Pro feature: Available on Pro and Ultimate plans.

Pardot empowers marketing teams to easily track prospects in Salesforce and move them through the sales process by using metrics to verify how qualified a lead is. In GetFeedback, you can integrate with Pardot to send personalized survey emails and map responses back to Pardot.

It's not possible to connect sandbox (UAT) Pardot environments to GetFeedback.
GetFeedback supports SSO for Version 3 and Version 4 of Pardot.

Administrators can set up Pardot connections. If you don't see the Add Connectors button, contact your GetFeedback administrator.

To connect GetFeedback to Pardot:

  1. Select Integrations in the left side navigation.
  2. Select Pardot.
  3. Select Add Connection. If you don’t see the Add Connection button, contact your GetFeedback administrator to get permission to add connections.
  4. Enter the connection details:
    • Connection Name: Enter a nickname for your connection so you can remember it easily and distinguish it from other connections you might add later.
    • Pardot Business Unit ID: In Salesforce, go to Setup and search for Pardot Account Setup. Your Pardot Business Unit ID begins with 0Uv and is 18 characters long. If you can’t access the Pardot Account Setup information, ask your Salesforce Administrator to provide it. Learn more
    • Pardot Version: Select the Pardot version you’re using. Learn how to find your Pardot version
  5. Select Add.
  6. On the Salesforce sign in screen, enter your SSO information for Pardot and sign in.

Your Pardot connection has been added.

In order to authenticate a connection to the Pardot API, Pardot requires the information that GetFeedback is requesting in its Pardot access portal. Learn more

If you entered an incorrect Business Unit ID when adding a new connection, that could create a connection to Pardot with an incorrect business unit id associated, so proceed with caution.

GetFeedback can help you both track your prospect information within Pardot as well as track and increment your prospect score via our Pardot email solution. You can map data from any question type into Pardot.

Once you create your survey, you can set up response mapping for Pardot. To set up mappings:

  1. From your survey, select Mappings > Pardot Custom Mappings.
  2. Select an existing Pardot connection from the dropdown menu labeled Push draft survey results to.
  3. Select Add Mapping.
  4. Choose to either create a new record or update an existing record for each survey response.
  5. Select Continue to start building your mapping.

Create a new List, Opportunity, or Prospect in Pardot with the survey response data.

Each new survey response will create a new List, Opportunity, or Prospect.

You can update fields on existing Lists, Opportunities, or Prospects.

Each new survey response will update the List, Opportunity, or Prospect that you’ve specified.

When updating fields on existing objects, include Pardot variable tags in your GetFeedback survey before sending it. This helps GetFeedback know which fields to update. For example, if you're updating a specific Prospect, you'll want to include that Prospect Email in your survey URL. Your URL might look something like this.​?prospect_email=%%email%%
  • When updating an existing Prospect, use one of the following merge field names:
    prospect_email OR prospect_id
  • When updating an existing List or Opportunity, you won't be able to get the List or Opportunity ID by sending a Pardot email (this is by design from Pardot). Instead, manually add a merge field that includes List_ID or Opportunity_ID and the ID of the List or Opportunity to update. This process is not recommended because you'll need to hardcode the ID for al emails going out.

If you create a Pardot-ready email template in GetFeedback, we automatically add merge fields to your survey link. The email export automatically includes the Prospect email formatted correctly so we know which one to update when the survey response comes in.

On the next page, you’ll select which fields in Pardot you’d like to update based on the survey responses that come in.

Mapping conditions tell us whether to map data every time a responses comes in or only when specific conditions are met. To add mapping conditions:

  1. Choose the data you want to map, then select Only when from the dropdown.
  2. Set the condition for your mapping. For example, only map a response when the NPS score is greater than 6.
  3. (Optional) Select + AND to add multiple conditions. We'll only map a responses if it matches all of the conditions you make.
  4. Select on the bottom of your Pardot mapping page to select which field in Pardot to update.

Select what you'd like to map and which field you'd like to map your responses into.

If you're looking to increment your lead score, select the option to Increment a numeric value and type in the number value you'd like to increment by. You can map as many answers as you'd like and increment a number value in the same mapping.

Once your mappings are in place, it's time to test them out before sending out your live survey. If you're using our Pardot email template, you'll want to put together your email now.

You'll see an X or an i if your mapping has been unsuccessful, and a blue check mark that indicates your mapping was successful.

Creating templates in Pardot is a manual process. In GetFeedback, you can create email templates that you can export from your GetFeedback account and use in Pardot to send out survey invitations.

We also add your Pardot variable tags into the GetFeedback URL automatically, allowing you to associate customer information from Pardot responses in GetFeedback.

If you use variable tags in dynamic content on Pardot forms or landing pages, we recommend you don't upgrade from Pardot's PML syntax to HML (handlebars syntax) at this time.

  • Create your survey in GetFeedback. You can embed an NPS, CSAT, CES, or multiple choice question from your survey into your email template. Learn more about question types
  • Connect your survey to Pardot to create an email template. From your survey, select Mappings > Pardot Custom Mappings, then select the Pardot connection to use.

If you want to embed a question in your email template, remove the title page from your survey.

To create your email template:

  1. From your survey, select Distribute > Email > Pardot.
  2. Select whether to embed a survey question or a full email template (including a greeting field).
  3. Choose your Call to Action. You can embed the question directly or add a button to start the survey.

Add merge fields using Pardot variable tags to track respondent information, associate your response to a record in Salesforce, and personalize your email. We'll add these merge fields to the survey link for you.

If you created Pardot mappings to Update fields, make sure to add merge fields to the fields you want to update.

To add merge fields:

  1. Below Pardot Merge Fields to Include, select + Pardot Field.
  2. Here's where you'll add all information you need tracked for user tracking, our Salesforce integration, mapping information back into Pardot, and email personalization.

You'll notice here that we automatically include the variable for Pardot Prospect Email. This will always be needed if you're updating an existing Pardot Prospect, so be sure to not remove it.

You can check out a complete overview of Pardot Variable Tags in the help center.

If you're looking to update an existing List or Opportunity in Pardot you won't be able to get the List or Opportunity ID via sending a Pardot email. You can manually add a merge field to include List_ID or Opportunity_ID and the ID of the list or Opportunity you're looking to update, however, this is not something we recommend as you would need to hardcode the if for each outbound email.

Continue adding as many merge fields as you like. We'll name these fields automatically but you can customize the information by selecting the Show Details option. You'll not need to work what you place in the Merge Field key field as this will just be the name used to track what information is being pulled in.

You can use any merge fields you added to personalize your email. For example, you can pull a recipient's first name into the email subject.

To personalize your email, select the subject, greeting, or message fields, then select Personalize. You can choose from any merge fields you've added to your email.

We'll format the personalization for Pardot automatically.

When you've finished building your email, select Export in the bottom left to get your HTML code.

You can copy and paste the email code into the HTML section of a Pardot email when you create your email template in Salesforce. Make sure to clear all other existing HTML within that section before pasting in the code from GetFeedback.

Follow the instructions in your Pardot template, making sure to copy and paste the whole code into the HTML source area of your Pardot builder.

When your email is complete, you can create your Engagement Studio Program within Pardot by using the palette builder or creating a regular program from scratch.

Your program will be unique to both how you'd like to send your email and who you'd like to send it to. If you have a Pardot administrator on staff, we recommend working closely with them to put this into place.

Once you copy your email template to Pardot, save the code, preview your email, and test your variable tags. Then, you can use your email template in Pardot.