How to Set Up Your Pardot Integration
To complete your integration, follow the steps below.
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To complete your integration, follow the steps below.
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.
In FeedOtter, navigate to Settings > Integrations. Then, click Add Integration.
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 (see below). 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.
The more thorough approach to Integration: The other method for integration creates a dedicated user account that isn’t directly linked to an individual. While this is the preferred option, it does involve a more detailed process. To ensure the account is independent of any one person, you can use your Admin to set up a dedicated user. Click the link below to walk through this process.
At this point you are ready to set up your RSS and/or curated newsletters using the following tutorials:
Getting Started (Automated Newsletters)
Curated: Getting Started (Curated Newsletters)
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