Episerver Pardot

Setting up Episerver forms with Pardot

The Forms Marketing Automation Integration (MAI) connector lets you connect Episerver form fields to a Pardot database. See also: Marketing Automation.

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Pardot NuGet packages to use the Pardot connector.

1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and select Admin > Config > Tool Settings > Pardot. The Pardot configuration settings screen appears.
   —Image: Configuring the Pardot connector—

   

   Note:  You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Pardot connector such, as Pardot - Europe, Pardot - US, and Pardot - APAC. Click Add Connector to add another instance.

2. Enter the email, password, and API User Key associated with your Pardot account and click Save
3. Create a form on a page.
4. Click All Properties on the form.
5. Open the Mappings tab.
6. Select the Prospect database to which you map the form fields from the MA System Database drop-down field.
   —Image: Select the Prospect database—

   

7. Click Publish.
8. On the form, select Edit from a form field's context menu.
9. Open the Extra field mappings tab. The database option that you selected earlier appears.
10. Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture an email address:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select email from the drop-down list to map the Pardot database field to the Email field on the form.
    —Image: Mapping a Pardot database field to a form field—

    

11. Repeat steps 8 through 10 for as many fields that you want to map.
12. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Pardot provider to verify that the user is added to the Pardot database.

Retrieving contact data

When a visitor submits the form, the data is sent to the Pardot database. To see who submitted the form, go to Pardot > Prospect > Prospect List and select the contact list.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. The following image shows personalizing a form to show only for people in the US Web Designers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.

—Images: personalize Pardot contact—

To create a visitor group for a Pardot form, see Create a visitor group for an MAI connector form.