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Terms in this set (161)
A visitor is an unidentified Describe what a visitor is
person to a website (no
email address)
- IP address and DNS What kind of visitor data is collected?
reverse lookup
information
- WHOIS lookup on IP to
see who owns it
- Full legal name and
geographic location
,- Capturing information Describe the methods for a visitor to become a
via a form prospect.
- Capturing information
via a form handler
- Capturing information
via a landing page
- Any link click from a
Pardot tracked email
- Producing a redirect URL
that has the visitor's email
in the URL as a parameter
- Manual conversion
- Manually from the Identify the ways to create prospects in Pardot
Prospects List
- Import from CSV
- Capturing information
form or form handler
- Via CRM (if connector
installed)
An audit table against a What is Prospect Audits
prospect that displays the
Prospect's actions
- Static What are the different list types
- Dynamic
- Suppression
- Test List
Rule-based lists of What is a Dynamic List?
prospects that
automatically update as
prospect data changes
- Administrator What are the four default user roles?
- Marketing
- Sales Manager
- Sales
, Can control broad What can the administrator do?
account settings as well as
campaign and prospect
management functionality.
Have control over What can Marketing do?
marketing modules and
prospect management,
including creating new
lists, forms, landing pages,
and send list emails. Do
not have the ability to edit
other users.
Have access to all What can Sales Manager do?
prospects and visitors but
no marketing functionality.
Sales Managers may send
individual emails to
prospects, but cannot
send list emails.
Send individual emails to What can Sales do?
prospects, but cannot
send list emails. They can
only view, edit, and export
prospects assigned to
them.
- Prospects Created What's in the Reporting Graph?
- Conversions
- Opportunities Created
- All prospects
Admin -> Domain How do you update the email domains associated
Management with the account?