Pardot Specialist Resource Guide

LEAD MANAGEMENT – 15%

Explain the capabilities and limitations of an Automation Rule.

Automation Rule Criteria

Automation Rule Examples

Identify the main components of creating an Automation Rule.

Creating an Automation Rule

Explain the capabilities and limitations of a Dynamic List.

Static vs. Dynamic Lists

Considerations for Dynamic Lists

Identify the main components of creating a Dynamic List.

Creating a Dynamic List

Explain the capabilities and limitations of a Completion Action.

Completion Action Criteria

Explain the capabilities and limitations of a Segmentation Rule.

Segmentation Rule Criteria

Identify the main components of creating a Segmentation Rule.

Creating a Segmentation Rule

Given a scenario, determine which automation tool should be used.

Choosing the Right Automation Tool

ADMINISTRATION – 13%

Describe the capabilities of and use cases for the Pardot overview tab.

Pardot Dashboard (formerly overview)

Describe how to update the email sending and vanity domains associated with the account.

Add a Tracker Domain

Distinguish between the capabilities and limitations of the different Pardot Connectors.

Extending Pardot with Connected Apps

Describe the capabilities of and use cases for Page Actions.

Considerations for Using Page Actions

Explain how to create, edit, and map Prospect Custom Fields

Mapping Custom Fields

Identify the two ways to set up and maintain users.

Adding Users

Importing Users

Describe how the recycle bin manages Pardot assets.

Deleting and Undeleting Prospects

SALESFORCE INTEGRATION – 13%

Explain the relationship between Pardot and Salesforce.

Pardot and Salesforce Connector

List the objects synced between Salesforce and Pardot.

Considerations for using the Pardot Salesforce Connector

Identify the main components of the Salesforce Connector.

Connector Overview

Describe the field mapping process.

Mapping Custom Fields

Default Field Mapping

Describe the capabilities and limitations with field syncing.

Syncing Prospects Overview

VISITORS – 7%

Describe how Pardot tracks visitor and prospect data.

Pardot Cookies and Activity Tracking

Describe what a visitor is and the limitations to visitor data.

Pardot Visitors

Identify the types of visitor data that are collected.

Visitor Report

Describe the methods for a visitor to become a prospect.

Converting a Visitor to a Prospect

SCORING – 7%

Explain what a Score measures and how it can be applied.

Scoring Prospects

Describe Scoring Rules and how one can be updated.

Customize Scoring Rules

Describe the options available when using automation tools to score prospects.

Considerations for Scoring Categories

Given a scenario, determine the optimum workflow using a prospect score.

EMAIL MARKETING – 7%

Distinguish between an Email and an Email template.

Email Templates

Identify the main components of an Email template.

Best Practices for Email Templates

Describe the relationships between a recipient list and a suppression list.

Suppressing Prospects

Distinguish between the metrics collected in Pardot email reporting.

List Email Reports

ENGAGEMENT STUDIO – 7%

Identify the main components of an Engagement Program.

Engagement Program Step Types

Describe the process of updating Engagement Program assets.

Engagement Program Versions

Explain the capabilities and limitations of the types of lists used within Engagement Programs.

Engagement Program Considerations

LANDING PAGES – 7%

Identify the main components of a Landing Page.

Engaging Visitors with a Landing Page

Given a scenario, determine when to use a Landing Page with and without a form.

Landing Page Scenarios

Distinguish between the metrics collected in Pardot Landing Page reporting.

Landing Page Reports

Describe how completion actions trigger when a prospect submits a Landing Page.

Completion Actions

SOCIAL MARKETING – 7%

List the social platforms that can be used within Pardot.

Social Posting with Pardot

Identify the main components of a Custom Redirect.

Given a scenario, determine when to use a Custom Redirect.

Custom Redirects

Distinguish between the metrics collected in a Pardot Custom Redirect report.

Custom Redirect Reporting

PARDOT CAMPAIGNS – 5%

Explain the application of a Pardot campaign.

Pardot Campaigns

Given a scenario, determine if a Pardot campaign should be changed for a prospect.

Pardot Campaigns vs. Lead Source

Distinguish between the metrics collected in the Pardot Campaign Report

Pardot Campaign Reporting

PROSPECTS – 3%

Identify the ways to create prospects in Pardot.

Add a Prospect Manually

Importing Prospects

Given a scenario, apply the appropriate plan of action using Prospect Audits.

Prospect Audits

LIST MANAGEMENT – 3%

Distinguish the capabilities of, use cases for, and an understanding of how to create different types of lists.

Static and Dynamic Lists

Given a scenario, evaluate and apply the appropriate list management process.

Managing List Membership

SECURITY AND ACCESS – 3%

Identify how to provide Pardot access.

Adding Users

Distinguish between and identify the implications of the four default user roles.

Pardot User Roles

PARDOT FORMS – 3%

Given a scenario, identify the capabilities and limitations of Pardot forms.

Forms vs. Form Handlers

Distinguish between the metrics collected in the Pardot form reporting.

Form Reporting


Practice Exams & Questions

Jenna Molby's Engagement Studio flash  cards  link

Brainscape flash cards  link

Rikke Hovgaard mock questions  link

StudyBlue flash cards  link

Quizlet flash cards  link

Other Study Guides & Advice

Certified Pardot Specialist Study Group link

Pardot Training Section (check out the  eLearning modules) link

Chris Aldridge's Passing the Pardot  Specialist Exam (which inspired this doc) link

Ben Edward's Study Doc (outdated but  lots of information) link

Ben McCarthy's Pardot Specialist Tips link

Salesforce Chris' Exam Guide link

The Spot for Pardot's advice on getting  certified link

Succeed with Salesforce's advice on what  to focus on for the Specialist exam link

Jacqueline's advice on passing the  Pardot Specialist exam. link

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