In Salesforce Pardot, a campaign is a marketing touchpoint. Prospects are typically associated with the first campaigns they interact with such as ads, websites, emails, etc.
In Splash's case, campaigns are used to represent events. The Pardot Campaigns integration creates new campaigns in Pardot whenever events are created in Splash. This ensures event information, like the location or date, is updated and tracked in Pardot.
On this page:
Adding the Pardot Campaigns integration
Pardot Campaign Integrations are added and configured at the organizational-level.
To add the integration:
1. Select Integrations from the organization-level navigation.
2. Click New Integration.
3. Choose Salesforce Pardot Campaigns.
Connecting to Salesforce Pardot requires proper administrative privileges in both Splash and in Pardot. You will also need your “API User Key.” This key is used to authorize all API calls made by that user account. To access this:
- Open the Admin menu.
- Select User Management and then Users.
- From here, choose the user you want to use for this guide. We have set up one specifically for this walkthrough.
- Here, you will need to find the API User Key field. Copy the string here somewhere so you can use it later. Each time you create a new configuration you will need to sign in to Pardot, which will necessitate this key.
Once your account is authenticated, you'll be redirected to Splash to configure the integration.
Configuring the integration
Next, we'll walk through the step-by-step process to configure your Salesforce Pardot Campaigns integration. We'll start by entering the business unit ID.
Entering the business unit ID
Salesforce provides the following steps for locating your business unit ID:
1. Go to the Gear Icon > Setup.
2. Type Pardot Account Setup in the settings search bar and select Pardot Account Setup.
3. Copy the business unit ID(s) for the Pardot instance.
Creating a template name
The Template field will have the following placeholder: [event.title] - [event.domain]. This field uses dynamic values that can be edited to fit your campaign needs. Click View Dynamic Tags to see a full list of values that can be sent from Splash to Pardot.
Naming the integration
You can choose to rename your integration by typing directly into the Integration Name field or leaving the name as is. We recommend entering a unique integration name if you plan on creating multiple configurations. This customization allows for easier navigation and organization of your integration suite.
Once you've settled on a name, you'll move on to Trigger Conditions.
Defining when the integration will trigger
In the Trigger Conditions section, you'll establish the criteria required in order for the integration to trigger.
Event will be the only trigger option available since campaigns represent events. The Actions dropdown provides a list of actions that need to happen to an event in order for the integration to trigger.
Turning the integration on
Once all settings have been configured and saved, set the On/Off toggle at the top of the screen to On to activate the integration.
Testing the integration
Once the integration is set up, you can test that it's operating correctly by following these steps:
1. Create an example event in Splash by clicking on Create Event in the main Events Dashboard and fill out the form.
2. Then, pick a theme.
3. You can then check the activity log again in the Integrations screen by opening the configuration and clicking Activity Log.
4. You'll see a log confirming the integration was triggered for the event. Clicking on the log reveals additional details.
5. To view the campaign in in Pardot, open the Marketing menu and select Campaigns.
6. In the list of campaigns will be one with a name matching the name of your event.