Pardot-Specialist Questions and Answers

The prospect can match the criteria multiple times and the action runs each time.

The action can only run once per day on the prospect.

The prospect matches the criteria once, but the action runs multiple times.

The prospect matches the criteria once and the action runs once.

Dynamic content

Custom redirect

Layout template

Stock template

Send using the form’s completion actions.

Send using a segmentation rule.

Send using an engagement program.

Use a dynamic list to use as a recipient list on an email send.

Pipeline dashboard

Engagement dashboard

Account-Based Marketing dashboard

Multi-Touch Attribution dashboard

The prospects will not unmatch the rule and no new actions will be applied.

The actions will reapply to prospects who match the new rule criteria.

The rule will unapply actions to prospects who no longer match the criteria.

The prospects will be marked as unmatching the updated rule.

No new visitor record will be created.

A new prospect record will be created.

A new account will be created.

No new prospect will be created.

Register prospects for GoToWebinar events

Display how long a prospect watched a webinar

Automatically pull in prospects who exist in GoToWebinar but not Pardot

Display registrations and attendance as activities

Pulls in Pardot emails to use in GoToWebinar

True

False

Marketing

Sales Manager

Sales

None of the above

It is a Static List

It is a Dynamic List

It is a CRM Visible List

It is a Public List

The prospect is marked as optad out.

The prospect is removed from the recipient list

The prospect is removed from the suppression list

The prospect is removed from both the suppression list and the recipient list.

Enable HTTPS

Honeypot Technique

Dependent Fields

reCaptcha

An email that is recognized, but returned to the sender because the recipient's mailbox is full.

An email that is recognized, but returned to the sender because the mail server is temporarily unavailable

An email that was sent to a prospect marked as opted out because they visited the unsubscribe page.

An email that permanently bounced back to the sender because the address is invalid.

The Pardot sync checkbox is checked

The first and last name fields are not empty

The Pardot URL field is not empty

The lead/contact URL in Salesforce contains "Pardot"

The sales rep gives the visitor a phone call.

The sales rep increases the visitor s score to 100.

The sales rep manually associates the visitor with a prospect.

The sales rep walks the visitor through a demo.

True

False

A large sync queue

Connector is not verified or has become unverified

Salesforce API limit has been reached

All of the above

Edit an existing default account field m Pardot and map it to the account file m Salesforce.

Make no changes. Only default account fields can sync to Pardot.

Create a custom account field in Pardot and map it to the account field in Salesforce.

Map the account field in Salesforce to a contact field that is already syncing with Pardot.

Multiple users cannot edit the same email template at the same time

Always click Save and Exit or Save Draft and Exit to commit your changes and close your session before ' someone else edits it

Update the same draft at the same time since the system will recognize updates made by both users

Create two different drafts and merge them through the Email flow process to bring updates from both drafts into one

Select General User for the Sender of the email

Select Assigned User for the Sender of the email

Select Account Owner for the Sender of the email

Select Specified User for the Sender of the email

Adjust the lead settings in Salesforce.

Add a new lead record type in Salesforce.

Add a new custom contact field in Salesforce.

Add a new custom lead field in Salesforce.

Use an automation rule to automatically add or remove prospects to the list if they submit the form, but aren't opted out.

Use a dynamic list to automatically add or remove prospects based on the form completion and their opt out status.

Use a completion action on the form to automatically add anyone who completes it to the list.

Use table actions to add prospects to the list if they've filled out the form, but haven't opted out from communications.

Prospects will no longer be able to match the rule.

The rule will be sent to the recycle bin in paused mode.

Actions that have applied to prospects are undone.

Any prospects who matched the rule will be deleted.

The Grade as it includes personal information about the prospect.

The Profile as It reflects LenoxSoft's ideal customer.

The Campaign as it references the prospect's first touch point.

The Score as it shows activities taken by the prospect.

Resume the rule after saving

Sava the rule without any additional action

Schedule the rule to run before saving it

Preview the rule before saving it

High-level metrics only for prospects waiting to complete each step

High-level metrics only for prospects who have completed the step

High-level metrics only for prospects who left the program at each step

High-level metrics only for prospects who have skipped each step

The information in Salesforce will override the information in Pardot

The information in Pardot will override the information in Salesforce

All information will be kept, which may result in two records for one person

The differing information will be deleted from both Salesforce and Pardot, which may result in blank records

https://help.salesforce.com/articleView?id=pardot_default_prospect_field_mapping.htm &type=5

An Automation Rule

Add rules to the Pardot tracking code.

Completion Actions with a filter

Visitor Filters

Edit an existing Default Role, and it will automatically convert to a Custom Role.

Assign new users to a previously created Custom Roles during the import process.

Add a batch of existing users to a Custom Role using table actions

Add a user to a Custom Role directly from their User Record.

Download the report of the program.

Click on the step to view its report card.

Look at the tooltip above that step.

Pause the program and edit the step.

A prospect arriving after the send date will remain on the step until a new send date is set

A prospect arriving after the send date will skip the Send Email step.

A Prospect arriving after the send date will be removed from the program.

A ProsPect arriving after the send date will be sent the email.

Create an automation rule that adds prospects to a list with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Add the list as the recipient list to an engagement program that leads re-engaged prospects to a promotional offer.

Create a dynamic list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Add the list as the recipient list to an engagement program that leads re-engaged prospects to a promotional offer.

Create a segmentation list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Schedule a list email that includes a promotional offer to autosend every Friday going forward to re-engage prospects.

Create a dynamic list that matches prospects with the criteria Prospect time :: last activity :: greater than :: 180 days ago. Schedule a list email that includes a promotional offer to autosend every Friday going forward to re-engage prospects

Form Handler

Form

Campaign, Company, Email, Score

Account, Email, Profile, Score

Campaign, Email, Full Name, Profile

Campaign, Email, Profile, Score

You cannot manually update list membership of a static list but you can manually update list membership of a dynamic list

You cannot manually update list membership of a dynamic list but you can manually update list membership of a static list

You can add an action to a dynamic list that will trigger when a prospect is added but you cannot add an action to trigger on a static list when a prospect is added

Dynamic lists are retroactive while a static list cannot be retroactive

Prospects Created

Conversions

Opportunities Created

Opportunities Lost

All Prospects

A third party tool

This is not possible

Pardot API

Data.com connector

Pardot form handlers

Completion actions will apply to visitors on the first time a custom redirect is clicked.

Completion actions for custom redirects will only apply to existing prospects.

Completion actions for custom redirects will only apply to prospects once they have been assigned.

Completion actions will apply to visitors who convert to prospects after clicking on a custom redirect.

The Lifecycle Report filtered by timeframe

The prospect fields that were updated

The amount of time the prospect spent viewing the website

The lists that that prospect was added to or removed from

The data and time when a prospect was assigned

True

False

True

False

Tracking Code

Email Authentication

CNAME

IP Whitelisting

Using Custom Fonts

Using an Automation Rule

Using a Completion Action

None of the above

Using a Segmentation Rule

Soft Bounce

Hard Bounce

Any Bounce

None

After 5 Soft Bounces

The list is archived to the Recycle Bin and the deleted prospect is restored.

The list is not deleted because it contains active prospects.

The list and the two remaining prospects are archived to the Recycle Bin.

The list is archived to the Recycle Bin, but the two remaining prospects are not deleted.

The prospect field

The field data format

The prospect field label

The field type

Case records

Opportunity records

Contact records

Lead records

Account records

Configure an autoresponder email to send as a completion action when the ‘Request a Demo” landing page has been submitted.

Configure an automation rule to send the email when “Request a Demo” form has been successfully completed.

Configure a segmentation rule to send the email when “Request a Demo” landing page has been successfully completed.

Configure an autoresponder email to send as a completion action when the “Request a Demo” form has been submitted.

Total Sent and Suppression Rate

Click-Through Rate and Soft Bounces

Tracker Domain Verification and Open Rate

Total Opt Outs and Hard Bounces

Create an automation rule based on product Name.

Create a completion action based on Product Name.

Create a dynamic list based on Product Name.

Create a segmentation rule based on Product Name.

Less than 5%

More than 20%

Less than 10%

More than 10%

If the deleted prospect is imported into Pardot with the same email address

If the deleted prospect visits a web page

If the deleted prospect re-converts by filling out a form with the same email address

Pardot only shows this information on the lead record.

Once converted, this information shows on the account record and not the contact.

The administrator needs to create lookup fields on the contact to see this from the lead.

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

Segmentation rules do not run retroactively

Automation rules do run retroactively

Automation rules run continuously, segmentation rules run once.

Neither will "unmatch" prospects

Screen Shot 2018-09-05 at 14.41.17.png

Submitting a form on a landing page.

Matching an automation rule.

Viewing more than one web page.

Clicking on a tracked link in an email.

Progressive Profiling

Always display even if previously completed

reCaptcha

Dependent Fields

Check the Profile tab to make sure the prospect has the right drip program profile.

Check the Audits tab to see if the prospect was on the correct lists when the email was sent.

Check the Lifecycle tab to confirm whether the prospect entered the drip program before the email was sent.

Check the Overview tab to determine whether the prospect is unmailable.

Check the Lists tab to determine whether the prospect is on the recipient list or any suppression lists.

Setting how many prospects are allowed to match the repeating automation rule

Setting a date for when prospects can no longer match the repeating automation rule

Setting how many days must pass before a prospect can match the repeating automation rule

Setting the number of times a prospect can match the repeating automation rule

5 minutes

Real time

10 minutes

30 minutes

An email template's metrics do not change after the template is used one time.

Email Template A should have been deleted after creating the copy.

The metrics would be attributed to Email Template B.

The user should have made Email Template A the primary template.

The link should start with http or https to be automatically re-written.

The link should contain a wildcard to be automatically re-written.

The link should point to go.pardot com to be automatically re-written.

The link should be populated with variable tags to be automatically re-written

Administrator

Admin Vacation

Marketing

Sales Manager

Sales Manager's Assistant

Sales User

Create clear calls-to-action

Create mobile-friendly version of the email

Create a text version of the email

Remove the unsubscribe from the email

Add domain keys and SPF

Use a dynamic list.

Use a completion action.

Use an automation rule.

Use a segmentation rule.

1

2

5

Unlimited

If connected to a sandbox first, when you create your production connector, all prospects will not automatically queue to sync.

Pardot can't "wipe" data, so you will need to manually delete any prospects and data that is brought into your Pardot account from the sandbox connector before enabling the connector for your production instance.

You cannot sync with a sandbox at all

Automation Rules

Dynamic Lists

Segmentation Rules

Twitter

Instagram

Facebook

LinkedIn

Snapchat

When they run through completion actions

When an automation rule runs

When a prospect fills out a form or form handler

When the prospect visits a Pardot landing page

The email will send immediately.

The email will not send.

The email will send on Saturday at 10am.

The email will send on Monday at 10am.

Refer to the Pardot recycle bin to see if the prospect was deleted.

Check that the Pardot prospect has a value for the default field email address'.

Refer to the list email send report to see if a suppression list was used.

Determine if the prospect has a valid "Assigned User" to send the email from.

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

You can't use an automation rule to opt-out prospects.

Change prospect field value to Opt-out