Enabling the Pardot Integration for Email Experiences

Prerequisites

Pardot API Access is required to use this integration, which is only available in the Plus and Advanced editions of Pardot.

In order to leverage the SigstrEngagements  custom object, it may require a higher tier Pardot account (Pardot Advanced Edition).


Overview

To enhance your targeting capabilities, the Pardot integration allows marketers to import Prospect Lists to Sigstr to align to campaigns now and in the future. Depending on how you’ve segmented users in your Pardot environment, this opens up endless opportunities. Most notably, the ability to align Sigstr campaigns to specific stages of your sales cycle. You can do things like:

  • Align Sigstr campaigns to specific Pardot Prospect Lists (static or dynamic)
  • Create new Prospects that don't already exist when they click on a Sigstr campaign banner (optional functionality)


Authentication

The instructions below detail how to connect your Pardot account to Sigstr.


Step 1 - Log into Pardot

Navigate to and log into your Pardot account.  Hover over the cog icon in the top right corner and click "Settings".

Pardot1.png


Step 2 - Obtain User API Key

Click on the "My Profile" tab and copy the API User Key on the page.

Pardot2.png


Step 3 - Navigate to Integrations Page

In Sigstr, navigate to Account Settings --> Integrations and click on the CRM tab.

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Step 4 - Enter Pardot Credentials and User API Key

Click on Pardot from the list and enter in your Pardot user's email address and Pardot password.  You will paste your User API Key from Pardot here as well.


Step 5 - Connect

Once you have entered in your Pardot credentials and User API key, click "Connect".  If the connection is successful, you will see a "Connected" state appear next to Pardot.


Step 6 (Optional) - Automatically Create new Prospects

If you would like Sigstr to automatically create NEW prospects in Pardot (that don't already exist), you can check the box to enable this.  When a recipient clicks on a Sigstr campaign banner, it will create a new prospect in Pardot if one doesn't exist (based on the email address).  

These newly created Prospects can then be placed into Prospect Lists manually, or use an Automation Rule to put them into a specific dynamic Prospect List.

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To view additional information and FAQs related to this integration, check out this article.

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