Pardot Consultant Exam - Administration

Pardot Consultant Exam - Administration Where is the Dashboard? - ANS - It's the first screen you see on login TF: You can select date ranges on the prospect dashboard? - ANS - T What are the 4 options for graphs ava ...

Pardot Consultant Exam - Administration Where is the Dashboard? - ANS - It's the first screen you see on login TF: You can select date ranges on the prospect dashboard? - ANS - T What are the 4 options for graphs available on the dashboard? - ANS - All Prospects Prospects Created Conversions Opportunities Created Where can you see information about new Pardot functionality? - ANS - At the top of the dashboard What 3 things can you see on the marketing calendar on the dashboard? - ANS - Events Webinars Scheduled Emails What's included in the prospects for review section of the dashboard? - ANS - 5 most active prospects who have not been assigned or marked as reviewed What's included in identified companies on the dashboard? - ANS - Companies who have recent interactions on the website via reverse IP lookup How can the reports be displayed on the dashboard? - ANS - Line or Bar What's the login URL for Pardot? - ANS - pi.pardot.com How can a user reset their password? - ANS - Click on the forgot password link on the login screen, enter username and click button to reset. Then receive emails and follow instructions TF: Admins can manually reset users passwords? - ANS - False What is a drip campaign? - ANS - Any scheduled cycle of outgoing emails - which can also be triggered by certain actions. Where can you see email usage? - ANS - On the homepage, mouse over admin then overview What are the 4 types of emails you can see on the Email Usage page? - ANS - Drip List Automated One to One TF: You can change the date ranges on the email usage page - ANS - True TF: You can export email usage stats to a csv? - ANS - T Where do you export email usage stats? - ANS - Under tools on the email usage page Why would you add an IP address to the whitelist? - ANS - So that they can login without having to verify their location TF: Pardot requires activation from any unrecognized IP address? - ANS - T How do you get to the security settings in Pardot? - ANS - Mouse over admin, and then choose security from the drop down Where do you have to go to whitelist an IP address? - ANS - The security page under Admin, then click the + Whitelist New Range button What do you have to enter to whitelist an IP range? - ANS - A name, and the start and end IP addresses What % Increase do businesses that use marketing personalization see? - ANS - 19% TF: It's better to ask a customer about their sales and size instead of content interest? - ANS - False: It's better to ask about content interest What do you use to personalize content? - ANS - Criteria What are the four main types of criteria used to personalize? - ANS - Job Title, Location, Interest and lifecycle location How do prospect scores increase? - ANS - As they receive more emails and engage with more content TF: A prospect with a low score would be more likely to get an educational email - ANS - True: It helps build their understanding TF: A prospect with a high score would be more likely to get a call to action email - ANS - True: Since they already have a good base understanding, the emails drive action What's the drop off on completion rates for forms? - ANS - 5% for each field over 4 What is progressive profiling? - ANS - Where a prospect is shown dynamic fields that are based on their previous answers TF: With progressive profiling, sometimes prospects have to enter the same information multiple times? - ANS - F: It carries over/they don't get previously updated fields again What's a good tip to streamline the progressive profile building process? - ANS - Have the completion page for each form be a thank you page with links to additional whitepapers/forms Where do you go to set-up a progressive profile - ANS - 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 How can you tell if a field in a form is conditional? - ANS - It will have a (c) next to it in the form settings What are dependent fields in a form? - ANS - 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. How can you tell if a field in a form is dependent? - ANS - In the form view it'll have a (d) next to the field name Can fields be conditional and dependent at the same time? - ANS - Yes How do you change a field to be dependent? - ANS - 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 What do variable tags do? - ANS - They pull information from the form into the thank you/landing page. So it'll say, "thank you "FIRST NAME"" Where do you add variable tags? - ANS - In the completion actions page when you're editing a form What does a variable tag look like - ANS - %% first name %% What happens when you have a variable tag in the completion actions text, but the person doesn't provide the value? - ANS - You should make sure to specify a default mail merge value which will populate instead What % of people leave after visiting a landing page for 10 seconds? - ANS - 50% What can you do to increase conversion from landing page viewer to prospect? - ANS - Reduce other content - including links - to minimize distractions and always include relevant content TF: HTML content on landing pages can be customized based on prospect scores, grades and other criteria? - ANS - T Where do you control the configuration of the landing page? - ANS - Marketing - Landing Pages What are the two ways to personalize email content? - ANS - Variable Tags and Dynamic content What is the benefit of dynamic content? - ANS - It lets you create one email template that can be used for multiple types of prospects How can you tell where Dynamic Content is in an email? - ANS - It has a variable tag around it. Ex: %% dynamic_content_154%% What is the icon for dynamic content? - ANS - a lightning bolt Where do you go to setup dynamic content - ANS - Marketing - Content - Dynamic Content What type of email do you have to select to include images? - ANS - Multi-part email with graphical editor How can you test the dynamic content to make sure it works properly? - ANS - Get the embed code from the dynamic content set-up tabs, and then paste it into the source HTML How many default user roles come with Pardot? - ANS - 4 What are the default user roles - ANS - Administrator, Sales, Marketing and Sales Manager Which default user role has the most access? - ANS - administrator Which default user role has the least access? - ANS - Sales user Does the marketing user or Sales manager have more access - ANS - Marketing user List the default user roles in order of most access to least - ANS - Administrator Marketing User Sales Manager Sales Where do you set-up users? - ANS - Admin - User Management - Users TF: If a user has create/edit/delete access they don't have to have view access - ANS - F: They have to be able to see what they're editing, and Pardot will check this automatically when creating new profiles TF: There are no restrictions on how you assign permissions - ANS - F TF: You can copy existing profiles - ANS - T