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Adobe Marketo Engage Architect

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Question # 1

A company implements Workspaces and Partitions for global regional marketing operations. They need to separate their Workspaces into North America, APAC, and EMEA regions as each region should not see the other region's marketing activities. They also have a Default Workspace. The Default Workspace has access to all Person Partitions. Each regional Workspace has access to their own regional Person Partition. The default dedupe key for the Unicorn Adobe Marketo Engage instance is email address.

A form that exists in the the North America workspace is filled out by a new person.

Which default behavior should be expected?

Options:

A.  

The new person will be created in the default Partition and immediately routed to the North O America Partition

B.  

The new person will be created in the North America Partition where the form exists

C.  

The new person will be created in the default Partition and should remain there as long as the North America workspace has access to the default Partition

Discussion 0
Question # 2

An Adobe Marketo Engage Architect at Cookieless Monsters Inc. is creating a report on Revenue Explorer to track Marketing Influence on Opportunity Closed-Won by First-Touch (FT) and Multi-Touch (MT) attribution models of Marketo Engage.

Which two factors should the Architect consider while setting up FT and MT attribution reports on Revenue Explorer? (Choose two.)

Options:

A.  

FT attribution answers, "Which programs are most influential in moving people forward in the sales cycle over time?" and MT answers, "Which programs are good at acquiring profitable new names?"

B.  

Credit is split evenly, and credit cannot be given for something that happened in the past.

C.  

Credit can be manually assigned, and credit can be given for something that happened in the past.

D.  

FT attribution answers, "Which programs are good at acquiring profitable new names?" and MT answers, "Which programs are most influential in moving people forward in the sales cycle over time?"

E.  

Credit is not split evenly, and credit cannot be given for something that happened in the past.

Discussion 0
Question # 3

Refer to the lifecycle model above.

Question # 3

A company wants to increase the number of leads sent to Sales. The Sales and Marketing teams need to meet quarterly conversion rate goals. These teams use the out-of-box Adobe Marketo Engage success (only) modeler. The stages are defined as:

1. Anonymous: Leads for which web activity is tracked, but whose identity is not known yet

2. Known: Leads for which we have an email address or other information that allows us to market to them

3. Engaged: Leads that have engaged us by filling out a form, clicking a link in an email, or visiting our website at least 10 times within a week

4. Lead: Leads with scores greater than 25

5. Sales Lead: Leads with scores greater than 30

6. Opportunity: Leads that also have an opportunity attached to them

7. Won: Leads that are attached to opportunities that we have closed and Won

In a meeting to discuss how to increase the amount of sales leads, someone suggests scoring leads who have clicked a link in an email with +35 points.

As the Adobe Marketo Engage Consultant, what are the effects of the lifecycle if this suggestion is implemented? (Choose two.)

Options:

A.  

Conversion from Lead -> Sales Lead would increase

B.  

Conversion from Opportunity -> Won would increase

C.  

Conversion from Known -> Engaged would decrease

D.  

Conversion from Sales Lead -> Opportunity would decrease

E.  

Conversion from Sales Lead -> Opportunity would increase

Discussion 0
Question # 4

An Architect notices that deliverability is slowly decreasing over time. After pulling a year of reports, the Administrator notices that the number of emails per month has increased from 3 to 10. The unsubscribe rates nearly double each quarter. Per the CMO, the amount of marketing activity must remain the same.

Which two actions can the Architectr take to make sure emails reach people in their database? (Choose two.)

Options:

A.  

Make marketing emails operational so people who have unsubscribed continue to receive ^ communications

B.  

Implement communication limits so people receive fewer emails

C.  

Work with the marketing team to decrease the number of email sends per month

D.  

Create a "marketable" smart list to include on every send that excludes multiple soft bounces

E.  

Decrease behavior scores when someone unsubscribes from an email

Discussion 0
Question # 5

Refer to the case study.

UNICORN FINTECH COMPANY PROFILE

Unicorn Fintech is a mobile-only financial-servicesstartup created by a consortium of consumer banks to resell savings, checking, loan, transfer/remittance, and other services from a secure smartphone app. The company is venture-funded, and plans to reach profitability before a planned IPO in two years.

Business issues and requirements

Marketing is responsible for acquiring new customers 0 through online, television advertising, and email campaigns, and for cross-selling new services to customers through IM, email, and in-app campaigns. Evaluating the success of these campaigns has been a persistent problem: although the company can track revenue by product line, it can't attribute those revenues to campaigns: for example, did a new loan come from onboarding a new customer, or by cross-selling a savings-account customer? Marketing currently uses

crude, manual tools and guesswork to evaluate the quality and lifespan of new leads, and even the deliverability of emails in its external campaigns. As a result, the department can't allocate spending to the most productive campaigns, or decide how much different touchpoints in multi-stage campaigns contribute to revenue. Operational processes to connect lead data to CRM and other databases are entirely manual.

Staffing and leadership

Unicorn has fewer than 200 employees, and roles aren't always defined in traditional ways. Since customer acquisition and cross-selling are primarily through electronic channels, Marketing and IT roles especially often overlap. The traditional Sales role falls entirely to Marketing, and IT is responsible for the Salesforce CRM system, Google Analytics, and a handful of third-party integrations. The CMO and CIO work closely together on most initiatives, and budgets are typically project-driven rather than fixed annually. Individual contributors to Marketing campaigns include the Marketing Operations Manager, responsible for lead scoring and analytics. Key IT contacts include the CRM Administrator and Web Developer. Incidental contributors are the Corporate Attorney, who signs off on opt-in/out and DMARC policies.

Revenue sources

Unicorn earns commissions on financial services delivered by the banking consortium through its apps, including fixed finders' fees for what the company calls "skips"-customers who initially engage with Unicorn, but then "skip" to receive services directly from a consortium bank. Unicorn needs to attribute revenue from these customers to its own campaigns; currently, it's impossible to attribute ROI to individual campaigns, or provide documentation to claim commissions on "skips."

Current and aspirational marketing technology

Current Marketing technology consists of Marketable,an open-source lead management solution supported by a set of spreadsheets and scripts developed in-house. Marketable offers lead tracking and source attribution, but not multi-touch source attribution. Unicorn Fintech Marketing has difficulty linking the different stages of customer campaign journeys, and relies on scripts to translate Marketable's "sales alerts" into next steps it could use in multi-touch campaigns. IT has worked out scripts to input Marketable qualified leads into Salesforce, but the system is brittle and often requires manual intervention.

Current campaign management processes

A typical email campaign:

• Addresses a purchased (for customer acquisition) or0 in-house (for cross-sell) list. Purchased lists range from 300,000 to 1.5 million addresses

• Is sent from multiple data centers in the US and Canada

• Includes an "unsubscribe" opt-out below the message

• Is static; there are no formula fields

• Uses no deliverability authentication, nor integration 0 with any email management platform.

All campaigns to date direct respondents to a single 0 landing page with the company's "all markets" message. More sophisticated targeting is a high priority.

Current lead management and attribution

Unicorn's lead-management process follows

Marketable's "out of the box" defaults: lead evaluation levels 1 through 3, lifecycle stages "unqualified" and "qualified." The qualification processes are manual, and highly subjective: Marketing staff classify leads according to prospect email responses, including free-form comments. "Sales" followup is by email forms prompting higher levels of engagement. The company intends to phase out Marketable and replace spreadsheets and scripts with native features of whatever solution set it adopts.

Attribution processes are binary: response to a campaign email or web visit is rated a success if it results in a sale: there is no success rating assigned to TV ads that result in web visits, for example. Cost are not allocated to individual campaigns.

The Marketing department plans to expand outreach to social media (Facebook, Twitter, Instagram, in-house and third-party financial blogs), and wants to make sure it can assess the ROI of these channels, and the overall social media program.

Current governance processes

Currently, the Marketing department assigns content development and campaign management duties to team members on a campaign-by-campaign basis. All team members (and IT) have access to all assets and tools, which sometimes leads to duplication and conflicts. The CMO realizes that a more specialization will be necessary to support the social media campaigns, but hasn't decided on the optimal organizational model.

Input of qualified leads from Marketable into

Salesforce is by manual cut-and-paste, assisted by scripts; inconsistency of input practices across Marketing team members is a known problem; individual members have their own "go-to" fields: where one member might check "TV ad" as Lead Source, another would put that in the comments field.

CMO

The CMO's most important concerns are:

• The current solution has too many manual steps to scale with anticipated growth

• Without more sophisticated attribution, the company will overinvest in less productive campaigns, and underinvest in better ones

• In general, analytics integrations are manual, slow, and unreliable

• The current system completely misses "skips"-customers switching from the Unicorn app to consortium banks-an important source of revenue

• Documenting the value of Unicorn's Marketing processes is essential to the success of the planned IPO, and millions of dollars in stock valuation hangs in the balance.

CIO

The CIO is concerned primarily with:

• The amount of time his team spends patching up Marketing campaigns and CRM data transfers, at the expense of other, critical initiatives

• Quality and reliability of the Analytics information his team provides to Marketing

MARKETING STAFF

Marketing Operations staff concerns:

• Campaigns require so much work that they can't run as many of them as they need to

• Multi-touch cross-selling campaigns (for example, savings accounts to loans) with excellent margins, but no way to know which campaign touches perform best

• Getting swamped with manual record-keeping; for example, spreadsheet mistakes take hours to find and

fix

• Poor integration with third-party tools for preparing, sending, and evaluating campaign materials, for

Example.

o Webhook not firing,

o Reaching API limit

o Synchronization errors with third-party tools and Salesforce

• Inadequate number of lead stages and qualification levels, making it difficult to evaluate lead value, especially in multi-touch campaigns

Despite the absence of an external Sales team,

Marketing Operations would like to improve the granularity of their lead tracking, including both lifecycle stages and quality levels, with "no score" and negative levels.

The Unicorn Marketing Operations team has five custom integrations pushing and pulling data between Adobe Marketo Engage and other third-party systems. All five custom integrations are currently using the same API user and custom Launchpoint service.

What should be the primary security concern for Unicorn?

Options:

A.  

The Unicorn Marketo Engage Admin cannot see which integration is consuming API calls, so risk O exceeding API call limits

B.  

All five custom integrations are using the same shared API credentials including client ID and O client secret

C.  

This scenario does not allow for IP restrictions to be enforced for incoming traffic to the Marketo ° REST API

D.  

Using a single API user only does not allow Webhooks to be sent to the right location

Discussion 0
Question # 6

FADE IN:

CUSTOMER CONTACT - SCORING DILEMMA

In a virtual meeting, a marketing executive in

business attire, speaks directly to the camera. The screen displays the executive's name and title (CMO).

CMO

It's nice to meet you. Welcome to our growing B2B tech SaaS company. I heard you've spoken with the CIO. Good. Listen, I have a specific concern I'd like you to evaluate.

Marketing, my team, we're really ramping up our demand generation activities. We have a lot of leads coming in and we are pushing over an increasing amount of marketing qualified leads to the inside sales team.

(shakes their head)

The volume we're pushing-inside sales is just

getting inundated, and they don't know how to prioritize or who to follow up with first. My team has a lot of data and context to send over to the sales team, but it's just too much for them to take in all at once. I don't want us to waste these opportunities. Tell me, how can I use scoring to help with this challenge we're in9

FADE OUT:

THE END

At Treat Snack Inc, a company that specializes in unique local ethnic snacks, the new CMO is being bombarded by complaints from the sales team that a high volume of MQLs are being delivered to the sales team. There is no context around why they reached MQL, what it is about them, as well as what they did that caused them to MQL. The CMO decides to overhaul the entire scoring system and build a new method from scratch.

The Sales team is interviewed to understand what indicated a good person to speak with who has a high likelihood of wanting to take a meeting. The Sales team reports that their best leads have the following traits in order of priority starting with the most helpful trait:

1. People who attended a webinar on different types of treats enjoyed in different global regions

2. People who have a title of director and higher, followed by whether the account was larger than 1000 employees

3. People who work for companies that look similar to companies that they have sold to previously

4. People who have a high interest in their chocolate tasting line of products

5. People who search the web for wholesale suppliers of gourmet treats

In which order should the different types of scoring be rolled out?

Options:

A.  

Predictive, Behavior Demographic, Intent, Product

B.  

Behavior, Demographic, Predictive, Product, Intent

C.  

Behavior, Intent, Demographic, Product, Predictive

Discussion 0
Question # 7

An organization wants to improve its Lead routing to its team across regions. Instead of using their default workspace and partition for region/country specific marketing on top of global operations, they currently have four 'regions' that cover six countries, each with their own Lead partition and Workspaces:

• EMEA: UK and Belgium

• ANZ: Australia and New Zealand

• NAM: USA

• ASIA: Japan

Singapore will be added as an additional country within 6 months.

As the organization moves away from the highly manual process of assigning leads as 'ready', the goal is to use their new Lead scoring to state that leads that are above 60 in Score are marked as MQL, and are synced to the right country team queue in their CRM. The CRM will then use automated workflows to take leads from the queues and decide which leads are assigned to which representative for that country.

Which efficient measures should betaken to make sure Leads from the right countries are synced to the correct queues in the CRM?

Options:

A.  

Build program in each region workspace. When the score reaches 60, trigger the Salesforce sync and assign to lead queues based on region. For example, "If Partition is ASIA, Assign to ASIA queue".

B.  

Build program in default workspace. When the score reaches 60, trigger the Salesforce sync and assign to lead queues based on country. For example, "If Country is USA, Assign to USA lead queue".

C.  

Build program in each region workspace. When the score reaches 60, trigger the Salesforce sync and assign to lead queues based on country. For example, "If Country is USA, Assign to USA lead queue".

D.  

Build program in default workspace. When the score reaches 60, trigger the Salesforce sync and assign to lead queues based on region. For example, If Partition is ASIA, Assign to ASIA queue".

Discussion 0
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