Study Guide) Exam Q&A 100% Solved
Flow: Add to List - ✔✔This flow step is used to add people to lists.
Flow: Append Data to a Field - ✔✔you can add data such as Dan is
interested in Waffle Makers. Flow tab, drag in the Change Data Value flow
step.
Flow: Call Webhook - ✔✔Webhooks let you interact with third party
services. Send/receive information by calling a webhook in a smart
campaign flow.
Flow: Change Person Partition - ✔✔If you are using workspaces and
partitions, you will want to build smart campaigns to move people from one
partition to another.
Flow: Change Revenue Stage - ✔✔If you're using Revenue Cycle
Modeler and have an approved model, you may decide to move leads
manually from one stage to another.
Flow: Change Score - ✔✔changing lead scores.
, Flow: Convert Person - ✔✔Use this flow step to convert a person to a
contact in Salesforce. You can decide who to assign the contact to, to send
a notification to the owner, and to set a converted status.
Flow: Delete Person - ✔✔Erroneous people sometimes get in your
database. The Delete Person flow step can get rid of them.
Flow: Give Credit to Referrer - ✔✔When running a referral offer or a
sweepstakes, you can give credit to the referrer using different methods
Marketing Automation - ✔✔The use of technology to manage and
automate the process of converting prospective customers into actual
buyers. By automating the various tasks and workflows involved in demand
generation, lead management, and sales and marketing alignment,
marketing automation contributes to shorter sales cycles, increased
revenue, and better marketing ROI.
Marketing automation is the technology that allows companies to
streamline automate, and measure marketing tasks and workflows so they
can increase operational efficiency and grow revenue faster.
To truly be marketing automation the service needs to include three
capabilities: - ✔✔An Engagement Hub