Pardot Sending
Now that you've set up your automated email campaign, finish the automation by connecting Pardot.
Last updated
Now that you've set up your automated email campaign, finish the automation by connecting Pardot.
Last updated
When you are done with the campaign setup, it's time to publish your new automated RSS email to Pardot where we will complete the last step of setting up our email audience.
Click the Integration tab in the left menu of your campaign window.
If you have previously setup a Pardot connection in settings within your FeedOtter account, you can easily add the connection by clicking Connect to Pardot. If you have yet to set this connection up within the FeedOtter settings, use the steps below to complete the setup.
This guide assumes you are using the Lightning version of Pardot. If you are using an older version of Pardot, you may need to request help from Pardot to find the required Ids.
Navigate to your FeedOtter account and go to Settings > Integrations (you can also access the integration within your campaign under the Integration tab).
Click Add Integration and select Pardot. Fill in the required fields:
Api Version should be 4 unless you know differently.
To access your Pardot Business Unit Id, navigate to Salesforce. In the upper-right corner, click the gear icon, then click Setup. Use the Quick Find search bar in the left-side menu to search "Business Unit Setup," or navigate under Account Engagement.
Select Environment (currently FeedOtter requires a Production Pardot instance for integration). Production should be selected by default.
Use Handlebars should be checked by default. Leave it checked unless you know differently.
Click Save.
If a series of prompts appear, click Yes on the various prompts to authorize the FeedOtter Connected App. When/if this happens and is completed, you should be returned to the FeedOtter settings screen.
The integration is complete at this point.
Please refer to this guide for help with troubleshooting if needed.
Salesforce Pardot - Things to KnowWhen you have completed the above steps you will be presented with an interface that allows you to select the following:
A Pardot Campaign
This is the campaign we setup earlier. Start typing to search and select it.
Pardot Lists & Suppression Lists
Here you can select which lists will receive your email and which ones should be suppressed.
Click Activate Campaign to complete the setup.
