Event Management Archives

Using the Pardot Integration from Zoom App Marketplace

Integrating Pardot with Zoom webinars allows you to not only collect prospect activity in real time, but also track attendance, handle communications, and send sales new leads quickly and easily. Using the Zoom-native Pardot App simplifies sharing data between these two systems by allowing you to capture Zoom webinar registrants, attendees, and absentees within Pardot lists.

In this post we’ll cover the pros and cons of this integration as well as walk you through the setup process for a webinar.

At a high level, to integrate Zoom and Pardot you will need to:

Install and set up the Pardot App from the Zoom App Marketplace.
(Optional) Configure Custom Zoom Registration Fields to go to Pardot.
Start creating Zoom webinars.
Prepare your email notifications.

Considerations for Using the Pardot App from Zoom App Marketplace

Before we dig in, there are a few things to consider when using this native integration:

The integration works best when using the Zoom registration form.
- There is an option to use a Zoom Post URL (similar to how we think about Pardot Form Handlers). However, this option relies on the Thank You page of the Pardot Form having an additional hidden form that changes per webinar. This hidden form must be completed and requires JavaScript for a behind-the-scenes submission. That makes this option prone to human error and/or browser issues.
Both email solutions leave something to be desired. You can choose between:
- Emails styled in Zoom with prospect-specific URLs to join the webinar. With this option you’ll lose out on Pardot tracking and personalization capabilities.
- Your beautiful Pardot email templates with all the benefits of Pardot data, tracking, and personalization, but no Zoom webinar details or prospect-specific URLs to join the webinar.
This process will not connect prospects with the associated Salesforce campaign. You’ll need additional automations if that’s part of your strategy.
Each webinar requires its own setup and configuration. These take between 1-3 hours each, depending on how granular you get with automations. As a result, this integration is better suited for companies that have a low volume of webinars.
There is no mechanism to pull in questions and answers from webinar polls.

Install and Set Up the Zoom Integration App

Navigate to the Pardot App on the Zoom App Marketplace and sign into your Zoom account.
Select “Install” from the top right of the Pardot App listing page.
Once installed, you’ll see a prompt to enter your Pardot credentials. If you are not redirected to this screen, click “Manage” from the left-side navigation, scroll down, and click “Configure”). Select “Use Salesforce SSO.”
Next, install a very tiny managed package provided by Zoom. This package creates a connected app to allow Zoom to connect to your org. Click “Install Package” and install this for Admins only.

While the package is installing, create a Salesforce and Pardot user for your Zoom integration. Having one user per integration helps in the event that you need to troubleshoot your Pardot org and/or integrations. Once the user is set up, log in as this user to authorize and approve the app.
Next, provide Zoom with the Pardot Business Unit ID. You can find the Pardot Business Unit ID by navigating to Salesforce Setup > Pardot Account Setup (you can access detailed instructions here).
Select “Save”

Zoom and Pardot are now connected, and they are ready to work together!

(Optional) Configure Custom Zoom Registration Fields Sync to Pardot

Zoom automatically passes most of the common fields directly into Pardot. This includes:

Email
First Name
Last Name
City
State/Province
Zip/Postal Code
Country
Phone
Job Title
Organization
Industry
Questions & Comments
Employees

You can also create new fields in Pardot to sync Purchasing Time Frame and Role in Purchase Process from Zoom.

Depending on what information you are looking to capture in Pardot, you may decide you want to have Zoom pass more fields into the prospect record. A good example of a field you may wish to connect is “Join URL.” This field is a prospect-specific URL that will allow the prospect to join the webinar.

To add this field, simply:

Navigate to Pardot Settings > Object and Field Configuration > Prospect Fields. Select “+Add Custom Field.”
Complete the required info and select “Create Custom Field.”
Once created, go back to the Pardot App in the Zoom Marketplace and select the “Custom Field Mappings” tab.
Map the Zoom Registration Field “webinar_join_link” to the Pardot Custom Field that you created. Click “Add.”

Your new custom field is now connected. Future registration captured by Zoom will pass the Zoom Webinar Join URL to your Pardot prospects. But please note, the prospect record will only have values from the latest registration.

Start Creating Zoom Webinars

You will need to configure the Pardot integration for every webinar you create in Zoom.

First, create three static lists in Pardot so Zoom knows where to send the data. You will need a:
- Registration List
- Attendee List
- Absentee List

Make sure you use naming conventions so these lists are easy to find in Zoom and any Pardot automations.

Next, create or locate the webinar in Zoom. Select the webinar name to view details.
Select the “More” tab and then select “Configure” within the Integration section.
Provide Zoom with the static lists you created in Pardot. All three lists are required.
Click Save

Now your lists will be kept current with the right prospects!

Prepare Your Zoom Webinar Email Notifications

Getting prospects to register for a webinar is only half the battle. Now we need to get them to attend! Registration and reminder emails are key here, and getting the right message delivered at the right time will make all the difference.

Both Zoom and Pardot can be used to send these emails, each having their own considerations.

Considerations for Using Zoom Email Notifications

Zoom email settings can be configured at a Zoom Account level (i.e. for your entire company) and at a webinar level. You can customize email templates only at the Account level, and you can’t have webinar-specific templates.

Registration emails can include the prospect-specific Join URL and are sent immediately after registration.
Reminder emails can include the prospect-specific Join URL and can be sent 1 hour, 1 day, and/or 1 week prior to the webinar.
Follow-up emails can be sent 1-7 days after the webinar ends.

Considerations for Using Pardot Email Notifications

With Pardot, create an Engagement Studio program or Automation Rules to automatically send out your registration, reminder, “thank you for attending” and “Sorry we missed you” emails. These automations should look for Prospect that join the webinar’s three static lists.

If you configured your integration to send the Zoom Webinar Join URL to Pardot, this value can be included in registration emails sent from Pardot.
Reminder emails can also include the Zoom Webinar Join URL, however if the prospect registered for multiple webinars in close proximity, the Zoom Webinar Join URL on the Prospect’s record may not match the webinar you are reminding the prospect about!
Follow-up emails can be sent whenever you like. You can even choose to send a different email template to those who register and attend versus those who register and are absent.

Try the Sercante Connector for Zoom Webinars and Pardot

As mentioned above, if you have a low volume of webinars, this process may not be an issue, especially since the integration is the low-low price of free. However, if you’re hosting one webinar per week (or more), then this process is pretty daunting.

If you need to scale up your Zoom-Pardot integration, check out the Sercante Connector for Zoom Webinars and Pardot.

What other tools or webinar platforms are you looking to integrate with Pardot? Tell us in the comments!

Special thanks to Erin Duncan for contributing to this post.

The post Using the Pardot Integration from Zoom App Marketplace appeared first on The Spot For Pardot.

By Adam Erstelle|2021-09-23T16:49:58+00:00September 23rd, 2021|Categories: Email Marketing, Event Management, Events, Integration, Zoom|

Single Pardot Form, Multiple Completion Actions

Have you ever wished you could have multiple conditional form completion actions in a single Pardot form?

If you answered “OF FREAKIN’ COURSE I HAVE”, you’re in luck because I am going to teach you how in just 5 easy steps.

As you know it is super easy to add a single completion action to a Pardot form. But what would you do if you wanted to add multiple completion actions to a form and tie those actions to specific form elements.

I know, it’s a head scratcher right (and you’ve probably heard: “Nope, can’t do it”)? Never fear I’ll guide you through the dragon’s den.

When we combine the magic of Pardot together with the superpowers of JavaScript anything is possible.

But, before we take our first step down the path to knowledge, let’s set the scene. Imagine that we are promoting multiple webinar events with a single registration form.

In this scenario, we want to have one landing page that has a list of upcoming webinars. Visitors can choose one or more of those webinars to attend and only need to fill out one Pardot form. Then, we need that registration information to register the visitor (now a Prospect) in the appropriate GoToWebinar sessions.

So where do we start?

Step 1: Configure the form and form handlers.

Our first step is to identify the field(s) we will use on the form and to which form elements we will apply the conditional completion actions.

We need to note the API field name (field ID) for the field(s) we’ve selected. These can be found with one of the following navigations depending upon your chosen experience:

In Pardot (classic), navigate to Admin | Configure Fields | Prospect Fields.
In the Pardot Lightning app, click the Pardot Settings tab, then click Object and Field Configuration | Prospect Fields.

For our scenario we’ll create 4 custom fields for 4 upcoming webinars so our future prospects can register for any or all of our webinar options.

Our list of the unique Field IDs:

Webinar_topic_1
Webinar_topic_2
Webinar_topic_3
Webinar_topic_4

Keep these IDs somewhere you can access them easily. They’ll be needed in our final step.

Step 2: Create a Pardot form (or edit an existing one)

Make sure to select the fields that you wish to use for your completion actions and make sure they are checkbox fields, text fields, or radio buttons. If they are Checkbox fields, they must have EXACTLY ONE selection option. When selecting your inputs make sure to uncheck the required option.

For our scenario, I’ve created 4 custom checkbox fields and added each to the form. Each has exactly one value, and was step up like this:

First select the Prospect Field “Webinar Topic 1”, select type of Checkbox and Data Form of “Text”.

Now click on the Values tab. Enter the Value that you want to display on the form (in this case, our Value is Webinar Event 1). Keep a record of this value handy. We’ll need it in step 5 when we start customizing our JavaScript.

Note that for each form field value on which you want to apply a unique completion action, you will need to create a unique form handler. In our example we’ll be using 4 completion actions and therefore 4 form handlers.

These are our Field ID and Value pairs so far:

FieldID: Webinar_topic_1
Form Value: Webinar Event 1
FieldID: Webinar_topic_2
Form Value: Webinar Event 2
FieldID: Webinar_topic_3
Form Value: Webinar Event 3
FieldID: Webinar_topic_4
Form Value: Webinar Event 4

I know the naming is not 100% awesome. I want to keep it generic though so Fields can be reused as needed. If we gave each one very specific names our solution would be too brittle (meaning easy to break, hard to scale).

Step 3: Create a Pardot form handler for each field value you’d like to apply completion actions.

Start by only adding the email field to the form handler. Then, add the corresponding completion action for each value. Save. Take note of the form handler endpoint URL (ideally the HTTPS version) as you’ll need this in step 5 and match it to the related Values from the form.

As we continue with our multiple webinar example, I’ve repeated the step 4 times and created a form handler to use for each of the 4 custom fields created in step 2.

Here is a list of the 4 form handlers and their endpoint URLs and how they map to the field values set up above:

FieldID: Webinar_topic_1
Form Value: Webinar Event 1
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9d5
FieldID: Webinar_topic_2
Form Value: Webinar Event 2
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9df
FieldID: Webinar_topic_3
Form Value: Webinar Event 3
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9dk
FieldID: Webinar_topic_4
Form Value: Webinar Event 4

Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9dh

Step 4: Copy this script and paste into your Pardot form’s Thank You Code:

Copy the code below and paste directly into the Thank You “Code” in Pardot’s “Completion Actions” tab.

<script>
var fieldsConfig = [
{//this block of lines is for option 1
‘fieldValue’:’%%your_field_id_1{js}%%’,
‘checkboxVal’:’VALUE_1′,
‘endpointUrl’:’FORM_HANDLER_1_URL’
},
{//this block of lines is for option 2
‘fieldValue’:’%%your_field_id_2{js}%%’,
‘checkboxVal’:’VALUE_2′,
‘endpointUrl’:’FORM_HANDLER_2_URL’
}
//add more blocks if you need them
];
// DO NOT CHANGE BELOW THIS LINE
var email = encodeURIComponent(‘%%email{js}%%’);
var thankYouContainer = document.querySelector(‘.form-thank-you’);

fieldsConfig.forEach(function (field) {
if (field.checkboxVal === field.fieldID) {
var iframe = document.createElement(‘iframe’);
iframe.setAttribute(‘height’, ‘1px’);
iframe.setAttribute(‘width’, ‘1px’);
iframe.setAttribute(‘src’, `${field.endpointUrl}?email=${email}`);
thankYouContainer.append(iframe);
}
});
</script>

After pasting the code into the thank you code input area make sure the “Always display form after submission” checkbox is checked — otherwise this method will not work and the script will run in a loop! Which will cause a total computer meltdown and all pictures of cats on the internet to disappear. Ok that last bit is a small exaggeration but seriously don’t forget the checkbox. You’ve been warned.

Step 5: Time to modify some JavaScript

The code we pasted into our thank you content in step 4 is a bit of boilerplate to get us started. It will need to be updated for each unique use. I know it’s a bit daunting but we’ll take it slow and be very mindful of the characters we adjust.

For our webinar scenario I’ve duplicated the first code block two additional times for a total of 4 blocks of field/value/url. This is a necessary step because we have 4 form handlers and custom fields to match up. If we were only working with 2 we would not need to duplicate this code block.

Notice how each code block is contained in a set of curly braces and separated by a comma. There is no trailing comma on the last block:

{//this block of lines is for option 1
fieldValue:’%%your_field_id_1{js}%%’,
checkboxVal:’VALUE_1′,
endpointUrl:’FORM_HANDLER_1_URL’
},
{//this block of lines is for option 2
fieldValue:’%%your_field_id_2{js}%%’,
checkboxVal:’VALUE_2′,
endpointUrl:’FORM_HANDLER_2_URL’
},{//this block of lines is for option 3
fieldValue:’%%your_field_id_3{js}%%’,
checkboxVal:’VALUE_3′,
endpointUrl:’FORM_HANDLER_3_URL’
},{//this block of lines is for option 4
fieldValue:’%%your_field_id_4{js}%%’,
checkboxVal:’VALUE_4′,
endpointUrl:’FORM_HANDLER_4_URL’
}

First thing we need to update is your_field_id_1. Let’s replace that with the Pardot field ID that you want to perform completion actions on. A couple of things to note:

the name must be wrapped in %%, and
a {js} modifier must be added at the end of the name.
For example, if your field id is custom_field_1, it should look like %%custom_field_1{js}%% not %%custom_field_1%% or %custom_field_1{js}%

Now that we know what to watch out for let’s start making edits. First we’ll replace the “your_field_id” placeholders with the values of prospect field IDs (step 1):

%%your_field_id_1{js}%% = %%Webinar_topic_1{js}%%
%%your_field_id_2{js}%% = %%Webinar_topic_2{js}%%
%%your_field_id_3{js}%% = %%Webinar_topic_3{js}%%
%%your_field_id_4{js}%% = %%Webinar_topic_4{js}%%

Next, we replace the placeholder values for “VALUE”. Using our example, the values are what we used in the Pardot form checkbox value tab – Please note that if there are special characters like ampersands (&) in the form values, they MUST be replaced with HTML entity code like: & (that’s the & symbol followed by the letters amp and ended with a semicolon. Probably best to avoid special characters in the Values if at all possible):

VAULE_1 = Webinar Event 1
VAULE_2 = Webinar Event 2
VALUE_3 = Webinar Event 3
VALUE_4 = Webinar Event 4

Finally, each value that we’re searching for in our form will trigger a unique form handler. So, each code block will need to be updated with the correct endpoint URL. Make sure to match the correct endpoint URL with the correct form field.

Here the endpoints created in step 3 are used in place of the FORM_HANDLER_1_URL variables.

FORM_HANDLER_1_URL = https://sercante.com/l/876401/2020-11-30/gny9d5
FORM_HANDLER_2_URL = https://sercante.com/l/876401/2020-11-30/gny9df
FORM_HANDLER_3_URL = https://sercante.com/l/876401/2020-11-30/gny9dk
FORM_HANDLER_4_URL = https://sercante.com/l/876401/2020-11-30/gny9dh

The final block of code from our example looks like this:

<script>
var fieldsConfig = [
{//this block of lines is for option 1
fieldValue:’%%Webinar_topic_1{js}%%’,
checkboxVal:’Webinar Event 1′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9d5′
},
{//this block of lines is for option 2
fieldValue:’%%Webinar_topic_2{js}%%’,
checkboxVal:’Webinar Event 2′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9df’
},
{//this block of lines is for option 3
fieldValue:’%%Webinar_topic_3{js}%%’,
checkboxVal:’Webinar Event 3′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9dk’
},
{//this block of lines is for option 4
fieldValue:’%%Webinar_topic_4{js}%%’,
checkboxVal:’Webinar Event 4′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9dh’
}
];
// DO NOT CHANGE BELOW THIS LINE
var email = encodeURIComponent(‘%%email{js}%%’);
var thankYouContainer = document.querySelector(‘.form-thank-you’);

fieldsConfig.forEach(function (field) {
if (field.checkboxVal === field.fieldID) {
var iframe = document.createElement(‘iframe’);
iframe.setAttribute(‘height’, ‘1px’);
iframe.setAttribute(‘width’, ‘1px’);
iframe.setAttribute(‘src’, `${field.endpointUrl}?email=${email}`);
thankYouContainer.append(iframe);
}
});
</script>

Step 6: Just kidding there is no step six

While it’s technically true for the purpose of this blog post, there is no step 6, butif there was it would look something like this:

Test, Test, Test.
Make sure to thoroughly test your landing page, form and JavaScript to ensure everything is working as expected.

And there you have it. Our future prospects will be able to select multiple webinar events with our form checkboxes. Then our unique form actions will run based on the prospect action of selecting one or more of the form elements.

Let’s take a moment to recap what we’ve learned today:

We created a custom solution that allows multiple completion actions to fire based on a value recorded by Pardot form in 5 easy steps.
In our imaginary situation we want a user to be able to register for multiple webinar events in one simple form.
We started by creating Prospect Fields and connected form inputs to them.
After linking all the values and Prospect fields we created Pardot form handlers for each form element we want to interact with.
Next we copied a bit of boilerplate JavaScript into the forms Thank you content section and updated the code replacing the generic values with our real content.
Finally we made sure to test all the things and confirm everything is working correctly.

Huge congratulations for making it all the way through the Dragon den of awesome Pardot solutioning with us. Give yourself a big pat on the back and make sure everyone at your company knows how awesome you are with your newly gained wizardry. Come back to visit any time.

If you have any questions or would like help solving other interesting ideas in Pardot don’t hesitate to reach out to the amazing team of talent individuals and dragons that make up Sercante.

The post Single Pardot Form, Multiple Completion Actions appeared first on The Spot For Pardot.

By Andrea Tarrell|2021-01-25T14:06:00+00:00January 25th, 2021|Categories: Data Management, Email Marketing, Event Management|

Single Pardot Form, Multiple Completion Actions

Have you ever wished you could have multiple conditional form completion actions in a single Pardot form?

If you answered “OF FREAKIN’ COURSE I HAVE”, you’re in luck because I am going to teach you how in just 5 easy steps.

As you know it is super easy to add a single completion action to a Pardot form. But what would you do if you wanted to add multiple completion actions to a form and tie those actions to specific form elements.

I know, it’s a head scratcher right (and you’ve probably heard: “Nope, can’t do it”)? Never fear I’ll guide you through the dragon’s den.

When we combine the magic of Pardot together with the superpowers of JavaScript anything is possible.

But, before we take our first step down the path to knowledge, let’s set the scene. Imagine that we are promoting multiple webinar events with a single registration form.

In this scenario, we want to have one landing page that has a list of upcoming webinars. Visitors can choose one or more of those webinars to attend and only need to fill out one Pardot form. Then, we need that registration information to register the visitor (now a Prospect) in the appropriate GoToWebinar sessions.

So where do we start?

Step 1: Configure the form and form handlers.

Our first step is to identify the field(s) we will use on the form and to which form elements we will apply the conditional completion actions.

We need to note the API field name (field ID) for the field(s) we’ve selected. These can be found with one of the following navigations depending upon your chosen experience:

In Pardot (classic), navigate to Admin | Configure Fields | Prospect Fields.
In the Pardot Lightning app, click the Pardot Settings tab, then click Object and Field Configuration | Prospect Fields.

For our scenario we’ll create 4 custom fields for 4 upcoming webinars so our future prospects can register for any or all of our webinar options.

Our list of the unique Field IDs:

Webinar_topic_1
Webinar_topic_2
Webinar_topic_3
Webinar_topic_4

Keep these IDs somewhere you can access them easily. They’ll be needed in our final step.

Step 2: Create a Pardot form (or edit an existing one)

Make sure to select the fields that you wish to use for your completion actions and make sure they are checkbox fields, text fields, or radio buttons. If they are Checkbox fields, they must have EXACTLY ONE selection option. When selecting your inputs make sure to uncheck the required option.

For our scenario, I’ve created 4 custom checkbox fields and added each to the form. Each has exactly one value, and was step up like this:

First select the Prospect Field “Webinar Topic 1”, select type of Checkbox and Data Form of “Text”.

Now click on the Values tab. Enter the Value that you want to display on the form (in this case, our Value is Webinar Event 1). Keep a record of this value handy. We’ll need it in step 5 when we start customizing our JavaScript.

Note that for each form field value on which you want to apply a unique completion action, you will need to create a unique form handler. In our example we’ll be using 4 completion actions and therefore 4 form handlers.

These are our Field ID and Value pairs so far:

FieldID: Webinar_topic_1
Form Value: Webinar Event 1
FieldID: Webinar_topic_2
Form Value: Webinar Event 2
FieldID: Webinar_topic_3
Form Value: Webinar Event 3
FieldID: Webinar_topic_4
Form Value: Webinar Event 4

I know the naming is not 100% awesome. I want to keep it generic though so Fields can be reused as needed. If we gave each one very specific names our solution would be too brittle (meaning easy to break, hard to scale).

Step 3: Create a Pardot form handler for each field value you’d like to apply completion actions.

Start by only adding the email field to the form handler. Then, add the corresponding completion action for each value. Save. Take note of the form handler endpoint URL (ideally the HTTPS version) as you’ll need this in step 5 and match it to the related Values from the form.

As we continue with our multiple webinar example, I’ve repeated the step 4 times and created a form handler to use for each of the 4 custom fields created in step 2.

Here is a list of the 4 form handlers and their endpoint URLs and how they map to the field values set up above:

FieldID: Webinar_topic_1
Form Value: Webinar Event 1
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9d5
FieldID: Webinar_topic_2
Form Value: Webinar Event 2
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9df
FieldID: Webinar_topic_3
Form Value: Webinar Event 3
Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9dk
FieldID: Webinar_topic_4
Form Value: Webinar Event 4

Form Handler URL: https://sercante.com/l/876401/2020-11-30/gny9dh

Step 4: Copy this script and paste into your Pardot form’s Thank You Code:

Copy the code below and paste directly into the Thank You “Code” in Pardot’s “Completion Actions” tab.

<script>
var fieldsConfig = [
{//this block of lines is for option 1
‘fieldValue’:’%%your_field_id_1{js}%%’,
‘checkboxVal’:’VALUE_1′,
‘endpointUrl’:’FORM_HANDLER_1_URL’
},
{//this block of lines is for option 2
‘fieldValue’:’%%your_field_id_2{js}%%’,
‘checkboxVal’:’VALUE_2′,
‘endpointUrl’:’FORM_HANDLER_2_URL’
}
//add more blocks if you need them
];
// DO NOT CHANGE BELOW THIS LINE
var email = encodeURIComponent(‘%%email{js}%%’);
var thankYouContainer = document.querySelector(‘.form-thank-you’);

fieldsConfig.forEach(function (field) {
if (field.checkboxVal === field.fieldID) {
var iframe = document.createElement(‘iframe’);
iframe.setAttribute(‘height’, ‘1px’);
iframe.setAttribute(‘width’, ‘1px’);
iframe.setAttribute(‘src’, `${field.endpointUrl}?email=${email}`);
thankYouContainer.append(iframe);
}
});
</script>

After pasting the code into the thank you code input area make sure the “Always display form after submission” checkbox is checked — otherwise this method will not work and the script will run in a loop! Which will cause a total computer meltdown and all pictures of cats on the internet to disappear. Ok that last bit is a small exaggeration but seriously don’t forget the checkbox. You’ve been warned.

Step 5: Time to modify some JavaScript

The code we pasted into our thank you content in step 4 is a bit of boilerplate to get us started. It will need to be updated for each unique use. I know it’s a bit daunting but we’ll take it slow and be very mindful of the characters we adjust.

For our webinar scenario I’ve duplicated the first code block two additional times for a total of 4 blocks of field/value/url. This is a necessary step because we have 4 form handlers and custom fields to match up. If we were only working with 2 we would not need to duplicate this code block.

Notice how each code block is contained in a set of curly braces and separated by a comma. There is no trailing comma on the last block:

{//this block of lines is for option 1
fieldValue:’%%your_field_id_1{js}%%’,
checkboxVal:’VALUE_1′,
endpointUrl:’FORM_HANDLER_1_URL’
},
{//this block of lines is for option 2
fieldValue:’%%your_field_id_2{js}%%’,
checkboxVal:’VALUE_2′,
endpointUrl:’FORM_HANDLER_2_URL’
},{//this block of lines is for option 3
fieldValue:’%%your_field_id_3{js}%%’,
checkboxVal:’VALUE_3′,
endpointUrl:’FORM_HANDLER_3_URL’
},{//this block of lines is for option 4
fieldValue:’%%your_field_id_4{js}%%’,
checkboxVal:’VALUE_4′,
endpointUrl:’FORM_HANDLER_4_URL’
}

First thing we need to update is your_field_id_1. Let’s replace that with the Pardot field ID that you want to perform completion actions on. A couple of things to note:

the name must be wrapped in %%, and
a {js} modifier must be added at the end of the name.
For example, if your field id is custom_field_1, it should look like %%custom_field_1{js}%% not %%custom_field_1%% or %custom_field_1{js}%

Now that we know what to watch out for let’s start making edits. First we’ll replace the “your_field_id” placeholders with the values of prospect field IDs (step 1):

%%your_field_id_1{js}%% = %%Webinar_topic_1{js}%%
%%your_field_id_2{js}%% = %%Webinar_topic_2{js}%%
%%your_field_id_3{js}%% = %%Webinar_topic_3{js}%%
%%your_field_id_4{js}%% = %%Webinar_topic_4{js}%%

Next, we replace the placeholder values for “VALUE”. Using our example, the values are what we used in the Pardot form checkbox value tab – Please note that if there are special characters like ampersands (&) in the form values, they MUST be replaced with HTML entity code like: & (that’s the & symbol followed by the letters amp and ended with a semicolon. Probably best to avoid special characters in the Values if at all possible):

VAULE_1 = Webinar Event 1
VAULE_2 = Webinar Event 2
VALUE_3 = Webinar Event 3
VALUE_4 = Webinar Event 4

Finally, each value that we’re searching for in our form will trigger a unique form handler. So, each code block will need to be updated with the correct endpoint URL. Make sure to match the correct endpoint URL with the correct form field.

Here the endpoints created in step 3 are used in place of the FORM_HANDLER_1_URL variables.

FORM_HANDLER_1_URL = https://sercante.com/l/876401/2020-11-30/gny9d5
FORM_HANDLER_2_URL = https://sercante.com/l/876401/2020-11-30/gny9df
FORM_HANDLER_3_URL = https://sercante.com/l/876401/2020-11-30/gny9dk
FORM_HANDLER_4_URL = https://sercante.com/l/876401/2020-11-30/gny9dh

The final block of code from our example looks like this:

<script>
var fieldsConfig = [
{//this block of lines is for option 1
fieldValue:’%%Webinar_topic_1{js}%%’,
checkboxVal:’Webinar Event 1′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9d5′
},
{//this block of lines is for option 2
fieldValue:’%%Webinar_topic_2{js}%%’,
checkboxVal:’Webinar Event 2′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9df’
},
{//this block of lines is for option 3
fieldValue:’%%Webinar_topic_3{js}%%’,
checkboxVal:’Webinar Event 3′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9dk’
},
{//this block of lines is for option 4
fieldValue:’%%Webinar_topic_4{js}%%’,
checkboxVal:’Webinar Event 4′,
endpointUrl:’https://sercante.com/l/876401/2020-11-30/gny9dh’
}
];
// DO NOT CHANGE BELOW THIS LINE
var email = encodeURIComponent(‘%%email{js}%%’);
var thankYouContainer = document.querySelector(‘.form-thank-you’);

fieldsConfig.forEach(function (field) {
if (field.checkboxVal === field.fieldID) {
var iframe = document.createElement(‘iframe’);
iframe.setAttribute(‘height’, ‘1px’);
iframe.setAttribute(‘width’, ‘1px’);
iframe.setAttribute(‘src’, `${field.endpointUrl}?email=${email}`);
thankYouContainer.append(iframe);
}
});
</script>

Step 6: Just kidding there is no step six

While it’s technically true for the purpose of this blog post, there is no step 6, butif there was it would look something like this:

Test, Test, Test.
Make sure to thoroughly test your landing page, form and JavaScript to ensure everything is working as expected.

And there you have it. Our future prospects will be able to select multiple webinar events with our form checkboxes. Then our unique form actions will run based on the prospect action of selecting one or more of the form elements.

Let’s take a moment to recap what we’ve learned today:

We created a custom solution that allows multiple completion actions to fire based on a value recorded by Pardot form in 5 easy steps.
In our imaginary situation we want a user to be able to register for multiple webinar events in one simple form.
We started by creating Prospect Fields and connected form inputs to them.
After linking all the values and Prospect fields we created Pardot form handlers for each form element we want to interact with.
Next we copied a bit of boilerplate JavaScript into the forms Thank you content section and updated the code replacing the generic values with our real content.
Finally we made sure to test all the things and confirm everything is working correctly.

Huge congratulations for making it all the way through the Dragon den of awesome Pardot solutioning with us. Give yourself a big pat on the back and make sure everyone at your company knows how awesome you are with your newly gained wizardry. Come back to visit any time.

If you have any questions or would like help solving other interesting ideas in Pardot don’t hesitate to reach out to the amazing team of talent individuals and dragons that make up Sercante.

The post Single Pardot Form, Multiple Completion Actions appeared first on The Spot For Pardot.

By Andrea Tarrell|2021-01-25T14:06:00+00:00January 25th, 2021|Categories: Data Management, Email Marketing, Event Management|