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  • Pardot form handler integration

    Hello there,

    I thought I posted this already, so if this is a duplicate, I apologize.

    I'm trying to plug a Pardot form handler code into the C&P donate form HTML, but I'm having trouble figuring out where in settings to tweak this.

    Thanks!

  • #2
    Good day Tristan

    As a new forum member all your posts have to be verified by the administrator. We moderate all new users to ensure no SPAM is being posted. Once you have 4+ approved messages all your messages will post in real time.

    Hope that helps. You may want to delete your prior post.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    • #3
      I see. Sorry for the double post.

      Comment


      • #4
        Good day @Tristan

        We don't support the application in the question and have no idea what it is all about. Would you please shade some light about it and what do you mean by C&P donate form HTML?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Hi,

          Pardot is a marketing automation platform that integrates with Salesforce. I'm trying to set up an email drip campaign that triggers different emails based on how recipients interact with the email (for example, if the recipient opens the email but doesn't purchase an event ticket, they get a follow-up email reminder).

          The snag I've run into is when someone completes a purchase via a C&P form. I want that C&P action to push to Pardot so it can send a series of thank-you and follow-up emails. Pardot has a form handler that can create this bridge between the two platforms, but I can't figure out how to integrate it with the C&P form. It's a line of code that has to be inserted into the HTML coding of the C&P form.

          I hope I've explained this in an articulate way. Please let me know if you have other questions.

          Comment


          • #6
            Good day Tristan

            We do not allow for such inserts due to PCI. Pardot is a marketing automation platform and needs to be PCI certified. Allowing 3rd party code to be inserted may open holes into the security and compromise the card holder information.

            We have included Google Analytics in the system allowing you to insert the Google script for this purpose.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Ok, understood. Could you give me a quick overview of how to do that?

              Comment


              • #8
                Good day @Tristan

                Please review the following KB article: http://help.clickandpledge.com/custo...ticles/2596516

                Please check and let us know if we can be of any further assistance.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Wonderful. Thanks for the resource.

                  Comment

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