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Question 296 - Certified Marketing Cloud Account Engagement Specialist discussion

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A user is creating an automation rule and isn't certain that they have the correct criteria in use.

What Is the best way for the user to test that the criteria only matches the intended prospects?

A.
Run the rule to see who matches and change criteria If needed.
Answers
A.
Run the rule to see who matches and change criteria If needed.
B.
Pull a Salesforce report of the same criteria and view results.
Answers
B.
Pull a Salesforce report of the same criteria and view results.
C.
Use the preview matches feature before running the rule.
Answers
C.
Use the preview matches feature before running the rule.
D.
Resume the rule and use the undo action feature if necessary.
Answers
D.
Resume the rule and use the undo action feature if necessary.
Suggested answer: C

Explanation:

The preview matches feature in Pardot's automation rule setup is an essential tool for ensuring that the criteria set for a rule accurately targets the intended prospects. Before activating the rule, this feature allows the administrator to verify which prospects currently match the specified criteria without affecting the database or running the rule prematurely. This method is effective for refining and confirming criteria to avoid unintended targeting and to refine the selection process.

asked 23/09/2024
Luca Bombelli
36 questions
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