Marketing Automation Flashcards

1
Q

How do you segment data stored in multiple data extensions?

A

Query activity

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2
Q

What wait activity can’t wait until a specific date? (automation studio or journey)

A

Automation Studio

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3
Q

How do you perform A/B tests in journeys?

A

Path Optimizer

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4
Q

What link data extensions with data views?

A

Query Activities

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5
Q

Is it best practice to filter data before or after the journey entry setup?

A

Before

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6
Q

What do Script Activities execute?

A

Server-Side Javascript

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7
Q

How should confirmation emails be sent?

A

Triggered email from an API call

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8
Q

What send method can set a goal?

A

Journey Builder

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9
Q

What Automation Studio activity unencrypts files?

A

File Transfer

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10
Q

Should API calls be used for triggered sends, batch sends, or both?

A

Triggered sends only

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11
Q

What should be used for a unified view of sending information?

A

Journey Builder

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12
Q

What Automation Studio activity unzips files?

A

File Transfer

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13
Q

What Automation Studio activity converts files?

A

Data Extract

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14
Q

What should be used to send large amounts of emails within a limited time span?

A

Send Email

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15
Q

How should you send regular emails that change content with each send?

A

Send Flow

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16
Q

What email send method catches record updates between scheduling and deployment?

A

Journey Builder

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17
Q

What are the three automation tools?

A

Automation Studio
Journey Builder
Triggered Emails/API

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18
Q

What are the functions of Automation Studio?

A

Runs recurring activities
Performs advanced segmentation
Runs SQL queries
Refreshes audiences

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19
Q

What email sends should be done in Automation Studio?

A

High volume sends (+2 million per hour)

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20
Q

What is used to automate 1:1 messaging and deliver personalized content at the right time?

A

Journey Builder

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21
Q

What is used for importing, exporting, and segmenting data?

A

Automation Studio

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22
Q

What should be used for most email sends?

A

Journey Builder

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23
Q

What does a Data Extract activity do?

A

Extracts records from a list or a data extension to a CSV file and converts XML files to CSV

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24
Q

What does an Import File activity do?

A

Imports records from a CSV into a data extension

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25
Q

What does a Report Definition activity do?

A

Schedules the execution of a Marketing Cloud standard report

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26
Q

What does a SQL Query activity do?

A

Combines data from multiple data extensions or segments large numbers of records (>1 million)

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27
Q

What does a File Transfer activity do?

A

Uploads and downloads files to Marketing Cloud and unzips, encrypts, and decrypts files

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28
Q

What does a Filter Activity do?

A

Segments the data in a single data extension in Marketing Cloud

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29
Q

Where should filtering be done?

A

Automation Studio

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30
Q

What can an Automation Studio Wait activity last for?

A

A duration or a specific time of day

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31
Q

What can a Journey Builder Wait step last for?

A

A duration
A specific date
Wait for an attribute
Wait for a chat response
Wait for an API call

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32
Q

What allows the setup of different paths for timing, content, and channel to boost performance in Journey Builder?

A

Path Optimizer

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33
Q

Where can goals be set?

A

Journey Builder

34
Q

What provides metrics on email sends? (Automation Studio or Journey Builder)

A

Journey Builder

35
Q

What can react on a Service or Sales Cloud update and create or update Service and Sales Cloud records?

A

Journey Builder

36
Q

What are the real-time messaging options?

A

Triggered Email
TAPI
Transactional Journey

37
Q

What real-time messaging options use REST as protocol?

A

TAPI
Transactional Journey

38
Q

What real-time messaging option can be used for commercial sends?

A

Triggered Email

39
Q

What real-time messaging option is declared in Email Studio?

A

Triggered Email

40
Q

What real-time messaging options send emails as fast as possible?

A

TAPI
Transactional Journey

41
Q

What real-time messaging option uses priority to determine sending speed?

A

Triggered Email

42
Q

What do triggered emails require?

A

The creation of a Triggered Email Definition in Email Studio

43
Q

What are data views?

A

Contain tracking and system data that can be used in Query Activities to join this information to subscribers

44
Q

What are workflows?

A

Automation structure in Automation Studio- contain one starting source, steps, and activities

45
Q

What are the Automation Studio starting sources?

A

Schedule
File Drop
Trigger

46
Q

When does a File Drop automation start if no filename pattern is specified?

A

When a file is put in the folder

47
Q

When can a single folder be used for triggering multiple automations?

A

When a filename pattern is specified

48
Q

What are the Schedule repeat options?

A

None
Hourly
Daily
Weekdays
Weekly
Monthly
Yearly

49
Q

What are Import Activities used for?

A

Frequent imports that have the same qualities each time

50
Q

What are the Import Activity data options?

A

Overwrite
Add Only
Update Only
Add and Update

51
Q

What is the max number of filter activities that should run in the same step?

A

Two

52
Q

What has to be created before a Query activity?

A

The data extension that stores the info the query obtains

53
Q

What do Data Views contain?

A

Bounces, Clicks, Open, Sent

54
Q

What does a Verification activity do if a record count for a data extension is higher than expected?

A

Stop an automation or send an email

55
Q

What subscriber counts do Verification Activities prevent sends to?

A

0 subscribers or too many subscribers

56
Q

What does the Activity Tab of an automation show?

A

Success/Error Rate
Average Run Time
Run Log History
Email Addresses that will be notified if an automation fails/is skipped/succesfully completes

57
Q

What is the difference between Journey and Contact Data?

A

Journey Data is static, Contact Data changes as the journey is running

58
Q

What does the Journey Dashboard show?

A

An overview of events previously used in journeys
Path of a subscriber’s journey history
Journey Templates

59
Q

What are the journey types?

A

Multi-Step
Single Send
Transactional Send

60
Q

What triggers transactional send journeys?

A

API Calls

61
Q

What journey type needs a data extension as an entry source?

A

Single Send

62
Q

Are single send journeys manual sends or automations?

A

Manual

63
Q

What journey types are the Journey Builder equivalent to Send Flow?

A

Single Send

64
Q

What defines how a subscriber passes through a multi-step journey?

A

Flow Controls

65
Q

What does a canvas activity do?

A

Sends a message

66
Q

What are the multi-step journey activation sources?

A

On activation
Schedule
An event

67
Q

What is an Event entry source?

A

Injects a contact into a journey when a date field of a contact in Contact Builder is reached

68
Q

What must be done for Contact Data to be used in journeys?

A

Data extension must be linked to an attribute group in Contact Builder

69
Q

Where can Contact Data be used in a journey?

A

Entry criteria
Decision splits
Goal criteria
Exit criteria

70
Q

What is required to use Contact Data in journey personalization?

A

AMPscript

71
Q

How many paths can be configured in Path Optimizer?

A

Ten

72
Q

How many attributes can a Customer Update activity update at a time?

A

Five

73
Q

What is a holdback in Path Optimizer?

A

Percentage of contacts waiting to receive the winning path

74
Q

What Salesforce Data activity can be used to update any custom or standard object in Sales or Service Cloud?

A

Object activity

75
Q

When does journey builder check the journey’s goal?

A

When a wait period expires or every 24 hours if the exit option is selected

76
Q

Do new journey versions keep the metrics of old ones?

A

Yes

77
Q

What are the journey statuses?

A

Draft
Running
Finishing
Stopped
Paused
Testing

78
Q

What happens to the contacts in a journey version when it is stopped?

A

They are ejected

79
Q

Can stopped journey versions be restarted or relaunched?

A

No

80
Q

What contacts will not be paused when a journey version is paused?

A

Contacts already processed and queued up for sending by message activities

81
Q

What can download up to 30 days of journey history per business unit?

A

REST API