Help Content) Answered
What uses criteria to filter matching prospects to apply action to?
Automation
What kind of list do you build once & edit manually to make changes and can add
automation to
Static List
What kind of list is rule based & automatically updates when prospect's data changes
Dynamic List
True or False: Can you convert static list to a dynamic one?
FALSE
Can you add and remove prospects to a static or a dynamic list?
Static list not to a Dynamic list
What does a public list mean?
It allows Prospect to opt-out from a list
This creates multiple static list, except for original that remains dynamic.
Split Dynamic Lists
What automates actions when prospects interact with marketing assets?
Completion Action
What runs a one-time action on prospect that meet criteria?
Segmentation Rule
What does the Report Graphs display on the Dashboard?
Prospects Created, Conversions, Opp. Created, All Prospects
What does the Marketing Calendar display?
It shows the scheduled and past emails, social posts, events and webinars.
Prospects that are neither ASSIGNED nor MARKED as reviewed and ARE NOT ACTIVE
Active Prospects for Review
Most recent visitors whose companies could be identified
, Identified Companies
What do you need in order to use a Page Action?
You must have a Pardot tracking code (or implemented) via Tag Manager
True or False: Completion actions are applied to Prospects AND Visitors?
FALSE: Only to prospects, never to visitors
Are Page Actions retroactive?
False: they only execute when page is accessed.
True or False: Adding a scoring category to a page action doesn't change its previous
behaviour
TRUE
Is changing a page action's scoring category retroactive?
TRUE
If Salesforce field is already mapped to a Pardot field, what happens to the dropdown
menu?
It doesn't display it in the Dropdown Menu
True or False: Pardot fields are case sensitive
FALSE
What type of field does Pardot can't sync?
Lookup and geolocation Salesforce field types
To import users, you need:
1) UTF 8 encoded to preserve special characters
2) Contains header row with First Name, Last Name and Email address at a MINIMUM
3) Smaller than 100 MB
True or False: Does deleting and undeleting prospects affect reports?
TRUE
Where to deleted prospects go?
Recycle Bin
Where can you permanently delete a prospect?
Recycle Bin
What triggers Deleted Prospects: Page Actions or Page Views?
Page Views