Salesforce Pardot Integration Setup

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.

Finding your Account Business ID

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.

Pardot Setup selection from dropdown

On the left navigation panel, search for Pardot. Expand the Analytics section and select Pardot Account Setup.

Pardot account setup menu item Business Unit ID

Finding your Consumer ID and Consumer Secret

On the left navigation panel, search for Apps and select App Manager.

Pardot App Manager selection item

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.

Pardot Basic Information section

In the API (Enable OAuth Settings), ensure the checkbox is enabled for the Enable OAuth Settings.

The Callback URL will be https://app.dyspatch.io/admin/apps-integrations.

Add the following OAuth scopes:

  • Manage Pardot services (pardot_api)
  • Perform requests at any time (refresh_token, offline_access)
Pardot API OAuth settings

“Web App Settings”, “Custom Connected App Handler”, “Mobile App Settings” and “Canvas Settings” sections can all be left with their default or empty values.

Web app, custom connected app, mobile apps, and canvas settings section

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”.

Pardot Manage Consumer Details Consumer key and secret for a Pardot connected app

Connecting your Salesforce Pardot to Dyspatch

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

  • Business ID: 123ABCDE456000mDBU (Finding your Account Business ID)
  • Localize Exports by: Language Only (en) OR Locale + Language (en-US)
  • Default From Address: The default sending address used on export
  • Default From Name: The default sending address used on export
  • Pardot Attribute Name (Optional): Name of column that holds the preferred subscriber locale
  • Short Description: Descriptive name to let other team members know what Pardot account this is

From our example, the values we would need are:

  • Consumer ID: 3MVG9JEx.BE
  • Consumer Secret: C0A9E4EDD

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.

Required Information Before Exporting

Variables

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.

@{Unsubscribe} OR @{EmailPreferenceCenter}

Sender Settings

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.

Dyspatch Metadata section for Pardot required sender settings

Exporting Your Email to Pardot

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.

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