Prospects Flashcards
Ways to create prospects in Pardot
Manually from the prospect list Import from CSV Capture information on forms and form handlers Landing page submissions Via CRM Connector
What do you need in order to manually add a prospect?
Score, Email, Campaign, Profile
What does the prospect table display?
Name Grade Score Company Date of Last Activity
When should you use a prospect audit table?
To track changes to the prospect record
How to find all mailable prospects?
Settings > Usage Limits/Prospect List > Mailable Prospects
Prospect table gear
Can edit, delete, or assign
What are audits composed of?
Name of the action and the information that changed in regards to the prospect record
Audit Table Activity: Assignment/Reassignment
If assigned manually, you’ll see “assigned by” or if it was matched to CRM owner, will see “reassignment by CRM”
Audit Table Activity: Prospect Assignment Rule
When prospect matches an assignment rule and is assigned to a user
Audit Table Activity: Campaign Change
Logs old value. Campaign changes are rare
Audit Table Activity: Prospect Created - Form Submission
Records which form was submitted when prospect was created
Audit Table Activity: Prospect Deleted/Restored from Recycle Bin
Records time of deletion or restoration
Audit Table Activity: Prospect Default Field
Shows old values
Audit Table Activity: Prospect Custom Field
Shows old values
Audit Table Activity: Form Error
Records which field caused an error in form submission (incomplete or invalid entry)
Audit Table Activity: List Added
Shows when prospect was added to a list
Audit Table Activity: List Removed
Shows when prospect was removed from a list
Audit Table Activity: Opportunity Added
Opps sync automatically. Logged in audit
Audit Table Activity: Prospect Webinar Sync
Shows date/time of attendance information synced from webinar vendor
Audit Table Activity: Prospect Geolocation Autofill
Shows date/time when country/state was updated through geolocation. IP Address updates also logged
Audit Table Activity: Prospect Reviewed/Unreviewed
Shows date/time prospect was marked as reviewed or unreviewed
Active Prospect
Has performed an activity (submitting form, page visits, clicks) not including email open/receive/bounce or opportunities
How is a prospect’s source field populated?
Deteremined by the referring URL (page that the visitor was on before visiting a page with Pardot tracking code for the first time)
What are the prospect table actions?
Add tags, add to list, assign to group, assign to user, delete, mark as reviewed, merge, remove from list, remove tags, star, unstar
What user roles can add prospects manually?
Sales role or higher (Admin > Import Prospects)
What are the available assignment actions?
Assign to group, assign to user, assign to queue, assign prospect via Salesforce active assignment rule
What can you use to automate prospect assignments?
Automation Rules: assigned based on criteria
Completion Actions: assigns based on form submission, page view, file download, or custom redirect click
Engagement Program Actions: based on response
Can you permanently delete prospects from the recycle bin?
Yes
Do deleted prospects appear in reports?
No
How do deleted prospects interact with page actions?
Page actions aren’t triggered but page views show up in prospect activities
How many prospects can you merge at once?
3
What happens when prospects are merged?
Activities are aggregated, score is recalculated, nonmaster prospects are deleted permanently
Why would you need to export prospects?
To perform bulk update, fix sync errors, or use data for external reporting
Who can export prospects?
Marketing, Admin, Sales Manager
What is the difference between opted out and do not email?
Opted out still receives autoresponder and operational emails
Who can perform manual opt-ins?
Admin
Who can perform manual opt-outs?
All (but only Marketing and Admin can opt out prospects not assigned to them)
Whwere should you manage accounts if you have a connector?
From Salesforce, it will sync. Read only in Pardot.
If no connector, can manually edit.
The “related” tab of the prospect record displays prospects that have what in common?
Email domain
