SF Email Specialist 2021
List the 4 AUTOMATION TOOLS for sending mails
1. Triggered Emails (one off, immediate engagement, usually happens from a data event that happens outside of Marketing Cloud 2. AUTOMATION SEND (set up to run behind the scene, powerful data management workflow) 3. JOURNEY BUILDER (automatesand allows you to create a 1 to 1 journey at scale, drag and drop UI) 4. API (programmatic automation, needs a developer to write code)
What should you consider before configuring your send log.
1. the location, 2. the data retention policy
What monthly send volume is the minimum required for maintaining a dedicated IP?
100,000
What bounce rate causes deliverability concerns?
20%
What is the maximum number of records in a batch of SOAP API results
2500
Large SQL queries time out after how long?
30 minutes
What daily volume is recommended for warming up Gmail in first 3 days?
5,000
What is an example of a user with edit permissions?
An admin who controls the ACCOUNT (not one who only edits or can send)
Use A/B testing to test emails but you can ALSO use 4 other methods before a send... what are those?
Content Detective, Validation Tool, Send Preview & Test Send
Filter options include (3 things...)
Content types, tags and owners
What actions can journey builder perform in sales and service cloud?
Create, find and update, simple updates
Where do you select your fallback content for your Interactive Email Form
In the Design tab in the email form block
True/False: To link attributes the need to be the same data type.
True
True/False: You can create a DE directly from your email form content block in Content Builder
True
True/False: You need publish your Interactive Email Page before testing your email form.
True
True/false - journey builder uses SOAP API to work with sales and service cloud.
True
Group refresh activity
Used to refresh a segment automatically
Can URLs within your email cause deliverability issues?
Yes/true
What email form can be used to help a sales rep learn more about their potential customer?
a Sales Lead
What products are included in a SF SAP? (sender authentication package)
domain, dedicated IP address, link and image wrapping, RMM ( reply mail mgmt)
Regarding REPORTS, how can you share them?
email, FTP, download, snapshot and you can also schedule the aforementioned
What can be added to a send log once configured?
new custom fields
What is the cardinality for connecting a customer DE to a purchase DE where each customer can have multiple purchases?
one - to - many
What is the best way to organize Content Builder folders?
per your brand's content strategy
How many ways are there to get data into a LIST & what are they?
1. Create Subscriber Wizard. 2. Import Wizard 3. Import File 4. Via API
There are 3 steps to refresh segments, they are:
1. Create the Data FILTER (this defines your rules and conditions 2. Create the Filter ACTIVITY (this creates the filtered DE) 3. Automate via Automation Studio (this will refresh the data)
How can you customize Content Builder?
1. Enable enterprise sharing. 2. Configure tabs in the editor.
How many ways are there to get data into a DE & what are they?
1. Import Wizard 2. Import File Activity 3. Via API 4. Add a record via Contact Builder
Which of these is an example of a user with EDIT permissions?
A marketer who edits content blocks. (not an exec who sends, or an admin who controls the ac)
A unit of subscriber behavior
A measure
If our form data isn't showing up in your DE, how can you troubleshoot?
Confirm form inputs are mapped properly to the data.
What authentication method is used to prevent spoofing?
DKIM
JOURNEY BUILDER has > 2 sources - name 5
Data Extension, API Event, Cloud Page, Salesforce Data, Event (there can be more than this but these are basic)
What is DKIM
Domain keys identified mail - basically SF "signs" your outbound email - ensures emails are not altered in transit = greater security & recipient confidence
Journey builder entry source - can there be more than one?
Each journey has only ONE entry source. The most common sources are either a DE or EVENT. The EVENT is a result of customer behavior.
What options can you give other users for SHARING the content you create?
Edit globally, edit locally, view & send
True/False: A marketing Cloud SFTP is automatically set up for your account
FALSE
True/False: Data views can be customized
FALSE
True/False: You should use multiple simultaneous API requests to update a data extension.
FALSE
TRUE/FALS Is SOAP API the best for integrating with the latest MC apps?
FALSE, latest tend to use REST API
True/False: Transactional messaging using the REST API is compatible with Email Studio triggered sends
FALSE, this is still SOAP API (Email Studio)
True/False: An email address determines if interactive email forms are supported.
False (See Interactive Email Form Client Support) For example, Outlook does not currently support interactive email.
In the Email app, there are two segmentation tools, what are they?
Filters and Queries
What is the purpose of a foreign key in Contact Builder
It connects data between DIFFERENT sources in a relational database
What is a benefit of restricting access to a specific tab in the editor?
It grants access to the HTML tab only to users with HTML knowledge
What is a Subscriber Key
It is a unique identifier of a subscriber and can only appear once.
What is a SEND CLASSIFICATION?
It is simply a defined set of parameters for an email job that can be reused. You would see it to a central location. It is made up of sender profiles, CAN Spam priorities & delivery profiles
Describe FILTERED segments
It's the way to create sub groups within your list and is based on selected attributes in either your LIST or DE or even behavior. You create your "rules" for what you are trying to segment out (like age, gender, State etc) and this results in a segment. EACH FILTER DEF CAN CONTAIN MULTIPLE AND//OR STATEMENTS. Filtering "activity" will copy all the fields in the source DE and create a NEW data extension with the results.
Fire event
Journey builder - signals new contacts added to an event data source
GroupConnect sends messages using which messaging app?
LINE and Facebook Messenger
Marketing Cloud offers which APIs
Marketing Cloud offers two APIs that share a common authentication mechanism based on OAuth 2: The REST API exposes broader access to Marketing Cloud capabilities. The SOAP API provides comprehensive access to most email functionality.
Journey builder - does entry data get updated?
No, never - it is a snapshot
The SOAP API uses which method to authenticate
OAath token AND username/pswd
Which permissions should you grant API users?
ONLY what you need, no extra
When you import an encrypted file from an external FTP, why are two file transfer activities needed?
One transfer is to the safe house and the second is to decrypt the file
What uniquely identifies a row in a DE?
PRIMARY KEY. Also note that it is not required when the DE is created. When a DE field is marked as primary key it is then required for ALL the records. **If no Primary Key is indicated then the ONLY way to import data is to overwrite all data
What is one purpose of the Interactive Email page in CloudPages
Pass form data through a URL string to the DE
What are three ways to INDIVIDUALIZED CONTENT with regards to emails?
Personalization strings, Dynamic content & AMP script Guild Template language
When should you use the SOAP API
REST API is mainly for Marketing Cloud apps, the SOAP APIs strength and focus is on integration with Email Stdio. The SOAP API facilitates email message creation, sending, retrieving tracking info AND ALSO permits changes to account info.
In Journey Builder what are three settings you can consider for your journey contact with regards to how they enter?
Re-entry anytime (even if already in a journey) Re-entry only after exit, and No-entry
What should you review if you choose to use an existing DE for your form's data?
Review the REQUIRED fields
Sending emails - three categories
SEND FLOW (4 step process for one off sends) USER INITIATED (you define the parameters of the send, this is then sent manually or via automation) A/B TESTING (the tule used to optimize campaigns & market test two versions to two audiences)
AUTOMATION STUDIO SOURCES (2) what are they?
Scheduled and File Drop
An email send definition has..
Sender profile, delivery profile and audience info
Which type of integration links Marketing Cloud to your server?
Server to Server
TRUE/FALSE: A database of record (DBOR) is the source of truth for a customer's subscriber status.
TRUE
True/False: A web app can securely store a client secret, but a public app cannot.
TRUE
List 4 ways to create an email
Templatte, Paste HTML, Text only, Existing Email (copy and edit)
All subscribers is what?
The master list of subscriber records for the account.
List a few benefits of creating a welcome campaign
The series let's you emphasize different aspects or products your brand offers. Introducing content they may not yet be aware of.
Why should you refresh your segments?
think of filtered data extensions like a snapshot in time, when you add or update data in a LIST or DE it must be refreshed to reflect the latest data. Ideally you should automate the refreshing with a filter "activity" but you can do so manually too.