Learn how to integrate your SalesForce Pardot with BigMarker
Note: This feature is available to Events and Enterprise plan holders. If interested in utilizing this feature, then please contact your BigMarker customer success manager or an events expert at sales@bigmarker.com
Whether you have existing data that you want to import, or if you want to export your registrant and attendee information, integrating with Pardot is simple and powerful. In this article we'll earn how to import, export, segment to different lists and more.
Note that you must have an active Salesforce account in order to use this integration. In addition,
How to Connect Pardot to BigMarker
Setting up Segmentation List Export
Setting up the Form HandlerHow to Connect Pardot with BigMarker
On the dashboard of your webinar, series or event, you'll find a tab for Integrations. Click on that then look for the Pardot settings in the list of available integrations.
From there, you will need to enter in your Salesforce account information in the top section. You'll first need to connect yo your Saleforce account, then you will need to create a connected app. To do this, follow the steps below:
Within the Salesforce home page, click to the Setup section. From there, go to Apps on the left hand side, and then click App Manager.
In the App Manager, click New Connected App. From there, enter in the Connected App Name, API Name and Contact Email. Enable on Enable OAuth Settings
In the Callback URL, enter: https://www.bigmarker.com/auth/salesforcepardot
Move to the Selected OAuth Scopes, and add Manage Pardot services (pardot_api) and Manage user data via APIs (api) into the Selected OAuth Scopes section.
In the app's OAuth Policies, set the "IP Relaxation" setting to "Relax IP restrictions".
Click Save at the bottom when finished.
After creating your Connected App, go back to your App Manager and go to Manage Connected Apps. Select the Connected App just created.
Under the API (Enable OAUth Settings) section, you will find the Consumer Key and Consumer Secret.
Take the Consumer Key and put it into the Client ID field in BigMarker. Take the Consumer Secret, and put it into the Client Secret field in BigMarker.
For the Pardot Business Unit ID field, go to the Pardot tab on the left hand side and select Pardot Account Setup. Here you'll find the Business Unit ID and put it into the Pardot Business Unit ID field in BigMarker
Your Pardot Account will then be successfully integrated into BigMarker once you click Sync. Currently, our Pardot integration only exports the settings synced from Pardot into BigMarker. You can however collect new registrations from Pardot using the Form Handler.
Any custom registration fields, attendee fields (polls, survey questions, etc) and recording fields that you have set for your webinar will show within your Pardot integration once synced.
Setting up Segmentation List Export
With the Pardot integration, you are able to export your registrants into different segmentation lists (SF help article). Not only can you export to these lists, but you can export users to different lists based on how they interact with your session.
Registrants, Attendees, No-shows, and on-demand viewers all can be exported out into separate lists on your Pardot account. If you don't already have lists to export them to, you can enable a setting to have BigMarker create those segmentation lists on Pardot for this session.
Setting up Prospect Export
All registrants on your BigMarker session can be exported to Pardot as a Prospect. The setup for this is simple. All you need to do is input the field names in Pardot with the corresponding fields in BigMarker. Once set, your registrants will be exported over to Pardot as prospects.
The Pardot Form Handler
Similar to other CRMs, you can sync up your Pardot Form within BigMarker. Just as you would integrate your Pardot form in a different external site or on your own personal website, you can do so within your BigMarker event. This makes processing all of your registration form submissions to Pardot simpler and faster.
How to Set up the Pardot Form Handler
1. Create a Pardot form. You can learn how to create forms here.
2. After creating the form, go to the Marketing section in the left hand panel. Navigate to the Forms section, then click on Form Handlers
3. Click on your form handler to access its Endpoint URL and insert it into the Form Handler Endpoint URL field in BigMarker.
4. Map out the form’s fields into the equivalent BigMarker fields
5. Click Save Form Handler Settings to save your endpoint URL and mapped fields
To sync the form, check off the Activate Form Handler box at the bottom. Clicking save will only save all your form’s settings, while checking off the activate box will start the integration.
