Getting more data from your attendees has never been more critical. With our built-in Pardot integration, you can add contacts/attendees from your Accelevents account and have the data automatically appear in Pardot. You can streamline your campaigning and lead-generation process through this!
There are three key parts to setting up your Pardot integration:
Configuring the Integration in Accelevents
1. Log in with either your organization or white label account. (can be accessed from the bottom left corner of any event page connected to an Organizer Profile)
2. Go to the Integrations tab and click Connect/Configure under Pardot.
3. Select the organizer you want to connect to your Pardot account.
4. A new window will pop up, asking you for authentication (this is required to push data to your integration).
Click on New Authentication
Choose your Pardot environment
Input your username, password, security token, and business unit ID
**If you don't know your security token, you can reset it by going to Salesforce Settings > Reset My Security Token. The new security token will be sent to your email address. If you've previously set up an integration then you'll need to input the new security token for it to work.
**If you don't know your business unit ID, you may find it by going to Setup > Pardot > Pardot Account Setup.
5. Click Next on the following page, and you will see a Pardot to Accelevents Public URL. Copy that URL and paste it somewhere to use later if you need to set up a webhook. Click Finish.
6. The button under Pardot will turn green - click on Enable to finalize the integration.
You can always click the green button again to disable this integration. When you do, the button will turn red.
If you want to redo the process, click on the edit icon.
To switch Pardot accounts or to disconnect Accelevents from your Pardot account, click the trash icon in the upper right corner of the Pardot tile on the integrations page within Accelevents.
Mapping Default and Custom Question Fields
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to Pardot.
If you want to add new mappings beyond the defaults, go to Settings > Integrations > Configure Pardot.
You'll see two lists there - one for Accelevents Fields and one for Pardot Properties. You can set what you'd like for each field with the Add a new Mapping button.
To correctly map questions from your order form to Pardot, make sure to enable the question on both the Ticket Holder order form and the Ticket Buyer order form:
Notes:
If you add custom fields in your order form, they should also appear in the mapping. Just refresh if it doesn't show.
If you're adding the Disclaimer responses to the mapping, you can create a custom Disclaimer field in Pardot.
Custom fields can be added on Pardot by going to Admin > Configure Fields > Prospect Fields then select +Add Custom Field
Testing Your Integration and Accessing Accelevents Attendees in Pardot
You can register as an attendee to your event after integrating. All the registered attendees will be added to a new campaign in Pardot.
Login to Pardot > Marketing > Campaigns
Select the campaign for the event (it will show the event URL)
After selecting the campaign, you'll see the registered attendees under Prospects.
Note: If you're using SalesForce Connected Campaigns, you can manually create a campaign in SalesForce where the campaign name is the end of your event URL (e.g. If the event URL www.accelevents.com/mynewevent then the Campaign Name needs to be mynewevent. After creating the campaign, Pardot will show the new campaign within 2 minutes. The Accelevents integration will automatically find the Pardot campaign based on the event URL.
When a prospect is clicked, it will show an Overview of the attendee with their name and email address under Contents, then other fields from the order form under Additional Fields.
Notes:
If an attendee's information is edited in the admin console, the information will also be updated in Pardot.If the attendee is already a prospect in an existing campaign, a duplicate prospect is created since the Accelevents event is a different campaign.
The Lists tab will show an attendee's status in the event.
Registered means they've registered for the event.
RegisteredNotAttended means they've registered and haven't checked in for the event.
Once an attendee is checked in, RegisteredNotAttended list will not appear anymore.
If an attendee's order is deleted and refunded, both lists will not appear anymore.