How to Integrate Pardot

Setup Steps

1. Log-in to Salesforce with the user account you'd like to use to authorize the Pardot connector. Best practice is to use a non-human Salesforce user (e.g. marketing@company.com). The user who authorizes needs to have admin access in Pardot.
2. Log in to Triblio and click "Setup" at the bottom of the left-hand menu.
3. You will be taken to a new tab. Click "Pardot" from the left-hand menu and enter your Pardot Business Unit ID.
   1. How to find your Pardot Business Unit ID: From Marketing Setup, in the Quick Find box, enter Pardot, and then select Pardot Account Setup. Your business unit ID begins with "0Uv" and is 18 characters long. If you can't access Pardot Account Setup, ask your Salesforce Administrator to give you the Pardot Business Unit ID.
4. If you have a custom Salesforce URL, expand the Advanced drop down and enter your custom Salesforce URL.
5. Once everything is filled out, click ‘Authenticate.’ You will be redirected to Salesforce authorize the connection. 

How to Identify Known Visitors in Triblio using Pardot data

Triblio can use your existing Pardot cookies to identify known visitors when they visit your site via a Data Sync audience. To do this, you'll need to create a Pardot list of all known contacts and import it into Triblio by creating a Data Sync audience.

Triblio Tip

Triblio defines a "Known Visitor" as any website visitor who has previously "raised their hand" by submitting a form or clicking on a marketing email.

1. In your Pardot account, create a new dynamic list that includes all known contacts and name it “Triblio - Data Sync.” The list needs to be dynamic so it will update with any new form fills. We recommend building this list using the following criteria:
• Any contact who has submitted a form in the past 24 months
• Any contact who has clicked on a marketing email in the past 24 months
2. Next we need to build a Data Sync audience. Log into Triblio and click "Audience" in the left-hand navigation panel.
3. Click "New Audience" in the top right. Name the audience “@DataSync” and click "Create". 
4. The audience will be empty. To add to the audience you need to choose a criteria from the right side right 'Add Criterion' menu. For the Data Sync audience, click 'Marketing Automation.'
5. Click 'Salesforce Pardot' in the window that pops-up. This will add a criteria block to the audience.
6. Click the Salesforce Pardot criteria block where it says "Click to configure" in red
7. A window will pop-up and once it loads (this may take a second), you should see a list of your Pardot lists under 'Segment Name'. If you do not see this list, please let your CSM know.
8. Search for the “Triblio - Data Sync” list that you created in Pardot and select it. 
9. At the bottom of the window, you can choose to target individuals in this list by IP address, by cookie, or by both. For this list, select ‘IP Address and Cookie’ to fully and accurately track and target your Pardot contacts in Triblio.
10. 1. IP Address - includes any visitor using the same IP address as the contact.
    2. Cookie - includes the specific Pardot contact based on previous form fills.
11. Click ‘Save.’

You will now see a yellow "Syncing" tag on the criteria. This tag will persist until the list is finished importing. This can take up to several hours depending on the size of your Data Sync list. Going forward, Triblio will sync with this list every 24 hours in order to import cookies from newly converted contacts.