By: Cypress Learning Ken Stouffer
List Terms Segmentation: Segmentation is creating target lists of prospects for marketing needs. For example, you can create lists for newsletters, drip programs, and so on. Dynamic List: A dynamic list is rule-based. It automatically adds prospects when they match the criteria and removes them when they don’t. Segmentation Rules: Use a segmentation rule to
By: Cypress Learning Ken Stouffer
This is part 2 of 5 in the Pardot Glossary.
By: Cypress Learning Ken Stouffer
This is Part 1 of 5 in the Pardot Glossary Category
By: Cypress Learning Ken Stouffer
This Pardot Specialist practice Exam features questions similar to those you’ll see when taking the Pardot Admin or Pardot Specialist Certification Exams. Work through each of the questions to gauge your current Pardot knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if
By: Cypress Learning Ken Stouffer
Module 1 – Understanding Salesforce Standard and Custom Objects
By: Cypress Learning Ken Stouffer
In this series, we’re going to talk about Salesforce Objects. Lecture: What is an ObjectStandard ObjectsCustom ObjectsCustom TabsHands-On: Create Custom Objects and TabsObject RelationshipsCreating Object Relationships and Tabs
By: Cypress Learning Ken Stouffer
In this Module, we’ll be covering Custom Tabs. Next: Module 3 – Walkthrough – Creating Custom Objects and Tabs
By: Cypress Learning Ken Stouffer
In this module, we’ll go through a demonstration of creating Custom objects and Tabs. Next: Module 4: Understanding Types of Object Relationships
By: Cypress Learning Ken Stouffer
In this module we will be discussing different types of Object Relationships.
By: Cypress Learning Ken Stouffer
In this final module in the series, you’ll see a walkthrough of creating object relationships.
By: Cypress Learning Ken Stouffer
This Pardot Specialist practice Exam features questions similar to those you’ll see when taking the Pardot Admin or Pardot Specialist Certification Exams. Work through each of the questions to gauge your current Pardot knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if
By: Cypress Learning Ken Stouffer
In this video, The Cypress Learning Team will walk-through how to login to Pardot after the February 15, 2021 Update.
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By: Cypress Learning Ken Stouffer
PARDOT CAMPAIGNS – Explain the application of a Pardot campaign: Can be used for reporting, thematic touchpoints (similar to source), they track the first touch that a prospect has with your online marketing.Note: Pardot campaigns are different than lists.– Given a scenario, determine if a Pardot campaign should be changed for a prospect: If the
By: Cypress Learning Ken Stouffer
PARDOT FORMS – Given a scenario, identify the capabilities and limitations of Pardot forms: Allows you to see how successful or active a form has been on your site, giving you insight into the total number of views, submissions, and conversions related to that form.Form Wizard lets you create a customized form in seconds.Use forms
By: Cypress Learning Ken Stouffer
LEAD MANAGEMENT – Explain the capabilities and limitations of an Automation Rule: Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.CANNOT delete, merge, register for a webinar, send autoresponder email, set profile.will only affect a matched prospect once. If you want to change a rule and have it affect
By: Cypress Learning Ken Stouffer
EMAIL MARKETING Distinguish between an Email and an Email template: Email templates allow you to create text and HTML email designs and store them for future use. Email templates are like blueprints for your emails – they are reusable and be used for drips and Engagement Programs, autoresponders, one-to-one emails, and list emails.Email template drafts
By: Cypress Learning Ken Stouffer
SCORING – Explain what a Score measures and how it can be applied: Scores are automatically assigned to prospects when they convert. Scores constantly change based on activities and interactions and show how engaged your prospects are with your marketing materials.Scoring categories allow you to score prospects on more than one product or BU. You’ll
By: Cypress Learning Ken Stouffer
LANDING PAGES – Identify the main components of a Landing Page. Content/TemplateFormCompletion ActionsA landing page is a specific web page that a visitor typically reaches after clicking a link or advertisement.This page generally displays content that is specific to the advertisement, search keywords, or link clicked. Simply driving visitors directly to your home page can
By: Cypress Learning Ken Stouffer
SOCIAL MARKETING – List the social platforms that can be used within Pardot: Facebook – Company page only, no personal page.TwitterLinkedinLink clicks, replies, comments, retweets, and likes.Social post clicks are visible as prospect activities.– Identify the main components of a Custom Redirect: CampaignURLGoogle Analytics parameters (optional)Completion actions (optional)Considerations:Allows you to track any link on your
By: Cypress Learning Ken Stouffer
ENGAGEMENT STUDIO – Identify the main components of an Engagement Program: Triggers: listens for an event like an email open or form submission to occur within a specified period of days.Rules: check for specified criteria or values in the system.Actions: take an action on a prospect at a given point in time.End: designates the end
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