Marketing Automation (26%) - Recommend Appropriate Solution Flashcards
What 3 automation tools are included in MC?
Automation Studio
Journey Builder
Triggered Emails / API
How can a user import records from a CSV file into a DE?
Using the ‘Import File’ option in Automation Studio
How would a user combine data from multiple DEs?
Using an SQL Query in Automation Studio
How would a user segment a large number of records (> 1 million)?
Using an SQL Query in Automation Studio
How would a user upload or download a file to or from MC?
Using File Transfer activity in Automation Studio
How would a user unzip, encrypt or decrypt a file?
Using a File Transfer Activity in Automation Studio
If a user wants to track email/SMS sends or opens which Automation tool should they use?
Journey Builder - if statistics (opens/sends/etc) should up in the Journey Dashboard.
When filtering more than 50% of subscribers when there are 500,000 total subscribers in an Entry Source, which Automation Tool is best practise?
Automation Studio - as filtering of this scale in Journey Builder leads to performance degradation.
In Journey Builder, where can a users apply a Filter?
Entry Source
Decision Splits
Goal Definition
Exit Criteria
If a user wants to segment the data in a single DE, which Automation tools should they use?
A Filter Activity in Automation Studio.
What does a Report Definition in Automation Studio do?
It schedules the execution of a MC Standard Report.
If a user wants to wait for a specific date before sending, which Automation Tool should they use?
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).
What are the Wait options in Journey Builder?
Wait a duration
Wait for a specific date
Wait for and attribute
Wait for a chat response
Wait for an API-call
If a user wants to measure a goal for a campaign, which Automation Tool should they use?
Journey Builder - only JB allows defining a Goal for a campaign.
If a user wants to see metrics such as Opens / Clicks / Bounces which Automation Tool should they use?
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.
If a user wants to react to a record update in real time (from Sales / Service Clouds), which Automation Tool should they use?
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.
How could a users send an email to a subscriber in real-time based on an action outside of MC?
With a Triggered Email / API:
Triggered Email in Email Studio
Transactional API (TAPI)
Trigger ad Transactional Journey in JB
Can you send emails with Automation Studio?
Yes, but only for simple email sends
What would you use to automate recurring activities?
Automation Studio can automate recurring activities like extracting, transforming, and loading data.
Name (4) examples of real-time messages:
Forgot email password
Purchase confirmation
Shipping confirmation
Registration confirmation
What is the process to set up a Triggered Send? (3 steps)
Create Email, Send Classification, and DE
Create Triggered Email Definition in Email Studio
Trigger via API
If a user wants to send a one-time send to fewer than 500,000 subscribers what would they use?
A Single Send Activity
Since this is a one-time send a Multi-Step Journey or a Send Activity would not suit the needs.
If a user wants to segment a DE of one million and potentially get 50% of the subscribers, how should the segmentation be completed?
As the resulting segment would be 500,000, the segmentation should be done in Automation Studio.
If choosing to send an single-send email to a DE of 500,000 subscribers which sending tool should be used?
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)
If a user wishes to send 2 emails to subscribers on set dates - which tool should be used?
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)
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?
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).
