Flashcards in Administration Deck (33)
Where can you find the Pardot overview tab?
By hovering over Admin > Overview
What does the Pardot overview tab display?
Email Usage: shows data for email types
Edit Tracking Opt-In Preferences
Email Sending Domains: shows all verified domains (Domain Mgmt)
What do Tracking Opt-In Preferences do?
Creates custom message to request opt in from visitors (used to comply with privacy requirements)
What does the Pardot dashboard show?
Notifications: important announcements/feature releases
Reporting Graph: prospects created, conversions, opportunities created, all prospects
Active Prospects for Review: up to 5
Identified Companies: up to 5
What do you need before safely sending emails from Pardot?
Website tracking code, CNAME, Domain Authentication
How can you update the email domains associated with the account?
Admin > Domain Management to add email domains. Requires SPF and DomainKeys setup
What do DomainKeys do?
Verifies DNS domain of email sender, verifies message integrity
What do connectors do?
Allow Pardot accounts to sync with third party apps
How do connectors work?
Data is passed back and forth between two apps, allowing user to manage both in the Pardot interface
Where can you find settings for connectors?
Admin > Connectors
What types of connectors are there?
CRM, Webinar, Event, Social, Analytics, Business Enhancement
What are page actions?
They trigger completion actions (notifications, field value changes, assignments etc) off of specific page views
What is best practice for page actions?
Use on pages that signal interest or intent to buy
Will page actions be applied if the person accessing the page is a visitor?
Are page actions retroactive?
Can page actions be made from pages requiring login and nonvisibile pages?
Yes but a Pardot tracking code must be on the page
How do you create custom prospect fields?
Admin > Configure Fields > Prospect Fields > Add Custom Field > Enter Name > Leave Custom Field ID As Is > Configure Field Settings
**Note: requires name, type, and custom ID
How do you edit custom prospect fields?
Admin > Configure Fields > Prospect Fields > locate field to edit > click gear icon > Edit Field Settings
How do you map custom prospect fields to Salesforce fields?
1) create the corresponding custom field in Pardot first
2) open the custom field for editing in Pardot
3) from the SF field name dropdown, choose the field you want to map
4) optional: enable "keep this field's type and possible values in sync with the CRM" for dropdowns, radio buttons, checkboxes
5) optional: edit sync behavior
Does mapping a custom Pardot field with SF trigger a sync with the CRM?
Is Pardot field syncing case sensitive?
No. age and AGE are not unique
What do you need to do when mapping SF phone fields?
Make sure to map to Pardot text fields bc phone fields contain non-number characters
What are the two ways to set up and maintain users?
Manually: Admin > User Mgmt > Users to Add/Maintain User > Add details and user role > Send activation email
Import: up to 50 at a time
How does the recycle bin manage Pardot assets?
When prospects, campaigns, layout template etc are deleted, they go to the recycle bin and are not deleted forever.
What happens when you delete a campaign?
prospects associated with that campaign remain associated to that campaign
What does get permanently deleted?
Tags and content files
What is a tracker domain?
Gives visitors a seamless transition between hosted pages and forms/assets. An alias/variation for your own domain. Must enable SSL to use a HTTPS tracker domain. Found in Admin > Domain Management > Tracker Domains
Describe account usage and database limits
Mailable prospects count towards database limit. All accounts start with 10K mailable prospects.
Found in Settings > Usage and Limits
What happens when you allow multiple prospects with the same email?
Non-reversible once enabled
Email no longer unique identifier, CRM ID is used to match prospects (Lead ID, Contact ID)