Pardot Consultant Certificate Exam Overview
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Evaluation: 17% ( 10 Questions )
- Given a scenario that includes an assessment of a customer’s current Salesforce and Pardot landscape as well as business objectives, analyze and make recommendations on a path forward.
- Design a strategy to identify customer business needs based on marketing trend using currently available tools and methods.
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Account Configuration: 20% ( 12 Questions )
- Articulate the implications and importance of technical setup.
- Develop a plan to maintain data integrity during data migration.
- Given a usage governance plan, develop and recommend a strategy that addresses organization and authorization (or access).
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Automating Business Processes: 17% ( 10 Questions )
- Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).
- Given a scenario, design a sequence of events in Pardot to complete a marketing initiative (assets, automations, notifications, etc.).
- Given a scenario, develop and implement a lead nurturing strategy.
- Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).
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Email Marketing: 10% ( 6 Questions )
- Apply email marketing standards and best practices to customer business needs.
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Lead Management: 14% ( 8 Questions )
- Given a customer scenario, develop and recommend a lead generation strategy including Pardot assets.
- Given a lead qualification threshold, classify prospects appropriately.
- Given a scenario, recommend a model to route qualified and unqualified leads across the business.
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Personalizing the Prospect Experience: 8% ( 5 Questions )
- Recommend ways to personalize the prospect experience.
- Design a strategy to meet a company’s consent management requirements.
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Reporting, Metrics & Analytics: 11% ( 7 Questions )
- Recommend the technical set-up requirements for reporting and analytics.
- Identifies reporting methods to solve a given scenario.
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Salesforce Engage: 3% ( 2 Questions )
- Configure Salesforce Engage for sales use
- Summarize the benefits of Salesforce Engage
Salesforce recommends the following online resources to guide you as you prepare:
- 01 Salesforce-Pardot Connector Implementation Guide
- Downloadable Content: Salesforce Engage Admin User Setup: A Guide for the Admin User
- Downloadable Content: Understanding the Pardot and Salesforce Sync
- 04 Automation Rules
- Help & Training: Pardot Administration
- Help & Training: Choosing the Right Automation
- Help & Training: Lead Generation with Forms and Form Handlers
- Help & Training: Email Marketing with Pardot
- Help & Training: Target Prospects with Custom Content
- Help & Training: Grading Prospects
- Help & Training: Pardot Reporting
- Help & Training: Scoring Prospects
- Help & Training: Email Sending Reputation and Deliverability
- Help & Training: Salesforce Connector: Set up and Syncing
- Help & Training: Using Pardot and Salesforce Campaigns to Report on ROI
- White Paper: Complete Guide to Lead Nurturing
- White Paper: Content Creation Guide
- White Paper: The Complete Guide to Automated Lead Scoring and Grading
- White Paper: Marketing Automation Buyer’s Guide
- White Paper: Scoring and Grading Handbook
- White Paper: The Complete Guide to B2B Email Marketing
- Pardot Lab: Lead Nurturing Lab
- Trailhead Trailmix: Become a Marketing Automation Trailblazer with Pardot
- Resources: Pardot Releases
Pardot By the Numbers
- 1 maximum lead sources associated with a Prospect
- 2% industrial Average Click-Through Rate
- 10 entry limit for SPF records
- 10 minutes between Automation runs
- 24 hours before Google Ad Words Conversion data is populate
- 29 percent increase in opening when using personalized email
- 41 percent higher click-through rate using personalized emails
- 70 percent of companies that don’t use email personalization
- 84 percent of companies are using or planning to use automation in the next three years
Words of Wisdom
- Automation Rules
- Trigger is an action: Completion Actions
- Once off List: Segmentation Rule
- Outcome Add To A List: Dynamic List
- Outcome Action: Automation Rule
- Landing Pages Trump Forms
- When its a choice between a Form or a Landing Page – it’s always the Landing Page … except when it isn’t
- Prospects added back to the engagement studio at the point they left
- Time away count for any wait times they were on
- Pause the Program – Pause the Wait
- Weekends are days too. They count in the wait period
Topics to Look Up
- Lifecycle Report
Possible Useful Links
- https://www.proprofs.com/quiz-school/story.php?title=pardot-consultant-part-no-2
- https://www.proprofs.com/quiz-school/storyamp.php?title=mjezmdeymafs18