Salesforce Pardot Connector Setup Guide for AudienceStream

With the Salesforce Pardot Connector, you can send one-to-one emails based off of audiences.

Requirements

• Pardot Business Unit ID
• Salesforce SSO

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 Configuration tab, click Add Connector.
2. Enter a Name for the connector and implementation Notes.
3. Under Account Type, select the type of account you are connecting to: Developer, Sandbox, or Production.
4. Enter the Pardot Business Unit ID.
   • You can find this value by navigating to Setup in Salesforce and entering Business Unit Setup in the Quick Find box.
   • The Pardot Business Unit ID begins with OUv and is 18 characters long.
5. Click Establish Connection.
   • A Salesforce Login window will appear. Enter your Salesforce SSO credentials and click Log In.
   • If MFA is enabled, you may need to verify your Salesforce login.

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) 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

• 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

• How are prospects associated with campaigns?
• Sending one-to-one emails
• Supported Parameters