Pardot Specialist Flashcards
True or False - once the connector has been set up between Pardot and Salesforce all leads and prospects will automatically sync between the two.
False - The connector will not auto-create prospects in Pardot. You will need to complete an initial import of Leads and Contacts when integrating an existing Salesforce org with Pardot
If a prospect opts out of a list that is being funneled into an engagement program, are they removed from the engagement program?
No - they will continue to move through the engagement program but they will stop receiving emails.
If a prospect opts out of a list funneling into an engagement program, but are still opted into another list to the same engagement program will they receive emails associated with that particular engagement program?
yes
How do you add participants to a list after creating one?
Automation Rule, Segmentation rule, import, completion action
Where do you navigate to create an email from a previously created template?
Marketing -> Emails -> New List Email. Create info and select previously created template.
What can you find under the Admin/Overview tab?
Email Usage:
List Emails, Automated Emails, One-to-One Emails, Engage Emails, All Emails (and Date)
On which objects do custom fields live?
Account, Prospect and Opportunity
What are the three areas that can be limited via security limits
Imports
Exports
Email sends
What object does an opportunity or an account need to be associated with to flow back into Pardot?
Contact Role
Where can you find the sync queue?
Administrator -> Connectors -> CRM Connector (cog) -> sync Queue
True or False - Assuming a record does not already exist, Pardot will create a new Lead Record in Salesforce as soon as Pardot converts a visitor to a prospect.
False - A new lead record will only be created in Salesforce if the prospect is assigned to a user.
What objects are synced between Salesforce and Pardot
Leads Contacts Opportunities Accounts Custom Objects
True or False - items in your recycle bin, since they are not truly deleted, will count towards your contact quotient
False - the quotient is MAILABLE contacts, and if they are in the recycle bin they are not able to be mailed to.
True or False - importing an opt-out prospect list manually will not cause a Salesforce sync
False
Where can you find reporting for Custom Redirects?
Reporting -> Marketing Assets -> Content
The following system actions will cause a prospect to be synced with Salesforce
- record changes caused by an automation rule or completion action
- addition of a prospect to a campaign or campaign status update (via automation rule, drip program, etc)
What is the throttling time for the completion action: Adjust score for file download and custom redirect
24 hours
What Admin capabilities does the Marketing User have access to?
Imports (not exports)
Recycle Bin
VIEW Users / Groups (not user management)
What are the three social media connectors?
Twitter, Facebook, LinkedIn
True or False - Clicking the Synchronize with CRM link on any prospect record will place that prospect into the queue to be synced.
False - by clicking the Sync button the prospect will jump the line and be synced immediately
True or False - when creating a list, you start with the same process for both a static and dynamic list and select dynamic list further down the process.
True
What are the three Webinar connectors?
ReadyTalk, GoToWebinar, Webex
What Administrative capabilities does the Sales Manager have access to?
Recycle Bin
VIEW Users / Groups
What fields are included in all exports, both express and full
default fields, overall score & grade
What reports does a Sales User have access to?
Conversion Lifecycle Scoring Categories Video
What two marketing assets can you remove completion action throttling?
Forms and Form Handlers
A prospect is on day one of a four-day wait step and the program is paused for five days. Once the program is restarted will the prospect automatically advance or continue to wait for the remaining three days?
The prospect will finish the remaining three days of the wait step before moving on to the next step.
what connector allows you to chat with a prospect
Olark (in conjunction with GoogleTalk and Jabber)
True or False - in order to be able to see all Pardot information, all Salesforce users need to also have a Pardot user account.
True
What Pardot prospect activities will prompt a Salesforce sync?
Form / Form Handler Submission
Landing Page Submission
Unsubscribing from emails
True or False - Google Analytics will only collect information on new prospects that click on tracked page - if an existing contact clicks on a tracked page information will not be collected even though the link is the same.
True
Where can you add default content into fields?
Admin -> configure fields -> prospect fields -> edit -> ‘set a default mail merge value to be used when this field doesn’t have a value;
What is the only dashboard that the Sales Manager and Sales User roles can view?
Prospect Table
True or False - with salesforce sync you can sort contacts within salesforce by Pardot score and grade
True
Why does Pardot authenticate additional domains?
Many email servers check for authentication when identifying spam. By authenticating, your email will not be flagged as spam.
What social connector allows you to connect with Prospects over the phone?
Twillo
what do you use a Custom Redirect for?
tracking content outside of pardot - such as:
Banner ads
- Other social sites or tools (outside of facebook, twitter and linkedin)
- Links to files or pages you do not host
- Links on landing pages
what items are reported on within reports -> connected apps?
Events Natural Search Olark Paid Search Site Search Social Webinars
True or False - Both Admin and Marketing users have the ability to set up and manage Connectors
False - only Administrative users have the ability to set up and manage connectors
What is the monthly cohort graph?
A visual overview of how many prospects and opportunities were created within a specific date range
What two authentication tools does Pardot use when adding a domain?
SPF - Sender Policy Framework
DKIM - DomainKeys Identified Mail
What information is listed on the Admin Overview tab?
Email Usage Table: Date List Emails Automated Emails One-to-One Emails Engage Emails All Emails
Capability to Edit Tracking Opt-in preferences (the message to viewers that cookies are being used)
True or False - Completion actions can not be added to Custom Redirects
False
What is included in a full export that is not included in an express export?
custom fields & scoring categories
What fields do Salesforce and Pardot use to sync records?
Matching Email Address
Matching CRM ID
How many social posting connectors can be created for one pardot account?
unlimited
what connector allows you to shorten urls?
Bit.ly
what information can not be translated into a variable tag?
Any prospect or account field that is set to record more than one (multiple) responses.
What is the last step in authenticating a vanity domain after you have created it in Pardot?
Click on ‘Expected DNS Entries’ and give these three text pieces to your IT team to be imbedded into your DNS.
True or False - Wistia Turnstile allows Pardot to collect email addresses before, during, and after a video.
True
What are the steps of the mapping process to sync Pardot and Salesforce?
Create Custom Field in Salesforce
Add to Page Layout in Salesforce
Create Custom Field in Pardot
Map Pardot Field to Salesforce Field
Where do you go to create a list?
Marketing -> Segmentation -> Lists
Where do you go to make a dynamic list?
The same steps as a Static list, when creating the list check the ‘dynamic list’ button
What happens when you set a completion action for an image file download?
nothing - completion actions do not execute on image file downloads
True or False - prospects can be sent to the recycle bin but can never be fully deleted
False - prospects are one of the few objects that can be permanently deleted.
What does single sign on allow for?
Grants access to all marketing tools with one login
Pardot Support needs access to your account to help you troubleshoot an issue. How do you grant them access?
hover over the person icon and select ‘grant access’
how do you get to the Engagement and Activity Report?
Reports -> Marketing Assets -> List Emails -> click on specific email -> select ‘interactions’ tab at top
Where can you create custom redirects?
Marketing -> Content -> Custom Redirect
Define Active visitors
visitors who have visited two or more pages, regardless of whether their company could be identified
What is the symbol to add dynamic content to an email
lightning bolt
What kind of email can you attach to an engagement program - Template, list or both?
Template only
Where can you access everything that has been tagged?
Marketing -> Segmentation -> tags
What options are under the Prospect tab?
Prospect List
One-to-One Emails
Prospect Accounts
Visitors
What Marketing permissions do Sales Users have access to?
none
Define Identified Visitors
Visitors with identified companies
Does a Marketing User have access to edit folders?
No - only Administrative User
Where can you edit your email preference page?
Marketing -> Emails -> Preferences Page
True or False - Custom Fields and Custom Objects flow information from Salesforce into Pardot, but Pardot can not sync information back into Salesforce.
True
What is the last step after completing your email in HTML?
update text by ‘sync from HTML’
What are the five items that can be permanently deleted (if chosen to)
Content file Tag Folder (if emptied first) List email draft Prospect
True or False - Custom redirects will continue to work even if they are deleted in Pardot
True
Where do you create a new prospect list?
Marketing -> Segmentation -> list
What is the connector that tracks prospects that click paid search ads by applying tracking code to the page.
Google AdWords
True or False - the matching field in Salesforce must have the exact same name on the lead and contact object in order for Pardot to sync to both objects?
True
True or False - filters are retroactive and will go back and filter visitor activity prior to when the filter was created.
False
If there are multiple completion actions set on one marketing asset In what order are completion actions executed?
1) the action that affects other automations
2) the automation runs
3) the remainder of the completion action
ex: 1) assign to user 2) set custom field value 3) runs any real-time automations 4) notifies the user
If there are multiple Pardot records with the same email, which will Salesforce sync with?
The record with the most recent activity date
What User actions in Pardot will prompt a Salesforce sync?
Import of Prospects
Any prospect field change
Campaign Change
Selecting the Synchronize with CRM link on any prospect record
What connector involves video engagement
− View Percentage & Heat Map
Wistia
What Administrative capabilities does the Sales User have access to?
none
True or False - Pardot cannot sync with formula fields in Salesforce
False
How do you remove completion action throttling and assure that completion actions will continue every time despite the timing?
Enable ‘always display form after submission’
or
Disable ‘visitor activity throttling and send autoresponder emails after every submission’.
What are the two ways to set up and maintain users?
Import and manually
What connector provides additional internet information on prospects directly to their record?
data.com / Full Contact
How long does Pardot retain web history information for visitors?
a year
What are the Salesforce activities that would trigger a sync with Pardot
Updating assigned user for the Lead or Contact
Field Changes
Creating a new Lead or Contact
In what case will completion actions not execute on link clicks?
When the link is associated with unsubscribe or email preference page
True or False - Email opens are never filtered
True
True or False - Pardot can not sync with multi picklist in Salesforce
False
Can Sales Managers and Sales User Roles send emails?
Yes, but only 1:1
What two Salesforce objects sync directly with Pardot Prospects?
Lead & Contact
What is the most common reason to filter visitors?
To exclude your company’s IP address to avoid skewing reporting on campaign results and email notifications.
What user roles have access to the recycle bin?
All users except sales (including admin, marketing and sales manager)
True or False - you can only perform A/B testing on list emails?
True
What Pardot activities will prompt a Salesforce sync?
User Action
System Action
Prospect Activity
Where can you enable a user’s SSO (single sign on)?
Admin -> User Management -> Edit selected user -> link with Salesforce CRM -> Enable SSO
What are user groups used for?
Round Robin Lead Assignment
Consistent Folder Access
Where can you find Custom Redirect?
Marketing -> Content -> Custom Redirect
What connector allows you to collect event registration?
EventBrite
Within an engagement program what instigates a move from one step to another?
Trigger:
Email Open, Email Link Click, Form, Landing Page, Custom Redirect Click, File Download
What connector allows you to add social media links/ buttons to your landing pages and emails?
AddThis
How are tags different than lists
You can send emails to a list you can not send emails based on a tag
When a Prospect is assigned within Pardot, but there is no corresponding record in Salesforce - what happens?
Pardot will create a new lead record within Salesforce
What folder abilities does a marketing user have access to?
They can create folders but can not manage, change permissions or delete
What are the initial steps when setting up a Pardot / Salesforce Sync?
Install the Pardot App Exchange Package
Add Salesforce Connector in Pardot
Configure Salesforce
Configure Pardot
In order for custom fields to map between Pardot and Salesforce, where do they need to originate?
Salesforce. All custom fields must be created in Salesforce prior to mapping them to a Pardot field.
How can you alter who your email is from / who the recipient responds back to?
Sender - general user, specific user, assigned user, account owner
How can Google AdWords assist SEO ROI?
Tie cost data from AdWords to opportunity data from
Salesforce to determine true cost per qualified leads
True or False - When a visitor converts to a prospect, a completion action on a custom redirect will retroactively trigger
False
If a prospect in the recycling bin fills out a form, what will happen to the prospect record?
The record will be removed from the recycling bin
What field type will not sync between Pardot and Salesforce?
lookup and geolocation
Do completion actions execute on prospects, visitors or both?
Just prospects not visitors
Can you attach a completion item to an image file?
no
Which report gives you a quick statistical overview of your Pardot campaigns.
Campaign Report
Which report gives you a visual overview of how many prospects and opportunities were created in a date range.
Monthly Cohort Graph
Which report shows visitors who have converted to prospects & what data elements are included within this report?
Conversion report
- score, conversion point, and source referrer information.
Which report combines marketing and sales data to give and helps you determine how well your marketing and sales teams are working together to qualify leads and close deals.
Prospect Lifecycle Report
Which report shows how your recipients engage with your email.
Engagement and Activities report
