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Eloqua Certification Training > Topic 6: Lead Scoring and Data Tools > Flashcards

Topic 6: Lead Scoring and Data Tools Flashcards

1
Q

How often/when do lead scores recalculate?

A

Lead score is recalculated immediately upon activity or update to scoring model. If no activity, Eloqua will re-score after 24 hours.

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2
Q

If someone does not open Elouqa email for several weeks, but does so upon return from vacation, when is the lead score recalculated?

A

24 hours after the email is delivered.

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3
Q

You are setting up a program in program builder and are not done, but want to check to see if a portion of your program works properly. When you do so, you receive an error telling you that some portions of your program are not setup. Do you override this message? Go to the acitons that are not completed and turn them off? Go to the actions that are completed and select “wait”?

A

Change the action for each incomplete step to “No Action- Pass through”.

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4
Q

Validation can be completed on what data entities?

A

Contacts, Companies, Prospects

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5
Q

What engagement activities would cause a lead score change? Visited site for more than 30 minutes? responded to campaign?

A

…

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6
Q

What is the evaluation time for programs runs in priority mode? For example, if a program runs at 1:54 pm? What time will it finish?

A

5 minutes. 1:59 pm.

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7
Q

What triggers an internal event: Match rule eval, Cloud Connector execution, new segment created?

A

It looks as if cloud connectors and match rules can both trigger an internal event

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8
Q

Can a decision rule in Program Builder evaluate open text entries?

A

Yes. There is a “contact field has value” and “contact field comparison”.

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9
Q

Can you target a specific asset when segmenting an audience - in other words, can you segment if a specific form was submitted?

A

Yes you can create a segment that targets a specific asset such as form submissions.

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10
Q

On what entities do update rules apply?

A

Contacts, Companies, Prospects, or Custom Objects

source: http://topliners.eloqua.com/groups/cx-central/blog/2014/03/03/how-to-create-an-update-rule-set-with-a-lookup-table

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11
Q

Which three changes can be made after a Match Rule has been created and saved?

A

Add a Match Rule Exclude Criteria
Add a Match Rule Criteria
Edit a Handler Set

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12
Q

True or False: It is possible to edit the data entities being matched after a Match Rule has been created and saved.

A

False.It is not possible to change the entities that are being matched once the match rule has been saved;

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13
Q

True or False: It is possible to Add a Match Rule Criteria after a Match Rule has been created and saved.

A

True.

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14
Q

If a contact meets multiple criteria in an Update Rule Set, how will the value be determined?

A

The last criteria met will determine which value to set.In an Update Rule Set, rules are evaluated from top-to-bottom. The last evaluation performed is the one that results in the value being set.

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15
Q

What entity pair can be matched against one another in a Match or Deduplication Rule?

A

Contacts, Companies, and prospects

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16
Q

True or False: Deduplication Rules let you perform actions against non-matches; Match Rules do not.

A

True.

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17
Q

True or False: Match Rules let you perform actions against non matches; Deduplication Rules do not

A

False.

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18
Q

True or False: Match Rules let you perform actions against matches; Deduplication Rules do not

A

False.Both Match Rules and Deduplication Rules let you perform actions against matches.

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19
Q

True of False: Both Match Rules and Deduplication Rules match between different data entities (ie. contacts «» accounts)

A

True.

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20
Q

What Validation Rule would allow you to remove all “$” symbols in a specific field?

A

Find and Replace.

This allows you to locate specific characters ($) and replace them with another value (null).

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21
Q

True of False: Match Rules can evaluate whether a contact field value matches a value in a Select List

A

False. Match Rules cannot evaluate whether a contact field value matches a value in a Select List

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22
Q

True of False: More than one Update Rule Set can evaluate the same Lookup Table

A

True.

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23
Q

True of False: Rules in an Update Rule Set can be re-ordered by dragging and dropping them

A

True.

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24
Q

True of False: Wildcard characters (?*) can be used in Lookup Table values

A

False.

Wildcard characters (?*) cannot be used in Lookup Table values

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25
Q

What three actions can be performed after a Lookup Table has been created, saved, and populated with values?

A

Replacement Value Column Name can be edited

Lookup Value Column Name can be edited

All Lookup Table entries can be exported

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26
Q

True or False: The case-sensitivity setting can be changed after a Lookup Table has been created, saved, and populated with values.

A

False.

You cannot change the case-sensitivity setting after saving the lookup table; you will need to re-create the Lookup Table if changes are required to this setting.

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27
Q

True or False: The Lookup Table entries can be exported after a Lookup Table has been created, saved, and populated with values.

A

True.

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28
Q

What Data Tool can you directly upload values into?

A

Lookup Table

Lookup Tables are designed for large sets of data and therefore allow for values to be directly uploaded into them.

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29
Q

Where would you create an update rule?

A

Contact » data tools

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30
Q

You can drag and drop update rules for what purpose?

A

to change the order of execution

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31
Q

True or False: Validation rules can only be used in a program builder step

A

False.

validation rules can also be applied in a contact group for one-off manual data cleanup

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32
Q

what type of deduplication rule must you use when deduping different data entity types?

A

Multi-table deduplication

Multi-table deduplication tables are required to dedupe one entity type against another. When in the same entity type, use single-table dedupe rule

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33
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue” Divided By “Number of Employees”

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

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34
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (in thousands)” Multiplied By 1000

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

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35
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (worldwide)” Minus “Company Revenue (branch)”

A

True.

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36
Q

True or False: ‘Numeric Field Calculation’ can perform multiplication and division functions.

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

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37
Q

How would you define a program in program builder?

A

A program is an automated marketing workflow that replaces repetitive manual tasks. It is primarily used for data management tasks.

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38
Q

What are three example uses of a program builder program?

A

Data cleansing,
CRM Integration,
Data Card Manipulation

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39
Q

E10 Program builder is not used for email management. What must you do if emails must be sent from a program?

A

Use a ‘Move/Add to Campaign’ step.

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40
Q

In program builder, what do the rectangles represent?

A

Program steps and actions. They define the action that will be performed for every contact in a step.

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41
Q

In program builder, what do the diamonds represent

A

Decision rules. They signify questions. The rules determine which path a contact will take based on the answer to the question. The answers to a decision rule will always be yes of no.

42
Q

How do you add people to a program in program builder?

A

Start a program using the Program Feeder Functionality

43
Q

How do you remove people from a program in program builder?

A

End the path with either a ‘Remove From Program’ step or configure a step to move people to another program.

44
Q

What number should the first step in a program use?

A

000

45
Q

What number should the last step in a program use?

A

999

46
Q

True or False: For specific scenarios, programs can be used to automate email workflow management

A

False.

47
Q

What is the program grid background color for an enabled/active program?

A

white

48
Q

How can time be managed in a program?

A

Time can be managed with the ‘wait’ and ‘retry’ steps.

49
Q

In program builder, what does the ‘Program Owner’ setting do?

A

The program owner setting allows you to configure the program to send a notification email whenever a contact performs a certain action. the notification is sent to the program owner.

50
Q

In program builder, what does the ‘Process Ownership Rule’ setting do?

A

The process ownership rule setting allows you to assign a contact owner dynamically, based on a pre-built logic within an ownership rule. This way, you can assign a new contact as an owner within the program, based on the contact’s region, or round-robin to spread leads evenly amongst a group of sales reps. This is useful if you want to run basic lead routing through Eloqua.

51
Q

In program builder, what does the ‘Custom Object Records from this set may be used in this program’ setting do?

A

The ‘Custom Object Records from this set may be used in this program’ setting allows you to capture and use, within the program, this additional data about the contact.

52
Q

In program builder, what does the ‘Run Mode’ setting do?

A

‘Run Mode’ is a read-only field that shows the current status of the program, that is enabled or disabled.

53
Q

In program builder, what does the ‘Allow members to enter program multiple times’ setting do?

A

The ‘Allow members to enter the program multiple times’ allows you to control whether contacts can enter the program once or multiple times.

54
Q

In program builder, what does the ‘Automatically disable program’ setting do?

A

The ‘Automatically disable program’ setting allows you to specify a date on which to disable the program. When this date arrives, the program is automatically disabled, an contact who are currently in the program are stopped dead in there tracks and are stuck on their current step.

55
Q

In program builder, what does the ‘Default Member Type’ setting do?

A

The ‘Default Member Type’ setting allows you to choose contacts, companies/accounts, or custom object records as the default member type for the program.

56
Q

From where can you pull in contacts to a program in program builder?

A

Shared Lists / contact groups,Shared Filters,Combined group/filter overlap

57
Q

What does the ‘Evaluation’ option of a program feeder allow you to do?

A

This option allows you to configure when to run the program feeder. You can choose to add new contacts every hour, day, or week. Think of the program as a roller coaster ride and the feeder as the queue. The ride may open at 10am, but the line may start forming a 9am.

58
Q

Describe the ‘Disabled’ run mode.

A

This ‘Disabled’ run mode signifies that the program is turned off. The icon for a disabled program is a gray diamond.

59
Q

Describe the ‘Standard’ run mode.

A

The ‘Standard’ run mode indicates that the program is enabled, or on. In this mode, every entry, exit, and action is logged so you can examine the specific path a record took through a program. The icon is a orange diamond.

60
Q

What is the default time interval for each step of a program running in standard mode?

A

15 mintues

61
Q

Describe ‘Priority mode’

A

Priority mode runs all the steps in the program in up to five minutes. This means that the program evaluates or runds every 5 minutes and a record flows through the entire program in about 20 seconds. The icon is an orange diamond with an arrow pointing down.

62
Q

True or false: Priority mode supports only five programs at a time.

A

True.

63
Q

True or false: Priority mode supports complex logic, loops, and activity filters.

A

False. Priority mode does not support any loops, complex logic or activity filters.

64
Q

What are two good example uses for the ‘priority’ run mode?

A

Pushing data to a CRM and Data normalization. It is meant for simple programs which allow you to flow contacts through quickly.

65
Q

Describe ‘Bulk Mode’

A

Bulk Mode evaluates and completes all steps in up to two hours. Similar to Priority mode, a record flows through the entire program in about 20 seconds.The icon is an orange diamond with dots. Bulk mode is great for updating large batches of information without slowing down your system. It runs faster than standard mode, but without the limitations of priority mode.

66
Q

Describe ‘Test Mode’

A

Test mode allows an admin to test the process flow of the program without waiting for the usual wait times that might be built in.Test mode is usually used to confirm a CRM system program or event invitations.The icon is an orange diamond with a heartbeat monitor.

67
Q

True or False: ‘Test mode’ is only available to customer administrator-level users

A

True.

68
Q

True or False: In ‘Test’ mode, you can test up to 5 steps at a time.

A

True

69
Q

True or False: In ‘Test’ mode, tests can run with up to 100 program members

A

False. You can only test programs with up to 50 program members.

70
Q

Programs should not have more than how many redirects?

A

10 redirects

71
Q

Programs should not have more than how many elements

A

100 elements

72
Q

Where would you configure the settings for a program

A

In the “Program Details”

73
Q

Which run mode allows you to examine the complete path of a record?

A

Standard mode

74
Q

What options can be defined using a program feeder

A

The evaluation frequency, The contacts to be added, and the contacts to be restricted.

75
Q

What must you do before you can archive a program?

A

Disable the program and all feeders

76
Q

What must you do before you can delete a program?

A

Edit or delete any dependencies.

77
Q

In which Data Tool is a Lookup Table used?

A

Update Rule

78
Q

Describe the action step ‘No Action - Pass Through Step’

A

No Action is carried out in this STep. It is used as a placeholder or terminal point in the Program.Member type: all

79
Q

Describe the action step ‘No Action - Wait Specified Time’

A

No Action is carried out, but execution of the following Step is delayed by the amount of time specified in this step.member type: all

80
Q

Describe the action step ‘Accept or decline ownership’

A

This Action is only available if you have selected the option ‘Agent will execute step actions’ in the Step Details. Agents can accept or decline ownership of member that have been assigned to them.Member type: all

81
Q

Describe the action step ‘Add Contacts to a Contact Group’

A

The Program owner can add Contacts in a Program Step to a selected Contact GroupMember type: Contact

82
Q

Describe the action step ‘Add to Another Program’

A

The Program owner can add the members in a Program Step to a specific Step in another automated marketing Program in Program Builder for additional processing. Note: If you do not want the members to also remain in the original Program, use the process Action named Move to Another Program instead.Member type: all

83
Q

Describe the action step ‘Agent Note’

A

This Action is only available if you have selected the option Agent will execute step actions in the Step Details. The Program owner can ask users to execute a task manually (for example, place a call or request a meeting). The application will send a task report to the user’s Eloqua Today (home) page specifying the members and the action needed. As users complete the tasks, they can indicate on a member by member basis that the task is completed. Each member that has been processed then moves on to the next Step in the Program.Member type: all

84
Q

Describe the action step ‘Cloud Connector’

A

The Program owner can select an action that is provided by a web-based service provider outside the application. Select a service provider, then select configuration options for engaging that provider in the current Program step.Member type: all

85
Q

Describe the action step ‘Create Companies from Contact Company Name’

A

The Program owner can create Company records from Contact data for interim processing. The owner can select a Company Group to which to add the Company records.Member type: Contacts

86
Q

Describe the action step ‘Remove Contacts from a Contact Group’

A

Remove Contacts from a Contact Group.Member type: Contacts

87
Q

Describe the action step ‘Remove from Program’

A

The Program owner can remove the members in the Program Step from the Program to prevent any further processing.Member type: all

88
Q

Describe the action step ‘Run a Match / Deduplication Rule’

A

The Program owner can run the Eloqua Dedupe tool to identify duplicate members using one or many fields within a list, between two lists, or between a specific list and the entire marketing database. The tool can be run for one or multiple Contacts. The results should be reviewed and corrected (if required) by the Program owner, another user, or the process owner.Member type: Contacts, Companies

89
Q

Describe the action step ‘Run a Validation Rule’

A

The Program owner can run a configured Validation Rule (filter) on Program members in the current Step to identify or cleanse invalid data.Member type: Contacts, Companies

90
Q

Describe the action step ‘Run D&B Append Chargeable Web Service’

A

The Program owner can run D&B append to add additional field-level information to data records for members in the Step.Member type: Contacts, Companies

91
Q

Describe the action step ‘Run Integration Event’

A

The Program owner can fire a custom event for the members in the Step to update their data in an integrated CRM system.Member type: all

92
Q

Describe the action step ‘Run Integration Rule Collection’

A

The Program owner can fire a group of custom events for the members in the Step to update their data in an integrated CRM system.Member type: all

93
Q

Describe the action step ‘Run Lead Stage Rule’

A

The Program owner can run a configured Lead Stage Rule to rank the Contacts, Prospects, or Companies in a Program Step based on the Rule.Member type: Contacts, Companies

94
Q

Describe the action step ‘Send Batch Email’

A

The Program owner can create and send an Email Batch to the members in the Step, and also organize how the Email will be distributed, where Emails subject to errors, bounces, unsubscribes and excludes will end up, and which Signature to use.Member type: Contacts, Data Cards

95
Q

Describe the action step ‘Send Campaign Information to CRM System’

A

The Program owner can update CRM campaign information for members in the Step.Member type: Contacts, Companies

96
Q

Describe the action step ‘Send Process Member Report to Owner’

A

The Program owner can send defined Reports to users in Eloqua® who have been assigned members in the Program, or to other specified users.Member type: all

97
Q

Describe the action step ‘Send Quicksend Email’

A

The Program owner can send Email Templates to members in the Step. The appropriate Signature configurations can also be selected.Member type: Contacts

98
Q

Describe the action step ‘Subscribe to Campaign’

A

The Program owner can subscribe Contacts to a particular Email Group, subscribe them at a site level, or both.Member type: Contacts

99
Q

Describe the action step ‘UnSubscribe from Campaign’

A

The Program owner can unsubscribe members in the Step from a particular Email Group, unsubscribe them at a site level, or both.Member type: Contacts

100
Q

Describe the action step ‘Update Contact / Prospect / Company Data’

A

The Program owner can update Contact, Prospect, or Company records with defined update rules to update field information.Member type: Contacts, Companies

101
Q

<p>Describe the action step 'Update source records with Program Ownership'</p>

A

<p>The Program owner can synchronize the ownership of the source Contact, Prospect, or Company records with the ownership assigned to the Program Step. For example, you can save the current Step owner's Email Address to the Salesperson Email Address field.Member type: Contacts, Companies</p>

102
Q

how do you create a segment that has an opportunity within the last 12 months that is now closed?

A

This can be done with a single filter “Has linked contact in custom object” with 2 field conditions. 1) “stage” equals “closed”, and 2) “close date” equals “within last 12 months”.

see slide 22 http://topliners.eloqua.com/docs/DOC-1635

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