Marketing Automation (26%) - Recommend Appropriate Solution Flashcards

1
Q

What 3 automation tools are included in MC?

A

Automation Studio
Journey Builder
Triggered Emails / API

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2
Q

How can a user import records from a CSV file into a DE?

A

Using the ‘Import File’ option in Automation Studio

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3
Q

How would a user combine data from multiple DEs?

A

Using an SQL Query in Automation Studio

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4
Q

How would a user segment a large number of records (> 1 million)?

A

Using an SQL Query in Automation Studio

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5
Q

How would a user upload or download a file to or from MC?

A

Using File Transfer activity in Automation Studio

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6
Q

How would a user unzip, encrypt or decrypt a file?

A

Using a File Transfer Activity in Automation Studio

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7
Q

If a user wants to track email/SMS sends or opens which Automation tool should they use?

A

Journey Builder - if statistics (opens/sends/etc) should up in the Journey Dashboard.

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8
Q

When filtering more than 50% of subscribers when there are 500,000 total subscribers in an Entry Source, which Automation Tool is best practise?

A

Automation Studio - as filtering of this scale in Journey Builder leads to performance degradation.

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9
Q

In Journey Builder, where can a users apply a Filter?

A

Entry Source
Decision Splits
Goal Definition
Exit Criteria

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10
Q

If a user wants to segment the data in a single DE, which Automation tools should they use?

A

A Filter Activity in Automation Studio.

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11
Q

What does a Report Definition in Automation Studio do?

A

It schedules the execution of a MC Standard Report.

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12
Q

If a user wants to wait for a specific date before sending, which Automation Tool should they use?

A

Journey Builder can wait for a specific date, Automation Studio can only can for a duration or for a specific time of the day (but not for a specific date).

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13
Q

What are the Wait options in Journey Builder?

A

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

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14
Q

If a user wants to measure a goal for a campaign, which Automation Tool should they use?

A

Journey Builder - only JB allows defining a Goal for a campaign.

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15
Q

If a user wants to see metrics such as Opens / Clicks / Bounces which Automation Tool should they use?

A

Journey Builder - provides a unified view of how many subscribers are in an interaction, as well as Open, Clicks, and Bounces in an Email Send.

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16
Q

If a user wants to react to a record update in real time (from Sales / Service Clouds), which Automation Tool should they use?

A

If Marketing Cloud Connect is installed, only Journey Builder provides the feature to react on a record update in the Salesforce Sale and Service Clouds in real time.

17
Q

How could a users send an email to a subscriber in real-time based on an action outside of MC?

A

With a Triggered Email / API:
Triggered Email in Email Studio
Transactional API (TAPI)
Trigger ad Transactional Journey in JB

18
Q

Can you send emails with Automation Studio?

A

Yes, but only for simple email sends

19
Q

What would you use to automate recurring activities?

A

Automation Studio can automate recurring activities like extracting, transforming, and loading data.

20
Q

Name (4) examples of real-time messages:

A

Forgot email password
Purchase confirmation
Shipping confirmation
Registration confirmation

21
Q

What is the process to set up a Triggered Send? (3 steps)

A

Create Email, Send Classification, and DE
Create Triggered Email Definition in Email Studio
Trigger via API

22
Q

If a user wants to send a one-time send to fewer than 500,000 subscribers what would they use?

A

A Single Send Activity

Since this is a one-time send a Multi-Step Journey or a Send Activity would not suit the needs.

23
Q

If a user wants to segment a DE of one million and potentially get 50% of the subscribers, how should the segmentation be completed?

A

As the resulting segment would be 500,000, the segmentation should be done in Automation Studio.

24
Q

If choosing to send an single-send email to a DE of 500,000 subscribers which sending tool should be used?

A

In order to get a unified view of sending information, the send out should be done with a Single Send Journey in JB (not Send Email in Automation Studio)

25
Q

If a user wishes to send 2 emails to subscribers on set dates - which tool should be used?

A

A Multi-Step Journey with 2 Wait Activities on specific days.

(NB: The Wait Activity in Automation Studio CANNOT wait until a specific date - just duration / specific time of day)

26
Q

A user wants to segment all subscribers that haven’t clicked a link in an email within the last 30 days. They are store in a List. How would they do this?

A

Build a Data Filter in Email Studio and use it in a Filter Activity.

(NB: Subscribers stored in a List can not be queried using a Query Activity).