Combined Pardot Consultant Questions

What does a variable tag look like

%% first name %%

What is the limit for spam complaints

1 per 1,000 or .1%

Explain the steps, if needed, to troubleshoot the five most common connectors:

1. Check to make sure that both the account number and email are included in the connecctor within Pardot. 2. Make sure the email address in the connector is the same as the one you use to log into your interface. 3. If it doesn't you can try changing the email in the connector to that email.

Describe the steps to login to a Pardot account:

1. go to pi.pardot.com 2. log in using either your username, or SF account (if already synced)

SPF statements are limited to _____ lookups, or a ____% bounce rate.

10, 10%

Describe the default scoring model:

100 is defined as "sales ready." An action's score is determined by determining what percentage "sales ready" they are if they do that one action. Multiply that by 100 and that is the score for the item. Three key numbers: o Remember that page views are worth 1 point o Remember 3 points is used for a tracked link ora search (Custom Redirect, File Access like a PDF, Third-Party Links/trackedlinks in email, site search - giving you a search term) o Remember 50 is for any type of form submission(form or form handler, or on Pardot landing page - any time someone gives upinfo about themselves)

What % Increase do businesses that use marketing personalization see?

19%

How many default user roles come with Pardot?

4

What's included in the prospects for review section of the dashboard?

5 most active prospects who have not been assigned or marked as reviewed

What's the drop off on completion rates for forms?

5% for each field over 4

What % of people leave after visiting a landing page for 10 seconds?

50%

What is a hard bounce?

A Hard Bounce is an email that permanently bounced back to the sender because the address is invalid. A hard bounce might occur because the domain name doesn't exist or because the recipient is unknown. Some mail servers may hard bounce an email address if the message received is suspected as spam.

What is a soft bounce?

A Soft Bounce is an email that is recognized by the recipient's mail server but is returned to the sender because the recipient's mailbox is full or the mail server is temporarily unavailable. A soft bounce message may be deliverable at another time or may be forwarded manually by the network administrator in charge of redirecting mail on the recipient's domain.

The client has a visitor filter set up to filter activities from their IP address. Completion actions do not occur on filtered visitors.

A client submits their Pardot form to test the form's completion actions. After they submit the form, none of the completion actions are applied to their prospect record. What explanation do you give as to why the actions did not occur?

Given a scenario, determine how to build a dripprogram to achieve specific business needs:

A few types of drip programs: o Post event drip o Competitive drip o Top of mind drip o Renewal drip o Reengagement drip o Topic drip o Upsell drip

If you want to add an automation rule based on form views, is it best to use a form or a form handler?

A form

If you want to display a form in a pardot landing page, is it best to use a form or a form handler?

A form

If you want to enable invisible bot protection, is it best to use a form or a form handler?

A form

If you want to use progressive profiling, is it best to use a form, or a form handler?

A form

What do you have to enter to whitelist an IP range?

A name, and the start and end IP addresses

What is Salesforce Data.com

A platform to find results for a prospect or their company directly within a prospect record.

Tell me about tracker subdomains

A tracker subdomain, also known as a vanity Alias (CNAME record pointing to go.pardot.com), gives visitors a seamless transition when traveling between pages and forms that you host and Pardot-hosted campaign elements such as landing pages and search results. The Alias is also used for any individually tracked links sent out in emails to your prospects.

Which one is not an email template you can create in Pardot? [Choose one answer] A: "Engage" template B: "One to one emails" template C: "List emails" template D: "Autoresponder emails" template

A: "Engage" template

Which objects are synched between Pardot and Salesforce? [Choose two answers] A: Account B: Opportunity C: Case D: Order

A: Account B: Opportunity

Which actions can be achieved with completion actions? [Choose three answers] A: Assign to queue B: Notify account owner C: Set profile D: Increment prospect field value

A: Assign to queue C: Set profile D: Increment prospect field value

What is essential to setup when you are implementing Pardot for the first time? [Choose three answers] A: Create and add a tracking code to the website B: Setup DNS for each used domain and validate the connection C: Setup tracker subdomain and validate it D: Choose which sender IP to use

A: Create and add a tracking code to the website B: Setup DNS for each used domain and validate the connection C: Setup tracker subdomain and validate it

What is possible with a trigger in engagement program? [Choose two answers] A: Email link click B: File open C: Specific email link click D: Form handler error

A: Email link click C: Specific email link click

What activities can be done in Pardot's engagement program? [Choose one answer] A: Trigger, action and rule B: Trigger, activity and rule C: Trigger, activity and check D: Trigger, listen and check

A: Trigger, action and rule

What is true about Dynamic Content? [Choose three answers] A: You can add up to 25 variations of content B: You can base variations on Scoring Categories C: You can add dynamic content to web pages D: You can use dynamic content in subject lines

A: You can add up to 25 variations of content C: You can add dynamic content to web pages D: You can use dynamic content in subject lines

What is true about page actions? [Choose three answers] A: You can define a page to be a priority page to highlight the activity to Sales reps and other users. B: It is possible to use URL wildcard by adding * to the end of the URL. C: You cannot use auto responder emails with page actions. D: You cannot set the prospect's source campaign with page actions.

A: You can define a page to be a priority page to highlight the activity to Sales reps and other users. B: It is possible to use URL wildcard by adding * to the end of the URL. C: You cannot use auto responder emails with page actions.

Where do you set-up users?

Admin - User Management - Users

List the default user roles in order of most access to least

Administrator Marketing User Sales Manager Sales

What are the default user roles

Administrator, Sales, Marketing and Sales Manager

What are the 4 options for graphs available on the dashboard?

All Prospects Prospects Created Conversions Opportunities Created

Which of these are actions that can be taken using automation rules (select all that apply)? a. Managing list memberships and tags b. Adding prospects to a Salesforce campaign c. Changing a field value, profile criteria, a prospect's score, or profile d. Assigning prospects to a user or to users in a group and then notifying the users e. Allowing deleted salesforce.ccom or Sugar CRM leads or contacts to recreate from Pardot f. Sending an email to all the prospects

All of the above

What is a drip campaign?

Any scheduled cycle of outgoing emails - which can also be triggered by certain actions.

Segmentation rules (are/aren't) retroactive.

Are

Sort of. When automation rules are created, or an existing rule's criteria is edited, and the rule is unpaused, the rule will search through all prospects in your account to find matches. In this way, rules are retroactive — a prospect could have begun meeting the criteria last week, but if the automation rule is created today the rule will still find them and match them. If you edit criteria, it will not retroactively unmatch prospects.

Are automation rules retroactive?

Completion actions (are/aren't) retroactive.

Aren't

How do prospect scores increase?

As they receive more emails and engage with more content

Where can you see information about new Pardot functionality?

At the top of the dashboard

This type of rule is based on a criteria, fires more than one time and is intended to take an action off a criteria:

Automation rule

What is Wistia?

B2B focused video hosting.

What is true about completion actions? [Choose two answers] A: Completion actions are retroactive and will apply to activities done before and after you apply them B: Completion actions only execute for prospects. They will not affect visitors. C: Completion actions can be criteria based. D: Completion actions will not execute for image files.

B: Completion actions only execute for prospects. They will not affect visitors. D: Completion actions will not execute for image files.

You have been asked to create a form that gathers information from prospects. This information should be available in Pardot as well as a custom build community site. How would you achieve this? [Choose one answer] A: Create a Pardot form and via completion actions submit the details to the community site. B: Create a website form that submits the details to the community site and integrate it with a Pardot form handler. C: Create a Pardot form and via an automation rule submit the details to the community site. D: Create a website form that integrates with a Pardot form handler, details are submitted to the community site using Pardot API.

B: Create a website form that submits the details to the community site and integrate it with a Pardot form handler.

What is true about custom redirects? [Choose two answers] A: When a visitor clicks a custom redirect any completion actions associated with the custom redirect will trigger. B: Custom redirects will continue to work if they are deleted in Pardot. C: When a visitor converts to a prospect completion actions on a custom redirect will trigger D: Custom redirects are great for linking to files or pages you do not host.

B: Custom redirects will continue to work if they are deleted in Pardot. D: Custom redirects are great for linking to files or pages you do not host.

What is important to remember when creating custom prospect fields in Pardot? [Choose one answer] A: Pardot cannot sync with multi picklist in Salesforce B: The matching field in Salesforce must have the exactly the same name on the lead and contact object in order for Pardot to synch to both objects. C: Pardot cannot sync with formula fields in Salesforce D: You can only create 50 custom fields in Pardot.

B: The matching field in Salesforce must have the exactly the same name on the lead and contact object in order for Pardot to synch to both objects.

What is true about Pardot tracking? [Choose two answers] A: The code is generated from a Salesforce campaign B: Visitor filters can be added to Pardot to restrict tracking (clicks, visits, email notifications etc) from certain IP addresses C: Cookies will always expire after 10 years D: Visitors and prospects that have "do not track" settings enabled on their browser will not have their activities tracked while on your site.

B: Visitor filters can be added to Pardot to restrict tracking (clicks, visits, email notifications etc) from certain IP addresses D: Visitors and prospects that have "do not track" settings enabled on their browser will not have their activities tracked while on your site.

What is true about the Salesforce connector [Choose two answers] A: When connecting Pardot and Salesforce you only need to follow a connection wizard in Pardot. B: You can connect Pardot to a Salesforce sandbox or production environment C: Only lead, contacts and accounts are synchronized from Salesforce to Pardot D: Email is the unique identifier unless "allow multiple Prospects with same email address" is enabled.

B: You can connect Pardot to a Salesforce sandbox or production environment D: Email is the unique identifier unless "allow multiple Prospects with same email address" is enabled.

What is true about A/B testing? [Choose two answers] A: You can disable A/B testing before and after email sent. B: You can only do A/B testing on list emails. C: When you turn off A/B testing you will have to choose which version to keep. D: It is recommended to test at least 5 different elements in your A/B tests.

B: You can only do A/B testing on list emails. C: When you turn off A/B testing you will have to choose which version to keep.

Given a scenario, recall the differences between automation and segmentation rules:

Big difference is that automation rules are ongoing and segmentation is once.

Which standard connectors can be activated in Pardot [Choose two answers] A: Survey Monkey B: Youtube C: GoToWebinar D: Olark

C: GoToWebinar D: Olark

What is true about grading? [Choose two answers] A: A prospect can be associated to multiple profiles. B: You cannot change the default profile criteria C: Matching or unmatching a criteria will result in an increase or decrease of the grade by ⅓, ⅔ or 3/3 of a grade. D: All prospects start with a grade of D.

C: Matching or unmatching a criteria will result in an increase or decrease of the grade by ⅓, ⅔ or 3/3 of a grade. D: All prospects start with a grade of D.

What is true about scoring? [Choose one answer] A: Pardot comes with a scoring model that cannot be adjusted or changed. B: Pardot will automatically assign prospects a score from F- to A+. C: Salesforce opportunities can influence a prospect's score. D: It is not possible to reset a prospect's score to 0.

C: Salesforce opportunities can influence a prospect's score.

What is the purpose of creating a Tracker subdomain? [Choose one answer] A: To allow emails to be sent from your domain B: To host all Pardot landing pages and forms on your website C: To give a seamless transition between pages and form that you host and your Pardot hosted assets. D: All of the above

C: To give a seamless transition between pages and form that you host and your Pardot hosted assets.

No — you can only have one CRM connector at a time in Pardot. If you have an existing CRM connector, you'll need to delete it before you can add a different connector.

Can you tie multiple Salesforce accounts to one Pardot account?

What is FullContact?

Checks prospects for their profile names/links on LinkedIn, Twitter, Facebook and Klout.

How can a user reset their password?

Click on the forgot password link on the login screen, enter username and click button to reset. Then receive emails and follow instructions

What's included in identified companies on the dashboard?

Companies who have recent interactions on the website via reverse IP lookup

A ______ will take action each and every time a prospect takes a chosen action.

Completion Action

If a rule is based on an action, it is a:

Completion action

Describe the use cases for completion actions:

Completion actions are not retroactive and will only apply to activities moving forward once you add them. They execute every time the action is completed except for adjust score and send autoresponder email. Completion actions only executed for prospects (not visitors).

What do you use to personalize content?

Criteria

What is GoodData?

Custom reporting.

When mapping fields between Pardot and Salesforce how can you control the synchronization? [Choose one answer] A: Use Salesforce's value B: Use Pardot's value C: Use the most recently updated record D: All of the above

D: All of the above

You want to assign prospects to a specific sales user when that prospect submits a form and is from region EMEA. What tool do you need to use? [Choose one answer] A: Segmentation Rule B: Completion Action C: Dynamic List D: Automation Rule

D: Automation Rule

You have several white papers on your website, but you want to start gateing those and gather more and more details about prospects as they download the white papers. What is the best way to achieve this? A: Create a form and enable progressive profiling B: Create a form handler and enable progressive profiling C: Create a form handler for each white paper D: Create a form per white paper and enable progressive profiling

D: Create a form per white paper and enable progressive profiling

Which is not a standard role in Pardot? [Choose one answer] A: Sales Manager B: Marketing C: Administrator D: Sales User

D: Sales User (Standard Role is just "Sales")

Identify the difference between default and custom roles:

Default = OOTB Custom = need to customize

Given a scenario, determine which data has theability to sync with Salesforce

Default fields and anything custom you have setup

No Pardot automatically marks prospects who opt-out, hard bounce once, or soft bounce 5 times as unmailable so they no longer receive emails sent from Pardot.

Do hard bounces need to be removed from lists?

No. An automation rule will only affect a prospect one time, and rules will never "un-match" prospects if they no longer meet a rule's criteria.

Does an automation rule ever match a prospect more than once?

Describe the best practices for building marketable email lists:

Dos: a. Post compelling content (blogs) on your website, encourage people to subscribe and update b. Leverage Pardot at events and tradeshows c. Use gated content on your website d. Proote gated content on social media and your blog e. Make your emails sharable with AddThis integration Don't: a. Purchase lists

What are the 4 types of emails you can see on the Email Usage page?

Drip List Automated One to One

This type of rule is based on a criteria, is not one time only and is intended to update a list:

Dynamic list

Identify the audit capabilities within the prospect record:

Each prospect record has an audit table displaying the prospect's actions. The Audit page lists all the data about your prospects that Pardot has. The audits are composed of the name of the action and information which changed in regard to the prospect record. The audit includes the type of change and the date that the prospect record change occurred.

If you want to add an automation rule based on form completion, is it best to use a form or a form handler?

Either

What 3 things can you see on the marketing calendar on the dashboard?

Events Webinars Scheduled Emails

How frequently do Pardot automation rules, lists, connectors, etc. sync?

Every 10 mintes

How frequently (in minutes) do automatons run?

Every 10 minutes

Given a scenario, determine if a full or express export needs to be requested:

Express exports are: Default Fields, Scores, Grades Full exports are: Default Fields Scores, Grades, Custom Fields

TF: There are no restrictions on how you assign permissions

F

TF: With progressive profiling, sometimes prospects have to enter the same information multiple times?

F: It carries over/they don't get previously updated fields again

TF: If a user has create/edit/delete access they don't have to have view access

F: They have to be able to see what they're editing, and Pardot will check this automatically when creating new profiles

T/F: Administrators can manually reset a user's password?

False

T/F: During a contact import, you will map the score column in your .CSV to a field in Salesforce's B2B Marketing Automation software called "Subtract from Score?"

False

T/F: Dynamic lists can be CRM visible?

False

T/F: There are absolutely no restrictions on how you assign custom users abilities?

False

T/F: You cannot use multiple automation tools together to accomplish complex marketing tasks.

False

TF: Admins can manually reset users passwords?

False

T/F: You cannot manually create new prospects in Pardot?

False - You can manually create new prospects. You can also import prospects utilizing a .csv or by connecting to Salesforce.

T/F: You should send email every week at the same time to maintain consistency?

False - you want emails to appear as organic as possible.

T/F: Automation rules execute every single time an action is completed?

False, only once

TF: It's better to ask a customer about their sales and size instead of content interest?

False: It's better to ask about content interest

How can you test the dynamic content to make sure it works properly?

Get the embed code from the dynamic content set-up tabs, and then paste it into the source HTML

Identify the Paid Search Ad platforms for which Pardot has a native integration:

Google AdWords

What's a good tip to streamline the progressive profile building process?

Have the completion page for each form be a thank you page with links to additional whitepapers/forms

Through a form or form handler.

How are visitors converted to prospects?

- Manually - Completion Actions

How can a Prospects score be changed?

Through automation rules, scoring model changes and through completion actions

How can a prospect's score be changed?

Navigate to the Prospect List and select "Mailable Prospects"

How can an Administrator find the number of mailable prospects in their database?

Use page actions.

How can an action be applied to a prospect who views a specific page of a website?

- create a text version - avoid spammy words in the email copy - Check image to text ratio - Add domain keys and SPF

How can you ensure your email doesn't get stuck in spam?

Change prospect field value: 'Do Not Email' to 'Do Not Email

How do you use an automation rule to opt out prospects?

Once you unpause a drip program, it should start sending emails within an hour.

How longs does it take a drip program to start after unpausing it?

-Standard Edition accounts can have up to 50 active automation rules running at any time. - Pro Edition accounts can have up to 100 active automation rules -Ultimate Edition accounts can have up to 150 active automation rules.

How many automation rules can you have in an account?

Prospects can be continually added to a drip program, regardless of what step the other prospects have reached. Every time a new prospect is added to the drip program's recipient list, they will start at the beginning of the drip.

How often can prospects be added to a drip?

every 2 minutes.

How often does Pardot check for changes in Salesforce?

Yes, but only if the Pardot completion action for the custom redirect is set to change the campaign.

If a prospect clicks on a custom redirect after filling out a form, will the prospects assigned Pardot campaign change?

No. Once a prospect matches an automation rule, all of the actions that are defined at that time in the rule are applied to that prospect and it is flagged as matching. If you add new actions later, they will not be applied to prospects who have already matched. If you add new criteria to the rule, the rule will not "unapply" actions to prospects who no longer match.

If changes are made to a automation rule, will new criteria and actions apply to already matched prospects?

Given a scenario, determine the necessary nextsteps if a connector cannot be verified:

If your organization restricts IT access at the User Profile level, you may need to whitelist Pardot IP ranges there as well.

Whats required In order for users to access Salesforce® Engage features within Salesforce

In order for users to access Salesforce® Engage features within Salesforce, they must be linked to a Pardot user.

Where do you add variable tags?

In the completion actions page when you're editing a form

How can you tell if a field in a form is dependent?

In the form view it'll have a (d) next to the field name

What is Twilio?

Instantly follow-up with prospects via phone.

Describe the key features in Advanced Email Reporting:

It adds span analysis of email content, subject line preview, and email rendering previews to see how your email looks across a variety of clients and browsers. Two reports: Engagement Reporting and Email Client Reporting - offer insights into how your recipients read your emails and what devices or browsers they use to view them.

How can you tell where Dynamic Content is in an email?

It has a variable tag around it. Ex: %% dynamic_content_154%%

What is the benefit of dynamic content?

It lets you create one email template that can be used for multiple types of prospects

How can you tell if a field in a form is conditional?

It will have a (c) next to it in the form settings

Where is the Dashboard?

It's the first screen you see on login

The administrator needs to make sure he has mapped his lead fields to contact fields in Salesforce

Jim, a sales manager, just converted a lead to a contact in Salesforce, but none of the lead's Pardot information (score/grade) transferred over. How do you address this issue?

What are the four main types of criteria used to personalize?

Job Title, Location, Interest and lifecycle location

Identify potential issues when adjusting existing automation rules:

Keep in mind that if someone has already matched a rule, it will not affect them again.

Explain the value insight that Lead Deck provides to a sales team:

Lead Deck is Pardot's real-time notificationsystem (real-time updates through SF, all prospects who have been recentlyactive with website, etc.) More recently known as engage alerts.

How can the reports be displayed on the dashboard?

Line or Bar

Where do you go to setup dynamic content

Marketing - Content - Dynamic Content

Where do you go to set-up a progressive profile

Marketing - Forms - Forms. Then you select the form to be edited and go into edit mode. Then you select the fields you want to be dependent and edit them and choose the progressive box to set it up

Where do you control the configuration of the landing page?

Marketing - Landing Pages

Does the marketing user or Sales manager have more access

Marketing user

What is Google Analytics?

Measure ROI, track you Flash video and social network applications

Describe the use cases for default and custom roles:

Most users should be set up on a default user role (Administrator, Marketing, Sales Manager, Sales User). If not, they should be given custom permissions on an as-needed basis(but start from a default role). Custom roles can be used for roles like: External Contractors, Summer Help and Assistants with partial security. Custom roles available in Pro and Ultimate editions.

How do you get to the security settings in Pardot?

Mouse over admin, and then choose security from the drop down

What type of email do you have to select to include images?

Multi-part email with graphical editor

Identify the daily system generated emails that Pardot sends:

My prospects: a. Daily prospect activity emails (for my prospects) b. Daily prospect assignment emails c. Daily visitor report All prospects: a. Daily Prospect Report (for all prospects)* *Only available to Administrator, Marketing and Sales Manager users

Are completion actions retroactive?

No

Is there a limit to how many connectors you can have in Pardot?

No

Can you use an automation rule to reassign a prospect who already has a user?

No, but you can assign "reviewed" prospects

Where can you see email usage?

On the homepage, mouse over admin then overview

How many times will automation rules take action on a matched prospect?

Once

How may times will automation rules affect a matched prospect?

Once

What type of user(s) can manage tracking opt ins by country?

Only admin users have this capability

Describe the concept of merging prospects:

Pardot has the option to manually merge up to three prospects at a time. When a prospect is in Pardot under two different email addresses, you can merge the two records and select which fields should be merged into the final, complete record.

Identify industry standards on bounce rates anddeliverability in the B2B space:

Pardot monitors for high bounce rates (over 10%) and high spam complaint rates (over 0.1%), as those are the best indicators of potential reputation damage. Bounce rate standards in B2B are anything below 10%.

Describe the 'one to one' and 'one to many' definitions as they relate to Pardot and Salesforce campaigns:

Pardot prospects have only one campaign, since this isidentified as their source, or how they came to Pardot. SFDC has the capabilityfor one lead/contact to belong to multiple campaigns (thus, 1:manyrelationship).

Why might you get a security error when you insert a Pardot URL into an HTTP Secure page (HTTPS) on your website?

Pardot provides URLs that use your tracker subdomain (CNAME) which is not HTTP Secure. Since Pardot only has a security certificate for the pardot.com domain all you need to do to make your Pardot URLs HTTP Secure is replace your CNAME (http://cname.yourdomain.com) portion of the URL with https://go.pardot.com (be sure to add the "s" to https).

What is Google AdWords?

Pay-per-click advertisement application

When placing dynamic content, where do you place the <div>?

Place <div> elements where you would like the dynamic content to appear on the page.

Explain how third party prospect activity is populated in the prospect record:

Prospect Activities table on the prospect record: a. Activity (connector vendor and title) b. Type (action connector recorded ex. registered for webinar) c. Score for event d. Date/time

Explain the purpose of the Prospect Lifecycle Report

Provides a visual representation of the organization's sales funnel month-over-month (tracking from visitors, to prospects, to marketing qualified leads [MQL], to sales qualified leads [SQL], to won deals). By reviewing the report, you will have an idea of how well your marketing and sales organizations are working together, as well as areas for improvement. Individual reports can be used to gauge the prospect's journey through the lead nurturing cycle and deliver targeted reporting for each stage. Accessible under: Reports, Lifecycle

What can you do to increase conversion from landing page viewer to prospect?

Reduce other content - including links - to minimize distractions and always include relevant content

What is Eventbrite?

Registrations and attendance scores, reports and prospect creation.

Given a scenario, understand form and landing page reporting:

Remember, a form is a website add-on which allows you to collect information about visitors and turn anonymous visitors into identified prospects. On the other hand, a Landing Page is a specific web page that a visitor typically reaches after clicking a link or advertisement.

Which default user role has the least access?

Sales user

Describe the use cases for Pardot Campaigns and Salesforce Campaigns:

Salesforce campaigns do not have a one-to-one relationship with Pardot campaigns. You can set up campaigns similarly in both systems, but all prospects in Salesforce campaign are not automatically added to a Pardot campaign and vice versa. Pardot campaigns are simply the first Pardot marketing campaign that the prospect interacted with (think cookies), similar to a source field. Salesforce campaigns where prospects can be on many campaigns at once with different statuses in each. Pardot lists function more like Salesforce campaigns than Pardot Campaigns do.

What can you base dynamic content off of?

Score, Grade, Default prospect field, or Custom prospect field.

If a rule is based on CRITERIA and is ONE TIME ONLY, it is a:

Segmentation rule

Pardot allows you to send emails from your actual domain by authenticating through the two most commonly accepted standards, which are...?

Sender Policy Framework (SPF) and DomainKeys Identified Mail (DKIM)

Describethe importance of implementing DNS, SPC and DomainKeys

Sender policy framework/sender ID Email validation system designed to prevent email spam. Prevents spoofing by verifying sender IP addresses. It s a way for domain owners to say which domains are legit and which are not. Domain Keys - Verify the DNS domain of an email sender / verify the message's integrity.

What is Bitly?

Shorten, share and track your links,

Why would you add an IP address to the whitelist?

So that they can login without having to verify their location

What is Add This?

Social sharing platform that allows you to spread your messaging via social networks.

What is the second step when optimizing dynamic content?

Specify a data-dc-url="[URL for your dynamic content]" attribute.

In an AB test, what should you test first/ what normally has the most significant impact on open rates/ click throughs?

Subject lines and calls to action

What is uservoice?

Suggestion tracking and support ticketing system.

TF: HTML content on landing pages can be customized based on prospect scores, grades and other criteria?

T

TF: Pardot requires activation from any unrecognized IP address?

T

TF: You can copy existing profiles

T

TF: You can export email usage stats to a csv?

T

TF: You can select date ranges on the prospect dashboard?

T

FALSE: Completion actions are not retroactive and will only apply to activities moving forward once you add them.

TRUE or FALSE Completion actions are retroactive?

TRUE: except for adjust score and send autoresponder email.

TRUE or FALSE Completion actions execute every time the action is completed?

TRUE: Completetion actions only run on prospects.

TRUE or FALSE Completion actions only affect prospects not visitors?

TRUE: Completion actions will not execute for filtered activities.

TRUE or FALSE Completion actions will not execute for filtered activities?

TRUE

TRUE or FALSE Creating or marking an opportunity as lost will result in the change of a prospect's score

TRUE

TRUE or FALSE Custom fields that are created in Salesforce can take up to 4 hours to sync down to Pardot.

TRUE: When creating a Pardot form to register a prospect for a webinar, you must, at a minimum, include these three required fields to successfully register the prospect for a webinar.

TRUE or FALSE Email, First Name, and Last Name are required fields in order for GoToWebinar to register a new user to an event.

TRUE

TRUE or FALSE If a field in Pardot contains a value "ABC" and the CRM field is blank, the "ABC" field value in Pardot will "win" and will overwrite the data for the corresponding field in your CRM.

TRUE: unless you're using Active Assignment Rules in Salesforce, the Prospect must be assigned to a user in Pardot in order to create a new record in Salesforce.

TRUE or FALSE If a prospect exists in Pardot with an assigned user, but a record with a matching email address can't be found in your CRM, Pardot will create a new record in your CRM.

TRUE: even unassigned prospects will sync, but will not create new records in Salesforce if none already exists with the same email address.

TRUE or FALSE Importing prospects into Pardot will cause them to sync with Salesforce after import.

TRUE

TRUE or FALSE In the event that you need to erase a value from a Pardot field, you can use Pardot automation rules to clear values for fields and prevent Pardot data from syncing to your CRM

FALSE: Lead or contact records must have a valid email address at the time they are created in salesforce.

TRUE or FALSE Leads with invalid email addresses in Salesforce will sync to Pardot

TRUE: However, it's important to remember that the filter will only work on new visitors.

TRUE or FALSE Once a filter is set up it immediately goes into effect

FALSE: Opportunities in the recycle bin won't appear in your Opportunity Report.

TRUE or FALSE Opportunities in the recycle bin will appear in your Opportunity Report?

FALSE: You can contact Pardot Solutions to enable this integration for your account.

TRUE or FALSE Pardot can't integrate with Person Account record types.

FALSE: Sales users have the simplest interface view and only have access to prospect management functionality. Sales users may send individual emails to prospects, but cannot edit them or send emails to lists.

TRUE or FALSE Sales users can edit emails within Pardot

TRUE: You can set up campaigns similarly in both systems, but all prospects in a Salesforce campaign are not automatically added to a Pardot campaign and vice versa.

TRUE or FALSE Salesforce campaigns do not have a one-to-one relationship with Pardot campaigns.

TRUE

TRUE or FALSE To have opportunity syncing turned off for your Pardot account, you must contact the Pardot support team

TRUE

TRUE or FALSE When prospects register via a Pardot form, they will still receive GoToWebinar's reminder and registration emails.

TRUE: You can add a prospect to a list using an automation rule, segmentation, competition actions or drip programs

TRUE or FALSE You can add a prospect to a list by using an automation rule?

FALSE

TRUE or FALSE You can create Salesforce campaigns in Pardot

FALSE: You can send a prospect email through drip programs or automation rules.

TRUE or FALSE You can send a prospect email by using Completion Actions

FALSE: Any time an opportunity is linked to a prospect, Pardot records an opportunity activity in the prospect's activity record.

TRUE or FALSE You must manually link a Pardot prospect to an opportunity.

FALSE: A marketing user can create lists but are unable to export them.

TRUE or FALSE a marketing user in Pardot can export data lists

TRUE: Completion actions will not execute for image files.

TRUE or FALSE: Completion actions will not execute on images?

What are Native Connectors in Pardot?

The connectors that the Pardot team supports OOTB.

Given a scenario, understand how a prospect's score is calculated by using the default scoring model:

The most important parts to know are that there are both positive and negative scores built in based on the "100 being sales ready" model. More info. can be found on Pardot's website.

Where do you have to go to whitelist an IP address?

The security page under Admin, then click the + Whitelist New Range button

What are dependent fields in a form?

They let you conditionally display fields based on answers to previous fields. Ex: If Country is USA they'll be directed to choose a state. If country is Canada they'll be directed to choose a province.

What do variable tags do?

They pull information from the form into the thank you/landing page. So it'll say, "thank you "FIRST NAME""

Describe the concept of filtered activities:

Think of filtered activities as 'filters on certain people or groups of people to preserve data quality.' Filters allow you to exclude certain types of visits, clicks, or other actions from your campaign results and email notifications. The most common use of this would be to filter our your own company's IP address to avoid skewing results (e.g., excluding coworkers from lists).

T/F: A prospect is a visitor who has submitted an email address through a form or landing page on your site?

True

T/F: As part of its Permission-Based Marketing Policy, Pardot requires its users to create and manage "opt-in" subscriber lists."

True

T/F: Completion actions execute every single time an action is completed?

True

T/F: Cookies are used to track visitor and prospect information?

True

T/F: New feature alerts appear at the top of the dashboard.

True

T/F: Segmentation rules allow you to pull a one-time list of prospects based on a specific criteria.

True

T/F: Segmentation rules are one-time only?

True

T/F: To adjust a prospect's score during an import, the .CSV used to import prospects must have a column in it containing the prospect's score?

True

T/F: You can attend or watch as many live or on demand webinars as you'd like.

True

T/F: You can see the score, grade, assigned user and recent interaction within the Insight section of the Prospect Record?

True

T/F: You can set up Pardot to automatically send weekly reports on the keywords and competitor monitoring that you have set up in your account?

True

TF: You can change the date ranges on the email usage page

True

T/F: Salesforce will always override Pardot?

True - However, Pardot will fill in fields that are blank and Pardot does override Salesforce in fields that are specific to Pardot (score, grade, etc.)

TF: A prospect with a low score would be more likely to get an educational email

True: It helps build their understanding

TF: A prospect with a high score would be more likely to get a call to action email

True: Since they already have a good base understanding, the emails drive action

How do you change a field to be dependent?

Under Marketing go to Forms, then edit the form. Click on edit for the field you want to make dependent and then in the type drop down change it to dropdown. Then in the values tab specify the values, and in the dependent tab map the values to the fields you want them to fill in depending on which values are selected

Where do you export email usage stats?

Under tools on the email usage page

What are the two ways to personalize email content?

Variable Tags and Dynamic content

What is Olark?

Web chat service for sales and support of your products and services.

- forms -form handlers - files - custom redirects - emails - page actions

What activities are completion actions available for?

1. During the import process 2. Directly from the user record

What are 2 ways to define a user's role?

- WebEx - ReadyTalk - GoToWebinar

What are 3 webinar connectors Pardot offers?

Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify.

What are automation rules?

Custom Roles allow you to provide specific abilities to a user or users.

What are custom roles?

Filters allow you to exclude certain types of visits, clicks, or other actions from your campaign results and email notifications.

What are filters?

Form handlers allow you to use your own form but post the data to Pardot

What are form handlers?

Pardot does not pre-check Revenue or Employees. This is up to the user to check these fields.

What are some data points not pre-checked in the Data.com connector?

- Total views - total submissions - submission rate - total errors - error rate

What are some metrics the form reports will include?

creating, viewing/editing, deleting, and reporting of a specific Pardot feature or functionality

What are the main abilities of custom roles?

- Register prospects for GoToWebinar events - Display registrations and attendance as activities - report on registrations and attendance - automatically pull in prospects who exist in GoToWebinar but not Pardot.

What can the GoToWebinar do?

- The Prospects column shows all prospects created with that campaign within the last month. - The Assigned Prospects column shows all prospects with that campaign who were assigned within the last month.

What can you see when viewing a Pardot campaign report filtered by the last month?

You must have either an existing CRM record that has a matching email address OR the prospect must be assigned in Pardot.

What causes a prospect records to sync from Pardot to the CRM

Updating assigned user (owner) for the lead or contact record

What causes a sync from the CRM to Pardot?

A bounce message (or code) is a reply from the receiving mail server describing why the email was not delivered.

What do bounce codes mean?

limit max number of emails the person can send, the max number of prospects the person can export and the max number of records someone can import.

What do user role security limits allow you to do?

- prospect management - creating new lists, forms, landing pages and send list emails. - can only import prospects - can see users and groups

What does a marketing user have access to in Pardot?

- Receiving or opening an email (unless this action is set to adjust prospect score). - Page views (unless this action is set to adjust prospect score). - Visitor sessions. - Prospect Account updates (these updates sync as part of a separate process). - Creating and/or mapping new custom fields. - Changes to formula fields in your CRM.

What does not cause a prospect record to sync between Pardot and your CRM?

To quickly jump into the Data.com results for a prospect or their company.

What does the Data.com connector allow you to do?

A "pause" is required between drip emails. If you remove a prospect from a drip and later add them back to the list, they will resume the drip where they left off (instead of starting over again).

What happens if a prospect is removed from a drip program and later added back?

Pardot will move the opportunity into the Recycling bin.

What happens to the opportunity in Pardot if it's deleted from your CRM?

A CNAME gives visitors a seamless transition when traveling between pages and forms that you host and Pardot-hosted campaign elements such as landing pages and search results. The Alias is also used for any individually tracked links sent out in emails to your prospects.

What is a CNAME?

Pardot's custom redirects allow you to track any link on your website or a third party site (for example, a link your Twitter page, a banner ad on a third party site, etc.).

What is a custom redirect?

Full Exports include all default prospect fields, scores, grades, and custom fields.

What is a full export?

In business-to-business marketing, anything below 10% is considered a good bounce rate.

What is a good bounce rate?

A Hard Bounce is an email that permanently bounced back to the sender because the address is invalid. A hard bounce might occur because the domain name doesn't exist or because the recipient is unknown. Some mail servers may hard bounce an email address if the message received is suspected as spam.

What is a hard bounce?

A Soft Bounce is an email that is recognized by the recipient's mail server but is returned to the sender because the recipient's mailbox is full or the mail server is temporarily unavailable. A soft bounce message may be deliverable at another time or may be forwarded manually by the network administrator in charge of redirecting mail on the recipient's domain.

What is a soft bounce?

A person that has been tracked using the Pardot tracking code but does not have an email address.

What is a visitor?

An Express Export includes all default prospect fields, scores and grades but does not include custom fields.

What is an express export?

- A conversion is when an anonymous visitor successfully fills out the form or completes the landing page and thus "converts" into a prospect, in other words a visitor with a known email address. - A submission is when the form or landing page has been successfully completed. This submission could be by an existing prospect or an anonymous visitor (who will then "convert" to a prospect upon completion).

What is the difference between a submission and a conversion?

- Form submission - Form handler submission - Landing page submission - Unsubscribing form emails

What prospect activities will sync with your CRM?

Email Client Reporting

What report allows you to capture and track email client usage for emails opened across your mailing lists in Pardot?

The Conversions Report

What report allows you to see how many net new prospects your site is generating and how many visitors are turning into prospects.

Form Reports

What report allows you to see how successful or active a form has been on your site?

the Click-through Rate report

What report allows you to view a link performance visually?

Engagement & Activity Reporting

What report allows you to view data on how your recipients engage with your email?

Prospect Lifecycle report. This report shows how a particular prospect moved through the sales lifecycle and which prospect-initiated activities changed their activity score.

What report gives you insight into a prospect's score at each stage of their lifecycle?

Engagement Reporting and Email Client Reporting

What report will offer you insight into how your recipients read your emails or what devices or browsers they use to view them?

- Import of prospects - Any prospect field changes-including opting out prospects (via import or manually) - Campaign changes - Changes to assigned user - Clicking the "synchronize with CRM" link on any prospect record will cause the prospect to immediately sync (effectively "jumping queue")

What user actions will cause a prospect to sync to your CRM?

You will need to manually append tracking parameters to all ads in Adwords for Pardot to track them.

What will happen if you don't enable any settings in the Adwords connector?

- if the deleted prospect is imported into Pardot with the same email address - If the deleted prospect re-converts by filling out a form with the same email address - if the deleted prospect clicks a custom redirect - if a deleted prospect downloads a non image file - if the deleted prospect has an associated record in the CRM.

What will undelete a prospect?

Given a scenario, understand how prospects accessing a file is reported:

When a visitor or prospect clicks on the link to the file, we will recognize the click and record it in your file report. The data is updated continuously so it should be close to real-time.

30 minutes after the prospect has clicked on the custom redirect.

When do custom redirects occur?

If you want to use a Pardot Form to perform repeated manual registration on behalf of prospects (e.g. signing many people up on the same computer at a tradeshow booth, or having one person manually enter many prospects via a form).

When should you use Kiosk Mode for forms?

- banner ads - social sharing - links to files that you don't host

When should you use custom redirects?

Why do I need to warm up my dedicated IP address?

When you start sending email from a previously dormant IP address receiving servers and ISPs have no way to check or assign your sending reputation. If a previously unused IP starts sending 100k+ emails per day without any warming, servers assume the worst -- that you are a spammer, and this negatively affects your sending reputation. It's important to make warming up your dedicated IP address a priority so you can start off on the right foot and have the best possible deliverability.

What is progressive profiling?

Where a prospect is shown dynamic fields that are based on their previous answers

Administration > Connectors > CRM Connector > Sync Queue

Where can you go to view the CRM sync queue?

Prospects within each phase of the drip program will only populate once the phase is complete. There is not an option to see prospects "processing" through the phase.

Where can you see how many prospects have completed a certain step in a drip?

in the Email Rendering Preview (Marketing > Emails > Email Tests)

Where can you view screenshots of your email creative as it looks accross all major email clients, browsers and mobile devices?

When setting up your rule, drip or completion action.

Where will you see the action criteria to Add to Salesforce campaign?

anything starting with http://, https:// or a variable tag like %%unsubscribe%%

Which links get tracked in a Pardot email?

If an email is sent to a known prospect (prospect A), and the prospect then forwards that email to someone else (prospect B) and that person clicks on a tracked link, prospect B will see prospect's A's information pre-populated in the form.

Why might a form be pre-populated with someone else's information?

To always show the form when someone returns to the page... even if he or she returns soon after they first submit the form.

Why should you set a form to Always Display?

Automation rules will not reassign prospects who already have an owner, even if they meet the criteria for the rule. Assigning actions will assign "Reviewed" prospects.

Will an automation rule change a prospect's owner?

No. An automation rule will only affect a prospect one time, and rules will never "un-match" prospects if they no longer meet a rule's criteria.

Will an automation rule ever match a prospect more than once?

Yes, but they won't be accessible to automation rules, segmentation rules, completion actions and drip programs.

Will inactive Salesforce campaigns sync with Pardot?

Can fields be conditional and dependent at the same time?

Yes

Do you have to unistall your current Pardot AppExchange package to upgrafe to the sf engage app exchange package?

You don't have to uninstall your current Pardot AppExchange Package to upgrade to the Salesforce® Engage AppExchange Package

What happens when you have a variable tag in the completion actions text, but the person doesn't provide the value?

You should make sure to specify a default mail merge value which will populate instead

Implement a blended lead scoring and grading system.

Your client is looking for a way to increase the quality of leads that are being passed from marketing to sales. What advice do you offer?

What is the icon for dynamic content?

a lightning bolt

Given a scenario determine how to escalate if logging into Pardot is unsuccessful:

a. "I don't know my password or username!" -If you've forgotten your password or username, click Forgot Your Password? on the login screen. Enter the email address associated with your Pardot account and click Reset Password (You'll see a confirmation screen). Check the email associated with your Pardot account for further instructions. If you don't receive a reset email, try again or contact Pardot Support at [email protected]. b. "I'm locked out of my account!" -After 5 failed login attempts, you will be locked out of your Pardot account for security reasons. To fix this, enter the email address associated with your Pardot account and click Reset Password. -You'll see a confirmation screen/password reset confirmation. Check the email associated with your Pardot account for further instructions. If you don't receive a reset email, try again or contact Pardot Support at [email protected]. c. "I reset my password, but I didn't get the reset email!" -If you reset your password but haven't received your reset email check your spam folder. If the password reset email isn't in your spam folder, contact Pardot Support at [email protected]. d. "This is my first time trying to log in, and I can't!" -There are a couple of common reasons you'd have problems signing in for your first time: -Your username might not have been created yet. Reach out to your Pardot administrator for help. If you're the first Pardot user on your account, your account activation window may have expired. Contact Pardot Support at [email protected] for help.

How many CRM connectors can a Pardot instance have verified at one time? a. 1 b. 2 c. 5 d. Unlimited

a. 1

Describe the role a CNAME provides and how it is used in Pardot:

a. A CNAME points to go.pardot.com b. A CNAME changes content in Pardot from go.pardot.com to cname.domain.com Essentially, it is your 'vanity URL' to connect with Pardot

What is the Knowledge Base? a. A place where you can look up information in articles b. People who provide support c. A place where you can post and vote on new ideas and enhancements d. A place where you can discuss best practices, tips, events and more with other users e. A place where Pardot posts tips, links, infographics and tools

a. A place where you can look up information in articles

What visitor views are available on the Visitor Table (select all that apply)? a. Active Visitors b. All Visitors c. Deleted Visitors d. Identified Visitors

a. Active Visitors b. All Visitors d. Identified Visitors

Which of these are default user roles (select all that apply)? a. Administrator b. Admin Vacation c. Marketing d. Sales Manager e. Sales Manager's Assistant f. Sales User

a. Administrator c. Marketing d. Sales Manager f. Sales User

What information can you find about your competitors in Pardot (select all that apply)? a. Alexa Rank b. BBB score c. News article mentions d. Number of Inbound Links e. Number of Indexed Pages

a. Alexa Rank d. Number of Inbound Links e. Number of Indexed Pages

Describe the benefit of clients using "Send withPi" tool:

a. Any link beginning with http:// (orhttps://) is rewritten as an individually tracked link. Links are tracked tothe first recipient in the To: field of the email. b. If a prospect with that email address alreadyexists in Pardot, the email activity is added to the prospect's record. If thesender of the email is different from the prospect's assigned owner, theprospect remains assigned to their original owner. c. If the prospect already exists in Pardot and isunassigned, the prospect will be assigned to the sender of the plug-in emailand their email activity recorded. d. If a prospect does not exist in Pardot with thatemail address, a new prospect record is created in Pardot and assigned to theuser who sent the email. The new record will likely only have an email addressand other fields may need to be filled in at a later point. e. A new lead record, assigned to the user who sentthe email, is created in the connected CRM system if applicable. If a contactor lead already exists (using the identical email address), the email willsimply be added to the existing record as an activity.

______ are retroactive, constantly running and fire one time only? a. Automation rules b. Segmentation rules c. Completion actions

a. Automation rules

A custom redirect has a completion action to add a tag of "clicked" to all prospects that click it. An unknown visitor clicks on the link and then fills out the form as Bob. A prospect also clicks on the link and fills out a form as Kate. Which three things will affect the prospect records based on these activities? Choose 3 answers. a. Bob's prospect record will show him clicking on the link and filling out the form. b. Bob's prospect record will have a tag of "clicked" applied to it. c. Bob's visitor record will have a tag of "clicked" applied to it. d. Kate's prospect record will have a tag of "clicked" applied to it. e. Kate's prospect record will show her clicking on the link and filling out the form.

a. Bob's prospect record will show him clicking on the link and filling out the form. d. Kate's prospect record will have a tag of "clicked" applied to it. e. Kate's prospect record will show her clicking on the link and filling out the form.

Identify the key metrics in email marketing:

a. Bounce rates b. Open rate c. Error rate

How does an Administrator grant a Pardot employee access to their account? a. By hovering over the person icon and selecting Grant Account Access b. By emailing Pardot Support c. By calling Pardot Support d. By contacting the Pardot Client Advocate

a. By hovering over the person icon and selecting Grant Account Access

What information is required when creating a prospect manually? a. Campaign, Company, Email, Score b. Campaign, Email, Profile, Score c. Campaign, Email, Full Name, Profile d. Account, Email, Profile, Score

a. Campaign, Company, Email, Score

A prospect believed to be on a engagement program did not receive an email. Which three troubleshooting steps should an Administrator take to determine why the prospect did not receive the email? Choose three answers. a. Check the Audits tab to see if the prospect was on the correct lists when the email was sent. b. Check the Lifecycle tab to confirm whether the prospect entered the engagement program before the email was sent. c. Check the Overview tab to determine whether the prospect is unmailable. d. Check the Profile tab to make sure the prospect has the right engagement program profile. e. Check the Lists tab to determine whether the prospect is on the recipient list or any suppression lists.

a. Check the Audits tab to see if the prospect was on the correct lists when the email was sent. b. Check the Lifecycle tab to confirm whether the prospect entered the engagement program before the email was sent. e. Check the Lists tab to determine whether the prospect is on the recipient list or any suppression lists.

Which two actions can cause an anonymous visitor to convert into an identified prospect? Choose 2 answers. a. Clicking on a tracked link in an email b. Matching an automation rule c. Submitting a form on a landing page d. Viewing more than one web page

a. Clicking on a tracked link in an email c. Submitting a form on a landing page

An Administrator wants to have a thank you email sent after the form on the "Request a Demo" landing page is submitted Where can this be configured to ensure that every time the landing page is completed, the email is sent? a. Configure an autoresponder email to send as a completion action where the "Request a Demo" landing page has been submitted. b. Configure an autoresponder email to send as a completion action where the "Request a Demo" form has been submitted. c. Configure an automation rule to send the email when "Request a Demo" form has been successfully completed. d. Configure an automation rule to send the email when "Request a Demo" landing page has been successfully completed.

a. Configure an autoresponder email to send as a completion action where the "Request a Demo" landing page has been submitted.

Which type of asset is permanently deleted and not saved in the recycle bin? a. Content files b. Automation rules c. Site searches d. Landing pages

a. Content files

What is the process to add a prospect who visit a pricing page to a list? a. Create a page action b. Create a segmentation rule c. Create an automation rule d. Use a Tag

a. Create a page action

Which two actions can be used to change a prospect's Pardot campaign? Choose 2 answers a. Create an automation rule to change Pardot campaign for prospects meeting certain criteria. b. Create a segmentation rule to change the Pardot campaign for prospects meeting certain criteria. c. Add the prospect to a static list. d. Manually change the prospect's Pardot campaign when editing the prospect record.

a. Create an automation rule to change Pardot campaign for prospects meeting certain criteria. d. Manually change the prospect's Pardot campaign when editing the prospect record.

A form is created to automatically register prospects to a webinar upon submission. Which automation tool would you use to accomplish this? a. Creating an automation rule to register prospects based on the form submission b. Adding a completion action to register prospects on the form c. Creating a segmentation rule to register prospects based on the form submission d. Adding a form completion action as criteria for a dynamic list to be used as a recipient list

a. Creating an automation rule to register prospects based on the form submission

Describe the use cases for custom redirects and page actions:

a. Custom redirects allow you to track any link on your website or a third-party site (for example, a link on your Twitter page, a banner ad on a third-party site, etc.) b. Page actions are completion actions (notifications, field value changes, assignments, etc.) based off of the viewing of certain pages.

Describe the difference between default andcustom fields:

a. Default fields are OOTB fields used to capture and track data points about your prospects. b. Custom fields capture any additional data points about your prospect.

Identify the requirements for US CAN-SPAM Act Compliance:

a. Don't use false or misleading header information b. Don't use deceptive subject lines c. Identify the message as an ad d. Tell recipients where you're located e. Honor opt-out requests promptly f. Monitor what others are doing on your behalf

Explain the concept of drip programs:

a. Drip Programs (also known as lead nurturingprograms) allow correspondence to be sent to prospects on a specific list atspecific intervals based on time or prospect activities. Use drip programs forongoing marketing campaigns and to nurture leads that may not be sales-ready.Emails sent through drip programs will be recorded in the Prospect Profile asan activity. b. You can access your drip programs by navigating to Marketing > Automation> Drip Programs. Use the View dropdown to show live, paused, or all drips.

Which two list types can be used as a suppression list on an email send? Choose 2 answers a. Dynamic list b. Test list c. Static list d. Public list

a. Dynamic list b. Test list

Explain the differences between the Email Preference Center and the Unsubscribe Page:

a. Email Preference Center: All pardot accounts already include a default email preference center landing page. Include link in emails to provide access. %%email_preference_center%% • When the link is used a URL specific to that user is sent to allow for tracking of that specific user's preferences. Prospects manage what information they would like to receive. Unsubscribe Page: All Pardot accounts already come with a default Unsubscribe Landing Page ○ Utilize by placing %%unsubscribe%% in emails Unsubscribe URL unique to the recipient is sent to assure applying the appropriate changes to the prospects account After unsubscribing they are shows a message letting them know that it happened successfully and are presented with a button allowing them to re-subscribe.Describe the importance of implementing DNS, SPF, and Domain

Identify the use cases for forms and form handlers:

a. Forms - Need to integrate form with automation rules, need data deduplication from the CRM, want to use progressive profiling b. Form Handler - Tracking information from a third-party system, needing total control over appearance, maintaining current lead flow, support form customizations like multi-stage form and two-column form.

What are the types of criteria marketers can use to differentiate web content emails, and progressive profiling (select all that apply)? a. Interests b. Job title c. Lifecycle location d. Location e. ROI

a. Interests b. Job title c. Lifecycle location d. Location

Which are the two main components of a dynamic list? Choose 2 answers. a. It can add an action to the dynamic list that triggers when a new prospect is added. b. It automatically updates list membership based on criteria. c. It only adds prospects to the list the first time you run it. d. It can be spilt into multiple static lists.

a. It can add an action to the dynamic list that triggers when a new prospect is added. b. It automatically updates list membership based on criteria.

What should be enabled on a Pardot form if an Administrator wants to sign many people up on the same computer at a trade show booth? a. Kiosk/Data Entry Mode b. "Not you?" Link c. Progressive Profiling d. reCAPTCHA

a. Kiosk/Data Entry Mode

What would an Administrator use to send a single email to a list of prospects? a. List email b. Social message c. Email template d. Drip program

a. List email

What is a prospect's grade based off of (select all the apply)? a. Location b. Industry c. Page views d. Downloads e. Job Title f. Site searches g. Email clicks h. Company size

a. Location b. Industry e. Job Title h. Company size

Which three use role security limits can be added to an individual user account? Choose 3 answers a. Max number of emails the user can send b. Max number of prospects the user can export c. Max number of prospects the user can manually create d. Max number of prospects the user can manually delete e. Max number of records a user can import

a. Max number of emails the user can send b. Max number of prospects the user can export e. Max number of records a user can import

What things can you track with Pardot (check all that apply)? a. Pages visited b. Actions taken c. Length of time spent browsing

a. Pages visited b. Actions taken c. Length of time spent browsing

Describe the key technical items that arerequired to set up during implementation:

a. Pardot tracking code b. CNAME c. Email authentication

Which of these statements are true (check all that apply)? a. Pardot tracking codes set cookies on visitors and prospects' browsers. b. Tracking codes must be added to each page that you want to track - unless you add it to a global tracker. c. Tracking code loads asynchronously so that it doesn't slow down the rendering of the page. d. Tracking code is visible to page visitors.

a. Pardot tracking codes set cookies on visitors and prospects' browsers. b. Tracking codes must be added to each page that you want to track - unless you add it to a global tracker. c. Tracking code loads asynchronously so that it doesn't slow down the rendering of the page.

Describe the email link tracking Pardot providesat the prospect level:

a. Pardot uniquely tracks links in emails and therecipient, allowing you to determine who clicked on your links and track anyfurther activity on your website. b. Open Rate - How many opened, bounced, etc. Click Through Rate Display of email which was created with click through rates overlaid on top of the various link. These rates are color coded to identify the "hottest" links on a scale from red to blue. -Blue: Red: 5%+ Engagement Report (Interaction) c. Data on how your recipients engage with your email • Collected in aggregate, presented as percentages ○ Glanced or Unread Percentage - Prospects who had your email open fewer than 2 seconds ○ Skimmed Percentage - Prospects who skimmed your email and had it open between 2 - 10 seconds ○ Read Percentage - Prospects who read your email and had it open for 10 seconds or longer ○ Print Count - Prospects who printed a hard copy of your email ○ Forward Count - Prospects who used the forward button in the email client rather than using a "forward to a friend" link

Given a scenario, identify where and what prospect activity is stored:

a. Prospect activity is available in the Prospect Activity table b. There are a TON of activity icons, but some of the top are: - Email HTML open - Custom redirect tracked link clicked - Form View - Email unsubscribe - Etc.

Explain the benefits of warming up an IP address:

a. Ramp up your sending over time to establish a great sending reputation b. It is essential to do before sending a list of emails c. Make sure that your DNS SPF record is up-to-date if your mailing IP has changed

Describe the best practices when users whenassigned prospects leave a company:

a. Reassign prospects b. Modify user actions and modifications - modify or delete rules assigned specifically to user c. Delete the user

Explain how prospect grading correlates with aprospects score:

a. Score: how interested the prospect is in your company. b. Grade: how interested your company should be in that prospect. c. It's like dating - you both should be attractedto each other d. Scoring is an activity, grading is the fit

How can an interested lead that comes to Lenoxsoft's website and fills out the Contact Us form receive a follow-up email each time he or she submits? a. Send using the form's completion actions b. Send using an automation rule c. Send using a segmentation rule d. Use a dynamic list to use as a recipient list on an email send

a. Send using the form's completion actions

In which two ways does a Pardot prospect sync with a Salesforce Lead or Contact record? Choose 2 answers. a. Shared Contact or Lead ID b. Shared email address c. Shared Assigned User ID d. Shared tracking pixel

a. Shared Contact or Lead ID b. Shared email address

Explain the concept of spam filters and methods to avoid them:

a. Spam filters are intended to take care of spam(unsolicited bulk email) before it ever hits your inbox. b. You can avoid them by: Using email authentication Keep and maintain good IP reputation byfollowing Pardot's Permission-Based Marketing Policy, warming up your IPaddress, and having good list hygiene Avoiding spammy words like "CLICK HERE!!!" Utilizing a great deal of JavaScript, RSS Feedsor Forms Not using messy code Avoiding suspicious formatting (ALL CAPS, many differentcolors, using punctuation???!!! In your subject line, Not using large (greater than12pt font size) Not having high image-to-text ratio Not using URL shorteners (use Pardot's vanity CNAMEfunctionality instead) Making sure you're not missing CAN-SPAM information

What are the names (and associated costs) of Pardot subscriptions?

a. Standard, $1,000/month b. Pro (most popular), @2,000/month c. Ultimate, $3,000/month d. Marketing Cloud, Call for pricing

A client submits their Pardot form to test the form's completion actions After they submit the form, none of the completion actions are applied to their prospect record. What explanation do you give as to why the actions did not occur? a. The client has a visitor filter set up to filter activities from their IP address. Completion actions do not occur on filtered visitors. b. The 'email' form field was set up to exclude free email addresses, so even though they submitted the form successful, the Gmail address they used prevented the completion actions from running. c. The client did not un-pause the completion actions. d. Kiosk mode was enabled on the from, so competion actions did not run.

a. The client has a visitor filter set up to filter activities from their IP address. Completion actions do not occur on filtered visitors.

A visitor clicks on a custom redirect with an action of adding a tag. The visitor then fills out a form and becomes a prospect. The form has a completion action to add the prospect to a list. Which three things will happen to the prospect? Choose 3 answers. a. The prospect activities will show that the form was successfully completed. b. The prospect will be added to the list. c. The prospect activities will show that the custom redirect was clicked. d. The prospect will be tagged. e. The newly converted prospect will not be affected because it was their first submission.

a. The prospect activities will show that the form was successfully completed. b. The prospect will be added to the list. d. The prospect will be tagged.

An engagement program is using a dynamic list. A prospect was matching the rules of the list and completed Step 1 through 3 of the engagement program. The prospect then was removed from the dynamic list because they no longer matched the rules. If the prospect is added back to the dynamic list, what can an Administrator expect to happen? a. The prospect will continue on the engagement campaign to Step 4. b. The prospect will continue on the engagement campaign to Step 3. c. The prospect will be added to a suppression list used by the engagement program. d. The prospect will begin the engagement program again on Step 1.

a. The prospect will continue on the engagement campaign to Step 4.

What is the function of the Monthly Cohort Report? a. To show graphically all prospects and opportunities within the time period designated. b. To show how many prospects have been created based on the most popular campaigns. c. To show how many prospects have been sent to Salesforce within the time period designated. d. To show how many opportunities are linked with prospects.

a. To show graphically all prospects and opportunities within the time period designated.

Explain best practices for lead assignment and nurturing:

a. Touch base with sales (sales is your one-to-one contact, plus it's important for them to know what content is being given to prospects so they can talk about it when they see them) b. Target your communications (one to one feel, list segmentation) c. Make it easy to unsubscribe/offer a preference center d. Include obvious calls to action e. Leverage plain text emails (appear more personable) f. Be strategic with Timing - emails need 6 - 45 days between, A quick rule of thumb: the longer your sales cycle, the longer your pauses. g. Use Nurturing to Qualify and Assign Leads h. Create Supporting Content - lead nurturing is engine, content is fuel. h. Re-purpose existing marketing emails (utilizing the 'fake' FW: look) i. Leverage dynamic lists to keep your lists automatically updated j. Localize for global audiences (send during THEIR business hours, send events relevant to their area, etc.)

Which three activities can be used to trigger an increase or decrease in a prospect's score? Choose 3 answers. a. Unsubscribing from an email b. Opening an email c. Clicking a link in an email d. Printing an email e. Forwarding an email

a. Unsubscribing from an email b. Opening an email c. Clicking a link in an email

Describe the difference between a visitor and a prospect:

a. Visitor has visited at least one page on your site, but not yet given information about who they are b. Prospect has given email address

Identify the three webinar connectors:

a. WebEx b. GoToWebinar c. ReadyTalk

Which default user role has the most access?

administrator

Which three variable tags can be used on layout templates for landing pages? Choose 3 answers a. %%name%% b. %%title%% c. %%form%% d. %%description%% e. %%content%%

b. %%title%% d. %%description%% e. %%content%%

A custom Prospect field in Pardot must have what mapped to it in order to sync with Salesforce? a. A dropdown list b. A Salesforce field name c. A text type field d. A field ID

b. A Salesforce field name

What is a difference between a dynamic list and a static list? a. Dynamic lists are retroactive while a static list cannot be retroactive. b. An action can be added to a dynamic list that will trigger when a prospect is added but an action cannot be added to a static list to trigger when a prospect is added. c. Dynamic list membership cannot be manually updated by static list membership can be manually updated d. Dynamic list membership can be manually updated by static list membership cannot be manually updated.

b. An action can be added to a dynamic list that will trigger when a prospect is added but an action cannot be added to a static list to trigger when a prospect is added.

Which of these statements is not true? a. Cookies only track visitor activities for your own site. b. Cookies will always track a prospect's activities, even if cookies have been disabled. c. Cookied visitors should only notice that they've previously entered has been "remembered." d. The duration for cookies is 10 years.

b. Cookies will always track a prospect's activities, even if cookies have been disabled.

Viewing a pricing page is considered a valuable buying signal. LenoxSoft would like to be able to report on and segment prospects who have visited the pricing page. Which automation tool would best achieve this? a. Create a form with a Completion Action to send a pricing sheet. b. Create a Page Action set to Tag prospects as having viewed it and add them to a list. c. Create a Dynamic List based on page view to segment automatically d. Create a special campaign to track pricing page views.

b. Create a Page Action set to Tag prospects as having viewed it and add them to a list.

Which adheres most closely to email sending best practices? a. When possible, send emails on Monday mornings in order to stay top of mind throughout the week. b. Establish a consistent, predictable cadence for your email communications. c. Send plain text only emails in order to increase engagement rates. d. Make sure that all emails have a high image-to-text ratio.

b. Establish a consistent, predictable cadence for your email communications.

Which three activities can increase or decrease in the baseline scoring system? Choose 3 answers. a. Landing page error b. Form submission c. Webinar attended d. Unsubscribed from email e. Assigned to a user

b. Form submission c. Webinar attended d. Unsubscribed from email

Your client is looking for a way to increase the quality of leads that are being passed from marketing to sales. What advice do you offer? a. Only pass on leads that are very active on your site, not matter the company profile. b. Implement a blended lead scoring and grading system. c. Automatically assign all leads to sales reps in a round-robin system. d. Add more landing pages and forms to your site to increase the number of conversion opportunities.

b. Implement a blended lead scoring and grading system.

Which of these is a custom user role? a. Administrator b. Marketing Consultant c. Sales User d. Sales Manager

b. Marketing Consultant

What is the Solutions Team? a. A place where you can look up information in articles b. People who provide support c. A place where you can post and vote on new ideas and enhancements d. A place where you can discuss best practices, tips, events and more with other users e. A place where Pardot posts tips, links, infographics and tools

b. People who provide support

Which two Facebook accounts can be posted to using the Pardot Facebook connector? Choose 2 answers. a. Video Pages b. Personal Pages c. Linked Instagram Pages d. Company Pages

b. Personal Pages d. Company Pages

An Administrator imported a list of trade show attendees and added them all to the same Pardot campaign. A few months later, the Administrator wants to pull a one-time list of all these attendees. How should this be accomplished? a. Run a dynamic list based on the Pardot campaign b. Run a segmentation rule based on the Pardot campaign c. Look for the original list based on the Pardot campaign d. Run an automation rule based on the Pardot campaign

b. Run a segmentation rule based on the Pardot campaign

and add a prospect to a SFDC campaign). a. Automation rules b. Segmentation rules c. Completion actions

b. Segmentation rules

Where would an Administrator go to check if the Email Sending Domains are set up properly after updating the DNS? a. The System Preferences Page b. The Admin Overview Page c. The Sent Emails Page d. The Dashboard

b. The Admin Overview Page

The "New Customers" engagement program has the "Customers" recipient list and the "Partners" suppression list added in the program's setup. If a prospect is on both lists, what should an Administrator expect to happen? a. The prospect will get all of the emails twice. b. The prospect will get none of the emails. c. The prospect will get all of the emails once. d. The prospect will get none of the emails but the actions will still trigger.

b. The prospect will get none of the emails.

On which two types of domain does Pardot set cookies? Choose 2 answers. a. Mobile domains b. Tracker domains c. Social media domains d. Pardot domains

b. Tracker domains d. Pardot domains

What is a good bounce rate?

below 10%

What is the Ideas Exchange? a. A place where you can look up information in articles b. People who provide support c. A place where you can post and vote on new ideas and enhancements d. A place where you can discuss best practices, tips, events and more with other users e. A place where Pardot posts tips, links, infographics and tools

c. A place where you can post and vote on new ideas and enhancements

What does scoring measure? a. Information about a prospect b. Time spent on a website by a prospect and explicit information about the prospect c. Activities performed by a prospect d. Time spent on website by a prospect

c. Activities performed by a prospect

How many visitors per identified company will be displayed in the Identified Companies table on the dashboard? a. 2 b. 1 c. As many visitors that have engaged with the website from that company d.3

c. As many visitors that have engaged with the website from that company

Arrange in sequence the steps to setting up a Tracker Domain: a. Ask the IT team to set up the tracker domain b. Set up the alias within Pardot c. Choose a CNAME d. Wait for the DNS to propagate

c. Choose a CNAME a. Ask the IT team to set up the tracker domain d. Wait for the DNS to propagate b. Set up the alias within Pardot

An error is noticed under the Email Sending Domains. Where should an Administrator go to change the SPF entries? a. Dashboard b. CRM c. Company's DNS d. Account settings

c. Company's DNS

By tying your Google Adwords account into your CRM opportunities, what can the connector calculate? (Select all that apply.): a. Marketing ROI b. Cost per sales c. Cost per opportunity d. Cost per vetted prospect

c. Cost per opportunity d. Cost per vetted prospect

There are a number of unassigned prospects in the Lenoxsoft's database that have not been active in more than 60 days. An automation rule is set to assign once they reach a score of 100. What automatic workflow can be created to prevent them from getting assigned? a. Create an automation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days. b. Create a segmentation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days. c. Create a dynamic list based on the prospects time to adjust their score to 0 if they haven't been active in 60 days. d. Create a completion action based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

c. Create a dynamic list based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Which Pardot function should be used to track prospect engagement on a banner ad on a third-party site? a. Page action b. Landing page c. Custom redirect d. Campaign tracking code

c. Custom redirect

Which two events trigger a prospect record to sync from Pardot to the CRM? Choose 2 answers a. Mapping new custom fields b. Opening an email c. Form submission d. Landing page submission

c. Form submission d. Landing page submission

Which Salesforce field type is unsupported for syncing with Pardot? a. Picklist b. Number c. Lookup d. Formula

c. Lookup

What does Pardot use to track HTML email opens? a. A tracking link is used to as soon as a prospect clicks to open the email. b. A tracking pixel loads on HTML emails when images are downloaded. c. Opens are only tracked if a link is clicked; otherwise they are not tracked. d. A tracking pixel loads on text emails when images are downloaded.

c. Opens are only tracked if a link is clicked; otherwise they are not tracked.

What is a prospect's score based off of (select all that apply)? a. Location b. Industry c. Page views d. Downloads e. Job Title f. Site searches g. Email clicks h. Company size

c. Page views d. Downloads f. Site searches g. Email clicks

Where on a Prospect Record would you look to see if a prospect had registered for a webinar? a. Contents b. Insight c. Prospect Activities d. Custom Fields

c. Prospect Activities

What is a good way in Salesforce to verify that a record is syncing to a prospect in Pardot? a. The Pardot sync checkbox is checked b. The lead/contact URL in Salesforce contains "Pardot" c. The Pardot URL field is not empty d. The first and last name fields are not empty

c. The Pardot URL field is not empty

How many social posting connectors can be created in one Pardot account? a. One social media account per social platform b. Five social media accounts per social platform c. There is no limit of social media accounts per social platform d. One social media account per user role, per social platform

c. There is no limit of social media accounts per social platform

What causes a sync from the CRM to Pardot? a. Updating a formula field in the CRM. b. Adding an email address to a record after the record had already been created. c. Updating the record's assigned owner. d. Traced email open sent from the CRM.

c. Updating the record's assigned owner.

An Administrator wants to make a list of all prospects who complete the Contact Us form but only wants them to be added the first time they complete the form. If a prospect is ever removed from the list, they shouldn't be able to get added back to it. What is the best way to create this type of list? a. Use a completion action on the form to automatically add anyone who completes it to the list. b. Use table actions to add prospects who have completed the form to the list. c. Use a dynamic list that matches prospects as they complete the form. d. Use an automation rule where prospects who complete the form will match the rule once and be added to the list.

c. Use a dynamic list that matches prospects as they complete the form.

Dynamic lists (can/can't) take any action on prospects, but they are a great way to put your list creation on auto-pilot.

can't

You _____ use purchased data in Pardot.

cannot (unless you call or email prospects personally to obtain explicit permission)

How many times can one automation rule match an individual prospect? a. 3 b. 4 c. 2 d. 1

d. 1

What is the Forum? a. A place where you can look up information in articles b. People who provide support c. A place where you can post and vote on new ideas and enhancements d. A place where you can discuss best practices, tips, events and more with other users e. A place where Pardot posts tips, links, infographics and tools

d. A place where you can discuss best practices, tips, events and more with other users

What user role must a Pardot user have in order to verify the Salesforce connector? a. Marketing b. Sales c. Sales Manager d. Administrator

d. Administrator

How can a prospect's score be changed? a. Through automation rules b. Through scoring model changes c. Through completion actions d. All of the above

d. All of the above

Which of these features are available with In-App User Assistance? a. Step-by-step guidance b. Guidance videos c. Additional tips d. All of the above

d. All of the above

How is an active visitor different from an identified visitor? a. An active visitor is identified by Pardot after visiting a web page and are not ISPs. b. An active visitor visited two or more pages and have been identified. c. An active visitor visited two or more pages regardless of identification. d. An active visitor is identified by Pardot after visiting a web page.

d. An active visitor is identified by Pardot after visiting a web page.

What does the Google Analytics connector allow Pardot to do? a. Sync prospects with Google AdWords b. Send emails to prospects from Gmail c. Update the conversion field in Google Analytics d. Append UTM parameters to a prospect record

d. Append UTM parameters to a prospect record

Which type of email send can a completion action be added to? a. Email Template b. Engagement Program email c. List email send d. Autoresponder

d. Autoresponder

An Administrator wants to create a list whose members are all in the prospecting stage of the opportunity. Once the opportunity moves to another stage, the prospect should no longer be a member of this list. Which automation tool should the Administrator use to create the list? a. Static List b. Completion Action c. Automation Rule d. Dynamic List

d. Dynamic List

Which Pardot asset would an Administrator create in order to collect the information from prospects who are interested in being notified for an upcoming product launch? a. Landing page with a form b. Email template with a form embedded into the HTML c. Landing page without a form d. Engagement program with product launch details.

d. Engagement program with product launch details.

If a form is added to a landing page, where will the submissions be reported? a. On the form's layout template b. On the form c. On the landing page's layout template d. On the landing page

d. On the landing page

What behavior should an Administrator expect if a new send email step is added to the middle of an engagement program that has been running for several weeks? a. All prospects in the engagement program who have not reached the end will receive the email. b. A new email cannot be added to an engagement program. c. All prospects in the engagement program will receive the email, even those who have already reached the end. d. Only prospects in the engagement program who have reached that step will receive the email.

d. Only prospects in the engagement program who have reached that step will receive the email.

Which information cannot be displayed as a graph (line or bar) of the Dashboard? a. Prospects Created b. Conversions c. Opportunities Created d. Opportunities Lost e. All Prospects

d. Opportunities Lost

Jim, a sales manager, just converted a lead to a contact in Salesforce, but none of the lead's Pardot information (score/grade) transferred over. How do you address this issue? a. Pardot only shows this information on the lead record. b. Once converted, this information shows on the account record and not the contact. c. The administrator needs to create lookup fields on the contact to see this from the lead. d. The administrator needs to make sure he has mapped his lead fields to contact fields in Salesforce.

d. The administrator needs to make sure he has mapped his lead fields to contact fields in Salesforce.

In order for Salesforce connector to verify, what does the connector user need to enter? a. The Administrator's Salesforce credential b. The Administrator's Pardot credential c. The connector user's Pardot credential d. The connector user's Salesforce credential

d. The connector user's Salesforce credential

When looking at a landing page report in Pardot, what does unique submissions represent? a. The number of individual prospects who viewed the landing page at least once. b. The total number of times a form on the landing page has been successfully completed. c. The number of times that an anonymous visitor successfully completed a form on the landing page and therefore "converted" to a prospect. d. The number of individual prospects who submitted the form at least once.

d. The number of individual prospects who submitted the form at least once.

How are prospects that have stated a wait step impacted when an entire engagement program is paused? a. They will not continue to progress through the wait step and once the engagement program is resumed, they will start the wait step from the beginning. b. They will continue to progress through the wait step until they hit the end of it and once the engagement program is resumed, the prospect will immediately move on to the next step even if the engagement program pause was shorter than the wait step step. c. They will continue to progress through the wait step until they hit the end of it and once the engagement program is resumed, if it has been beyond the length of the wait step logic, the prospect will immediately move on to the next step. d. They will not continue to progress through the wait step and once the engagement program is resumed, the step will start where it left off.

d. They will not continue to progress through the wait step and once the engagement program is resumed, the step will start where it left off.

When would you use an automation rule instead of a segmentation rule? a. When you want the action to trigger continuously for new prospects that match the rule. b. When you want the action to be based on criteria. c. When you want to have the action retroactively trigger for new prospects that match the rule. d. When you want the action to only trigger once for new prospects that match the rule.

d. When you want the action to only trigger once for new prospects that match the rule.

A best practice is to not create multiple, new ______ lists at the same time.

dynamic

A best practice is to not create multiple, new _______ lists at the same time.

dynamic

Dynamic ____ allow you to choose criteria (similar to automation rules) to build lists.

lists

Explain the overall dataflow and syncing model of Pardot with Salesforce.

o EMAIL is the unique identifier - that's how weintegrate with Salesforce o Prospect -> synchs leads and contacts ->leads sync with campaigns -> contacts sync with campaigns, accounts,opportunities (make sure Pardot has access to Contact Roles), custom objects(only in Ultimate edition)

Given a scenario, understand the keyinteractions and metrics capture with the native connectors and how the data isdisplayed in Pardot:

o It is important to know the connectors to answer this question. Examples include: o Eventbrite connector, attendee and registration o Adwords - Clicks, to opportunities o Etc.

Describe the limitations the Salesforceconnector has with a Salesforce Sandbox Account:

o Only one CRM connector at a time (can't haveproduction and sandbox at same time) o Can't wipe (or delete data), will still exist inthe recycle bin

Describe the synching order with leads,contacts, opportunities and accounts:

o Order: Is there a CONTACT, is there a LEAD, isprospect assigned to USER, keep in Pardot. The flow is - Contact with same email? - No - next step - Yes - sync with contact - Lead with same email? - No - next step - Yes - sync with Lead - Pardot prospect assign to user? - No - Keep record in Pardot until assigned - Yes - Create Lead record o Lead and contacts is first step, then campaignsaccounts, opportunities and custom objects

What's the login URL for Pardot?

pi.pardot.com

Blocks and Personalizations let you fine-tune what prospects see based on their ...?

profile

Dynamic lists are continually updated with new _____ who meet specified criteria.

prospects

Security limits are used to limit -Max number of emails the person can send -Max number of prospects the person can export -Max number of records someone can import

what are user role security limits?