Marketing-Cloud-Account-Engagement-Specialist Exam Questions

Explanation:

A prospect is a visitor who has submitted an email address through a form or landing page on your site. This is the primary way that Marketing Cloud Account Engagement identifies and converts visitors into prospects. A prospect can also be created from an email link click, a manually entered email address, or an import.

Explanation:

You can use an automation rule to opt out prospects by changing their field value of ‘Do Not Email’ to ‘true’. This will prevent them from receiving any email communication from you. You cannot use an automation rule to change the field value to ‘Opt-out’, since that is not a valid option for the ‘Do Not Email’ field. You also cannot use an automation rule to opt out prospects by changing any other field value, since the ‘Do Not Email’ field is the only one that controls the opt-out status of prospects. References: [Automation Rules], [Opt Out Prospects]

Explanation:

The Data.com connector allows you to quickly jump into the Data.com results for a prospect or their company. This feature enables you to access additional information and insights about your prospects and accounts from Data.com, such as industry, revenue, employee count, contact details and more. The Data.com connector does not sync your prospects to Salesforce, connect with your meeting software or do anything else.

Explanation:

According to the Salesforce documentation, the actions that can be done with the gear icon on the prospect list are: B) Assign, C) Delete, and D) Edit. The gear icon is a feature that allows users to perform different actions on a prospect or a group of prospects from the Prospect List. The gear icon can be accessed from the Prospects tab in Marketing Cloud Account Engagement, and it can show different options for the selected prospect or prospects, such as assign, delete, or edit. The assign option allows the user to assign the prospect or prospects to a user, a group, or a queue. The delete option allows the user to delete the prospect or prospects from Marketing Cloud Account Engagement. The edit option allows the user to edit the prospect or prospects’ information, such as name, email, or custom fields. The copy option is not an action that can be done with the gear icon on the prospect list, as it is not an available option for the prospect or prospects. References: Salesforce documentation

Explanation:

Marketing Cloud Account Engagement uses a tracking pixel to track HTML email opens. A tracking pixel is a small image that is embedded in an HTML email, and it loads when the recipient opens the email and downloads the images. Marketing Cloud Account Engagement uses the tracking pixel to record the email open activity and associate it with the prospect record. Marketing Cloud Account Engagement does not use a tracking link to track HTML email opens, because a tracking link is a link that is modified by Marketing Cloud Account Engagement to track the click activity and redirect the recipient to the original URL. Marketing Cloud Account Engagement does not track email opens only if a link is clicked, because email opens and link clicks are different activities that are tracked separately. Marketing Cloud Account Engagement does not use a tracking pixel to track text email opens, because text emails do not support images or HTML.

Explanation:

The recommended way to identify the prospects who purchased a certain product within the last year and export them to a .csv file is to create a segmentation rule based on the Product Name field. A segmentation rule is a one-time rule that matches prospects based on certain criteria and performs certain actions. You can create a segmentation rule that matches prospects who have the specific product name in the Product Name field and the action to export them to a .csv file. This way, you can get a one-time export of all the prospects who have the product name before it changes. An automation rule, a completion action, or a dynamic list are not suitable for this goal, as they are either recurring, real-time, or based on an activity, not a one-time export based on a field value. References [Segmentation Rules Overview]

Explanation:

The recommended data format for the email field to ensure that only a prospect’s company email address with the format of ‘’name@companyname.com" is captured on their form is “Emails not from ISPs and free email providers”. This option will validate that the email address entered by the prospect is not from a common internet service provider (ISP) or a free email provider, such as Gmail, Yahoo, or Hotmail. This option will help you filter out personal or invalid email addresses and capture more accurate and qualified leads

Explanation:

The three user role security limits that can be added to an individual user account are max number of emails the user can send, max number of records a user can import, and max number of prospects the user can export. User role security limits are optional settings that allow you to restrict the actions that a user can perform in Marketing Cloud Account Engagement, based on their user role. You can use user role security limits to prevent users from sending too many emails, importing or exporting too many records, or deleting prospects or assets. User role security limits can be applied to individual user accounts or to user roles

Explanation:

The way that a marketer can avoid emailing prospects more than once in a ten day span is to use a dynamic list to create a frequency suppression list. A dynamic list is a type of list that automatically updates based on specific criteria, such as field values, activities, or scores. A frequency suppression list is a type of list that excludes prospects who have been emailed within a certain time frame, such as ten days. By using a dynamic list with a frequency suppression criteria, a marketer can ensure that they do not email prospects who have already received an email recently. Using an automation rule, a global account setting, or a segmentation rule are not ways that a marketer can avoid emailing prospects more than once in a ten day span, as they either do not create lists, do not update automatically, or do not run continuously2. References: 2: Dynamic Lists

Explanation:

According to the Salesforce documentation, the option that is not a way to assign a custom role to a user is: D) Add a user to a Custom Role directly from their User Record. A custom role is a feature that allows users to create and assign custom permissions and access levels to other users in Marketing Cloud Account Engagement. A custom role can be created and managed by the administrator in the Admin tab in Marketing Cloud Account Engagement, and it can be assigned to new or existing users. A custom role can be assigned to a user by using different methods, such as:

Edit an existing Default Role, and it will automatically convert to a Custom Role: A default role is a predefined role that comes with Marketing Cloud Account Engagement, and that has a fixed set of permissions and access levels. A default role can be edited by the administrator in the Admin tab in Marketing Cloud Account Engagement, and it will automatically convert to a custom role when the changes are saved. The administrator can then assign the custom role to a user or a group of users.

Assign new users to a previously created Custom Roles during the import process: A new user is a user that is not yet added to Marketing Cloud Account Engagement, and that needs to be created and assigned a role. A new user can be imported by the administrator in the Admin tab in Marketing Cloud Account Engagement, and they can be assigned to a previously created custom role during the import process. The administrator can use a CSV file to import multiple new users at once, and to assign them to different custom roles.

Add a batch of existing users to a Custom Role using table actions: An existing user is a user that is already added to Marketing Cloud Account Engagement, and that has a role assigned to them. An existing user can be added to a custom role by the administrator in the Admin tab in Marketing Cloud Account Engagement, and they can use the table actions to add a batch of existing users to a custom role at once. The administrator can select multiple existing users from the User List, and then click on the Change Role option in the table actions. The administrator can then choose the custom role that they want to assign to the selected users.

The option that is not a way to assign a custom role to a user is: Add a user to a Custom Role directly from their User Record. A user record is a feature that shows the detailed information and settings of a user in Marketing Cloud Account Engagement. A user record can be accessed from the Admin tab in Marketing Cloud Account Engagement, and it can show different sections of information for the user, such as details, permissions, or activity. The user record can also show the role that is assigned to the user, but it cannot be used to add a user to a custom role directly. The user record can only be used to edit the user’s information, such as name, email, password, or timezone, but not the user’s role. To add a user to a custom role, the administrator needs to use one of the methods mentioned above, such as editing an existing default role, assigning new users during the import process, or adding a batch of existing users using table actions.

References: Salesforce documentation