How to Set Up the Pardot Integration

With Oktopost's technology, you can sync social media lead information with your Pardot account. Our platform updates Pardot with precise lead source information, including which social network or social profile a click or conversion came from. You can quickly and easily set up workflow triggers in Pardot based on this information, and subsequently, catalog leads into dedicated social media buckets for re-marketing and nurturing purposes.

The integration is activated by enabling Oktopost's Social Click Tracking. Once configured, Oktopost will sync all of the information it collects on clicks with Pardot. Both existing and anonymous leads will be added with activity log information on all clicks coming from social channels.

How to Set Up Social Click Tracking Integration

This setup will sync all of the social click activity with your Pardot lead database. Each time a person clicks on any of your social posts, whether that post is leading to your own website or to another third party website, Pardot will be made aware of this click via the webpage visit log.

  1. Setup a new CNAME for your domain that will point to okt.to.
  2. On the configuration page enter your Pardot Campaign Id, Account Id and the new CNAME that was created.
  3. Make sure that the Track Social Clicks is checked and click on the Submit button.

Once all this is set up, every time a social link is clicked, Pardot will see the click as a webpage visit. Here's an example of what the webpage URL will look like inside Pardot (All the UTM codes are added automagically):

http://ok.domain.com/social/Twitter/My-Campaign-Name/Oktopost/blog,short/ui/uWy9DY?utm_campaign=My-Campaign-Name&utm_term=blog,short&utm_medium=Social&utm_source=Twitter

For more information please read the following article about the structure of a social click URL.

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