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Pardot Lead Management > Pardot Process Automation > Flashcards

Pardot Process Automation Flashcards

1
Q

What are the 4 Pardot Automation tools?

A
  1. Automation rules
  2. Completion actions
  3. Segmentation rules
  4. Dynamic lists
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2
Q

What is the Pardot automation tool that allows you to create repeatable, criteria based rules that find matching prospects and apply actions to them?

A

Automation rules

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3
Q

What is the Pardot automation tool that allows you to automate directly from a marketing element, such as a form, file, or email send and is action-based?

A

Completion actions

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4
Q

What is the Pardot automation tool that allows you to create a one-time list of prospects and apply an action based on specific criteria?

A

Segmentation rules

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5
Q

What is the Pardot Automation tool that allows you to create lists that update automatically based on specific criteria?

A

Dynamic lists

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6
Q

Which is false about a Completion Action?
A. action-based, singular, binary criterion
B. Not retroactive
C. Can not be added to the marketing asset directly
D. Page actions are completion actions

A

C

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7
Q

Page actions are completion actions with one difference. What is the difference?

A

Only criterion is “Has the prospect viewed this page?
*Recommended to add to product pages and to deduct points on career pages

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8
Q

True or False: Completion actions are applied only to prospects

A

True - anonymous visitors browsing your site don’t trigger these actions

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9
Q

For Page Actions to work, the page(s) must have what? There are two options.

A
  1. Pardot tracking code
  2. Tracking code implemented via a tag manager
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10
Q

How can you set Page Actions on multiple pages with the same domain?

A

Use a wildcard - *

The asterisk is the wildcard.

Ex: www.getcloudy.com/*

Pardot sets that page action on every page that’s part of the www.getcloudy.com domain

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11
Q

What does it mean that Pardot matches the most specific page action first?

A

The heirarchy for Page actions is it follows the page action for a specific url over a wildcard page action.

Ex: A page action is setup for www.example.com/products/form and a wildcard page action for www.example.com/products. If a prospect visits, www.example.com/products/form, the specific page action is triggered, not the wildcard action

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12
Q

Which 3 are true about Automation Rules?
A. they allow you to perform certain marketing and sales actions based on criteria they specify
B. they continuously look for prospects who match the rule criteria
C. Not retroactive
D. Begin in an active state
E. they can repeat

A

A, B, & E are true.

Automation rules are retroactive and begin in a paused state

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13
Q

What functionality does the “Match any” rule operator/rule type use?

A

Or

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14
Q

What functionality does the “Match all” rule operator/rule type use?

A

And

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15
Q

Automation rules are built from ______ and _____.
a. ______ is what sorts through your database for you
b. Then the ___ is applied to those prospects matching your _____.

A

criteria and actions

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16
Q

What are the 2 operators to define your specific criteria?

A

“is” (exact match, exclusive) and “contains” (inclusive, flexibility, list multiple criteria separated by colons

17
Q

What are the 2 key differences between automation rules and segmentation rules?

A
  1. Automation rules offer the most comprehensive set of actions and run continuously
  2. Segmentation rules offer limited actions and run once. Retroactively evaluate database and match only the prospects that meet criteria when the rule runs
18
Q

What are the 6 available actions when you are building out a segmentation rule?

A
  1. Add prospect to existing list
  2. Add prospect to SF campaign
  3. Add to new list list
  4. Apply tags
  5. Remove prospect from list
  6. Remove tags
19
Q

When should you use a static list over a dynamic list?

A

No reason to remove prospects from the list

Ex: List of all prospects who completed the Contact Us form.

Static lists can be created with automation rules or completion actions

20
Q

What is not true about Static lists?
A. Can be adjusted manually
B. Run once
C. Are available in import screens and data tables
D. CRM-visible lists
E. All are true

A

E

21
Q

Which are not true about Dynamic lists?
A. Can manually add/remove prospects
B. Runs continuously, membership refreshed whether prospect matches or unmatching criteria
C. Option to be added during import
D. Not available as CRM-visible lists
E. All are true

A

A & C

22
Q

What type of list should you use if you want to segment your audience based on a field that changes often?

A

Dynamic list

23
Q

Choose the right automation tool:

The rule is based on action.

What automation tool should you use?

A

Completion action

24
Q

Choose the right automation tool:

The rule is criteria based and is one-time only.

What automation rule should you use?

A

Segmentation rule

25
Q

Choose the right automation tool:

The rule is criteria based, it not one time only, and need to create an action from that criteria

What automation tool should you use?

A

Automation rule

Pardot Lead Management (5 decks)

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