Salesforce Pardot Consultant Exam 2023
True or False: Can a Pardot Administrator manually reset a user's password?
False
Where can you view Email Usage?
Admin > Overview
What information is available in the Email Usage Table?
Date, Drip Emails Sent, List Emails Sent, Automated Emails, One-to-One Emails Sent,
Engage Emails Sent, All Emails
Where can the Administrator add a Whitelist IP Range?
Admin > Security > Add Whitelist New Range +
What percentage of surveyed marketers stated that personalization is critical to
current and future success?
Over 90% --> 94%
What percentage of increase in sales are businesses that are currently
personalizing web experiences currently seeing?
On average, 19%.
What is the main driver or motivation for personalized marketing?
- Improved business performance
- Improved customer service
(Over 66% of marketers cite these as reasons.)
What are the 4 types of criteria that can be used to helped personalize marketing
messages?
Job Title
Location (Geography)
Interest (Industry Specific)
Lifecycle Criteria (Prospects vs. Customers)
If a prospect has a low score, what type of content should they be exposed to?
Education
If a prospect has a high score, what type of content should they be exposed to?
Call-to-Action
,For every field over 4, the percentage of decrease in form completion is:
5%
What is progressive profiling?
Progressive profiling is a system where a prospect is shown a dynamic form that uses
conditional fields that only appear when previous fields have been filled. A prospect will
see different fields each time he/she completes a form, preventing them from having to
re-enter information.
What are dependent fields in a form?
These fields a conditionally displayed when certain values for other fields are selected
(i.e. Once Company has been entered, Job Title field may appear).
How can Variable Tags be used in forms?
The variable tag pulls in prospect information from the form fields into the thank you
content.
What are some landing page best practices?
- Use limited amounts of links
- Always serve up relevant content (no bait and switch)
How can Dynamic Content be used in a landing page?
- certain html content displayed based on score, grade, default field
How can you personalize email?
- Variable Tags
- Dynamic Content
What information can be used for Variable Tags?
Standard Information
- %%first_name%%, last name, company
When personalizing a website with dynamic content, where do you copy and
paste the script/code?
Into the website's html source code
Be sure to test/check that the dynamic content works with the site's existing CSS
style sheets
How to create a customer user role?
,Admin >> User Management >> Roles >> Copy corresponding rule, rename, uncheck
all relevant options in Marketing, Prospect and Admin Tab....save custom role
What information about Visitors is available on the Visitor Table?
- the number of times a visitor has come to your site
- the number of page views
- the visitor's hostname/referrer
- the visitor's first pageview
- the visitor's last page view
True or False: On the Visitor Table, you are able to manually create/associate a
prospect with a visitor.
True
How does a Visitor become a Prospect?
- provides email address by submitting a form or landing page
What information is visible on the Prospect table?
Name, Company, Score, Grade, Date of Last Activity
True or False: A prospect is a visitor who has submitted an email address
through a form or landing page on your site?
True
What does a dark green prospect icon indicate?
This prospect was recently active (within the last 20 minutes)
What does a light green prospect icon indicate?
This prospect is active.
What does a red prospect icon indicate?
This prospect has never been active.
What does a red envelope icon on the prospect record mean?
This prospect has been removed from all email communication.
What does the cloud icon beside a prospect's name mean?
Direct link to prospect's Salesforce.com record.
The gear icon on the prospect table gives you the options to do what?
, - Assign a prospect
- Delete a prospect
- Edit a prospect
How do you manually add a prospect to Pardot?
On prospect list, click 'Add Prospect'
How do you merge 2 prospects?
1) Find the two prospects you'd like to merge
2) Search for name
3) Select multiple records using checkbox
4) Click drop-down > Merge >> Go
5) Select which email address will be used as master record
How does Pardot's tracking code work?
Pardot's tracking code works by setting cookies on a visitor's browser. A cookie is a
small piece of data sent from a website and stored in a users web browser while the
user is browsing the site. Cookies are set to remember user preferences when they
return to your site (i.e. form fields).
How is Pardot's tracking code configured?
Pardot's tracking code can be configured to last between 180 days and 10 years. It
does not collect 3rd party cookies, nor does it use 3rd page cookie information while
visitors are on your website.
What happens if someones cookies are disabled?
Pardot's cookies may not be set properly and a visitor or prospect's activities may not
be tracked.
Where does Pardot tracking code site on a website?
The Javascript code needs to be right before the close </body> body tag on HTML
pages.
What does the Pardot WordPress plugin do?
It is design specifically for companies using the WordPress.org for their website. It lets
you easily and securely track visitors to your WordPress site in Pardot. It also allows
you to drop forms and dynamic content into your pages and posts. ONLY AVAILABLE
FOR WORDPRESS.ORG NOT .COM
True or False: Can a Pardot Administrator manually reset a user's password?
False
Where can you view Email Usage?
Admin > Overview
What information is available in the Email Usage Table?
Date, Drip Emails Sent, List Emails Sent, Automated Emails, One-to-One Emails Sent,
Engage Emails Sent, All Emails
Where can the Administrator add a Whitelist IP Range?
Admin > Security > Add Whitelist New Range +
What percentage of surveyed marketers stated that personalization is critical to
current and future success?
Over 90% --> 94%
What percentage of increase in sales are businesses that are currently
personalizing web experiences currently seeing?
On average, 19%.
What is the main driver or motivation for personalized marketing?
- Improved business performance
- Improved customer service
(Over 66% of marketers cite these as reasons.)
What are the 4 types of criteria that can be used to helped personalize marketing
messages?
Job Title
Location (Geography)
Interest (Industry Specific)
Lifecycle Criteria (Prospects vs. Customers)
If a prospect has a low score, what type of content should they be exposed to?
Education
If a prospect has a high score, what type of content should they be exposed to?
Call-to-Action
,For every field over 4, the percentage of decrease in form completion is:
5%
What is progressive profiling?
Progressive profiling is a system where a prospect is shown a dynamic form that uses
conditional fields that only appear when previous fields have been filled. A prospect will
see different fields each time he/she completes a form, preventing them from having to
re-enter information.
What are dependent fields in a form?
These fields a conditionally displayed when certain values for other fields are selected
(i.e. Once Company has been entered, Job Title field may appear).
How can Variable Tags be used in forms?
The variable tag pulls in prospect information from the form fields into the thank you
content.
What are some landing page best practices?
- Use limited amounts of links
- Always serve up relevant content (no bait and switch)
How can Dynamic Content be used in a landing page?
- certain html content displayed based on score, grade, default field
How can you personalize email?
- Variable Tags
- Dynamic Content
What information can be used for Variable Tags?
Standard Information
- %%first_name%%, last name, company
When personalizing a website with dynamic content, where do you copy and
paste the script/code?
Into the website's html source code
Be sure to test/check that the dynamic content works with the site's existing CSS
style sheets
How to create a customer user role?
,Admin >> User Management >> Roles >> Copy corresponding rule, rename, uncheck
all relevant options in Marketing, Prospect and Admin Tab....save custom role
What information about Visitors is available on the Visitor Table?
- the number of times a visitor has come to your site
- the number of page views
- the visitor's hostname/referrer
- the visitor's first pageview
- the visitor's last page view
True or False: On the Visitor Table, you are able to manually create/associate a
prospect with a visitor.
True
How does a Visitor become a Prospect?
- provides email address by submitting a form or landing page
What information is visible on the Prospect table?
Name, Company, Score, Grade, Date of Last Activity
True or False: A prospect is a visitor who has submitted an email address
through a form or landing page on your site?
True
What does a dark green prospect icon indicate?
This prospect was recently active (within the last 20 minutes)
What does a light green prospect icon indicate?
This prospect is active.
What does a red prospect icon indicate?
This prospect has never been active.
What does a red envelope icon on the prospect record mean?
This prospect has been removed from all email communication.
What does the cloud icon beside a prospect's name mean?
Direct link to prospect's Salesforce.com record.
The gear icon on the prospect table gives you the options to do what?
, - Assign a prospect
- Delete a prospect
- Edit a prospect
How do you manually add a prospect to Pardot?
On prospect list, click 'Add Prospect'
How do you merge 2 prospects?
1) Find the two prospects you'd like to merge
2) Search for name
3) Select multiple records using checkbox
4) Click drop-down > Merge >> Go
5) Select which email address will be used as master record
How does Pardot's tracking code work?
Pardot's tracking code works by setting cookies on a visitor's browser. A cookie is a
small piece of data sent from a website and stored in a users web browser while the
user is browsing the site. Cookies are set to remember user preferences when they
return to your site (i.e. form fields).
How is Pardot's tracking code configured?
Pardot's tracking code can be configured to last between 180 days and 10 years. It
does not collect 3rd party cookies, nor does it use 3rd page cookie information while
visitors are on your website.
What happens if someones cookies are disabled?
Pardot's cookies may not be set properly and a visitor or prospect's activities may not
be tracked.
Where does Pardot tracking code site on a website?
The Javascript code needs to be right before the close </body> body tag on HTML
pages.
What does the Pardot WordPress plugin do?
It is design specifically for companies using the WordPress.org for their website. It lets
you easily and securely track visitors to your WordPress site in Pardot. It also allows
you to drop forms and dynamic content into your pages and posts. ONLY AVAILABLE
FOR WORDPRESS.ORG NOT .COM
