Throughout this post we will respond to how we can integrate Pardot forms into WordPress, something essential to carry out your Inbound Marketing strategies focused on B2B.
Pardot is a great tool belonging to the Sales Force group, focused on B2B communication offering a series of features that will give your company so much more powerful communication. That’s why, in Digital Menta, it is the tool that we usually recommend to our customers.
But in order to optimize our automated communication, it is necessary that all the parts of the gear are optimally configured to extract the full potential of the tool, and here it is where many times we see the problem, since there are many companies that own the tool but do not get to have it implemented correctly. One of the highlights is the integration of Pardot forms into WordPress.
As you can imagine there are several ways to do it but, in this article, I will name you above 3 possibilities and finally I will tell you how we do it from here.
Let’s get started!
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The first option is the simplest, it would be to copy the code in HTML that Pardot offers you to enter the form in your WordPress.
But, there are some drawbacks:
Another viable option is the installation of the Pardot Plugin that can be found in the WordPress repository.
The first thing is to activate it and configure it, as shown in the image.
When you have done it, you can use Shortcodes to insert forms. To do this, you will have to generate them from the WYSIWYG editor or by following the syntax shown in the FAQ section of the plugin.
If, on the other hand, you don’t like the options offered by the WordPress editor, you have alternative plugins to improve these functionalities. For example, TinyMCE Advanced.
This alternative can be useful if you do not want to use as many alternatives as the Pardot Plugin for WordPress offers, since it does not connect with the Pardot account.
The way to install it is relatively simple, you will have to copy the html in the configuration that Pardot offers you and paste it in the field enabled for it that offers you the shortcode plugin that you have downloaded.
If you use the Contact Form 7 plugin, you are lucky because there is a simple and fantastic way to link the forms you generate with Pardot, respecting the design that is generated on the web .
* If you use Gravity Forms or Ninja Forms, you will have no problem making the linkage.
To do this, we will need the Contact Form 7 plugin installed together with the Forms Plugin: 3rd-Party Integration.
The steps we follow are the following:
1.- We create a form in Contact Form.
2.- Create a form handlers from Pardot (add the same fields that you created in the Contact Form)
Tip: to make your work easier, name the fields you are going to create with the same name, then it will be much easier to configure it in The connection plugin.
Remember that, it is very possible that all the fields do not have them by default, so you will have to go to the fields section and create them. Admin> Configure Fields> Prospect Fields
3.- Time to get back to WordPress and generate the linkage of the fields
To do this, we will contact and select the option where the plugin is displayed.
You will have to add a new third-party service, below all, once you have given it, these options will open:
Then, add the name (same as Pardot form) and in Submission URL the link generated by Pardot of the form.
Once this is done, select the form you want to link, the other fields leave them empty except for Request timeout, in which we usually put 10.
Now we’re entering the most important part, the coincidence of the fields:
If you have called them with the same name, this step will be much easier.
In this way, you already have your Pardot forms linked to your website to capture your leads and be able to include them in your automations.
As you have seen, the integration of Pardot Forms with WordPress, via the Forms: 3rd-Party Integration plugin is quite simple.
It is one of the options that we usually use at Digital Menta, depending on the needs of our clients, however, we always recommend that it should be done or supervised by a professional, in this way you will avoid potential problems.
If you are interested in learning more about Pardot, we can help you. Call us and we will be glad to help you.
Do you know any more options?
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