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 setup, 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.ocean.com/social/Twitter/Short-Form-Blogs/Ocean-s-Twitter?utm_medium=Social&utm_source=Twitter&utm_term=blog,short&utm_campaign=Short-Form-Blogs

The anatomy of a social click URL:

http://[YOUR CNAME]/social/[NETWORK]/[CAMPAIGN NAME]/[SOCIAL PROFILE]?utm_medium=Social&utm_source=[NETWORK]&utm_term=[CAMPAIGN TAGS]&utm_campaign=[CAMPAIGN NAME]

Note: the URL has more parameters that are used by advanced users. The full list of parameters:

Parameter Definition
utm_medium Will always be "Social"
utm_source The social network name: Twitter, Facebook, LinkedIn, Google
utm_term A comma separated list of campaign tags
utm_campaign The Oktopost campaign name
utm_content The source of the post: UI, Api, Autoposter, Bookmarklet, Board
okt_campaign_id The Oktopost campaign Id
okt_profile_name The name of the profile that was used to send the message
okt_profile_id The Id of the profile that was used to send the message
okt_poster_name The name of the user who posted the message
okt_poster_id The Id of the user who posted the message
okt_post_id The Id of the Oktopost post
okt_message_id The Id of the Oktopost message
okt_remote_url The link to the post on the social network site

On EVERY social click, whether that click leads to your website or to a third party, such as Youtube.com or some other blog, Pardot will see the click as a "web page visit".

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