How often does Marketing Cloud Account Engagement sync with Salesforce?
A. 5 minutes
B. Real time
C. 10 minutes
D. 30 minutes
Explanation:
Marketing Cloud Account Engagement syncs with Salesforce every 10 minutes. Marketing Cloud Account Engagement and Salesforce work together to keep data aligned between the two platforms. Some of the data that syncs bi-directionally are leads, contacts, and campaigns. Some of the data that syncs one-directionally from Salesforce to Marketing Cloud Account Engagement are accounts, opportunities, and tasks. Marketing Cloud Account Engagement syncs with Salesforce every 10 minutes by default, but you can also trigger a sync manually or by certain actions. For example, you can sync a prospect from their record in Marketing Cloud Account Engagement or Salesforce, or you can sync a group of prospects by using automation rules, segmentation rules, or imports. You can also sync a prospect by changing their Marketing Cloud Account Engagement campaign, assigned user, or email opt-out status. You can view the sync status and history on the prospect record in Marketing Cloud Account Engagement or Salesforce. For more details —> 18192021
How many times does a segmentation rule run?
A. Continuously, whenever new prospects are created.
B. Up to five times., as long as the user enables the repeat setting.
C. As many times as the user specifies when they create the rule.
D. Once, as soon as the user completes the rule creation process.
Explanation:
A segmentation rule is a type of rule that allows marketers to segment their prospects based on specific criteria, such as field values, activities, or scores. A segmentation rule runs only once, as soon as the user completes the rule creation process. The rule will not run again, unless the user manually re-runs it or schedules it to run at a later date. A segmentation rule does not run continuously, up to five times, or as many times as the user specifies when they create the rule1. References: 1: Segmentation Rules
A visitor clicks on a custom redirect with an action of adding a tag. The visitor them fills out a form and becomes a prospect. The form has a completion action to add the prospect to a list. Which three things will happen to the prospect? (Choose three answers.)
A. The prospect activities will show that the form was successfully completed.
B. The prospect will be added to the list.
C. The prospect activities will show that the custom redirect was clicked.
D. The prospect will be tagged.
E. The newly converted prospect will NOT be affected because it was their first submission.
Explanation:
According to the Salesforce documentation, when a visitor clicks on a custom redirect with an action of adding a tag, and then fills out a form and becomes a prospect, the following three things will happen to the prospect: A) The prospect activities will show that the form was successfully completed, B) The prospect will be added to the list, and D) The prospect will be tagged. A custom redirect is a trackable URL that can be used to measure and report on the clicks of any online content, such as banner ads, social media posts, or third-party websites. A custom redirect can also have completion actions, such as adding a tag, which are performed when a visitor clicks on the custom redirect. A tag is a label that can be used to categorize and segment prospects. A form is a web form that can be used to collect information from prospects and store it in Marketing Cloud Account Engagement. A form can also have completion actions, such as adding to a list, which are performed when a prospect successfully submits the form. A list is a collection of prospects that can be used for segmentation and email sending.
When a visitor clicks on a custom redirect and then fills out a form, the visitor becomes a prospect, and the completion actions of both the custom redirect and the form are applied to the prospect. The prospect activities will show both the custom redirect click and the form submission, the prospect will be added to the list specified in the form completion action, and the prospect will be tagged with the tag specified in the custom redirect completion action. The newly converted prospect will be affected by both the custom redirect and the form completion actions, as they are not dependent on the prospect’s previous submissions or activities. References: Salesforce documentation
There are a number of unassigned prospects in the Lenoxsoft database that have NOT been active in more than 60 days. An automation rule is set to assign prospects once they reach a score of 100. What automatic workflow can be created to prevent them from getting assigned?
A. Create an automation rule based on the prospects time to adjust their score to 0 if they haven’t been active in 60 days.
B. Create a dynamic list based on the prospects time to adjust their score to 0 if they haven’t been active in 60 days.
C. Create a completion action based on the prospects time to adjust their score to 0 if they haven’t been active in 60 days.
D. Create a segmentation rule based on the prospects time to adjust their score to 0 if they haven’t been active in 60 days.
Explanation:
The automatic workflow that can be created to prevent the unassigned prospects from getting assigned is to create an automation rule based on the prospects’ time to adjust their score to 0 if they haven’t been active in 60 days. An automation rule is a rule that runs continuously in the background and matches prospects based on the criteria you set. You can use an automation rule to perform actions on the matched prospects, such as adding them to a list, assigning them to a user, or changing their field values. However, an automation rule can only match a prospect once in its lifetime, even if the prospect meets the criteria again later. This prevents duplicate or conflicting actions from being applied to the same prospect1. Therefore, an automation rule is ideal for creating a workflow that resets the score of the unassigned prospects who have been inactive for 60 days, and prevents them from getting assigned by another automation rule that assigns prospects based on their score. To create an automation rule, you need to specify the criteria and the actions that you want to execute. For example, you can create an automation rule that matches prospects who have not been assigned to a user, have not had any activity in the last 60 days, and have a score greater than 0, and then use the action Adjust Score to set their score to 0.
Form or Form Handler? I need total control over my form's appearance.
A. Form
B. Form Handler
Explanation:
Form handlers give you total control over your form’s appearance, since you can use your own HTML and CSS to design and style your forms1. Form handlers also allow you to use any custom or advanced features that Marketing Cloud Account Engagement forms may not support, such as file uploads, conditional logic, or complex validation3. Form handlers are ideal for web developers who want to have full flexibility and customization over their forms
A prospect is permanently deleted from Marketing Cloud Account Engagement. That prospect then fills out a new Marketing Cloud Account Engagement form and submits their information. What happens to the prospect?
A. An error message is displayed on the form preventing the prospect from submitting
B. A new prospect is created even though the prospect had previously been permanently deleted.
C. No new prospect is created because the prospect had previously been permanently deleted.
D. The submission of the form retrieves and restores the previously deleted prospect information including activities.
Explanation:
According to the Salesforce documentation, when a prospect is permanently deleted from Marketing Cloud Account Engagement, all the associated data and activities are also deleted and cannot be restored. However, if the prospect fills out a new Marketing Cloud Account Engagement form and submits their information, a new prospect record will be created with the same email address as the deleted one, but without any of the previous data and activities. The new prospect will have a new unique ID and will not be linked to the deleted one in any way. References: Salesforce documentation
Which two actions can be used to change a prospect’s Marketing Cloud Account Engagement campaign? (Choose two answers.)
A. Create an automation rule to change Marketing Cloud Account Engagement campaign for prospects meeting certain criteria.
B. Add the prospect to a static list.
C. Create a segmentation rule to change the Marketing Cloud Account Engagement campaign for prospects meeting certain criteria.
D. Manually change the prospect’s Marketing Cloud Account Engagement campaign when editing the prospect record.
Explanation:
The two actions that can be used to change a prospect’s Marketing Cloud Account Engagement campaign are:
Create an automation rule to change Marketing Cloud Account Engagement campaign for prospects meeting certain criteria. An automation rule is a rule that runs continuously in the background and matches prospects based on the criteria you set. You can use an automation rule to perform actions on the matched prospects, such as changing their Marketing Cloud Account Engagement campaign to the one that is relevant to their attributes or behaviors.
Manually change the prospect’s Marketing Cloud Account Engagement campaign when editing the prospect record. You can also change a prospect’s Marketing Cloud Account Engagement campaign by editing their prospect record and selecting a different campaign from the drop-down menu. This is useful when you want to change the Marketing Cloud Account Engagement campaign for a single prospect or a small group of prospects.
New prospects match a dynamic lists rule criteria. This dynamic list is used as a recipient list on an engagement studio program. What will happen to the new prospects if the program is currently running and the prospects have not run through the engagement studio program before?
A. The prospects are added to the program, but do NOT start processing until the program is paused and restarted.
B. The prospects remain on the list, but are NOT added to the program until the next day.
C. The prospects are added to the program, but wait for a user to manually select them to process.
D. The prospects are added to the program and automatically start processing through the program.
Explanation:
The correct answer is that the prospects are added to the program and automatically start processing through the program. This is because dynamic lists are constantly updated based on the criteria that you define, and if a dynamic list is used as a recipient list on an engagement studio program, any new prospects that match the criteria will be added to the program as soon as they are synced to Marketing Cloud Account Engagement. They will not wait for the program to be paused, restarted, or manually selected. They will start from the first step of the program and follow the path according to their actions and rules
LenoxSoft’s Marketing Manager notices that clicks on the email link www.lenoxsoft.com aren’t being counted in the list email report. Based on this link’s format, why wouldn’t it have been re-written for tracking?
A. The link should start with http or https to be automatically re-written.
B. The link should contain a wildcard to be automatically re-written.
C. The link should point to go.Marketing Cloud Account Engagement com to be automatically re-written.
D. The link should be populated with variable tags to be automatically re-written
Explanation:
The reason why the email link www.lenoxsoft.com was not re-written for tracking is that the link should start with http or https to be automatically re-written. Marketing Cloud Account Engagement automatically re-writes links in emails to track the clicks and measure the engagement of the recipients. However, Marketing Cloud Account Engagement only re-writes links that start with http or https, as these are the protocols that indicate a web address. The link www.lenoxsoft.com does not have a protocol, so Ma rketing Cloud Account Engagement does not recognize it as a web address and does not re-write it for tracking. The other options are not relevant for link re-writing. The link does not need to contain a wildcard, point to go.Marketing Cloud Account Engagement.com, or be populated with variable tags to be automatically re-written. These are features that can be used to create dynamic or custom links, but they are not required for link re-writing. References [Link Click Tracking]
How can an action be applied to a prospect who views a specific page of a website?
A. Through completion actions
B. Through automation rules
C. Through scoring
D. Through page actions
E. None of the above
Explanation:
You can apply an action to a prospect who views a specific page of a website through a page action. A page action is a task that is performed when a prospect views a page that matches a certain URL or wildcard. You can use page actions to perform various actions on prospects, such as sending emails, adjusting scores, changing campaigns, or adding tags. You can also use page actions to track and report on the performance of specific pages on your website.
Answer A is incorrect because you cannot apply an action to a prospect who views a specific page of a website through a completion action. A completion action is a task that is performed after a prospect successfully completes a marketing element, such as a form, landing page, or custom redirect, not after they view a page. Answer B is incorrect because you cannot apply an action to a prospect who views a specific page of a website through an automation rule. An automation rule is a criteria-based action that is triggered when a prospect matches the rule, not when they view a page. Answer C is incorrect because you cannot apply an action to a prospect who views a specific page of a website through scoring. Scoring is a numerical value that indicates the level of interest or engagement of a prospect in your products or services, not a way to perform actions on prospects. Answer E is incorrect because none of the above is not a valid answer, as explained above. References: [Page Actions], [Completion Actions], [Automation Rules], Scoring
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