Exam (elaborations)

Summary Pardot Consultant Exam W18 Answered 2022/2023

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summary pardot consultant exam w18 answered 20222023 what is salesforce engage engage is an sfdc add on that leverages marketing approved email templates to empower effective sales emails

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Summary Pardot Consultant Exam W18
Answered 2022/2023
What is Salesforce engage?
Engage is an SFDC 'add-on' that leverages marketing approved email templates to
empower effective Sales emails (one to one emails)
Engage Campaigns
With Engage Campaigns, sales teams are able to quickly send marketing-approved,
targeted emails to their leads and contacts directly from Salesforce. They'd be able to
send emails emails to both individuals (1:1) and groups of leads and contacts via list
views (1:many). The marketing team will also be able to lock down regions of the emails
they create with email templates in order to make sure brand standards and legal
disclaimers are met.
Engage Alerts
Engage Alerts is a real-time service that displays lead and contact activity from the past
four days in an easy to digest card-based view. This means that a sales team will know
exactly when people are interacting with their marketing content thanks to alerts in
Salesforce, Salesforce for iOS and Android, or the Salesforce Engage desktop app To
get even more information about a lead or prospect, simply click a card. The card will
provide contact information (1), show their Pardot score (2), and display their
engagement history with the latest activities at the top (3).
What type of filtering can be done on Engage Alerts?
- leads and contacts criteria
- activity criteria
- geographic criteria
Engage Reports
- reports can be filtered by all emails, templated emails, or non-templated emails
- can filter reports by the last week, last 2 weeks, last 30 days or by selecting a custom
date range

,- team reports show an aggregated view on emails, drill down and compare metrics for
individual reps, and identify team's top performing templates by email opens and clicks
Engage for Gmail
- can send directly from Gmail
- also able to add and remove prospects directly to and from lists by clicking the add to
nurture button in the gmail side panel
- if lead has corresponding Pardot prospect, sales reps will be able to see information
about them in the gmail side panel (name, title, address, phone, score and grade,
whether record is lead or contact, prospect's recent marketing actions
Engage for Outlook
- allows reps to send trackable 1:1 emails
- view prospects engagement history right in outlooks
- track opens and sends
Which component of Salesforce Engage allows you to send marketing-approved
emails directly from Salesforce?
Engage Campaigns
Engage Alerts can be filtered by which of the following criteria?
a) leads and contacts
b) activity
c) score
d) geographic
e) a, b and d
E - leads and contacts, activity, geographic
Which filter view would you select to only see the effectiveness of email using
marketing-approved templates?
Templated Emails
Prospects can be added directly to lists from Engage for Gmail using what
function?
Add to list
How can Salesforce engage help your business?
Aligning sales and marketing.

,What 4 components make up Salesforce engage?
Engage Campaign, Engage Alerts, Engage Reports, and Engage for Gmail and Outlook
Marketers using Salesforce engage can create email templates in the following:
a) SFMC
b) Pardot
c) Salesforce
d) B and C
B) Pardot
Whats the best method to reset a group of prospect scores to zero?
Automation Rules
How do scoring categories relate to prospect score?
Scoring Categories record additional scores based on the assets your prospects
access.
True or False?
Deleting an asset that has an assigned Scoring Category will remove all activity
tied to the asset and remove the associated points from any affected prospect's
Category Score.
True
True or false?
You can assign a Scoring Category to multiple folders, but a folder can only have
one Scoring Category.
True
If you move assets between folders in any of the following ways, the applicable
Scoring Category scores will be recalculated for affected prospects:
- From a folder with no assigned Scoring Category to a folder with an assigned Scoring
Category
- From a folder with an assigned Scoring Category to a folder with no assigned Scoring
Category
- From a folder with an assigned Scoring Category to a folder with a different assigned
Scoring Category
Scoring Categories

, http://help.pardot.com/customer/portal/articles/2396977-scoring-categories-overview
A threshold for lead qualification requires you to identify what?
The minimum score and grade a prospect must have
What purpose does setting a lead qualification threshold serve?
It establishes a benchmark for judging prospects as a good fit.
Which automation tool lets you automate directly from a marketing element?
Completion Action
Completion Actions are the best fit for you if you want to automate around what
sort of criteria?
Singular action-based criteria
What happens if you have multiple completion actions on one marketing asset?
The ones that affect other automations run first.
Using a wildcard URL for a page action allows you to?
Execute the same completion action across any page that meets the wildcard syntax.
Because automation rules will continually look for matching prospects, they're a
good fit for automating...?
sales assignments
Which automation rule operator requires an exact match?
IS
What does it mean for a segmentation rule to run retroactively?
The rule will evaluate your entire database against all specified criteria and look back at
all activities.
The actions available to segmentation rules are all related to what?
Segmenting your prospect database for email sends
What is an attribute of dynamic lists?
You can set criteria for prospects to be automatically added or removed.
Which automation tool would you choose to assign prospects to a user group
based on country and product interest?
Automation Rule
Which automation tool would you choose to create a Salesforce task when a
prospect visits the company's pricing page?

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Exam (elaborations)

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