AD0-E555 Sample Questions Answers

• A Smart List is a dynamic list of people who meet certain criteria, such as having a specific attribute, behavior, or activity1.
• A Data Value Changed filter is a filter that allows you to find people who have changed the value of a specific field2.
• A constraint is a condition that further narrows down the filter criteria3.
• To create a Smart List with Data Value Changed filter, follow these steps4:
• To view the results, click the Leads tab. You will see the number and details of the people who changed their Person Status from Marketing Qualified to Sales Qualified in the past 30 days. References: 1: Smart Lists | Adobe Marketo Engage 2: Data Value Changed Filter | Adobe Marketo Engage 3: Filter Constraints | Adobe Marketo Engage 4: Create a Smart List | Adobe Marketo Engage

• Adobe Marketo Engage allows users to create and manage email campaigns using Email Programs, which are a type of program that contains an email asset and a smart campaign to send it1.
• To add people to an Email Program, users can import a list of leads from a .csv file or use a smart list to define the target audience2.
• However, once an Email Program is approved, it cannot be edited or changed, including adding or removing people from the list3. This is to ensure that the email content and recipients are consistent and compliant with the email regulations4.
• Therefore, if a marketing manager tries to import another list into an approved Email Program, the second list import will fail because the program has already been approved and cannot be modified3.
• To avoid this issue, the marketing manager should either import all the lists before approving the Email Program, or create a new Email Program for the second list and send it separately5.

References:

1: Email Programs - Marketo Docs - Product Documentation 2: Add People to an Email Program - Marketo Docs - Product Documentation 3: Edit an Approved Email Program - Marketo Docs - Product Documentation 4: What is Adobe Marketo Engage? 5: Marketo Engage - Marketing Automation Benefits | Adobe

• The file size limit for images and files uploaded to the Design Studio of Adobe Marketo Engage is 100MB.
• The Design Studio is a feature of Adobe Marketo Engage that allows marketers to create and manage landing pages, forms, emails, and other assets.
• To upload an image or file to the Design Studio, the marketer can go to the Design Studio area, select Images and Files, click the Image and file actions drop-down and select Upload image or file, and then drag and drop the desired image/file or browse the computer for it.
• The maximum size per file is 100MB, as stated in the note that appears when uploading an image or file. This limit applies to all file types, including images, PDFs, videos, etc.
• The file size limit is set to ensure optimal performance and security of the Adobe Marketo Engage platform. If the marketer needs to upload a larger file, they can use a third-party service and link to it from the Design Studio asset. References:
• Add Images and Files to Marketo
• Adobe Marketo Engage | Product description

• A webinar program is a type of event program that integrates with a webinar provider such as ON24 or GoToWebinar1.
• A webinar program has a predefined channel called Webinar, which has different program statuses to track the progress of people who register and attend the webinar2.
• To mark people who filled out a registration form with the Registered status, the marketing manager needs to use the flow step Change Program Status to “Webinar > Registered” in the Smart Campaign3.
• This flow step will update the program status of the people who qualify for the Smart Campaign, and also push them to the webinar provider if the integration is enabled3.
• The other flow steps are not correct because:

• Create an Engagement Program:
• Define the Cadence:
• Add the Content Assets:
• Configure Wait Steps:
• Activate the Program:

References:

• What is Adobe Marketo Engage: https://experienceleague.adobe.com/docs/marketo/using/getting-started-with-marketo/what-is-adobe-marketo-engage.html?lang=en
• Marketo Engage User Guide (Engagement Programs): (Search the document for "Engagement Programs" or "Nurture Programs") - This will have more detailed instructions.

Why this is the best approach:

• Efficiency: A single stream simplifies management and tracking.
• Consistency: It ensures a regular, controlled flow of information over the four-week period.
• Flexibility: You can easily modify the content or cadence within the stream if needed.

In Marketo Smart Campaigns, triggers and filters work with an OR/AND relationship:

• Triggers (Orange): Triggers watch for specific actions or changes in lead data. If any of the triggers you define are met, the lead becomes eligible for the Smart Campaign's actions. Triggers operate on an OR basis.
• Filters (Green): Filters further refine the audience by applying additional criteria. The lead must meet the filter criteria AND have been activated by at least one trigger. Filters operate on an AND basis.

Example:

Smart Campaign:

• Triggers:
• Filters:

In this example, a lead will qualify for the Smart Campaign if they:

• Fill out Form A OR Visit the Pricing Page AND Their job title is Director AND they are located in the United States.

• A People Performance report is a report that measures database growth over time. It shows how many people were added, and when. It also allows grouping the results by any person or company attribute, or by segmentation1.
• To create a People Performance report, follow these steps1:
• To view the results, click the Report tab. You will see the number of people created in the Database in the last six months, grouped by industry. References: 1: People Performance Report | Adobe Marketo Engage

• Smart Campaigns are the engine of Adobe Marketo Engage that allow you to automate tasks and actions based on different criteria and triggers.
• There are three types of Smart Campaigns in Adobe Marketo Engage: Trigger, Batch, and Recurring.
• A Trigger Smart Campaign is a type of Smart Campaign that is listening for and automatically responding to a person’s actions. For example, you can create a Trigger Smart Campaign that sends an email to a person who fills out a form, or adds a person to a list when they click a link,or updates a person’s score when they visit a web page. A Trigger Smart Campaign has one or more triggers in its Smart List that define the actions that will activate the campaign. A Trigger Smart Campaign runs in real time and executes the flow steps immediately for each person who qualifies.
• A Batch Smart Campaign is a type of Smart Campaign that runs once or on a specific date and time for a group of people who meet certain criteria. For example, you can create a Batch Smart Campaign that sends a newsletter to a segment of people, or cleans up your database by deleting inactive people, or changes the status of people who attended a webinar. A Batch Smart Campaign has one or more filters in its Smart List that define the criteria that people must match to qualify for the campaign. A Batch Smart Campaign runs at the scheduled time and executes the flow steps for all the qualified people at once.
• A Recurring Smart Campaign is a type of Smart Campaign that runs on a regular basis for a group of people who meet certain criteria. For example, you can create a Recurring Smart Campaign that sends a birthday email to people on their birthday, or syncs people to Salesforce every day, or updates the lead source of people who come from a specific channel. A Recurring Smart Campaign has one or more filters in its Smart List that define the criteria that people must match to qualify for the campaign. A Recurring Smart Campaign runs at the specified frequency and executes the flow steps for all the qualified people each time it runs. References:
• Understanding Smart Campaigns
• Smart Campaigns 101: A Deep Dive into one of the most important Adobe Marketo Engage Features

• A form that is used in multiple programs should be stored in the Design Studio as a global asset12. This allows the form to be easily reused and updated across different landing pages and programs without creating duplicates or inconsistencies3.
• A form that is stored in Marketing Activities as a local asset is only available within the specific program where it was created1. This means that if the form needs to be used in another program, it has to be cloned or recreated, which can lead to data quality issues and maintenance challenges3.
• There is no such thing as a global asset in Marketing Activities. All assets in Marketing Activities are local to their respective programs1. References:
• 1: How to create and edit forms | Adobe Marketo Engage
• 2: Marketo Success Series: Forms - Marketing Nation
• 3: Marketo Form Best Practices - Marketing Rockstar Guides

A FieldSet is a group of fields that you can control as a whole. You can use FieldSets to organize your form layout, group related fields together, and dynamically hide or show the entire fieldset depending on another field1. For example, you can use a FieldSet to collect an address field and a payment method field in one place2.

To add a FieldSet to a form, you can follow these steps1:

• Go to Marketing Activities.
• Select your form and click Edit Form.
• Click the + sign and select Fieldset.
• Select the fieldset and enter a Label.
• Drag the fields you want into the fieldset.

To send an email for preview prior to launch, a marketer can use the Email Actions menu in the Email Editor and select the Send Sample option. This will open a dialog box where the marketer can enter one or more email addresses to receive the sample email, as well as choose the lead to use for personalization tokens. The marketer can also select the email client to use for rendering the email, such as Outlook, Gmail, or mobile devices. After clicking Send, the marketer will receive a confirmation message and can check the inbox of the recipients to see how the email looks before launching the campaign. References: 

https://www.nutshell.com/blog/complete-guide-to-writing-marketing-emails

 The Change Program Status flow step is used to update the status of a person in a program based on the criteria defined in the Smart List of the smart campaign. For example, if the Smart List filters people who opened an email, the Change Program Status flow step can assign them the status of “Opened Email” in the program. This helps to track the progress and engagement of people in different programs and channels. The Change Program Status flow step also adds the person to the program if they are not already a member, unless a choice is specified in the flow step that overrides this behavior. The available statuses depend on the channel of the program, which can be customized in the Admin section of Marketo Engage. References: 

https://nation.marketo.com/t5/knowledgebase/behavior-of-quot-change-program-status-quot-flow-step-with-a/ta-p/248382

https://nation.marketo.com/t5/knowledgebase/behavior-of-quot-change-program-status-quot-flow-step-with-a/ta-p/248382

• Smart Lists and Static Lists are two types of lists in Adobe Marketo Engage that allow you to segment your database based on different criteria.
• Smart Lists are dynamic lists that select people based on filters that you define. For example, you can create a Smart List of people who have opened an email in the last 30 days, or who have a certain job title, or who belong to a certain segment. Smart Lists are updated in real time, so whenever a person meets or no longer meets the filter criteria, they are added or removed from the list automatically.
• Static Lists are static lists that are populated by list imports and flow steps. For example, you can create a Static List of people who attended a webinar, or who filled out a form, or who were manually added by you. Static Lists do not change unless you manually add or remove people from them, or use a flow step to do so. People on Static Lists remain in the list until they are removed.
• Smart Lists and Static Lists have different use cases and advantages. Smart Lists are useful for creating dynamic segments that reflect the current state of your database, and for targeting people based on their behavior and attributes. Static Lists are useful for creating fixed segments that reflect a specific point in time, and for tracking the performance of specific campaigns or activities.
• Smart Lists and Static Lists can also be used in different ways within Adobe Marketo Engage. Smart Lists can be used in Smart Campaign filters, triggers, and choices, as well as in email and landing page personalization. Static Lists can be used in Smart Campaign filters and choices, as well as in email and landing page personalization, but not in triggers. References:
• Understanding Static Lists
• Smart Lists 101: A Deep Dive into one of the most important Adobe Marketo Engage Features