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PARDOT SPECIALIST PRACTICE EXAM
Questions and Answers Latest Updates
2024 TOP GRADED
Describe what a visitor is - ANSWER A visitor is an unidentified person to a website (no email address) What kind of visitor data is collected? - ANSWER - IP address and DNS reverse lookup information
- WHOIS lookup on IP to see who owns it
- Full legal name and geographic location Describe the methods for a visitor to become a prospect. - ANSWER - Capturing information via a form
- Capturing information via a form handler
- Capturing information via a landing page
- Any link click from a Pardot tracked email
- Producing a redirect URL that has the visitor's email in the URL as a parameter
- Manual conversion Identify the ways to create prospects in Pardot - ANSWER - Manually from the Prospects List
- Import from CSV
- Capturing information form or form handler
- Via CRM (if connector installed) What is Prospect Audits - ANSWER An audit table against a prospect that displays the Prospect's actions What are the different list types - ANSWER - Static
- Dynamic
- Suppression
- Test List What is a Dynamic List? - ANSWER Rule-based lists of prospects that automatically update as prospect data changes What are the four default user roles? - ANSWER - Administrator
- Marketing
- Sales Manager
- Sales What can the administrator do? - ANSWER Can control broad account settings as well as campaign and prospect management functionality. What can Marketing do? - ANSWER Have control over marketing modules and prospect management, including creating new lists, forms, landing pages, and send list emails. Do not have the ability to edit other users. What can Sales Manager do? - ANSWER Have access to all prospects and visitors but no marketing functionality. Sales Managers may send individual emails to prospects, but cannot send list emails. What can Sales do? - ANSWER Send individual emails to prospects, but cannot send list emails. They can only view, edit, and export prospects assigned to them. What's in the Reporting Graph? - ANSWER - Prospects Created
- Conversions
- Opportunities Created
- All prospects How do you update the email domains associated with the account? - ANSWER Admin - > Domain Management What does the Pardot connector allow you to do? - ANSWER Connectors allow Pardot accounts to sync with third party applications such as a CRM system or Google AdWords Describe the capabilities of and use cases for Page Actions - ANSWER Triggers completion actions (notifications, field value changes, assignments, etc.) off of specific page views
Are completion actions retroactive? - ANSWER No, will only apply to activities moving forward once you add them What causes a completion action to execute? - ANSWER Every time the action is completed except for adjust score and send autoresponder email. Do completion actions affect visitors? - ANSWER No, only executes for prospects. Explain the capabilities and limitations of a Segmentation Rule - ANSWER Allows you to pull a one-time list of prospects based on specific criteria but does not run continuously. What are rule groups? - ANSWER Allows you to construct a combination of criteria while reducing the restriction of "match all" and "match any" requirements. Identify the main components of creating a Segmentation Rule - ANSWER - Match Type
- Rules
- Actions What activities does Pardot provide default scoring for? - ANSWER - Clicks
- Visits
- Form Submission How can the default scoring system be modified? - ANSWER Admin > Automation Settings > Scoring. What options are available when using automation tools to score prospects? - ANSWER - Automation Rules
- Forms/Form Handlers
- Engagement Programs What are engagement programs? - ANSWER Allow you to send targeted emails based on real-time buyer behavior and critical qualifying values, providing a personalized and adaptive buying experience for your prospects. What must be done in order to change the step type in the engagement program? - ANSWER You'll need to delete the existing step and then add a new one.
What happens when new steps are added to the engagement program? - ANSWER Only those prospects that haven't reached the end of the program will go through the new step. Can drip programs change a prospects score and update field values? - ANSWER No Can Engagement Program Actions change a prospect's score and update field values? - ANSWER Yes What social platforms that can be used within Pardot? - ANSWER - Facebook
- Twitter
- LinkedIn Identify the main components of a Custom Redirect. - ANSWER Custom redirects allow you to track any link on your website or a third party site (for example, a link your Twitter page, a banner ad on a third party site, etc.). Explain the relationship between Pardot and Salesforce - ANSWER Data can be passed back and forward between the two systems What will cause account data to sync down into Pardot automatically? - ANSWER When Pardot detects a Contact with a valid Account reference in Salesforce. This sync is one-way and treats Salesforce as the master. How does Pardot treat opportunities that are tied exclusively to the CRM? - ANSWER Pardot does not sync opportunities that are tied exclusively to accounts in your CRM. CRM opportunities must be tied to a syncing contact in order for it to be created in Pardot. What happens in Salesforce when prospects are imported into Pardot? - ANSWER Importing prospects into Pardot will cause them to sync with SF after import - even unassigned, BUT WILL NOT create new records in SF if none already exist with same email address. True or False: Once you have set up your Salesforce connector, you cannot manually create an opportunity in Pardot - ANSWER True What is required to map fields in Pardot to SF? - ANSWER Name, type, custom field ID and SF field name How often does Pardot check for changes in Salesforce and in Pardot? - ANSWER
Where is Import Prospects found? - ANSWER Admin > Import > Prospects Where do I go to create a custom redirect? - ANSWER Marketing > Content > Custom Redirects These prospect activities cause prospect records to queue for syncing - ANSWER Form submission Form handler submission Landing page submission Unsubscribe These system actions cause prospect records to queue for syncing - ANSWER Record changes that occur because of an automation rule or completion action Add to Salesforce campaign via automation rule, segmentation rule, completion action, or Engagement Program action Salesforce campaign status update via automation rule, segmentation rule, completion action, or Engagement Program action Activities That Don't Trigger a Sync from Pardot to Salesforce - ANSWER Receiving or opening an email, unless the action is set to adjust prospect score Page views, unless the action is set to adjust prospect score Visitor sessions Prospect account changes Creating or mapping new custom fields Changes to formula fields in Salesforce Undeleting a prospect
What happens if you create a contact or lead without an email address - ANSWER Pardot creates the prospect if you add an email address later. How Does Pardot Handle Deleted Leads and Contact - ANSWER When a synced lead or contact is deleted in Salesforce, Pardot flags it as [[crm_deleted]]. Pardot does not recreate the lead or contact in Salesforce. What is required for a prospect to sync between Pardot and Salesforce - ANSWER The prospect must have the same CRM ID in Pardot and Salesforce to sync. Give Users Access to Pardot Data in Salesforce - ANSWER Apply the Pardot permission set that is included with the AppExchange package to any user who accesses or uses Pardot data in Salesforce. How are Segmentation Rules used? - ANSWER You can use segmentation rules to create a list of prospects and apply a segmentation action based on specific criteria How are automation rules and segmentation rules different - ANSWER Unlike automation rules, segmentation rules don't run continuously. Segmentation rules run once and match only the prospects that meet the rule's criteria when the rule runs. Objects that sync from Salesforce to Pardot - ANSWER Leads Contacts Accounts Opportunities Campaigns Custom Objects (Not available with a Standard license)
Mapping Fields Salesforce Fields to Pardot Fields - ANSWER When you verify your Salesforce connector with Pardot, the default fields for leads/contacts and accounts are set up automatically Mapping Salesforce Users to Pardot Users - ANSWER Each Salesforce user will need to be created in Pardot as well, so you can assign Pardot prospects to a sales rep. Two ways to create users in Pardot - ANSWER Directly in Pardot (Admin > User Management > Users) Uploading a CSV file I changed a contact's email address in Salesforce, but the change isn't syncing to Pardot. - ANSWER This is the expected behaviour of the Salesforce connector unless you have the setting automatically change email addresses in Pardot to reflect changes in Salesforce.com enabled under the Salesforce connector settings. My Prospects aren't syncing to Salesforce. - ANSWER First, check to see that there wasn't an error while syncing the prospects to Salesforce. You can view sync errors by navigating to Admin > Connectors > Sync Errors What are Page Actions - ANSWER Page actions are completion actions that are triggered by of a prospect's page views. You can apply page actions to any page that contains your Pardot tracking code What completion actions are available for use in page actions? - ANSWER Add tags Add to list Add to Salesforce campaign
Assign prospect via Salesforce active assignment rule Assign to group Assign to user Change prospect custom field value Change prospect default field value Create salesforce.com task Increment prospect field value Notify assigned user Notify user Remove from list Remove tags Set prospect's source campaign When is a prospect's Pardot campaign set? - ANSWER When a prospect first hits a Pardot tracked link or Pardot tracking code True or False: Each prospect is associated with only one Pardot campaign. - ANSWER True You would use a list when... - ANSWER You want to send out a monthly webinar email invitation to your prospects. It does not matter where the prospects originated, you want everyone who is interested in that webinar topic to receive the webinar invitation. You would use a campaign when... - ANSWER You are creating a new series of pay per click ads and want to track where a prospect originates when they arrive at your website. In this scenario, you are tracking new visitors and you want to record the first marketing campaign they interact with.
management functionality. Security Limits allow you to limit what, on a per-user basis? - ANSWER - Max number of list emails the person can send
- Max number of prospects the person can export
- Max number of records someone can import To manage the security limits for your users, you must navigate to - ANSWER User Table Admin > User Management > Users a value of zero gives unlimited access. a value of 1 block access if a Pardot team member needs to view or make changes to your data, you must explicitly grant Pardot account access. How do you do this within pardot, and who has the rights to grand access? - ANSWER Any admin user can grant Pardot access to their account by hovering over the person icon in the top right of any page in Pardot, and then selecting Grant Account Access. Which information cannot be displayed as a graph (line or bar) of the Dashboard? a. Prospects Created b. Conversions c. Opportunities Created
d. Opportunities Lost e. All Prospects - ANSWER d. Opportunities Lost Which of these features are available with In-App User Assistance? a. Step-by-step guidance b. Guidance videos c. Additional tips d. All of the above - ANSWER d. All of the above What are the types of criteria marketers can use to differentiate web content emails, and progressive profiling (select all that apply)? a. Interests b. Job title c. Lifecycle location d. Location e. ROI - ANSWER a. Interests b. Job title c. Lifecycle location d. Location Which of these are default user roles (select all that apply)? a. Administrator
True/False A prospect is a visitor who has submitted an email address through a form or landing page on your site? - ANSWER True Which of these statements are true (check all that apply)? a. Pardot tracking codes set cookies on visitors and prospects' browsers. b. Tracking codes must be added to each page that you want to track - unless you add it to a global tracker. c. Tracking code loads asynchronously so that it doesn't slow down the rendering of the page. d. Tracking code is visible to page visitors. - ANSWER a. Pardot tracking codes set cookies on visitors and prospects' browsers. b. Tracking codes must be added to each page that you want to track - unless you add it to a global tracker. c. Tracking code loads asynchronously so that it doesn't slow down the rendering of the page. What information can you find about your competitors in Pardot (select all that apply)? a. Alexa Rank b. BBB score c. News article mentions d. Number of Inbound Links e. Number of Indexed Pages - ANSWER a. Alexa Rank d. Number of Inbound Links e. Number of Indexed Pages
Which of these are actions that can be taken using automation rules (select all that apply)? a. Managing list memberships and tags b. Adding prospects to a Salesforce campaign c. Changing a field value, profile criteria, a prospect's score, or profile d. Assigning prospects to a user or to users in a group and then notifying the users e. Allowing deleted salesforce.com or Sugar CRM leads or contacts to recreate from Pardot f. Sending an email to all the prospects g. All of the above - ANSWER All of the above What 3 things do you need to set up in the beginning of implementation? - ANSWER IP Activation Whitelisting;Implement Website Tracking Code; Create Vanity Domain (CNAME) Which default user role can import, but can't export contacts? - ANSWER Marketing What are daily visitor reports filtered by? - ANSWER Geography Where do you place pardot tracking code? - ANSWER Place before the
