- stmediaeditorialAsked on June 18, 2015 at 10:11 AM
We use Pardot for our marketing automation system. Instead of using a Pardot form, we are building a form in JotForm that we are sending people to from a Pardot email. We would like to track those users' responses in the Pardot system. (Or more importantly, we just need to know which users have completed the form. We don't necessarily need to know what each field response was.)
Pardot has been little help, but they did mention their form handler capability that requires changing the JotForm's post URL. I don't see a way to do that, but maybe there is a way I don't know about. You may also have another suggestion. I was also thinking there might be a way to use the thank you message to pass the JotForm data to a separate, hidden Pardot form. We wouldn't need to pass every field, just the email address probably. Although JotForm can provide the notification to the sales people that a user has completed the form, it cannot track the form completion in the Pardot marketing activity, which is the real purpose of collecting this information.
Any help you could provide would be much appreciated. I love your software and if there's a way we can integrate the JotForm activity into our Pardot marketing system, it may just be perfect. :)
Thank you so much!
- JotForm SupportAuryAnswered on June 18, 2015 at 11:34 AM
Making some digging on this Pardot marketing automation software I have noticed that Salesforce+Pardot are the same:
We do have Salesforce Integration available for you. Please have a moment to read the following helpful guides:
Please give it a try and let us know if this works for you.
- stmediaeditorialAnswered on June 22, 2015 at 12:05 PM
While Pardot is essentially a SalesForce system, there is value to tracking activity in Pardot, not just SalesForce. I was able to find a solution using Pardot's form handler capabilities. For anyone looking to do the same, I am including basic instructions and links here:
First, create a form handler in Pardot. Instead of using the JotForm fields to match to Pardot fields, though, you can use the Pardot fields for both sides of the form. The connection will take place with PHP code on a custom Thank You page.
Second, follow the instructions on this page, but use the URL from the form handler code as "url1". http://www.jotform.com/help/213-Send-POST-Data-From-JotForm-Using-PHP-in-Custom-Thank-You-Page
Here is the PHP code from a redirect.php page I used as the custom Thank You page from a form I set up to use as an example:
$answers = $_POST;
$url1 = "http://www2.stmediagroup.com/l/49212/2015-06-19/k37cy"; // This is the URL address from the form handler code.
$var1 = "?first_name=".urlencode($answers[contactperson]);
$var2 = "&last_name=".urlencode($answers[contactperson]);
$var3 = "&email=".urlencode($answers[contactemail]);
$var4 = "&company=".urldecode($answers[companyname]);
$var5 = "&phone=".urldecode($answers[contactphone]);
$var6 = "&website=".urldecode($answers[websiteaddress]);
$url2 = $url1.$var1.$var2.$var3.$var4.$var5.$var6;
The real thank you page will be set up as the thank you page in Pardot. The redirect.php page will be the thank you page in JotForm and that will pass the information from JotForm to Pardot automatically, with no intervention from the user.
This allows you to send the pertinent form data to Pardot for both lead generation, but more importantly, tracking marketing activity and setting up completion actions. For example, now you can set it up that once someone fills out your JotForm, they are automatically added to a specific drip campaign to receive promotions associated with the product about which they inquired.
- JotForm SupportAuryAnswered on June 22, 2015 at 12:22 PM
Thank you so very much for this useful information based on your own practice, which will be available for all the JotForm users that are currently using Pardot as their marketing automation system.
Let us know if we can further assist you.
- khackettAnswered on August 06, 2015 at 09:26 AM
Thank you for the help! Aury, I'd definitely like to see a more native solution to this.
- BenAnswered on August 06, 2015 at 10:05 AM
I will raise this to our developers as a possible feature to implement and if it becomes possible to do it natively - similarly to the approach above, we will let you know about it through this thread.