How to Set Up the Pardot Integration

Pardot is a B2B marketing automation platform. With Oktopost, 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 Settings → General → 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 a 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.

Using Additional Social Activities in Pardot

You can also use additional social activities in Pardot, such as likes, comments, shares, and more by installing our Salesforce Insights package and using Custom Object Syncing.

When installing the Salesforce Insights package, Oktopost will create a Social Activity object in Salesforce and map the object records to Leads and Contacts in Salesforce. Next, using Custom Object Syncing, you can use the data from that object to enhance your nurturing and scoring programs.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Set up The Microsoft Dynamics Integration
  10. How to Set Up The Mautic Integration
  11. How to Set Up the Bitly Integration
  12. How to Set Up the Feedly Integration
  13. How to Set Up the Act-On Integration
  14. Feedly Custom Sharing with Oktopost
  15. Act-On Integration: Segmenting Lists Using Social Data
  16. Act-On Integration: Social Lead Scoring
  17. Conversion Tracking With Marketo Forms 2.0
  18. Marketo Integration: Lead Segmentation
  19. Marketo Integration: Interesting Social Moments
  20. How to Set Up the Salesfusion Integration
  21. How to Set Up the Pardot Integration
  22. Setting up the Google Analytics integration
  23. How to Set Up the Facebook Retargeting Integration
  24. How to Create a Facebook Audience Based on Social Behavior
  25. Attributing Social to Leads in Marketo
  26. Webhooks
  27. How to Connect Oktopost to Zapier
  28. How to Create Salesforce Cases From Assignments
  29. Setting up Integration Assets
  30. Social Click URLs
  31. Salesforce Campaign Naming Parameters
  32. How to Track Conversion on HubSpot Embedded Forms
  33. How to Track Conversion on Pardot Forms
  34. How to Track Conversions on Act-On Labs Forms
  35. How to Set Up Single Sign-on With AD FS
  36. How to Set Up Single Sign-on With Okta
  37. How to Set Up Single Sign-on With OneLogin
  38. How to Set Up Single Sign-on With Google Apps
  39. How to Set Up The Facebook Lead Ads Integration
  40. Zapier Use Cases
  41. How to Set up Oktopost for Bizible
  42. How to Format Dates in Salesforce Template Fields
  43. Social Attribution Parameters
  44. Lead Parameters
  45. How to Update an Existing Social Insights Installation

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