Pardot Connector Setup Guide for AudienceStream
With the Pardot Connector, you can send one-to-one emails based off of audiences. This article describes how to set up the Pardot Connector service in your Customer Data Hub profile.
Requirements
- Pardot Account
- Email and Password
- API User Key (this can be found in your Pardot account settings)
Supported Actions
Action Name | Trigger on Audience | Trigger on Streams |
---|---|---|
Send Email to Prospect | ✓ | x |
Create or Update Prospect | ✓ | x |
Add Prospect to List | ✓ | x |
Opt-out Prospect from List | ✓ | x |
Remove Prospect from List | ✓ | x |
Configure Settings
Go to the Connector Marketplace and add a new Pardot connector. Read the Connector Overview article for general instructions on how to add a connector.
To configure your vendor, follow these steps:
-
In the Configure tab, provide a title for the connector instance.
-
Enter your email, password, and API user key that you obtained from Pardot.
-
Provide additional notes about your implementation.
-
Click Test Connection.
Action Settings - Parameters and Options
Click Next or go to the Actions tab to set up actions and their triggers.
This section describes how to set up parameters and options for each action:
Action - Send Email to Prospect
Parameters
- Campaign (Required): Select the campaign you wish to use. If you don’t see the campaign you’re looking for, you may enter the campaign ID as a custom value.
To find the campaign ID, open up the target campaign in Pardot and look for the numeric value at the end of the URL. For example, in this URL: https://pi.pardot.com/campaign/read/id/123
, the ID is 123
. For more details about campaign IDs, refer to the articles Sending One To One Emails and Supported Parameters.
- Email Template (Required): Select the email template you wish to use. If you don’t see the email template you’re looking for in this list, you may enter your template ID as a custom value.
Like campaign ID, your email template ID is the numeric value at the end of the email template URL in Pardot. A template url will look something like this: https://pi.pardot.com/emailTemplate/read/id/XXXX
, where XXXX
is the numeric ID.
- Prospect Identifier (Required): Select an identifier to find a prospect by.
- prospect_email: an email address associated with a prospect
- id: A Pardot ID associated with a prospect
Options (Optional)
Additional Email Options
Configure this section to override the “Email Template” attributes. Template Support: subject
, text_content
, and html_content
options support templating. For these, reference the template name to generate message data from template.
Option | Description |
---|---|
subject |
The subject of the email. If configured, the value should be the template key from the Templates section |
text_content |
The text body of the email. If configured, the value should be the template key from the Templates section. The template must contain either %%unsubscribe%% or %%email_preference_center%% |
html_content |
The HTML body of the email. If configured, the value should be the template key from the Templates section. The template must contain either %%unsubscribe%% or %%email_preference_center%% |
tags[] |
Configure an “array/set” attribute type for one or multiple tags. This is the name of the tag you’d like to create or associate with this email |
list_ids[] |
Configure an “array/set” attribute type for one or multiple lists. This is the ID of the list you’d like to mail to |
suppression_list_ids[] |
Configure an “array/set” attribute type for one or multiple lists. This is the ID of the list you’d like to suppress mailing to |
- If no
email_template_id
is provided then either(from_email & from_name)
orfrom_user_id
is required - If the Email Template section is not configured, the
name
,subject
, and either thetext_content
orhtml_content
is required - If the Email Template section is configured, the email template will be used first.
name
,replyto_email
,subject
,text_content
, andhtml_content
will override the template contents if they’re provided
Template Variables
- Provide template variables as data input for templates. See: Template Variables Guide
- Name nested template variables with dot notation. Example:
items.name
- Nested template variables are typically built from data layer list attributes
Templates
- Provide templates to be referenced in message data. See: Templates Guide
- Templates are injected by name with double curly braces into supported fields
Example: {{SomeTemplateName}}
Action - Create or Update Prospect
Parameters
- Prospect Lookup Identifier: (Required) Select an identifier to find a prospect by.
- For more information, see: Creating and Updating Prospects
- Please select from one of the following options to lookup prospects by:
- Prospect Email (email): Email address
- Prospect ID (id): This is the prospect’s unique ID
- Prospect FID (fid): This is the prospects CRM ID
*. Campaign: (Required) Select the campaign you wish to use. If you don’t see the campaign you’re looking for, you may enter the campaign ID as a custom value.
To find the Campaign ID, open up the target campaign in Pardot and look for the numeric value at the end of the URL. For example, in this URL: https://pi.pardot.com/campaign/read/id/123
, the ID is 123
.
-
Create If Not Exists: (Optional) Check if you want to allow prospect creation.
-
Create Prospect Data
- Required: Email Address
- When a prospect is being created, field configurations from this section are used
-
Update Prospect Data
- Required: When a propsect is being updated, field configurations from this section are used
Action - Add Prospect to List
Parameters
- Target List: (Required) List to add the prospect to. See: “create” option under Supported Parameters
If you need to add a list that you don’t see in the dropdown, you can find the list ID at the URL: https://pi.pardot.com/list/read/id/XXXX
- Prospect Identifier: (Required) Select an identifier to find a prospect by.
- prospect_email: An email address associated with a prospect
- id: A Pardot ID that the prospect is known by
Action - Opt out Prospect from List
Parameters
- Target List: (Required) List to add the prospect to. See: “create” option under Supported Parameters
If you need to add a list that you don’t see in the dropdown, you can find the list ID at the URL: https://pi.pardot.com/list/read/id/XXXX
- Prospect Identifier: (Required) Select an identifier to find a prospect by.
- prospect_email: An email address associated with a prospect
- id: A Pardot ID that the prospect is known by
Action - Remove Prospect from List
Parameters
- Target List (Required) List to add the prospect to. See: “delete” option under Supported Parameters
If you need to add a list that you don’t see in the dropdown, you can find the list ID at the URL: https://pi.pardot.com/list/read/id/XXXX
- Prospect Lookup Identifier: (Required) Select an identifier to find a prospect by.
- prospect_email: An email address associated with a prospect
- id: A Pardot ID that the prospect is known by
Vendor Documentation
This page was last updated: January 23, 2020