Connect FeedOtter and Salesforce Pardot to automate newsletter emails.
To connect FeedOtter and Salesforce Pardot there are several steps that need to take place in Salesforce and in Pardot. 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.
Here is an overview of the steps:
Authenticate your FeedOtter account with a Pardot user that is sync'd the Salesforce.
Authorize FeedOtter for Salesforce Pardot
Navigate to your FeedOtter account and go to Settings > Integrations
Create a new integration and fill in the required fields:
Version 4 api unless you know differently
Pardot Business Id; found in Salesforce Setup > Search for Account Engagement > Account Engagement Account Setup
Select Production environment (currently FeedOtter requires a Production Pardot instance for integration)
Use Handlebars = checked unless you know differently
A series of prompts will appear asking you to login to Salesforce. Click Yes on the various prompts to authorize the FeedOtter Connected App.
When complete you should be returned to the FeedOtter settings screen.
The integration is complete at this point.
Additional Questions - Things to know
Some Salesforce accounts may have an IP address whitelist for connected apps and/or users. If you receive an error when trying to send emails from FeedOtter after completed the above steps please contact your Salesforce admin and ask them to whitelist our IP address:
In order to automate newsletter images FeedOtter *may* crawl certain public article and webpages to find the perfect image for your article. For most users this just works. If images do not appear you may need to whitelist our crawler.
Here is our user-agent:
Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; FeedOtter/2.1; +http://www.feedotter.com/privacy) Chrome/W.X.Y.Z Safari/537.36
Business Id, If you are on a legacy version of Pardot you may need to request your Business Id from a Pardot/Account Engagement support rep.