Do you want to create a pardot word press form on the website? Using the salesforce pardot form on your site makes it easy to capture and manage leaders on your preferred marketing platform. Therefore, this guide summarizes step-by-step instructions on how to create a custom pardot form in word press using zapier and wpforms. To create a pardot word press form now, click here. The following is a useful table of contents to help you navigate this guide. Create a pardot word press form publish a pardot form on your site wpforms connect zapier connect pardot word press integration test what is pardot used for? Pardot is a SaaS marketing automation platform created by salesforce, one of the world’s top CRM software. Several powerful digital marketing tools are available, including:
Email automation prompt email activity guidance generation guidance management access page personalized customer behavior tracking It can also be used with or without the salesforce CRM. But it has been designed for people who use salesforce’s popular customer relationship management software. Wpforms is the best word press form builder plug-in. Please get it for free! Now that you know the answer to what pardot does, you can see how to create a pardot word press form and use it on your site!
How to create a pardot form in WordPress? Follow these simple steps to fill out the pardot word press form and merge it with the query form on the website: Step 1: create a pardot word press form. Pardot is a powerful software that can map many fields from the form. However, to simplify this tutorial, we will use several fields in a simple consultation form to create a new lead in pardot. If the contact form needs more fields, please add them freely. This field must be included when setting zapier + pardot form in step 4!
To start, install and activate the wpforms plug-in. For step-by-step instructions, please check this post to learn how to install the word press plug-in. We create the form first and then connect. So if the plug-in is active, navigate to the WordPress dashboard, click wpforms? Add new, and then click simple contact form template. Male wpforms creates and loads forms using the following four fields: You can easily add and customize fields if you need nameless email comments \/ messages. Just drag from the left panel to the right panel.
Male then click on the field to make the change. You can also click a form field and drag up or down to rearrange the order in the pardot word press form. If you are satisfied with the form, click save. Step 2: pardot form publishing has now created a form on your site, so you must add it to the WordPress website and start collecting the leads to be sent to pardot. Wpforms allows you to add forms to many locations on your site, including blog posts, pages, and sidebar artifacts. Let’s create a contact us page in WordPress. You can sing as you like. This is just a page that contains the pardot word press form.
On this page, first click the plus icon to add a block. Then, search for wpforms and click the wpforms component that appears. Male now select the pardot form from the drop-down menu and add it to the page.
Display the male style and confirm whether the shape is satisfactory. Now, click publish or update in the upper right corner to publish the form to the website. Please check the page in advance so that you can accurately see the appearance of the male pardot word press form! Male. You may want to send the test item through the form before going to the next step. Please fill out and submit the form. For this purpose, you will use a unique email address, so there is a risk of overwriting other leading characters.
Step 3: connect wpforms to zapier. Now let’s connect wpforms and pardot through zapier. If zapier detects a trigger (new form submission in wpforms), set pardot to automatically generate records. First, if zapier addon is not enabled, enable it. Check out the tutorial on how to install and use the zapier plug-in on wpforms. Then log in to the zapier account and click make a zap in the upper left corner. Male now specify the form name in the upper left corner, search for wpforms in application and event selection and select.
Male secondly, zapier requires wpforms key. So please return to the WordPress site. From the dashboard, go to wpforms settings integration. In the list, click zapier to find the key. Copy the key here and paste it into zapier. Then enter the domain name in the next box. Now click Yes, continue. The zapier is connected to the site. If the trigger is a new form item (or the required trigger), you can click \
In the next step of creating a WordPress pardot form, you must select the form created in the first step from the form list, and then click continue. Male then click the test trigger button. If you have entered the test items in the form and all settings are correct, the successful test confirmation screen will be displayed next time. Well done! Click continue to safely connect zapier to pardot. Step 4: search for pardot in do this that connects zapier to pardot, and then click. Then select Create lead.
After that, click continue to continue creating the pardot word press form. On the next page, zapier will prompt you to log in to pardot. Click the blue button to access the pardot account. A screen will appear asking for androg pardot credentials. To find the API key in the pardot account, go to the pardot settings page and select the API user key. If you find the androg pardot API key, return to the zapier page and enter it, then click Yes or continue. If everything is set up correctly, the pardot account will be connected to the zapier account! Set the fields here and precisely customize the form of pardot by mapping from the site’s pardot word press form.
Then click the save + continue button to continue. Well done. I’ll check that everything is working properly. Step 5: pardot WordPress integration test now go back to the pardot form already included in the WordPress page, post or sidebar, and enter other test items. Male now move to pardot. If everything is set correctly, you can view the preamble in pardot! congratulations. The next step is to guide the traffic through the form. We can help you, too. Please read this article to learn how to get more clues. Now click here to create a pardot word press form
