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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.
This article covers the following topics:
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 |
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, & API user key that you obtained from Pardot.
Provide additional notes about your implementation.
Click Test Connection.
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:
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.
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 |
(from_email & from_name)
or from_user_id
is requireditems.name
Example: {{SomeTemplateName}}
Prospect Lookup Identifier: (Required) Select an identifier to find a prospect by.
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.
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.
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.
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.
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