Add the prospects to a suppression list to keep them from receiving marketing emails until they are ready to purchase.

Reset the prospect's score to 0 and reassign to sales once they submit a form to show interest.

Send the prospects a monthly newsletter with product demos or free trial offers.

Create an engagement program to send educational content and notify sales if they engage.

Add completion actions to the form: add to list and assign to user > add the list as the recipient list

in an engagement program > add a step checking for the Salesforce campaign membership related to the white paper

Add completion actions to the form: add to list and add tag > add the list as the recipient list in an

engagement program > add a step checking for if the prospect has the tag related to the white paper download

Add completion actions to the form: add to list and add to Salesforce campaign > add the list as the

recipient list in an engagement program > add a step checking if the prospect downloaded the white paper file successfully6

Lookup field to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement prospects > Dynamic list where prospects match when the prospect has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program

Marketing Cloud Account Engagement custom object mapped to the Case object > Dynamic list where prospects match when the

Case prospect custom object has a satisfaction rating over 8 > Use the dynamic list as the recipient

list on an engagement program

Marketing Cloud Account Engagement custom object mapped to the Case object > Static list and add all prospects whose Case

prospect custom object has a satisfaction rating over 8 > Use the static list as the recipient list on

an engagement program

Workflow to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement

prospects > Static list and add prospects who have a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program

Sales Managers can analyze lead information like prospect activity, scores, and grades.

Users can analyze form submission performance for the prospects they have emailed.

Users can analyze the performance of their templated and non-templated emails.

Sales Managers can receive desktop notifications for their teams' email activities.

Create a campaign that is related to both BUs > Create a new dataset in B2B Marketing Analytics that only includes the created campaign >

Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Add the Engagement History component to campaign page layouts > Create a parent campaign that is not related to any BUs and create two

child campaigns, each related to a single BU > Enable "Include child campaigns" on the parent campaign

Add the Einstein Campaign Insights component to campaign page layouts > Create a parent campaign that is not related to any BUs and

create two child campaigns, each related to a single BU > Enable 'Include child campaigns" on the parent campaign

Create a separate campaign for each BU > Create a new dataset in Salesforce reports that only includes the created campaign > Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Sales Manager

Marketing

Administrator

Sales User

Marketing Cloud Account Engagement cannot sync with multi picklist in Salesforce

The matching field in Salesforce must have the exactly the same name on the lead and contact object in order for Marketing Cloud Account Engagement to synch to both objects.

Marketing Cloud Account Engagement cannot sync with formula fields in Salesforce

You can only create 50 custom fields in Marketing Cloud Account Engagement.

True

False

Enable prospect resubscribe in Marketing Cloud Account Engagement Settings.

Create a custom email preference center page.

Minimize public lists used in marketing emails.

Remove the global opt out link from marketing emails.

True

False

50$

100$

It's always free

15$

Completion actions are retroactive and will apply to activities done before and after you apply them

Completion actions only execute for prospects. They will not affect visitors.

Completion actions can be criteria based.

Completion actions will not execute for image files.

Create a dynamic list based on job title and industry and send to the sales team to filter and prioritize.

Run an automation rule to grade based on job title and industry and have users filter Salesforce lead views by grade.

Use an automation rule to notify the assigned user when leads with certain job titles and industries submit forms.

It Adjust the default scoring rules based on job title and industry and have users filter Salesforce lead views by score.

Send using the form's completion actions.

Send using an automation rule

Use a dynamic list to use as a recipient list on an email send.

Send using a segmentation rule.

Connected Campaigns and Campaign Influence

Salesforce User Sync and Campaign Influence

Connected Campaigns and Engagement Studio

Campaign Influence and Marketing Data Sharing

Geolocation

Lookup Relationship

Date/Time

Time

Text Area (Rich)

Date/Time

Formula

True

False

Enable two-click unsubscribe in Marketing Cloud Account Engagement.

Move the unsubscribe link to the header of the email instead of the footer.

Immediately send prospects the resubscribe email template.

Apply a

tag to the unsubscribe link so scanners ignore it.

Include a link to the content in the Thank You Content of the form.

Redirect the prospect to a landing page that has a link to download the content by checking the box labelled "Redirect the prospect instead of showing the form's Thank You Content."

Redirect the prospect directly to the URL of the content by checking the box labeled "Redirect the prospect instead of showing the form's Thank You Content."

Create an email template that includes a link to your document. On your form, add a completion action to "Send autoresponder email" and select the email template that includes the document.

Lead, Contact or Account record added as a Related Object to the Salesforce custom object

Salesforce Connector User has 'Read' permission to the custom object

Campaign or Opportunity record added as a Related Object to the Salesforce custom object

Customized 'Display in Table' values when configuring fields

Create a completion action on the "Request a Demo" form with the action to assign to user.

Add a completion action on the form to notify Admin, who manually assigns the prospect.

Export the form submission report and import, assigning to the correct user upon import.

Run an automation rule to assign based on the "Request a Demo" submission and State field.

A-Z (25)

A-C (3)

10

A/B (2)

Create a dynamic list to sync prospects from Salesforce. Build an Automation rule with criteria :: Job Title:: CEO :: Industry:: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Automation rule with criteria :: Job Title :: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Create a dynamic list to sync prospects from Salesforce. Build a segmentation rule with the criteria :: Job Title :: CEO :: Industry :: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Segmentation rule with criteria :: Job Title:: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Marketing Cloud Account Engagement Successfully submitted the "Contact Us" landing page and form

Marketing Cloud Account Engagement Successfully submitted the "Contact Us" form

Nothing will display

Marketing Cloud Account Engagement Successfully submitted the "Contact Us" landing page.

Before you can set up Salesforce Engage, you must have a verified Salesforce-Marketing Cloud Account Engagement connector

Salesforce Engage is not supported for Salesforce sandbox accounts

Salesforce Engage is an app mainly for Sales to stay up to date with Prospect actions

You can download Salesforce Engage App on your desktop or phone (Mac,Windows)

You can use Salesforce Engage with Gmail by downloading an extension

Create a form and enable progressive profiling

Create a form handler and enable progressive profiling

Create a form handler for each white paper

Create a form per white paper and enable progressive profiling

Filtered prospects will not be registered for a webinar through a Marketing Cloud Account Engagement form since "Register for a webinar" completion action and Marketing Cloud Account Engagement prospects who are filtered do not have completion actions applied to them.

That may happen occasionally, but they shouldn't worry too much since most filtered prospects are usually staff members.

Filtered prospects for the webinar either by removing the filter or having the filtered prospects register through the WebEx registration form itself.

Filtered prospects will not be registered for a webinar through a Marketing Cloud Account Engagement form, but you can still register your

5

3

10

15

True

False

The code is generated from a Salesforce campaign

Visitor filters can be added to Marketing Cloud Account Engagement to restrict tracking (clicks, visits, email notifications etc) from certain IP addresses

Cookies will always expire after 10 years

Visitors and prospects that have "do not track" settings enabled on their browser will not have their activities tracked while on your site.

Webinar & Event invite. Registrations & Attendance

Webinar & Event Registrations & Attendance

Webinar: Attended/NoShow/Registered Event :Checked In/Registered

Only Webinar & Event Attendance

Create and add a tracking code to the website

Setup DNS for each used domain and validate the connection

Setup tracker subdomain and validate it

Choose which sender IP to use

The prospect is marked as do not email

The prospect is marked as opted out

The prospect is unassigned from its user

The prospect is sent to the recycle bin

Build an automation rule with the criteria of :: Prospect Custom Field:: contract:: is:: blank. Add an action of "Add to List" and an action of "Notify assigned user."

Build a dynamic list with the criteria of:: Prospect Custom Field :: Contract:: is:: blank. Associate the list to the Renewal Engagement program and add an action of "Notify assigned user" at intervals.

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."

A Build a custom connector for the webinar platform and use a custom trigger in Engagement Studio to listen for the webinar registration,

Create an engagement program for the webinar and use a Prospect Webinar trigger in the program to listen for the webinar registration.

Export the registration list from the webinar platform, import it into Marketing Cloud Account Engagement and use it as a recipient list for the engagement program.

Create a marketing app extension for the webinar platform, add an activity type for webinar registrations, and use an External Activity trigger in Engagement Studio to listen for the webinar registration.

CDAB

ABDC

CBDA

CDBA

Always 100

Marketing Cloud Account Engagement Growth Edition: 20 Marketing Cloud Account Engagement Plus Edition: 100 Marketing Cloud Account Engagement Advanced Edition: 200

Marketing Cloud Account Engagement Growth Edition: 100 Marketing Cloud Account Engagement Plus Edition: 150 Marketing Cloud Account Engagement Advanced Edition: 200

Marketing Cloud Account Engagement Growth Edition: 20 Marketing Cloud Account Engagement Plus Edition: 50 Marketing Cloud Account Engagement Advanced Edition: 100

Don't use false or misleading header information

Don't use deceptive subject lines

Identify the message as an ad

Tell recipients where you're located

Tell recipients how to opt out of receiving future email from you

Honor opt-out requests promptly

Monitor what others are doing on your behalf

Webex

WebinarJam

ReadyTalk

GoToWebinar

Demio

ClickMeeting

The prospect already received the email already received another Marketing Cloud Account Engagement email within the past business day, based on the account's business hours.

The Dedicated IP address was not warmed up appropriately before the email was scheduled.

The prospect was no longer a member of the "2019 Tradeshow" list used for the email send.

A second prospect with the same email address received the email under "allow multiple prospects with the same email address.'

Filter existing prospect records to see which custom fields have the most data.

Review existing forms and landing pages to understand what data needs to be collected.

Ask their accounting team to review and select the five most helpful fields.

Pull a report of the data they intend to use for segmentation purposes.

Landing Pages

Social Posts

Layout Templates

List Emails

Content Files

Define default mail merge values for fields

Use HML conditional logic statements

Use HML merge field modifiers

Define page actions to replace field values

Create an automation rule with rules to segment the prospects and actions send the emails

Create a list using a segmentation rule, then use completion actions on a form for the actions

Create a static list to segment the prospects, and then schedule email list sends with completion actions

Create a complex rule in Engagement Studio to segment the prospects, followed by a series of action steps "

Create a form with a Completion Action to send a pricing sheet.

Create a Dynamic List based on page view to segment automatically

Create a special campaign to track pricing page views.

Create a Page Action set to Tag prospects as having viewed it and add them to a list.

Run a segmentation rule based on the Marketing Cloud Account Engagement campaign

Run an automation rule based on the Marketing Cloud Account Engagement campaign

Look for the original list based on the Marketing Cloud Account Engagement campaign

Run a dynamic list based on the Marketing Cloud Account Engagement campaign

The leads have been reassigned to a user who does not exist in that BU.

The field value the Marketing Data Sharing rule criteria is defined by has been updated on the lead records.

The Marketing Data Sharing rule has changed and the leads no longer match the criteria.

The prospects submitted a form that updated the field controlling the Marketing Data Sharing rule for leads.

Assign to queue

Notify account owner

Set profile

Increment prospect field value

Develop a Salesforce report that is only shared with Marketing users then use completion actions to assign leads.

Assign to queue that Marketing users own then use active assignment rules to reassign the leads.

Define market data sharing rules so Marketing can see prospects then use automation rules to assign the leads.

Create a list of prospects that only Marketing users can see then use user queues to reassign the leads.

Recommend that it is okay to send to purchased lists in Marketing Cloud Account Engagement.

Have LenoxSoft split their purchased list into multiple sends so as to not affect the IP's reputation.

Run a permissions pass on the purchased lists to get permission quickly before sending them a marketing email.

Recommend that they must receive explicit permission from those prospects on the purchased list before they can upload that prospect list into Marketing Cloud Account Engagement.

True

False

The landing page on a browser with the cookies cleared was not tested.

The same layout template on both the form and the landing page was not used.

The %%content%% variable tag in the layout template code was missing.

The form HTML embed code in the layout template code was not used.

Import the HTML file into Marketing Cloud Account Engagement and apply it to the layout template

Create a Marketing Cloud Account Engagement landing page and import HTML from the landing page HTML

Create layout template and import HTML from the landing page URL

Import the HTML file into Marketing Cloud Account Engagement and apply it to the landing page

Use Salesforce's value

Use Marketing Cloud Account Engagement's value

Use the most recently updated record

All of the above

25

100

15

50

Campaign send limits

A link to Salesforce Engage training resources

A link to assign licenses and permission sets

A link to download Engage Alerts for Mac

Set the sender of the email as a specific user.

Set the sender of the email as a custom CRM user.

Set the sender of the email as the account owner.

Set the sender of the email as the assigned owner.

Marketing Cloud Account Engagement Engagement Program

Salesforce Queue

Marketing Cloud Account Engagement Automation Rule

Marketing Cloud Account Engagement Static List

Marketing Cloud Account Engagement Marketing Campaign

Configure Users > Send daily visitor activity emails by state

Configure Users > Send daily prospect activity emails by owner

Configure Users > Send Salesforce Engage report emails by team

Configure Users > Send starred prospect activity alerts by owner

Monitor no of visitors, social post enagements and natural search reports month over month

Monitor no of visitors, form conversion and email click-through rate reports month over month

Monitor no of prospects, social post enagements and paid search reports month over month

Monitor no of prospects, form submission and email open rate reports month over month

Add contacts to the program's Campaign as campaign members.

Export contacts from Salesforce and import them into Marketing Cloud Account Engagement.

Use the Add to List completion action on forms.

Use the Add to Nurture action on page layouts.

Import .CSV file containing custom field data into Marketing Cloud Account Engagement.

Manually create and map custom fields in Marketing Cloud Account Engagement.

Import leads and contacts from Salesforce into Marketing Cloud Account Engagement.

Enable custom field creation via the Salesforce Connector.

True

False

Start a company blog and promote a few high-quality pieces of content.

Post content from other websites on your own site.

Hire an agency to create content.

Focus on creating as much content as possible.

Enable connected campaigns and campaign member sync > add files to Marketing Cloud Account Engagement with completion action: assign to user

Add custom redirects for each white paper > add completion actions: add to Salesforce campaign and assign to user

Upload files to Marketing Cloud Account Engagement > create an engagement program with actions: add to Salesforce campaign and assign to user

Create a form to gate each white paper > add completion actions: add to Salesforce campaign and assign to user

Create Marketing Cloud Account Engagement user records in one business unit, then use the business unit switcher to access each account.

Create multiple Salesforce users with the same email address connected to one Marketing Cloud Account Engagement user, then use the business unit switcher.

Create one Salesforce user connected to one Marketing Cloud Account Engagement user, then use Marketing Cloud Account Engagement user groups to use the business unit switcher.

Create Marketing Cloud Account Engagement user records in each business unit connected to the same Salesforce users, then use the business unit switcher.

Kiosk/Data Entry Mode

ReCAPTCHA

"Not you?" Link

Progressive Profiling

Webinar Attended

Webinar Invited

Webinar Refusal

Webinar Registered

Automatically assign all prospects in Marketing Cloud Account Engagement and review the Salesforce Connector user's permissions.

Create an Engagement Program in Marketing Cloud Account Engagement and verify the Salesforce connector.

Manually assign all prospects in Marketing Cloud Account Engagement and verify the Salesforce connector

Regularly export data from Marketing Cloud Account Engagement and data load file into Salesforce

First-party tracking is not an option in Marketing Cloud Account Engagement, while third-party tracking is.

First-party tracking is domain-based while third-party tracking is campaign-based.

First-party tracking tracks prospects across different website domains, while third-party tracking does not.

First-party tracking does not use cookies, while third-party tracking does.

Configure users > set up a round robin > have nurture programs assign prospects to the round robin

Configure users > set up a user group > have nurture programs assign prospects to the user group

Configure users > set up a queue > have nurture programs assign prospects to the queue

Configure users > set up a custom role > have nurture programs assign prospects to users with the custom role

No limits at all

All editions have 10 000 API limit

Marketing Cloud Account Engagement Growth Edition: Marketing Cloud Account Engagement Plus Edition: 25 000 Marketing Cloud Account Engagement Advanced Edition: 100 000

Marketing Cloud Account Engagement Growth Edition: 25 000 Marketing Cloud Account Engagement Plus Edition: 50 000 Marketing Cloud Account Engagement Advanced Edition: 100 000

Match ALL overall logic: Prospect List > Isn't > suppression List A; B; C; D Prospect default field > Title > contains > Vice President; VP

Match ALL overall logic: Prospect List > Isn't > Suppression List A; B; C; D Prospect default field > Title > IS >Vice President

Match ANY overall logic: Rule Group1: Match All Prospect List > Isn't > Suppression List A; B; C; D Rule Group2: Match All Prospect default field > Title > contains > Vice President; VP

Match ANY overall logic: Prospect List > Isn't > Suppression List A; B; C; D Prospect default field > Title > contains >Vice President; VP

Survey Monkey

Youtube

GoToWebinar

Olark

Run an Automation rule where the criteria is " Prospect Time Last activity Days ago is greater than 90 day."

Run a Segmentation rule where the criteria is "Prospect Time Last activity Days ago is greater than 90 days".

Run a Dynamic List where the criteria is "Prospect Time Created Days ago is greater than 90".

Run a Dynamic List where the criteria is "Prospect Time Last activity Days ago is greater than 90".

To allow emails to be sent from your domain

To host all Marketing Cloud Account Engagement landing pages and forms on your website

To give a seamless transition between pages and form that you host and your Marketing Cloud Account Engagement hosted assets.

All of the above