
Q

Segmentation & Automation Rule Criteria: Prospect profile

A

Filters prospects based on a prospect’s profile.

142
Q

Segmentation & Automation Rule Criteria: Prospect public list opt-in status

A

Filters prospects based on whether a user is opted in or out of a public list from the email preference center.

143
Q

Segmentation & Automation Rule Criteria: Prospect query

A

Filters prospects based on a prospect search. Includes site search, paid search, and organic search.

144
Q

Segmentation & Automation Rule Criteria: Prospect score

A

Filters prospects based on a prospect’s score.

145
Q

Segmentation & Automation Rule Criteria: Prospect score for Scoring Category

A

Filters prospects based on a prospect’s score for a scoring category.

146
Q

Segmentation & Automation Rule Criteria: Prospect tag

A

Filters prospects based on a prospect’s tags.

147
Q

Segmentation & Automation Rule Criteria: Prospect time

A

Filters prospects based on the number of days since a prospect was created or since the prospect’s last activity. Day is defined as between 12 AM and 11:59 PM in the Pardot account’s time zone.

148
Q

Segmentation & Automation Rule Criteria: Prospect webinar

A

Filters prospects based on whether the prospect was absent, attended, or registered for a webinar. This criteria is available if your account has a verified webinar connector.

149
Q

Segmentation & Automation Rule Criteria: Visitor Google Analytics parameter

A

Filters prospects based on the values of Google Analytics fields in a prospect’s record.

150
Q

Segmentation & Automation Rule Criteria: Visitor hostname

A

Filters prospects based on the prospect’s hostname.

151
Q

Automation Rule Criteria: Prospect account custom object

A

Filters prospects based on the prospect’s relationship to a custom object.
Knowledge Article: Custom Objects FAQ

152
Q

Automation Rule Criteria: Prospect custom object

A

Filters prospects based on the prospect’s relationship to a custom object.
Knowledge Article: Custom Objects FAQ

153
Q

Automation Rule Criteria: Prospect external activity

A

Filters prospects based on specified activities that occur in third-party apps. This criteria requires Marketing App Extensions to be configured in Salesforce Marketing Setup.

154
Q

NAVIGATION: How to create a Segmentation Rule

A

Standalone Pardot: Marketing | Segmentation | Rules OR Lightning App: Prospects and then Segmentation | Rules. Click + Add Segmentation Rule. Name the rule. Select Match Type. Under RULES, add individual or sets of criteria. Click Preview. Run Segmentation.

155
Q

When should you use static lists?

A

When you have no reason to remove prospects, e.g., all prospects who complete you Contact Us form.

156
Q

Can Static lists be adjusted manually?

A

Yes.

157
Q

Can Dynamic lists be adjusted manually?

A

No.

158
Q

Do Static lists run once?

A

Yes.

159
Q

Do Dynamic lists run once?

A

No. Membership is refreshed based on prospects matching and unmatching criteria.

160
Q

Where are Static lists seen in Pardot?

A

Available as an option in dropdowns in Import Screens and Data Tables.

161
Q

Where are Dynamic lists seen in Pardot?

A

Are not seen as an option in dropdowns in import screen, data tables, or anywhere else where you manually control list membership.

162
Q

Are Static Lists CRM-visible?

A

Yes.

163
Q

Are Dynamic Lists CRM-visible?

A

No.

164
Q

When is a Dynamic List most helpful?

A

When you’re creating a list based on prospect data that changes often.

165
Q

Can you convert a Static list to a Dynamic list?

A

No.

166
Q

NAVIGATION: How to create a Dynamic List

A

Open the Lists Page: In standalone Pardot: Marketing | Segmentation | Lists OR in Lightning: select Prospects then Segmentation | Segmentation Lists. Click +Add List. Name the List. Select other options. Select Dynamic List. Click Set Rules. Select a match type. +Add new rule or +Add new rule group. Preview. Run Rules.

Salesforce Pardot Specialist Certification - Trailmix 2022 (5 decks)

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