Engagement Studio17% of the exam
Program recipients, timing, repeats and reporting
Who enters an engagement program and in what order (recipient and suppression lists, program priority, hand-offs and duplicate email addresses), how scheduled sends and business hours time the emails, how repeating programs and edition limits work, and how to read the Report tab.
Distinguish between the components of an engagement program.
~7 min read · 11 practice questions ·
What the exam expects
- Configure recipient and suppression lists, including priority across overlapping programs and hand-offs to another program.
- Predict how a program treats several prospects with the same email address.
- Time emails with scheduled send dates and business hours, and predict who is skipped.
- Set up a repeating program and apply its limits, including the edition limits.
- Read the Report tab: tooltips, report cards, versions, CSV export and the date filter.
Key terms:
- Recipient list: a list whose prospects enter the program; a program has at least one.
- Suppression list: a list whose prospects are kept out of the program.
- Business hours: per-program days and hours that restrict when emails send.
- Repeating program: a program prospects can enter more than once.
- Report card: the detailed metrics panel for one step.
Key facts
Recipient lists
- Detail
- At least one, several allowed; new prospects start at the beginning
Program priority
- Detail
- Lower programs suppress the lists of higher ones
Same email address
- Detail
- One prospect per address per program
On date
- Detail
- Send Email steps only; late arrivals skip the email
Business hours
- Detail
- Per program, not per account
Waits and business hours
- Detail
- Days keep counting; send at next available time
Repeating programs
- Detail
- Can't revert to one-time; re-entry settings stay editable
Edition limits
- Detail
- Growth 20/10, Plus 100/10, Advanced 200/10, Premium 200/15
Step metrics
- Detail
- Completed prospects only; waiting prospects excluded
CSV export
- Detail
- All versions, with step type and asset name
Sources for this section (8)
- Engagement Studio Overviewhelp.salesforce.com (opens in a new tab)
- Suppression List Examplehelp.salesforce.com (opens in a new tab)
- Considerations for Using Engagement Studiohelp.salesforce.com (opens in a new tab)
- How Wait Periods Workhelp.salesforce.com (opens in a new tab)
- Create an Engagement Studio Programtrailhead.salesforce.com (opens in a new tab)
- Engagement Studio FAQhelp.salesforce.com (opens in a new tab)
- Let Prospects Repeat Engagement Programshelp.salesforce.com (opens in a new tab)
- Engagement Program Reportinghelp.salesforce.com (opens in a new tab)
- When two prospects in the same program are merged, where does the primary prospect continue?
- Why might a prospect who opted out of a program list still get that program's emails?
- With business hours off, at what hour does a dated program email go out?
- What do the start and end steps show in a program with limited entries?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Account Engagement Specialist pack
- Core concepts
- Exam traps
- Worked scenario
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- All 24 lessons of the Marketing Cloud Account Engagement Specialist guide, with reading progress
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