Pardot Forms Flashcards

1
Q

Why do you want to use forms?

A

To collect info from visitors and turn them into prospects

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What do you use to create customized forms?

A

Form Wizard

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

How many forms can Standard Edition have?

A

50

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What are your form styling options?

A

Form Wizard has built in options or can style with custom CSS

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What actions can follow a form submission?

A

Autoresponder emails, add to marketing lists, notify users with completion actions. Or redirects to a specified page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What do Form Reports tell you?

A

Total views, total submissions, submission rate, total errors, error rate

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

What do Form Handler Reports tell you?

A

Total submissions, unique submissions, conversions

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

When should you use form handlers?

A

When you already have an existing form and form infrastructure and need total control of form design. Or just want to pass data back to Pardot from specific fields in pre-existing forms

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What’s progressive profiling?

A

keeps forms short by asking for more info based on previous response

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

What are dependent fields?

A

hidden by default but appear based on value entered in another field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Pardot Form Reporting Metric: Total Views

A

total times viewed, including if more then once by same person

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Pardot Form Reporting Metric: Unique Views

A

doesn’t include if someone viewed more than once

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Pardot Form Reporting Metric: Conversions

A

of times visitor successfully filled out the form

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Pardot Form Reporting Metric: Total Submissions

A

total times form was successfully filled out

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Pardot Form Reporting Metric: Unique Submissions

A

doesn’t include if same visitor submitted form more than once

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Pardot Form Reporting Metric: Total Errors

A

errors happen when invalid value is entered, or not all fields are completed

17
Q

Pardot Form Reporting Metric: Unique Errors

A

doesn’t include if same visitor failed more than once

18
Q

Pardot Form Reporting Metric: Total Clicks

A

of clicks on the links on your thank you page

19
Q

Pardot Form Reporting Metric: Unique Clicks

A

doesn’t include if same visitor clicked more than once

20
Q

Pardot Form Reporting Metric: Last Submitted

A

date/time prospect most recently filled out form

21
Q

Pardot Form Reporting Metric: Updated

A

date/time prospect record was last updated

22
Q

All Form/Form Handler Submissions Reports

A

Can be filtered by campaign or date range and sorted by form/handler, prospect, company, score, grade, or submission date/time

23
Q

What happens after a form is submitted? (the conversion to prospect)

A

Pardot uses cookies to try to associate it with a prospect:
If found, activity saved to prospect record
If not, uses email in form to look for matching prospect
If no prospects are found, creates new prospect
If found in recycle bin, undeletes prospect

24
Q

If you’re at a conference and want to manually enter prospect data into a form from a signup sheet or have prospects fill out forms at a tradeshow booth, what should you enable?

A

Kiosk Data Entry Mode: allows a form to be submitted multiple times without causing visitor association changes because it doesn’t cookie visitors

25
Q

How should you include forms in emails?

A

Provide a link to the form instead of embedding it in the email.

26
Q

How do you add a Pardot form to your website (not a Pardot landing page)?

A

Use an iframe

27
Q

What are the Pardot form options for bot protection?

A

Honeypot Technique: invisible field that only bots can see and Pardot will reject the form if the field has a value

Conditional CAPTCHA: checks IP first, and if the IP is known for spam, visitors will see a CAPTCHA

reCAPTCHA

28
Q

What are the ways to share content after a prospect completes a form to access gated content?

A

Autoresponder email: confirms that email is valid

Redirect on form completion: can include a link on the thank you content or redirect the prospect directly to the URL of the content