Pardot eGift Integration Setup Guide

User can create eGift link by using following steps:

 

Click on Create New Touch or Edit Existing one

Create_touch_pardot.png

 

Select Touch type from eGifts for example its Coffee and press Next
Screen_Shot_2019-04-30_at_3.12.49_PM.png

 

Fill out Send Details as per your choice and press next
Screen_Shot_2019-04-30_at_3.14.18_PM.png

 

Fill out Touch Details as following:

  1. Fill out Touch Name
  2. Select 'Triggered sending based on Integration' from Touch Type dropdown
  3. Choose your funding source

Fill out remaining details if you choose to and press Next
Screen_Shot_2019-04-30_at_3.15.50_PM.png

 

Select Salesforce Pardot and press Next.
Screen_Shot_2019-04-30_at_3.18.07_PM.png

Copy link button will appear. Press copy button and go to Pardot and add this link in your email templates
Pardot_trigger_image.png

If you'd like to sync to Salesforce you can do so in Tracking section of setup.

Complete remaining steps if you'd like to sync to Salesforce and then click Finish to finish the touch creation.

 

Screen_Shot_2019-04-30_at_3.22.53_PM.png

 

Now go to Pardot

  • Create touch as described in first step of this guide
  • Copy link url using copy url button
  • Go to Salesforce Pardot instance where you have account registered with them and login
    Pardot_login.png

 

  • Add this url in your template

Screen_Shot_2019-04-30_at_3.48.24_PM.png

Screen_Shot_2019-04-30_at_3.51.09_PM.png

Pardot.png

  • Send test email by clicking testing tab and selecting list
    Screen_Shot_2019-04-30_at_3.58.59_PM.png

  • All recipients in list will then receive email with encrypted URL

  • Recipient of eGift can click on eGift link received in email and this should redirect them to the eGift page via Pardot server

 

  • Verify stats from Sendoso analytics page, this should look like following
    Pardot_analytics.png

 

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