Exporting a Dyspatch Template to Salesforce Pardot

After your email has been approved by all stakeholders, you are now able to export that email and add it into your sending platform. This guide will outline how to add your email to Salesforce Pardot.

Downloading Your Email Template

Once your email has been reviewed and approved by your team's stakeholder, you can now export your template using the Download/Export button.

You will need to select the HTML/Handlebars option to be compatible with Pardot's templating system.

Selecting the download button and exporting to handlebars for Pardot

Pardot supports two templating languages. Ensure your account is using the upgraded Handlebars Merge Language and not using the legacy Pardot Merge Language. Note that all new Pardot accounts will have Handlebars as the default setting.

A zipped file will be downloaded onto your system with the HTML, plain text content, metadata, and localizations (if applicable).

Getting the HTML Source Code

Adding your email template into Pardot requires you to copy and paste your email's HTML source code. To obtain this HTML, unzip the folder downloaded from Dyspatch and open the HTML file so you can copy its contents to add the email template to Pardot.

Here's how to open the HTML file and copy the HTML using your web browser or the text editor that is pre-installed with Windows and MacOS.

Web Browser

Most web browsers will have a "View Page Source" option. The following screenshots will outline steps for Google Chrome.

Open the HTML file in a web browser, and right click the page to open a drop down menu. Select the View Page Source option.

Right click to dropdown menu options. Click the View Page Source option

You will be presented with the HTML source code and you can copy the HTML and add the content into Pardot.

Text Editor

Windows

Notepad comes pre-installed with Windows operating systems, so you should be able to search for Notepad and open the HTML file. Once opened, you can copy the HTML and add the content into Pardot.

MacOS

TextEdit comes pre-installed with MacOS operating systems, so you should be able to search for TextEdit and open the HTML file. Note that you may need to adjust your preferences to allow HTML files to be opened in code format.

In the preferences settings, click the "Open and Save" tab. Make sure the "Display HTML files as HTML code instead of formatted text" is enabled.

Once you have the HTML, you can copy the HTML and add the content into Pardot.

Adding the Template to Pardot

In Salesforce Pardot, navigate to the Marketing section, select Emails, and then Templates. On the email templates screen, click the Add Email Template button.

Pardot create email screen

Since we will be importing our own template, click the Skip option on the layouts screen.

Pardot layouts screen. Skip this section

In the Pardot email editor, select the HTML tab and paste in the HTML source code into the Code Editor.

Ensure you have inserted a valid {{ Unsubscribe }} or {{ EmailPreferenceCenter }} tag in your email and click Save Draft to save your email.

Paste in your HTML in the Pardot HTML tab

Preview your template by selecting the Preview tab.

Pardot preview displays your designed email template

Once you have your email in Pardot, you will want to add in your Subject Line, Plain Text content, and any other sending information you downloaded from Dyspatch.

All set! You can now use this email template to start sending engaging email messages to your customers through Pardot!