Pardot Overview and Setup Instructions

Transcription

1 Pardot Overview and Setup Instructions *Note: This document assumes you have a Socedo account at a Basic or higher level and access to an Pardot instance. Table of Contents 1 Overview How it Works Socedo Lead to Pardot Prospect Default Fields Data Mapping Pardot Prospect Custom Fields Setup Instructions Create an API user for Socedo Create a Campaign in Pardot for Socedo Lead Generation Prospects Connect your Socedo Campaign to your Pardot Instance Settings Configuration

2 1 Overview Integration Requirements In order to integrate Socedo with Pardot, you must meet the following requirements: A Socedo account at a Basic or higher level A Pardot instance 2 How it Works The Socedo Pardot integration will sync lead data and activity data from Socedo to your Pardot instance on a daily basis. If you are using Socedo to get new leads (lead generation), Socedo will upload new leads into your Pardot instance once a day, at around midnight PST. If you are using Socedo to sync real-time social activities (social lead acceleration), Socedo will append new activities hourly to prospects that we were able to match to social profiles. 2.1 Data Mapping From Socedo to Pardot Default Fields We will fill in data for the contact fields in the following table. Fields which we do not have information for are omitted from the table below. We will not overwrite data you already have for an existing prospect. Field Name First Name Last Name Company Job Title Country City State Employees Source Years in Business Definition Prospect s first name Prospect s last name Prospect s Prospect s company Prospect s job title Prospect s country Prospect s city Prospect s state The number of employees in the Prospect s company Prospect s original source. This will be set to Socedo for new prospects from lead generation campaigns. Prospect s number of years in business 2

3 2.2 Pardot Prospect Custom Fields Socedo will also create and enrich the following custom prospect fields to store social data. These fields will be automatically created when you connect your Socedo campaign to your Pardot instance. These fields are created for both lead generation integrations and social lead acceleration integrations. Field name Data Type Description LinkedIn Headline Text Prospect s LinkedIn headline; matched through Socedo. LinkedIn Profile Url Text Prospect s LinkedIn profile URL; matched through Socedo. Twitter Handle Text Prospect's Twitter handle; matched through Socedo Prospect Custom Fields for Lead Generation We will create the following custom fields for lead generation integrations. Field name Data Type Description Socedo Engagement Status Text Prospect s engagement status with you on Twitter (if they ve followed you back, clicked your link, etc). Socedo Campaign Name Text The name of the Socedo campaign from which this prospect was generated Prospect Custom Fields for Social Lead Acceleration We will create the following custom fields for social lead acceleration integrations. Field name Data Type Description Socedo Activity Log Textarea A formatted log of social actions the Prospect has performed on Twitter that are relevant to your tracked keywords. Latest Socedo Activity Text The text of the latest relevant social action your Prospect performed on Twitter. Date of Latest Socedo Activity Date The date of the latest relevant social action your Prospect performed on Twitter. Socedo Contribution to Score Number The contribution Socedo has made to the Prospect s score through social activities. 3

4 3 Setup Instructions The instructions for setting up the Pardot integration are the same for both lead generation and social lead acceleration up until the settings configuration at the end. 3.1 Create an API user for Socedo a. In order to create an API user for Socedo, first we must create a Pardot Role that has all the permissions Socedo needs to run the integration. Navigate to Admin > User Management > Roles through the navigation pane on the left side. This will take you to the Home Administration/User Roles Page. b. On the Home Administration/User Roles Page, click the Add Custom Role. 4

5 c. Please name this Role Socedo and make sure the Role includes the permissions noted below. Click Save custom role when you are finished. a. Under the Marketing tab, please check Segmentation to grant us all permissions for segmentation. b. Under the Prospect tab, please check Prospects to grant us all permissions for prospects. 5

6 d. Now we can create the Socedo API user. Navigate to Admin > User Management > Users through the navigation pane. This will take you to the Home Administration/Users Page. e. On the Home Administration/Users page, click the Add User button on the top right. f. Please create the following user (this requires a valid address to activate the account): a. First name - Socedo b. Last name - Integration c. - Please provide a valid for Socedo. d. Time Zone (GMT) UTC e. Role: Set this to the Socedo Role we created in the previous steps. 6

7 g. Once this user is created, navigate to the page for that user and find the API User Key under the users contents. You will use the following information to Socedo to connect your integration: a. API User b. API User Key c. API User Password 3.2 Create a Pardot Campaign for Socedo Lead Generation Prospects Pardot requires all prospects to be associated with a campaign. Please find an existing Pardot campaign or create a new Pardot campaign to add new prospects to. We will need the id for this campaign to complete the integration. The campaign id can be found by going to the campaign s page and copying the number at the end of the URL. For example, if your campaign is at the URL then the campaign id is Connect your Socedo Campaign to your Pardot Instance a. In the Socedo web application, navigate to the Campaign Settings page for the campaign you want to connect. Scroll down to the Integration section and select the integration type for Pardot. 7

8 b. Enter an instance name to associate with the Pardot instance you are connecting. This is a label for you to easily identify this specific Pardot instance. Click next when you are finished. c. Enter the following pieces of information and click next to connect the integration: a. API User (acquired in step 3.1.d) b. API User Password (acquired in step 3.1.d) c. API User Key (acquired in step 3.1.d) d. Pardot Campaign Id (acquired in step 3.2) d. If all the information is correct, then we will validate the connection. Upon successful validation, the integration will be connected and ready to be enabled! 8

9 3.4 Settings Configuration Lead Generation After successfully saving your credentials, you will be able to customize your integration settings to best fit your business needs. Here we explain each setting you can toggle: Sync Enabled: Check this box to allow us to automatically export leads as contacts to your Pardot database. Under Select the type of leads to export o Approved Leads: This includes all prospects that have been approved in Socedo. o Followers Only: This includes only leads that followed you after being approved. Under Select how to export your leads o Create new only: We will only create new contacts in your Pardot database. o Create new or update: We will create new contacts as well as update existing prospects. In order to update existing prospects, we must have the prospect s id stored in our system. Otherwise, we assume it is a new lead and will create a duplicate. After selecting your settings, click Save and Test to confirm that your settings are saved and your connection is successful Social Lead Acceleration The first step of the SoLA integration is that we must match your prospects to social profiles. For customers, we ask that you place the leads to be matched on a Pardot list. Then, you can provide us the list by entering its ID in the Queue List ID field. 9

10 For trials, you may provide us a list in the same way described above, or you may opt for us to obtain a random sample of leads from your Pardot database. You can make this selection in the UI. 10