Use our integration with Salesforce Pardot to deliver engaging email experiences to your customers. This guide will outline the steps to find all the information needed to integrate your Salesforce Pardot account to Dyspatch.
The following section will outline where to find your Business ID. Each Pardot business unit will have its own associated Business ID. If your team has multiple business units across your Pardot account, you will need to integrate each unit into Dyspatch.
Upon logging into your Pardot account, click the gear icon near the top right cover and select Setup.
On the left navigation panel, search for Pardot. Expand the Analytics section and select Pardot Account Setup.
On the left navigation panel, search for Apps and select App Manager.
Click New Connected App.
In the “Basic Information” section, fill in the “Connected App Name”— this should be something descriptive to help your team identify this app is connected to Dyspatch. The “API Name” will be automatically generated for you. Add in your “Contact Email” address. Optionally, fill in the rest of the fields.
In the API (Enable OAuth Settings), ensure the checkbox is enabled for the Enable OAuth Settings.
The Callback URL will be
Add the following OAuth scopes:
“Web App Settings”, “Custom Connected App Handler”, “Mobile App Settings” and “Canvas Settings” sections can all be left with their default or empty values.
Save the new connected app and click Continue. Note changes can take up to 10 minutes to take effect.
After creating the New Connected App, under the API (Enable OAuth Settings) section, click on the Manage Consumer Details button beside “Consumer Key and Secret”.
Now that you have the values we need from Pardot, we can add the integration in Dyspatch.
Navigate to the Integration page via the Administration dashboard. Select Add Integration, and fill in the fields with the values.
Choose an Integration: Salesforce Pardot
123ABCDE456000mDBU (Finding your Account Business ID)
From our example, the values we would need are:
Click here for steps on how to locate your team's Consumer ID and Consumer Secret.
Once you have completed the fields, select Connect OAuth. This will redirect you to a Pardot authentication page to confirm access.
That’s it! You can now create a new template in Dyspatch and export directly to your Pardot account.
The following are required variables and must be available in your email template before being able to successfully export your email into Pardot. One of the following variables can be added to your email footer or any email block.
In addition, you must have the sender email address and sender name filled in. Defaults can be set directly on the integration. You can also override the defaults by using the Metadata tab in the email builder.
Once your email has been reviewed and approved by your team, you can now export your template using the Download/Export button.
Select the Export to Integration tab and use the Salesforce Pardot option. Add a “Pardot Campaign” and “Pardot Tracker Domain” and click Confirm & Export.