Lead Management - Segmentation (lists) Flashcards

1
Q

What are pardot lists and tags used for?

A

To segment prospects

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2
Q

What are lists?

A

List are groups of prospects for sending list emails it or feeding to engagement studios.

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3
Q

What are tags?

A

Tags are used to sort, filter and organise your prospects and marketing assets.

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4
Q

What is a static list?

A

A static list consists of prospects that you build once and edit manually to make changes

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5
Q

Why would you use a static list?

A

Yiu would use a static list when you have no reason to remove prospects from a list

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6
Q

Can you manually add and remove prospects from a static list?

A

Yes

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7
Q

Can you convert a static list to a dynamic one?

A

No

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8
Q

What is a dynamic list?

A

A dynamic list is rule-based and automatically updates when a prospects data changes

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9
Q

What lists can be used for list emails and engagement programmes?

A

Static and dynamic lists

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10
Q

What are the benefits if dynaic lists?

A

Its created based on criteria and updates as prospects meet or fail to meet the criteria

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11
Q

Can you mark a dynamic list as public?

A

Yes and it will display on your email preference center so prospects can opt out.

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12
Q

Can everyone see a dynamic list on the email perference page?

A

No. Only the prospects who meet the lists criteria can see the list on the email preference page

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13
Q

What is a split list?

A

You can split a list into smaller lists. Prospects are divided between lists.

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14
Q

What happens to a dynamic list when you split it?

A

The new lists become static lists

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15
Q

What happens when you archive a list?

A

You cant add prospects or use it to send emails.

The automation continues to work as expected.

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16
Q

Can you add prospects to lists from records?

A

Yes.
Pardot > prospect record > tab lists

Salesforce > right arrow > add to pardot list / add to engagement stufio list

17
Q

How many lists can the prospect be added to via salesforce?

A

Up to 5 at a time

18
Q

Can you add multiple prospects to a list?

A

Yes. Select multiple prospects > add to list

19
Q

Way to add prospects to lists?

A

Add prospects to lists from record

Add prospects from table view

20
Q

Reason why you would combine tags?

A

To reorganise or pare down your tags

By merging tags together

21
Q

What happens when you delete a tag?

A

The tag is permanently deleted and is removed from all assets and prospects