Visitors & Prospects Flashcards Preview

Pardot Specialist > Visitors & Prospects > Flashcards

Flashcards in Visitors & Prospects Deck (11)
Loading flashcards...
1

Describe how Pardot tracks visitor and prospect data

- By setting cookies on visitor browsers.
- First-party cookies for tracking purposes, set on your tracker subdomains and Pardot domains.
- Third-party cookies for redundancy, set https pages and when your account doesn’t have a tracker domain set up..
- Cookies don’t store PII, only a unique identifier.
- Others: IP Address and DNS reverse lookup, WHOIS IP lookup

2

Describe what a visitor is and the limitations to visitor data.

A website visitor is someone who has visited your pardot-tracked assets. Visitors can be anonymous or prospects.

Anonymous Visitor - someone who has visited a page with your Pardot tracking code on it, but hasn’t converted to a prospect yet.

Anonymous visitors become prospects when they are associated with an email address. Visitor also refers to the first step in the prospect lifecycle funnel.

3

Describe the limitations to visitor data.

no email address, you don’t really know who they are.

4

Identify the types of visitor data that are collected.

Captured website sessions; Pardot retains an unlimited amount of web history for prospects and at least a year of data for anonymous visitors.

IP Address and DNS reverse lookup information, organization via WHOIS lookup onIP, Full legal name and geographic location

Visitor’s report (Prospects> Visitors)
- Filterable by page views, campaign, and date range
- Page views graph - page views over the past 24 hours and the percentage change since the previous day
- New Visitors Graph - number of new visitors over the past 24 hours and percent change from previous day
- Top Companies - top 20 companies based on page views in past 24 hours

5

what is a visitor report

Visitor’s report (Prospects> Visitors)
- Filterable by page views, campaign, and date range
- Page views graph - page views over the past 24 hours and the percentage change since the previous day
- New Visitors Graph - number of new visitors over the past 24 hours and percent change from previous day
- Top Companies - top 20 companies based on page views in past 24 hours

6

Describe the methods for a visitor to become a prospect.

Submits a Pardot form that is in an iframe on your web page

Submits a form on your site that’s connected to a Pardot form handler

Submits a form on a Pardot landing page

Is manually associated with a prospect

7

Identify the ways to create prospects in Pardot.

Convert a visitor to a Prospect

Via CRM (Salesforce connector)

Add Prospect Manually

Active/Inactive Prospects

Activities that don’t make a prospect active (generally passive stuff):
Email send
Email open
Email bounce
Opportunity

8

In Pardot, a prospect is a visitor with a known email address. Here are the most common ways an anonymous visitor converts to a prospect.


Submits a pardot form that is in an iframe on your web page

Submits a form on your site that’s connected to a pardot form handler

Submits a form on a Pardot landing page

Is manually associated with a prospect

9

Activities that don’t make a prospect active (generally passive stuff):

Email send
Email open
Email bounce
Opportunity

10

Prospect Audits

Each prospect record includes an audit table that displays details about changes to the record

Audits include the name of the action and the information that changed on their record

Used to help determine why a prospect may have an unexpected/odd value in a field

11

Audit info examples

Assignment/Reassignment
- Can happen in many ways; if manual you will see “assigned by” and the user’s name
- If conflict between CRM and Pardot, the value will change to match the CRM

Prospect assignment rule
- when a prospect matches an assignment rule and is assigned to a user

Campaign Change
- Rare since campaigns are the original touch point to allow you to calculate true ROI for the prospect
- If it does need to be changed, must be done manually, and the old value is logged in the audits

Prospect created - form submission
- Records which form the prospect submitted when initially created

Prospect deleted / restored from recycle bin

Form Error

When a prospect attempts to submit a form that is incomplete or contains an invalid format

List added -- added to a list

List removed -- removed from a list

Oppty added
- Automatically created in pardot when created in Salesforce
Prospect webinar sync

Date/time attendance was sync from vendor, e.g. GoToWebinar

Prospect Geolocation autofill

Date/Time country or state was updated

Shows if added based in their ip address

Prospect reviewed / unreviewed
-Date/time a prospect marked as reviewed or unmarked