Pardot Forms, Form Handlers and Landing Pages (20%) Flashcards
What’s Lead nurturing?
Sending targeted messages at specific intervals based on a prospect’s actions and whether or not they’ve met certain qualifying criteria.
What’s a prospect score?
A prospect’s score is a numerical value indicating how interested they are in your product or service.
What’s a prospect’s grade?
A prospect’s grade is represented by a letter (A, B, C, D, etc.). It indicates how closely a prospect fits the profile of your ideal prospect.
What’s an Automation Rule?
Automation rules allow you to perform certain marketing and sales actions within your automation system, like sorting leads into different lists, based on criteria that you specify.
What does BANT stand for?
An acronym standing for Budget, Authority, Need, and Timeline. The combination of these four elements determines how sales-ready a lead is.
What’s the difference between a hard and a soft bounce?
A Soft Bounce is an email that is recognized by the recipient’s mail server but is returned to the sender because the recipient’s mailbox is full or the mail server is temporarily unavailable. A Hard Bounce is an email that permanently bounced back to the sender because the address is invalid. A hard bounce might occur because the domain name doesn’t exist or because the recipient is unknown.
What’s Trigger-based Marketing?
Automation tools will take certain actions, like adding prospects to a particular list or sending out an email, based on actions taken by a prospect or a group of prospects.
Pardot is a great fit for your organization when you want to (name 6 things):
1.Generate more leads and move them quickly through the pipeline. 2. Engage buyers on their terms with dynamic, personalized campaigns 3. Understand each step from click to close, capturing true marketing ROI 4. Remove silos across organizations that lead to disjointed customer experiences 5.Make data driven decisions 6.Strengthen or build your account-based marketing (ABM) strategy
What’s the first thing you’ll see after you log into Pardot?
The Pardot dashboard.
What are the 8 default main menu items in Pardot’s Navigation Bar?
Prospects, Campaigns, Automations, Pardot Email, Content, Pardot Reports, Reports, and access to the Admin interface through the Pardot Settings
What does the Prospects Created Chart display?
the number of new prospects created through form, form handler, or landing page conversions, or created via imports, including via the API
Does the Prospects Created Chart include archived and unarchived prospects?
Yes, both archived and unarchived prospects.
The Active Prospects For Review list displays up to how many of the most recent prospects who’ve performed an activity?
5
Which main tab allows you to access records for the prospects in your account
Prospects
What’s the name of the TAB where you can use things like automation rules, page actions, and segmentation lists, to quickly update, segment, and send notifications about your prospects?
Automations
Under which TAB can you create and build Engagement Studio programs to nurture your prospects?
Automations
Under which TAB do you find things like: Drafts, Templates, Tests and Enagement Studio?
Pardot Email
Name 3 things you can see under the Content TAB
Here are all the things: Forms, Form Handlers, Layout Templates, Landing Pages, Multivariate Tests, Custom Redirects, Dynamic Content, Files, Folders, Tags, Social, Search
CCLMOS under the Pardot Reports Tab, what’s the mnemonic for?
Connected Apps, Conversions, Lifecycle, Marketing Assets, Opportunities, Scoring Categories
What’s the main difference between the Pardot Reports tab and the Reports tab?
The Reports tab is where you will find all the Salesforce reports created by you, by others, and any public or private reports.
Under which tab do you create and sync custom objects, set up your email authentication protocols, import users and maintain your account security
Pardot Settings
Active Prospect
An active prospect is a prospect that has had at least one activity—any activity besides an email send, email open, email bounce, or opportunity.
Custom Object
Custom objects allow Pardot to run automations around custom or default objects in your CRM that are not default objects to Pardot.
Custom Redirect
Use custom redirects to track banner ad clicks, links to third-party sites and links on social media and to access files hosted outside of Pardot.
Page Action
A page action is a completion action that is triggered by a prospect’s page view. You can apply page actions to any page that contains your Pardot tracking code.
Profile
A profile is used to grade prospects based on your ideal customer. Set criteria, such as location, company size, job title, and other factors, and use them to tier your prospects.
Prospect Account
Prospect accounts give you the ability to group prospects that work for the same company, keeping all the information about the company in one place.
Table Actions
A table action is an action that you can apply to an entire table or selected items in a table. You can use table actions with most tables in Pardot, including prospect tables, user tables, forms, and lists. Available actions vary by table.
Tag
Use tags to filter data tables and asset lists, label prospects, and label assets for easier updating. You can create tags and apply them to assets and prospects from almost any table, record, or action.
Visitor Filter
Use filters to exclude some types of visits, clicks, or other actions from your campaign results and email notifications. The most common use is to exclude your company’s IP address to avoid skewing your reporting. Filters hide activities from a filtered prospect’s profile.
How many USERS (not prospects) can you create or update at once in a CSV file?
You can create or update up to 50 users at once by importing a CSV file.
What two things should you do before deleting a USER from Pardot?
- Reassign prospects. 2. Edit completion actions and Automation Rules.
Using both HTTPS and HTTP protocols can result in new what?
visitor IDs being issued and activity not being linked appropriately.
Is Pardot’s tracking code required on every external page on which you plan to track or host marketing content?
Yes.
Can first-party cookies track across domains?
No.
Can first-party cookies track across subdomains of the same root domain?
Yes.
What’s the most important thing to remember about third-party cookies are not allowed by a browser?
Activity isn’t tracked across root domains.
Pardot’s legacy tracking was _____-based. First-party tracking is _____-based and ties your websites to tracker _____
Pardot’s legacy tracking was campaign-based. First-party tracking is domain-based and ties your websites to tracker domains
What’s the main reason you would Bring Your Own Key for Encryption at Rest?
in a compliance emergency you can quickly destroy your data.
What do tracker domains do?
They give your visitors a seamless transition between your hosted pages and forms and your Pardot assets.
Do the custom redirect clicks get merged with the rest of the prospect’s activity if your account’s primary tracker domain is www.marketing.example.com, you add the custom redirect www.promo.example.com/custom-deals to a landing page, and the landing page is on the www.deals.example.com tracker domain?
No.
If a prospect manually enters a file’s vanity URL www.promo.example.com/summer-deal into a browser, this activitiy is only merged on their prospect record if what is true?
they were previously cookied on the same domain
With reference to HTTP, what’s mixed content?
Mixed content is when HTTP resources are loaded on an HTTPS page.