Marketing Automation Flashcards
How do you segment data stored in multiple data extensions?
Query activity
What wait activity can’t wait until a specific date? (automation studio or journey)
Automation Studio
How do you perform A/B tests in journeys?
Path Optimizer
What link data extensions with data views?
Query Activities
Is it best practice to filter data before or after the journey entry setup?
Before
What do Script Activities execute?
Server-Side Javascript
How should confirmation emails be sent?
Triggered email from an API call
What send method can set a goal?
Journey Builder
What Automation Studio activity unencrypts files?
File Transfer
Should API calls be used for triggered sends, batch sends, or both?
Triggered sends only
What should be used for a unified view of sending information?
Journey Builder
What Automation Studio activity unzips files?
File Transfer
What Automation Studio activity converts files?
Data Extract
What should be used to send large amounts of emails within a limited time span?
Send Email
How should you send regular emails that change content with each send?
Send Flow
What email send method catches record updates between scheduling and deployment?
Journey Builder
What are the three automation tools?
Automation Studio
Journey Builder
Triggered Emails/API
What are the functions of Automation Studio?
Runs recurring activities
Performs advanced segmentation
Runs SQL queries
Refreshes audiences
What email sends should be done in Automation Studio?
High volume sends (+2 million per hour)
What is used to automate 1:1 messaging and deliver personalized content at the right time?
Journey Builder
What is used for importing, exporting, and segmenting data?
Automation Studio
What should be used for most email sends?
Journey Builder
What does a Data Extract activity do?
Extracts records from a list or a data extension to a CSV file and converts XML files to CSV
What does an Import File activity do?
Imports records from a CSV into a data extension
What does a Report Definition activity do?
Schedules the execution of a Marketing Cloud standard report
What does a SQL Query activity do?
Combines data from multiple data extensions or segments large numbers of records (>1 million)
What does a File Transfer activity do?
Uploads and downloads files to Marketing Cloud and unzips, encrypts, and decrypts files
What does a Filter Activity do?
Segments the data in a single data extension in Marketing Cloud
Where should filtering be done?
Automation Studio
What can an Automation Studio Wait activity last for?
A duration or a specific time of day
What can a Journey Builder Wait step last for?
A duration
A specific date
Wait for an attribute
Wait for a chat response
Wait for an API call
What allows the setup of different paths for timing, content, and channel to boost performance in Journey Builder?
Path Optimizer
Where can goals be set?
Journey Builder
What provides metrics on email sends? (Automation Studio or Journey Builder)
Journey Builder
What can react on a Service or Sales Cloud update and create or update Service and Sales Cloud records?
Journey Builder
What are the real-time messaging options?
Triggered Email
TAPI
Transactional Journey
What real-time messaging options use REST as protocol?
TAPI
Transactional Journey
What real-time messaging option can be used for commercial sends?
Triggered Email
What real-time messaging option is declared in Email Studio?
Triggered Email
What real-time messaging options send emails as fast as possible?
TAPI
Transactional Journey
What real-time messaging option uses priority to determine sending speed?
Triggered Email
What do triggered emails require?
The creation of a Triggered Email Definition in Email Studio
What are data views?
Contain tracking and system data that can be used in Query Activities to join this information to subscribers
What are workflows?
Automation structure in Automation Studio- contain one starting source, steps, and activities
What are the Automation Studio starting sources?
Schedule
File Drop
Trigger
When does a File Drop automation start if no filename pattern is specified?
When a file is put in the folder
When can a single folder be used for triggering multiple automations?
When a filename pattern is specified
What are the Schedule repeat options?
None
Hourly
Daily
Weekdays
Weekly
Monthly
Yearly
What are Import Activities used for?
Frequent imports that have the same qualities each time
What are the Import Activity data options?
Overwrite
Add Only
Update Only
Add and Update
What is the max number of filter activities that should run in the same step?
Two
What has to be created before a Query activity?
The data extension that stores the info the query obtains
What do Data Views contain?
Bounces, Clicks, Open, Sent
What does a Verification activity do if a record count for a data extension is higher than expected?
Stop an automation or send an email
What subscriber counts do Verification Activities prevent sends to?
0 subscribers or too many subscribers
What does the Activity Tab of an automation show?
Success/Error Rate
Average Run Time
Run Log History
Email Addresses that will be notified if an automation fails/is skipped/succesfully completes
What is the difference between Journey and Contact Data?
Journey Data is static, Contact Data changes as the journey is running
What does the Journey Dashboard show?
An overview of events previously used in journeys
Path of a subscriber’s journey history
Journey Templates
What are the journey types?
Multi-Step
Single Send
Transactional Send
What triggers transactional send journeys?
API Calls
What journey type needs a data extension as an entry source?
Single Send
Are single send journeys manual sends or automations?
Manual
What journey types are the Journey Builder equivalent to Send Flow?
Single Send
What defines how a subscriber passes through a multi-step journey?
Flow Controls
What does a canvas activity do?
Sends a message
What are the multi-step journey activation sources?
On activation
Schedule
An event
What is an Event entry source?
Injects a contact into a journey when a date field of a contact in Contact Builder is reached
What must be done for Contact Data to be used in journeys?
Data extension must be linked to an attribute group in Contact Builder
Where can Contact Data be used in a journey?
Entry criteria
Decision splits
Goal criteria
Exit criteria
What is required to use Contact Data in journey personalization?
AMPscript
How many paths can be configured in Path Optimizer?
Ten
How many attributes can a Customer Update activity update at a time?
Five
What is a holdback in Path Optimizer?
Percentage of contacts waiting to receive the winning path
What Salesforce Data activity can be used to update any custom or standard object in Sales or Service Cloud?
Object activity
When does journey builder check the journey’s goal?
When a wait period expires or every 24 hours if the exit option is selected
Do new journey versions keep the metrics of old ones?
Yes
What are the journey statuses?
Draft
Running
Finishing
Stopped
Paused
Testing
What happens to the contacts in a journey version when it is stopped?
They are ejected
Can stopped journey versions be restarted or relaunched?
No
What contacts will not be paused when a journey version is paused?
Contacts already processed and queued up for sending by message activities
What can download up to 30 days of journey history per business unit?
REST API