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Pardot Specialist Exam > Prospects > Flashcards

Flashcards in Prospects Deck (39)
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1

Ways to create prospects in Pardot

Manually from the prospect list
Import from CSV
Capture information on forms and form handlers
Landing page submissions
Via CRM Connector

2

What do you need in order to manually add a prospect?

Score, Email, Campaign, Profile

3

What does the prospect table display?

Name
Grade
Score
Company
Date of Last Activity

4

When should you use a prospect audit table?

To track changes to the prospect record

5

How to find all mailable prospects?

Settings > Usage Limits/Prospect List > Mailable Prospects

6

Prospect table gear

Can edit, delete, or assign

7

What are audits composed of?

Name of the action and the information that changed in regards to the prospect record

8

Audit Table Activity: Assignment/Reassignment

If assigned manually, you'll see "assigned by" or if it was matched to CRM owner, will see "reassignment by CRM"

9

Audit Table Activity: Prospect Assignment Rule

When prospect matches an assignment rule and is assigned to a user

10

Audit Table Activity: Campaign Change

Logs old value. Campaign changes are rare

11

Audit Table Activity: Prospect Created - Form Submission

Records which form was submitted when prospect was created

12

Audit Table Activity: Prospect Deleted/Restored from Recycle Bin

Records time of deletion or restoration

13

Audit Table Activity: Prospect Default Field

Shows old values

14

Audit Table Activity: Prospect Custom Field

Shows old values

15

Audit Table Activity: Form Error

Records which field caused an error in form submission (incomplete or invalid entry)

16

Audit Table Activity: List Added

Shows when prospect was added to a list

17

Audit Table Activity: List Removed

Shows when prospect was removed from a list

18

Audit Table Activity: Opportunity Added

Opps sync automatically. Logged in audit

19

Audit Table Activity: Prospect Webinar Sync

Shows date/time of attendance information synced from webinar vendor

20

Audit Table Activity: Prospect Geolocation Autofill

Shows date/time when country/state was updated through geolocation. IP Address updates also logged

21

Audit Table Activity: Prospect Reviewed/Unreviewed

Shows date/time prospect was marked as reviewed or unreviewed

22

Active Prospect

Has performed an activity (submitting form, page visits, clicks) not including email open/receive/bounce or opportunities

23

How is a prospect's source field populated?

Deteremined by the referring URL (page that the visitor was on before visiting a page with Pardot tracking code for the first time)

24

What are the prospect table actions?

Add tags, add to list, assign to group, assign to user, delete, mark as reviewed, merge, remove from list, remove tags, star, unstar

25

What user roles can add prospects manually?

Sales role or higher (Admin > Import Prospects)

26

What are the available assignment actions?

Assign to group, assign to user, assign to queue, assign prospect via Salesforce active assignment rule

27

What can you use to automate prospect assignments?

Automation Rules: assigned based on criteria
Completion Actions: assigns based on form submission, page view, file download, or custom redirect click
Engagement Program Actions: based on response

28

Can you permanently delete prospects from the recycle bin?

Yes

29

Do deleted prospects appear in reports?

No

30

How do deleted prospects interact with page actions?

Page actions aren't triggered but page views show up in prospect activities