Lead Management - Segmentation (lists) Flashcards
What are pardot lists and tags used for?
To segment prospects
What are lists?
List are groups of prospects for sending list emails it or feeding to engagement studios.
What are tags?
Tags are used to sort, filter and organise your prospects and marketing assets.
What is a static list?
A static list consists of prospects that you build once and edit manually to make changes
Why would you use a static list?
Yiu would use a static list when you have no reason to remove prospects from a list
Can you manually add and remove prospects from a static list?
Yes
Can you convert a static list to a dynamic one?
No
What is a dynamic list?
A dynamic list is rule-based and automatically updates when a prospects data changes
What lists can be used for list emails and engagement programmes?
Static and dynamic lists
What are the benefits if dynaic lists?
Its created based on criteria and updates as prospects meet or fail to meet the criteria
Can you mark a dynamic list as public?
Yes and it will display on your email preference center so prospects can opt out.
Can everyone see a dynamic list on the email perference page?
No. Only the prospects who meet the lists criteria can see the list on the email preference page
What is a split list?
You can split a list into smaller lists. Prospects are divided between lists.
What happens to a dynamic list when you split it?
The new lists become static lists
What happens when you archive a list?
You cant add prospects or use it to send emails.
The automation continues to work as expected.
Can you add prospects to lists from records?
Yes.
Pardot > prospect record > tab lists
Salesforce > right arrow > add to pardot list / add to engagement stufio list
How many lists can the prospect be added to via salesforce?
Up to 5 at a time
Can you add multiple prospects to a list?
Yes. Select multiple prospects > add to list
Way to add prospects to lists?
Add prospects to lists from record
Add prospects from table view
Reason why you would combine tags?
To reorganise or pare down your tags
By merging tags together
What happens when you delete a tag?
The tag is permanently deleted and is removed from all assets and prospects
