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Pardot Consultant Exam - Administration
Terms in this set (64)
Where is the Dashboard?
It's the first screen you see on login
TF: You can select date ranges on the prospect dashboard?
What are the 4 options for graphs available on the dashboard?
Where can you see information about new Pardot functionality?
At the top of the dashboard
What 3 things can you see on the marketing calendar on the dashboard?
What's included in the prospects for review section of the dashboard?
5 most active prospects who have not been assigned or marked as reviewed
What's included in identified companies on the dashboard?
Companies who have recent interactions on the website via reverse IP lookup
How can the reports be displayed on the dashboard?
Line or Bar
What's the login URL for Pardot?
How can a user reset their password?
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?
What is a drip campaign?
Any scheduled cycle of outgoing emails - which can also be triggered by certain actions.
Where can you see email usage?
On the homepage, mouse over admin then overview
What are the 4 types of emails you can see on the Email Usage page?
One to One
TF: You can change the date ranges on the email usage page
TF: You can export email usage stats to a csv?
Where do you export email usage stats?
Under tools on the email usage page
Why would you add an IP address to the whitelist?
So that they can login without having to verify their location
TF: Pardot requires activation from any unrecognized IP address?
How do you get to the security settings in Pardot?
Mouse over admin, and then choose security from the drop down
Where do you have to go to whitelist an IP address?
The security page under Admin, then click the + Whitelist New Range button
What do you have to enter to whitelist an IP range?
A name, and the start and end IP addresses
What % Increase do businesses that use marketing personalization see?
TF: It's better to ask a customer about their sales and size instead of content interest?
False: It's better to ask about content interest
What do you use to personalize content?
What are the four main types of criteria used to personalize?
Job Title, Location, Interest and lifecycle location
How do prospect scores increase?
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
True: It helps build their understanding
TF: A prospect with a high score would be more likely to get a call to action email
True: Since they already have a good base understanding, the emails drive action
What's the drop off on completion rates for forms?
5% for each field over 4
What is progressive profiling?
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?
F: It carries over/they don't get previously updated fields again
What's a good tip to streamline the progressive profile building process?
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
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?
It will have a (c) next to it in the form settings
What are dependent fields in a form?
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?
In the form view it'll have a (d) next to the field name
Can fields be conditional and dependent at the same time?
How do you change a field to be dependent?
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?
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?
In the completion actions page when you're editing a form
What does a variable tag look like
%% first name %%
What happens when you have a variable tag in the completion actions text, but the person doesn't provide the value?
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?
What can you do to increase conversion from landing page viewer to prospect?
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?
Where do you control the configuration of the landing page?
Marketing - Landing Pages
What are the two ways to personalize email content?
Variable Tags and Dynamic content
What is the benefit of dynamic content?
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?
It has a variable tag around it. Ex: %% dynamic_content_154%%
What is the icon for dynamic content?
a lightning bolt
Where do you go to setup dynamic content
Marketing - Content - Dynamic Content
What type of email do you have to select to include images?
Multi-part email with graphical editor
How can you test the dynamic content to make sure it works properly?
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?
What are the default user roles
Administrator, Sales, Marketing and Sales Manager
Which default user role has the most access?
Which default user role has the least access?
Does the marketing user or Sales manager have more access
List the default user roles in order of most access to least
Where do you set-up users?
Admin - User Management - Users
TF: If a user has create/edit/delete access they don't have to have view access
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
TF: You can copy existing profiles
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