PathFactory-Pardot Integration

Summary

There are 2 primary ways to send your PathFactory data to your Pardot Account:

  1. Webhooks
    • Send data triggered by specific events, like meeting an engagement score threshold or viewing a particular content asset
      Click here to learn how to send PathFactory data to Pardot using webhooks.
  2. Pardot API
    • Sends page view data
    • Can help with visitor identification in certain scenarios
Note
If you want to export all available PathFactory data to a data warehouse, PathFactory offers the ability to create Public API keys.

Set Up Pardot API Integration

This article outlines the steps needed to set up the Pardot API Connection between PathFactory and Pardot:

  1. Create a campaign in Pardot for your PathFactory data
  2. Connect your Pardot account to PathFactory
Note
You may want to create/use a designated SalesForce user which is specifically for the PathFactory setup. This way you do not have to worry about the integration breaking if the user who set up the integration leaves the organization.
Warning
You must be an Admin user in PathFactory to access the Pardot Account setup.

Step 1: Create a Campaign in Pardot for your PathFactory Data

  1. First, you need to create a new campaign in Pardot. This will serve as a container for your PathFactory engagement data. Name it PathFactory Analytics and save.
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  2. From your newly created campaign, click View tracking code to retrieve the campaign ID and account ID.
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  3. Copy the values shown for piAId (this is your Account ID) and piCId (this is your Campaign ID). You will use these values in Step 2.
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  4. While still on the Tracking Code page, find and note the API Campaign ID in the page’s URL.
    This will be the numeric value following https://pi.pardot.com/campaign/read/id/ as shown below:
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Step 2: Connect your Pardot Account to PathFactory

  1. Log in to your PathFactory account.
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  2. Click on your username in the top right corner, and select Organization Settings from the menu.
    Warning
    You must be an Admin user to access the Pardot Account setup or have a custom role with access to the Organization Settings.

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  3. Open the Pardot Account tab.
    Note
    If you do not see the Pardot Account tab on this page, contact your CSM.

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  4. Ensure the Pardot Account Type is “Production” and click “Authenticate SalesForce User”. This will redirect you to your SalesForce Login page. Use the correct Salesforce user credentials to log in.
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  5. Once you successfully authenticate your Salesforce user credentials. You’ll be redirected to your PathFactory login page. Log in with your PathFactory Admin credentials.
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  6. Enter the Pardot Business Unit ID, Account ID, Campaign ID and leave the API Version as 4. Click save and “Verify Pardot API Connection”.
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  7. You should see a confirmation message when the credentials are authenticated successfully.
Updated on July 7, 2022

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