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Pardot > Visitors & Prospects 8% - Prospects > Flashcards

Visitors & Prospects 8% - Prospects Flashcards

1
Q

What is a prospect?

A

A prospect is a visitor who has given their email address

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2
Q

What information is required to create a prospect?

A

Email address

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3
Q

How are prospects created in pardot?

A

A pardot form you embed on your website

A form on your website connected to a form handler

A form you host on a landing page

Manually create a prospect

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4
Q

How to add prospects manually?

A 
> Prospects
> Import prospects 
   > upload CSV file
     > salesforce lead or contact ID
     > using email address

>

  • Add Prospect
    enter prospects information
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5
Q

What is prospect audits?

A

Each prospect record includes an audit table that displays details the prospects actions.

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6
Q

How to access prospect audits table?

A

> Prospects > Pardot Prospects
find prospect > search filter:
click prospect name
click audits tab

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7
Q

What can be view in the audits tab?

A

Can view when a peospect fields have been updated/ edited by

Field - what field was updated
Type - what type updated the field - automauon rule/ crm use
Value - what the old value was and now the new one
Source - who changes the field
Date/Time

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8
Q

What is a prospect record audits type definition? What changes a field/value?

A

Assignment/ reassignment

Campaign change -

Completion action triggered

Form error

List added
List removed

Opportunity added

Prospect assignment rule

Propects created - form submission

Prospect created - landing page submis

Prospect custom field update

Prospect default field update

Prospect deletion - or restored from recycle bin

Prospect geolocation autofill - time and date a prospects country was updated

Prospect reviewed/ unreviewed

Prospect webinar sync - webinar attendance information from webinar vendor

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9
Q

What is an audits source definition?

A

Reassigned by CRM - update to prospects field in crm sycn to pardot

Reassigned by CRM/Pardot users name

A value updated from Form/ form handler/ landing page (name of asset)

Changed by a pardot user in the analytics section

Changed by a pardot user in the prospect section

Changed by a pardot user in the data.com section

Website tracking - value changed by website activity like clicking unsubscribe

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10
Q

What is the pardot prospect list table view?

A

Marketing, administrator and sales manager can change the prospect table view to sort and filter prospects by category. Like all prospects, unmailable etc

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11
Q

What are the pardot Prospect list view categories?

A

Active prospects - have at least one activity (not email sent, open, bounce or opp.)

Active prospects for review - active prospects not assigned to pardot user and have not been marked as reviewed

All prospects in account

Assigned prospects - that are assigned to users in account

Mailable prospects - all prospects who havent opted out ot hard bounced

Deleted prospects

My prospects assigned to you

My starred prospects assigned to you

Never active prospects - never been active

Prospects not in salesforce - no lead or contact record in SF. Also crm_deleted, crm_ignore_prospect, crm_merge and recreate_lead

Reviewed prospects

Unassigned prospects

Unsubscribed prospects

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12
Q

What is prospect table actions?

A

Table actions apply mass actions to prospects table without having to use an automation rule.

You can select the entire table or individual prospects.

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13
Q

What actions can be applied from prospect table action?

A 
Add tags
Add to list
Assign to group
Assign to user
Delete
Mark as reviewed
Merge
Remove from list
Remove tags
Star prospects
Un-star prospects
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14
Q

What user primissions is need to create a prospect manually?

A

Pardot sales role or higher

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15
Q

How is a prospect’s source field populated?

A

The value in a prospect’s source field is determined by the referring URL. The referring URL is the page the vistor was on prior ti visiting a page with Pardot tracking for the for the first time.

Pardot pulls in source data when the referring URL is present and matches up with the expected website for a given vendor.

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16
Q

What vendors can appear in a prospects source field?

A 
Google
Yahoo!
MSN
Bing
Twitter
LinkedIn
Facebook
Eventbrite
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17
Q

Why would you assign a prospect?

A

To give a pardot user the ownership of the record

Assign a prospect to a group
Queue
Active assignment rule

And

Pardot prospects can only sync to saleforce if they are assigned to a pardot/CRM user

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18
Q

What actions can be used to assigned a prospect?

A

Manual assignments - by a pardot/crm user

Automation rules - assignment based on matching certain criteria

Completion actions - based on a prospects action form submission, specific page view, file download, custom redirect click

Engagement programme actions - assigns prospects based on how they responsed to your programme.

19
Q

What can assignments actions not do?

A

They don’t reassign prospects who have an owner.

20
Q

What are the assignment actions?

A

Assign to group - assigns a prospect to a user in a specific group when requirements of the rule are met.

Assign to user - assigns to the specified user when requirements of the rule of fulfilled.

Above actions are available in all accounts.

21
Q

What are the assignment actions? Only available for account with a pardot-salesforce connector

A

Assign to queue - assigns a prospect to the salesforce lead queue when rule’s criteria is met. Prospects assigned to a queue ARE considered assigned to an owner and aren’t reassigned.

NOTE - dont use this rule if your connector is set up for pardot to sync to contacts instaed if leads. You can assign only leads to Salesforce lead queues.

Assign prospects via salesforce active assignment rules - pushes a prospectto your salesforce active assignment rule when the rule’s crieria is met.

22
Q

When does a prospect syncs to salesforce without an owner?

A

When a prospect meets the rule criteria for a salesforce active assignment rule.

The assigned user is synced to pardot when the active assignment rules determines who yo assign it to.

23
Q

Why does pardot recommend connecting pardot users to Salesforce users?

A

When trying to reassign a prospects owner, If the Salesforce user isn’t connected with the pardot user, a prospect’s assigned owner doesn’t matched bewteen systems.

Only when the record has been assigned in both systems, the ress

24
Q

What user permissions are need to assign and reassign prospects from the prospect list?

A

To assign prospects - admin, marketing & sales manager

Reassign your own prospects - sales role and higher

25
Q

What happens to a prospect if they’re already syncing with salesforce and you tried to reassign their owner? How can you reassign this prospect?

A

The prospect will revert back to record owner in salesforce.

I must reassign the record in salesforce.

26
Q

How to assign / reassign prospects quickly frim the prospect list?

A 
Prospect >
Pardot Prospect
Find prospect you want to change
Click gear icon 
Then select assign or reassign
Choose a user / group // queue
Click assign prospect
27
Q

How to assign / reassign a prospect from prospect record?

A 
Prospect record
Edit prospect record
From assign to dropdown, select assignment action 
Choose user / group / queue
Save the prospect
28
Q

How to assign or reassign prospect during import?

A

In your CSV file >
Add column for assigned user and enter user email addresses

During import, map your assigned users to column to the assign to user field

29
Q

What user permissions are needed to deleted a prospect?

A

Admin, marketing & sales manager

30
Q

Who can delete an assigned prospect?

A

Pardot sales and higher

31
Q

Ways to delete a prospect?

A

1) navigate to the prospect record
2) click delete

Multiple deleted prospects

1) navigate to the list
2) select all names
3) select delete from dropdown box

32
Q

How many prospects can you merge at one time?

A

Can merge up to 3 and select one to be the primary

33
Q

How to merge prospects?

A

1) open propect page
2) select propects to merge
3) from dropdown select merge
4) click go
5) select primary prospect by choosing an email field
6) select field values for the primary prospect
7) merge the prospect

34
Q

Why would you export prospects?

A

Export prospects in csv. Format to perform

Bulk updates
Fix sync errors
Use prospect data for external reporting

35
Q

How can you import propects into pardot?

A

Use a csv. File to import new prospects

perform a bulk update of existing prospects

36
Q

What are the Prospect activity icons?

A

Dark Green = recently active within 20mins

Light green = active prospect

Red = never active prospect

Blue cloud = prospect synced with SF

37
Q

What is an active prospect?

A

Is a prospect who has interacted with a marketing initiative

Clicked a link
Visiting a Page (views)
Submitted a form
File download

38
Q

What activties are passive and aren’t good indicators of a prospects interest?

A

Email sent
Email open
Email bounce
Opportunity

39
Q

How are prospects created in Pardot?

A

A form you host on a Pardot landing page.

A Pardot form you embed on your web page.

A form on your site that you connect to a Pardot form handler.

40
Q

What ties a prospect record with a lead/contact record in salesforce ie. What do they have in common?

A

Shared email address

Shared record ID

41
Q

What information is needed when creating prospects manually?

A

Email
Campaign
Profile
Score

42
Q

Which are the vues you could find in a prospects audit?

A

Reassignment by CRM

Form error

Prospect webinar sync

43
Q

What does the “active prospects for review” table display?

A

Displays active prospects that are not assigned to a user in pardot and have not been marked as reviewed

Pardot (14 decks)

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