How to integrate RevenueHero with Pardot?
Integrate RevenueHero’s scheduler with your Pardot form in 10 simple steps
RevenueHero’s scheduling snippet integrates natively with Pardot forms and works with both instances —
- Where the Pardot form is used as in a Pardot landing page (Native Pardot form installation)
- Where the Pardot form is embedded in any page (Iframe Pardot form installation)
NOTE
When adding the RevenueHero script, make sure that that form_type: “pardot” is present.
new RevenueHero({ routerId: '<your-routerId>', formType: 'pardot' })
These steps help setup the RevenueHero scheduler for a Pardot form embedded in a Salesforce Landing Page.
In RevenueHero:
- Setup your Inbound Router.
- Choose
#pardot-form
as the form selector when mapping your web form fields.
In Salesforce:
- In Salesforce, navigate to Account Engagement from the switcher.
- Navigate to Forms by clicking on Content tab -> Forms
- Choose the form that should trigger scheduler, and click Edit Form
- Navigate to Step 4 - Completion Actions, and choose Thank you content tab.
- Click on the Script icon in the editor and add the source script tag alone.
-
Scroll down and click on Confirm & Save to persist changes.
-
Navigate to Landing Pages, choose the landing page where widget should be displayed, and click Edit landing page
-
Navigate to Step 4 - Landing Page Content
-
Click on script icon, and add full RevenueHero widget installation script
- Scroll down and click on Confirm & Save to persist changes
Open you landing page in a new tab and submit the form to see the scheduler in action. And, that’s it! 🎉🎉