Pardot Connector Setup Guide for AudienceStream

Pardot Connector Setup Guide for AudienceStream

by on ‎08-01-2017 04:42 PM - edited a week ago by (356 Views)

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 Universal Data Hub profile.

This article covers the following topics:

Table of Contents Placeholder

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:

  1. In the Configure tab, provide a title for the connector instance.

  2. Enter your email, password, & API user key that you obtained from Pardot.

  3. Provide additional notes about your implementation.

  4. 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

  1. 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.

  2. 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.

  3. 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) or from_user_id is required
  • If the Email Template section is not configured, the "name", "subject", and either the "text_content" or "html_content" is required
  • If the Email Template section is configured, the email template will be used first. "name", "replyto_email", "subject", "text_content", and "html_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

  1. 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
  2. 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".

  3. Create If Not Exists: (Optional) Check if you want to allow prospect creation.

  4. Create Prospect Data
    • Required: Email Address
    • When a prospect is being created, field configurations from this section are used
  5. Update Prospect Data
    • Required: When a propsect is being updated, field configurations from this section are used

Action - Add Prospect to List

Parameters

  1. 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

  2. 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

  1. 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

  2. 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

  1. 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

  2. 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

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