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Pardot

With the Salesforce Pardot integration, you incorporate Pardot forms into Brightspot assets, and receive corresponding reports. Once you have imported a form, you can override labels and make other adjustments before adding the forms to assets and subsequently publishing them.

To configure and use the Pardot integration, you take the following steps:

  1. Connect a Pardot account to Brightspot at the global level. For details, see Adding a Pardot account.
  2. Configure the integration itself. For details, see Configuration.
  3. Create a third-party form that uses an imported Pardot form. For details, see Creating a third-party form.
  4. Add the third-party form to an asset. For details, see Incorporating a third-party form into an asset.

Adding a Pardot account​

Pardot forms are inside Pardot's point-and-click form builder. Once set up, you can access and use these forms within Brightspot.

To add a Pardot account:

  1. Click > Admin > Sites & Settings > Sites > Global.
  2. From the Integrations tab, expand the Pardot cluster.
  3. Toggle on Enable Import.
  4. Under the Accounts field, click Add Item, and select Create New.
  5. Using the following table as a reference, complete the fields as needed.
  6. Click Save.
FieldDescription
NameEnter an internal name for this asset. Brightspot uses this name internally, such as in the search panel and recent activity widget. This name is not visible to visitors to your site.
Client IDEnter your client ID. This value is obtained from Pardot.
Client SecretEnter your client secret. This value is obtained from Pardot.
Business Unit IDEnter your business unit ID. This value is obtained from Pardot.
Last Error MessageA read-only field that displays information pertaining to the most recent error message.

Configuration​

After a Pardot account is added, you can configure the integration for use in Brightspot. For details on adding a Pardot account, see Adding a Pardot account.

To configure the Pardot integration:

  1. Click > Admin > Sites & Settings > Sites > Global.
  2. From the Integrations tab, expand the Pardot cluster.
  3. Toggle on Enabled to enable the Pardot integration.
  4. Expand the Accounts list and select the account you want to enable.
  5. Click Save.

For information on adding a Pardot form to one of your assets, see Creating a third-party form.