Custom Roles allow you to provide specific abilities to a user or users. - What are custom roles? creating, viewing/editing, deleting, and reporting of a specific Pardot feature or functionality - What are the main abilities of custom roles? 1. During the import process 2. Directly from the user record - What are 2 ways to define a user's role? Security limits are used to limit -Max number of emails the person can send -Max number of prospects the person can export -Max number of records someone can import - what are user role security limits? A CNAME gives visitors a seamless transition when traveling between pages and forms that you host and Pardot-hosted campaign elements such as landing pages and search results. The Alias is also used for any individually tracked links sent out in emails to your prospects. - What is a CNAME? An Express Export includes all default prospect fields, scores and grades but does not include custom fields. - What is an express export? Full Exports include all default prospect fields, scores, grades, and custom fields. - What is a full export? A Soft Bounce is an email that is recognized by the recipient's mail server but is returned to the sender because the recipient's mailbox is full or the mail server is temporarily unavailable. A soft bounce message may be deliverable at another time or may be forwarded manually by the network administrator in charge of redirecting mail on the recipient's domain. - What is a soft bounce? A Hard Bounce is an email that permanently bounced back to the sender because the address is invalid. A hard bounce might occur because the domain name doesn't exist or because the recipient is unknown. Some mail servers may hard bounce an email address if the message received is suspected as spam. - What is a hard bounce? In business-to-business marketing, anything below 10% is considered a good bounce rate. - What is a good bounce rate? A bounce message (or code) is a reply from the receiving mail server describing why the email was not delivered. - What do bounce codes mean? anything starting with http://, https:// or a variable tag like %%unsubscribe%% - Which links get tracked in a Pardot email? A person that has been tracked using the Pardot tracking code but does not have an email address. - What is a visitor? Through a form or form handler. - How are visitors converted to prospects? Form handlers allow you to use your own form but post the data to Pardot - What are form handlers? Pardot's 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.). - What is a custom redirect? - banner ads - social sharing - links to files that you don't host - When should you use custom redirects? 30 minutes after the prospect has clicked on the custom redirect. - When do custom redirects occur? - forms -form handlers - files - custom redirects - emails - page actions - What activities are completion actions available for? FALSE: Completion actions are not retroactive and will only apply to activities moving forward once you add them. - TRUE or FALSE Completion actions are retroactive? TRUE: except for adjust score and send autoresponder email. - TRUE or FALSE Completion actions execute every time the action is completed? TRUE: Completetion actions only run on prospects. - TRUE or FALSE Completion actions only affect prospects not visitors? TRUE: Completion actions will not execute for image files. - TRUE or FALSE: Completion actions will not execute on images? TRUE: Completion actions will not execute for filtered activities. - TRUE or FALSE Completion actions will not execute for filtered activities? Automation rules allow you to perform certain marketing and sales actions based on criteria that you specify. - What are automation rules? No. Once a prospect matches an automation rule, all of the actions that are defined at that time in the rule are applied to that prospect and it is flagged as matching. If you add new actions later, they will not be applied to prospects who have already matched. If you add new criteria to the rule, the rule will not "unapply" actions to prospects who no longer match. - If changes are made to a automation rule, will new criteria and actions apply to already matched prospects? No. An automation rule will only affect a prospect one time, and rules will never "unmatch" prospects if they no longer meet a rule's criteria. - Will an automation rule ever match a prospect more than once? Sort of. When automation rules are created, or an existing rule's criteria is edited, and the rule is unpaused, the rule will search through all prospects in your account to find matches. In this way, rules are retroactive — a prospect could have begun meeting the criteria last week, but if the automation rule is created today the rule will still find them and match them. If you edit criteria, it will not retroactively unmatch prospects. - Are automation rules retroactive? -Standard Edition accounts can have up to 50 active automation rules running at any time. - Pro Edition accounts can have up to 100 active automation rules -Ultimate Edition accounts can have up to 150 active automation rules. - How many automation rules can you have in an account? Change prospect field value: 'Do Not Email' to 'Do Not Email - How do you use an automation rule to opt out prospects? Automation rules will not reassign prospects who already have an owner, even if they meet the criteria for the rule. Assigning actions will assign "Reviewed" prospects. - Will an automation rule change a prospect's owner? - create a text version - avoid spammy words in the email copy - Check image to text ratio - Add domain keys and SPF - How can you ensure your email doesn't get stuck in spam? No Pardot automatically marks prospects who opt-out, hard bounce once, or soft bounce 5 times as unmailable so they no longer receive emails sent from Pardot. - Do hard bounces need to be removed from lists? If you want to use a Pardot Form to perform repeated manual registration on behalf of prospects (e.g. signing many people up on the same computer at a tradeshow booth, or having one person manually enter many prospects via a form). - When should you use Kiosk Mode for forms?