Visitors & Prospects 8% - Prospects Flashcards
What is a prospect?
A prospect is a visitor who has given their email address
What information is required to create a prospect?
Email address
How are prospects created in pardot?
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
How to add prospects manually?
> Prospects
> Import prospects
> upload CSV file
> salesforce lead or contact ID
> using email address
>
- Add Prospect
enter prospects information
What is prospect audits?
Each prospect record includes an audit table that displays details the prospects actions.
How to access prospect audits table?
> Prospects > Pardot Prospects
find prospect > search filter:
click prospect name
click audits tab
What can be view in the audits tab?
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
What is a prospect record audits type definition? What changes a field/value?
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
What is an audits source definition?
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
What is the pardot prospect list table view?
Marketing, administrator and sales manager can change the prospect table view to sort and filter prospects by category. Like all prospects, unmailable etc
What are the pardot Prospect list view categories?
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
What is prospect table actions?
Table actions apply mass actions to prospects table without having to use an automation rule.
You can select the entire table or individual prospects.
What actions can be applied from prospect table action?
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
What user primissions is need to create a prospect manually?
Pardot sales role or higher
How is a prospect’s source field populated?
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.
What vendors can appear in a prospects source field?
Google Yahoo! MSN Bing Twitter LinkedIn Facebook Eventbrite
Why would you assign a prospect?
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
What actions can be used to assigned a prospect?
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.
What can assignments actions not do?
They don’t reassign prospects who have an owner.
What are the assignment actions?
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.
What are the assignment actions? Only available for account with a pardot-salesforce connector
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.
When does a prospect syncs to salesforce without an owner?
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.
Why does pardot recommend connecting pardot users to Salesforce users?
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
What user permissions are need to assign and reassign prospects from the prospect list?
To assign prospects - admin, marketing & sales manager
Reassign your own prospects - sales role and higher
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?
The prospect will revert back to record owner in salesforce.
I must reassign the record in salesforce.
How to assign / reassign prospects quickly frim the prospect list?
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
How to assign / reassign a prospect from prospect record?
Prospect record Edit prospect record From assign to dropdown, select assignment action Choose user / group / queue Save the prospect
How to assign or reassign prospect during import?
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
What user permissions are needed to deleted a prospect?
Admin, marketing & sales manager
Who can delete an assigned prospect?
Pardot sales and higher
Ways to delete a prospect?
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
How many prospects can you merge at one time?
Can merge up to 3 and select one to be the primary
How to merge prospects?
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
Why would you export prospects?
Export prospects in csv. Format to perform
Bulk updates
Fix sync errors
Use prospect data for external reporting
How can you import propects into pardot?
Use a csv. File to import new prospects
perform a bulk update of existing prospects
What are the Prospect activity icons?
Dark Green = recently active within 20mins
Light green = active prospect
Red = never active prospect
Blue cloud = prospect synced with SF
What is an active prospect?
Is a prospect who has interacted with a marketing initiative
Clicked a link
Visiting a Page (views)
Submitted a form
File download
What activties are passive and aren’t good indicators of a prospects interest?
Email sent
Email open
Email bounce
Opportunity
How are prospects created in Pardot?
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.
What ties a prospect record with a lead/contact record in salesforce ie. What do they have in common?
Shared email address
Shared record ID
What information is needed when creating prospects manually?
Email
Campaign
Profile
Score
Which are the vues you could find in a prospects audit?
Reassignment by CRM
Form error
Prospect webinar sync
What does the “active prospects for review” table display?
Displays active prospects that are not assigned to a user in pardot and have not been marked as reviewed
