PDX101-EN-L04

What is required to track online visitor and prospect activities?

• Campaign tracking code to set Account Engagement cookie

• Email address

• Campaign tracking code to set Salesforce cookie

• IP address

What is the definition of visitor?

• A visitor has been cookied and their email is known.

• A visitor has been cookied and their email is unknown.

• A visitor has not been cookied but their email is known.

• A visitor has not been cookied and their email is unknown.

What are the 3 types of visitors?

• Identified (WHOIS IP Lookup)

• Converted

• Active (2+ Page Views)

• All Visitors (Anyone cookied)

What are two ways visitors become prospects?

• Coming to a cookied website

• Submission via a Account Engagement form

• A tracked click on a Account Engagement email

• Starting but not submitting a form handler

What are three ways a prospect record can be created?

• Updating an opportunity

• Manually

• Import

• Salesforce Connector

When importing, what two unique identifier options can you choose?

• CRM Lead or Contact ID

• Email Address

• Phone Number

• CRM Account ID

Where would you look when troubleshooting changes to a prospect record?

• Dashboard Report

• Visitor Table

• Prospect Audit

• Prospect Account