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:
Your Pardot connection has been added.
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.
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:
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.
| www.getfeedback.com/r/xxxxxxxx?prospect_email=%%email%% |
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:
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.
If you want to embed a question in your email template, remove the title page from your survey.
To create your email template:
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:
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.