Question 1
Multiple answersA financial services firm recently acquired a competitor and needs to migrate the acquired company's prospects into their existing Account Engagement business unit. For regulatory reasons, they must prevent the new prospects from receiving any marketing emails for 90 days, but their activity must still be tracked. Additionally, their scores should be calculated based on a separate, temporary scoring model. Which combination of actions best meets these requirements? (Select THREE)
Answer and explanation
Correct answers: A, C, E
Importing with 'Opted Out' checked is a direct way to prevent them from receiving marketing emails. This can be reversed later with an automation rule after the 90-day period.
Using a static list as a suppression list for all sends is a reliable method to ensure no marketing communications are sent to this specific group during the restricted period.
An automation rule is the ideal tool to retroactively and conditionally apply a different scoring model based on an identifying characteristic of the imported prospects (e.g., a custom field marking their source).