PDX101-EN-L05

Name three things lists can be used for in Account Engagement.

• List emails

• Assigning users

• Engagement program

• General segmentation/reporting

 Who should ideally be added to an Email Test List?

• Clients

• Prospects

• Visitors

• Internal employees

What is the main difference between Static and Dynamic Lists?

• Static lists are created through Automation Rules and Dynamic list can only be created manually.

• Dynamic lists are criteria based and Static lists can be changed manually or with automation rules.

• Dynamic lists are based on prospect interest and Static lists are based on prospect qualifications

• Static lists are criteria based and Dynamic lists can be changed manually or with automation rules.

What setting allows prospects to directly add or remove themselves from a Account Engagement list?

• CRM Visible Lists

• Dynamic Lists

• Public Lists → Makes list available on Email Preference Pages

• Static Lists

What setting allows Salesforce Users to manage list membership?

• Public Lists

• Static Lists

• Dynamic Lists

• CRM Visible Lists