Marketing Automation

1. For a CRM only client if we want to do the allocation in real time what should be the trigger?

• • On lead creation 

• • On lead /Application Field Update

• • At regular Intervals

• • Both a and b

What all actions can be done via automation

• • Send communication

• • Change lead/application stage

• • Allocate /notify user

• • All of the above

What trigger can be used for assigning applications once the form is initiated

• • Application initiated

• • Status

• • Form initiated

• • None of the above

If we want to set up an automation that should repeat after a specific duration, then what condition will be selected for that

• • On specific date

• • At regular intervals

• • On lead creation

• • On lead and application Field update

Can we update the  date of a completed automation and publish it again?

• • Yes

• • No

What filter should be used inside automation to send communication to applicants who initiated the Engineering form? 

• • Form Initiated = engineering form

• • Form Interested in = engineering form

• • Initiated Forms = engineering form

 An institute has created a disabled field and used that as a trigger for the automation. When they upload data using custom CSV will automation trigger communication in real time?

• • Yes

• • No

Can we update the lead score via automation?

• Yes

• No

In case there is no counselor checked-in to whom the lead will get allocated to?

• It will remain unassigned

• It will get assigned to counselors in default list

• It will get assigned to counselors automatically after they check in

What is the maximum number of target audience that an automation will cater in 2 mins

• • 900

• 800

• 1000