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Pardot Integration

Last updated January 17, 2017

Customers of WorkCast Producer+ and Enterprise licenses have the option to integrate with Pardot.

pardot2.jpgQuick Links:

    1. Pardot Registration Forms
    2. Form Layout Template
    3. Form
    4. Landing Page

 

Pardot Registration Forms

Standard Pardot Forms functionality can be used to create Registration Forms that feed both the Pardot Platform and the WorkCast Platform.

The following section describes how to create and configure a Pardot Form to push data to the WorkCast platform.

 

Form Layout Template

 

The first step is to create a new Form Layout Template in Pardot.

 

To do this, click on Marketing, Forms, Layout Templates and then select the Add Layout Template Button

 ADD_Layout.jpg

 

Give your Layout Template a Name

 Create_Layout.jpg

 

 

Navigate to the Form tab of the Layout Template.

Navigate_Template.jpg

 

Delete the first line of text and insert the following code block in its place:-

 

<meta http-equiv="Content-Type" content="text/html; charset=utf-8">

%%form-if-thank-you%% %%form-javascript-focus%% %%form-thank-you-content%% %%form-thank-you-code%% %%form-end-if-thank-you%%

 

<form accept-charset="UTF-8" method="post" action="%%form-action-url%%" id="pardot-form" target="_blank">

 

Your Layout Template is now setup and you can click Create layout template button.

Create_Template.jpg

 

Form

 

A Form should be created using the Layout Template created in the previous step.

 

To do this, click on Marketing, Forms, New Form and then select the Add Form Button and follow the Form creation wizard.

 Add_Form.jpg

 

Name

 

Give your Form a Name and select a Campaign to attach it to.

 Form_Name.jpg

 

Click the Next button to move to the next Step.

 

Fields

 

Add fields to your Form as required

Fields_Preview.jpg

 

Custom fields can also be added to the Form.

 Custom_form.jpg

 

Save your changes and click the Next button to move to the next stage.

 

Look and Feel

 

Specify the Layout Template created earlier.

 Look_Feel.jpg

 

Click the Next button to move to the next stage.

 

Completion Actions

 

For this step you will require the meid and pak values for your Event Session. These values can be obtained from either the WorkCast platform or WorkCast Support ([email protected]). Populating these two values correctly ensures that the registrant is registered against the correct WorkCast Event Session.

 

Once you have the required details, press the HTML (Source) button in the Thank You Content section on the Thank You Content Tab.

Completion_Act.jpg

 

Paste the following code in to the editor box, replacing the meid and pak with the values from the previous step:-

 

<blockquote>

<form action="http://www.workcast.com/DataUsher.aspx?meid=1234&pak=1234567890123456" method="post" name="hidden_form">

<input id="wrk_standard_firstname_seq01_textbox" name="wrk_standard_firstname_seq01_textbox" type="hidden" value="%%first_name{html}%%" />

<input id="wrk_standard_lastname_seq02_textbox" name="wrk_standard_lastname_seq02_textbox" type="hidden" value="%%last_name{html}%%" />

<input id="wrk_standard_email_seq03_textbox" name="wrk_standard_email_seq03_textbox" type="hidden" value="%%email{html}%%" />

<input id="wrk_redirectsuccess" name="wrk_redirectsuccess" type="hidden" value="http://www.workcast.com/registerthanks.aspx" />

<input id="wrk_redirectfailure" name="wrk_redirectfailure" type="hidden" value="http://www.workcast.com/registerthanks.aspx" />

<input id="wrk_datatype" name="wrk_datatype" type="hidden" value="cdcfr" />

</form>

</blockquote>

 

If you use a Url Mask you will need to replace the http://www.workcast.com text in the above block with the Url that you normally use to access a WorkCast auditorium. If you are unsure, this value can be obtained from WorkCast Support ([email protected]).

 Completion_Support.jpg

 

The code above follows the same format as a standard WorkCast Data Capture / Registration Form. Details of the fields that can be included in a WorkCast Registration Form are given in the WorkCast Data Capture Integration document (WorkCast_Data_Capture_Integration_v109.docx).

 

Every field that needs to be passed to the WorkCast Data Usher should be included as an <input> control in the above HTML code. The value property of the fields to be passed from Pardot to WorkCast, are in the form:-

 

%%fieldname{html}%%

 

The standard Pardot field names can be found on the following web page:-

 

http://www.pardot.com/faqs/emails/variable-tags/

 

Fields should be added to the Pardot Form using the usual wrk_standard or wrk_custom naming convention. Details of this can be found in the WorkCast Data Capture Integration document (WorkCast_Data_Capture_Integration_v109.docx).

 

For example a Pardot Form Field with a Custom Field ID of TestCustomField1 would be inserted in to the code block as follows:-

 

<input id="wrk_custom_testcustomfield_seq99_textbox" name=" wrk_custom_testcustomfield_seq99_textbox" type="hidden" value="%%TestCustomField1{html}%%" />

 

The code above would create and populate a WorkCast custom contact field called testcustomfield.

 

Also In Step 4: Completion Actions in the Thank You Code section on the Thank You Code Tab, paste the following code in to the editor box:-

 

<script type="text/javascript">// <![CDATA[

document.hidden_form.submit();

// ]]></script>

 Thankyou_code.jpg

 

Confirm & Save

Press the Confirm & Save Button to complete the Form creation wizard.

 Save.jpg

 

 

Landing Page

Once the completed and activated form is placed in to a landing page, clicking the Submit button on the Form will cause the Registration data to POST to the WorkCast Platform Data Usher and the person will be registered for the event session that has been configured.

 

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