How to Set Up the Pardot Integration

Pardot is a B2B marketing automation platform. With the Oktopost integration, you can seamlessly sync information about social link clicks with contact records in Pardot to create better scoring and nurturing programs.

To set up the integration, you need:

  1. User access to Pardot
  2. User access to Oktopost with admin permissions
  3. A valid CNAME set up in Oktopost

From Pardot, you will need to obtain your user key under {your email address} > Settings in the API User Key row.

Once you have the User Key:

  1. Log in to Oktopost
  2. Navigate to App Settings → Integrations
  3. Click on Add Integration and select Pardot from the list.
  4. Under Connect, enter your Pardot email, password and User Key.
  5. Under Settings, select the campaign that you're using to track website visitors with, for example, Website Tracking Campaign.
  6. Next, select the CNAME that you want to use with the integration.

And you're done. Each time a contact clicks on a link inside your social posts, whether that post is leading to your website or another third party website, Pardot will be made aware of this click via the webpage visit log.

Here's an example of what the webpage URL will look like inside Pardot (all the UTM codes are added automatically by Oktopost):

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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