Marketing Automation Software Marketing Automation Workflows and Triggers 2

Question 1

What is a 'date-based' trigger in a marketing automation workflow?

Accepted Answer

A trigger that activates on or around a specific calendar date or contact date property

Answer

A trigger that fires when a contact's property value changes

Answer

A trigger that responds to a contact clicking an email link

Answer

A trigger that fires when a deal is closed in the CRM

Question 2

What does 'workflow re-enrollment' allow marketers to do?

Accepted Answer

Allow contacts who previously completed a workflow to enter it again when they re-meet the criteria

Answer

Automatically delete contacts who have completed a workflow

Answer

Export workflow data to an external analytics platform

Answer

Pause a workflow for all enrolled contacts simultaneously

Question 3

What is the purpose of a 'goal' step within a marketing automation workflow?

Accepted Answer

To remove a contact from the workflow when they achieve a desired outcome

Answer

To set the revenue target for the associated campaign

Answer

To assign a lead score to a contact upon workflow completion

Answer

To trigger a Google Ads retargeting audience update

Question 4

Which workflow trigger would be most appropriate for sending a contract renewal reminder 30 days before expiration?

Accepted Answer

Date property-based trigger

Answer

Form submission trigger

Answer

List membership trigger

Answer

Page view trigger

Question 5

What is a 'webhook' action in a marketing automation workflow?

Accepted Answer

An HTTP request sent to an external system to pass data or trigger an action

Answer

A special type of landing page used to capture leads

Answer

A built-in report that logs every step a contact passes through

Answer

A suppression rule that prevents contacts from entering the workflow

Question 6

What does 'workflow suppression' (suppression list) accomplish?

Accepted Answer

It prevents specific contacts or lists from being enrolled in a workflow

Answer

It pauses a workflow during peak server hours

Answer

It automatically archives a workflow after 90 days of inactivity

Answer

It hides sensitive workflow logic from non-admin users

Question 7

What is the difference between a 'contact-based' and a 'company-based' workflow?

Accepted Answer

Contact-based workflows enroll individual people; company-based workflows enroll organizations as entities

Answer

Contact-based workflows run once a year; company-based workflows run monthly

Answer

Contact-based workflows only send emails; company-based workflows only update CRM fields

Answer

Contact-based workflows require manual approval; company-based workflows are fully automated