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Pardot Specialist Exam > Prospects > Flashcards

Prospects Flashcards

1
Q

Ways to create prospects in Pardot

A 
Manually from the prospect list
Import from CSV
Capture information on forms and form handlers 
Landing page submissions
Via CRM Connector
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2
Q

What do you need in order to manually add a prospect?

A

Score, Email, Campaign, Profile

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3
Q

What does the prospect table display?

A 
Name
Grade
Score
Company
Date of Last Activity
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4
Q

When should you use a prospect audit table?

A

To track changes to the prospect record

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5
Q

How to find all mailable prospects?

A

Settings > Usage Limits/Prospect List > Mailable Prospects

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6
Q

Prospect table gear

A

Can edit, delete, or assign

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7
Q

What are audits composed of?

A

Name of the action and the information that changed in regards to the prospect record

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8
Q

Audit Table Activity: Assignment/Reassignment

A

If assigned manually, you’ll see “assigned by” or if it was matched to CRM owner, will see “reassignment by CRM”

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9
Q

Audit Table Activity: Prospect Assignment Rule

A

When prospect matches an assignment rule and is assigned to a user

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10
Q

Audit Table Activity: Campaign Change

A

Logs old value. Campaign changes are rare

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11
Q

Audit Table Activity: Prospect Created - Form Submission

A

Records which form was submitted when prospect was created

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12
Q

Audit Table Activity: Prospect Deleted/Restored from Recycle Bin

A

Records time of deletion or restoration

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13
Q

Audit Table Activity: Prospect Default Field

A

Shows old values

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14
Q

Audit Table Activity: Prospect Custom Field

A

Shows old values

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15
Q

Audit Table Activity: Form Error

A

Records which field caused an error in form submission (incomplete or invalid entry)

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16
Q

Audit Table Activity: List Added

A

Shows when prospect was added to a list

17
Q

Audit Table Activity: List Removed

A

Shows when prospect was removed from a list

18
Q

Audit Table Activity: Opportunity Added

A

Opps sync automatically. Logged in audit

19
Q

Audit Table Activity: Prospect Webinar Sync

A

Shows date/time of attendance information synced from webinar vendor

20
Q

Audit Table Activity: Prospect Geolocation Autofill

A

Shows date/time when country/state was updated through geolocation. IP Address updates also logged

21
Q

Audit Table Activity: Prospect Reviewed/Unreviewed

A

Shows date/time prospect was marked as reviewed or unreviewed

22
Q

Active Prospect

A

Has performed an activity (submitting form, page visits, clicks) not including email open/receive/bounce or opportunities

23
Q

How is a prospect’s source field populated?

A

Deteremined by the referring URL (page that the visitor was on before visiting a page with Pardot tracking code for the first time)

24
Q

What are the prospect table actions?

A

Add tags, add to list, assign to group, assign to user, delete, mark as reviewed, merge, remove from list, remove tags, star, unstar

25
Q

What user roles can add prospects manually?

A

Sales role or higher (Admin > Import Prospects)

26
Q

What are the available assignment actions?

A

Assign to group, assign to user, assign to queue, assign prospect via Salesforce active assignment rule

27
Q

What can you use to automate prospect assignments?

A

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

28
Q

Can you permanently delete prospects from the recycle bin?

A

Yes

29
Q

Do deleted prospects appear in reports?

A

No

30
Q

How do deleted prospects interact with page actions?

A

Page actions aren’t triggered but page views show up in prospect activities

31
Q

How many prospects can you merge at once?

A

3

32
Q

What happens when prospects are merged?

A

Activities are aggregated, score is recalculated, nonmaster prospects are deleted permanently

33
Q

Why would you need to export prospects?

A

To perform bulk update, fix sync errors, or use data for external reporting

34
Q

Who can export prospects?

A

Marketing, Admin, Sales Manager

35
Q

What is the difference between opted out and do not email?

A

Opted out still receives autoresponder and operational emails

36
Q

Who can perform manual opt-ins?

A

Admin

37
Q

Who can perform manual opt-outs?

A

All (but only Marketing and Admin can opt out prospects not assigned to them)

38
Q

Whwere should you manage accounts if you have a connector?

A

From Salesforce, it will sync. Read only in Pardot.

If no connector, can manually edit.

39
Q

The “related” tab of the prospect record displays prospects that have what in common?

A

Email domain

Pardot Specialist Exam (14 decks)

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