Pardot Integration: Initial Installation Guide

What is the Pardot Integration

The Pardot Integration (also known as Salesforce Marketing Cloud Account Engagement) connects your account to the AdRoll ABM platform and allows you to import your Pardot Contact Lists to the AdRoll ABM platform to target or exclude them using the following types of campaigns:

• • • Display ads via Contact Targeting Campaigns
    • Social ads via Facebook Contact Targeting Campaigns

At this time the Pardot Integration with the AdRoll ABM platform does not sync our data into Pardot (Salesforce Marketing Cloud Account Engagement).

Who can access

In order to access the Salesforce Marketing Cloud Account Engagement Integration (formerly Pardot), you must have the following subscriptions:

• A Pardot Subscription that includes Business Units (Advanced or Premium). Click here to find your Edition.
• Any paid subscription package

To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.

Connect to the AdRoll ABM platform

Step 1: Log in to the AdRoll ABM platform

• Log in to AdRoll ABM.
• Navigate to Integrations > CRM & Marketing Automation > Pardot.
• Click Connect.

Step 2: Enter your Pardot information

• Enter your Pardot Business Unit ID
  • • To find your Pardot Business Unit ID go to Setup > Pardot > Pardot Account Setup.  If you cannot access the Pardot Account Setup information, ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.
• Select the Pardot environment you would like to connect:
  • • Pardot Production Environment
    • Pardot Sandbox Environment.   
• Click Connect with Pardot, and you will be taken into the oAuth flow.  

Step 3: Enter your Pardot login credentials

• Enter your Pardot username and password credentials. Your selections in Step 2 will determine which username and password are valid, based on the Pardot Business Unit ID and Pardot environment chosen.

Import contact lists

Before you start

• Importing your Pardot Contact Lists to the AdRoll ABM platform will allow you to either target this audience with Ads or to exclude this audience from these Ad Campaigns:
  • • • Display ads via Contact Targeting Campaigns
      • Social ads via Facebook Contact Targeting Campaigns
• You must ensure that your Pardot account is connected. Learn how to here. 

Step 1: Create a Contact List in Pardot

You can skip this step if you already have existing Pardot contact Lists that you want to bring over to the AdRoll ABM platform. Any Contact List that you have created in Pardot is eligible to be imported into the AdRoll ABM platform.

• Log in to Pardot and click Lists and Create.
• Learn more about how to create Contact Lists in Pardot in their help center.

Step 2: Import Contact List

• Log in to AdRoll ABM, navigate to Integrations > CRM & Marketing Automation > Pardot
• Click the button labeled Import Lists to view all available Pardot Contact Lists
• Select the Contact List(s) that you wish to import and click Done

After completing the steps above, you have successfully synced your selected Pardot Contacts Lists over to the AdRoll ABM platform. If the lists you import are dynamic Contact Lists in Pardot they will update automatically in the AdRoll ABM platform.

Now that you have synced your contact lists from Pardot to the AdRoll ABM platform, you can engage or suppress this audience in your Ad Campaigns. 

Find Pardot Contact Lists

Log in to AdRoll ABM and go to Audiences > Contact Lists

Your imported Pardot Contact Lists will be listed under Imported Audiences.  You can use the 'Source' filter to find any Pardot Contact List synced into the AdRoll ABM platform.

Data Sync

The data sync is scheduled daily at 15:00 (UTC); any new lists created in Pardot will appear as available to be imported to the AdRoll ABM platform after this daily sync.

After importing a list, we will complete the cookie-matching process, which can take up to 72 hours. You cannot use imported Contact Lists in your Ad Campaigns until this cookie-matching process is complete.

To confirm if a Contact List is ready to be used in Ad Campaigns log in to your account:

• Navigate to Audiences > Contact Lists
• Under Imported Lists use the filter Source = Pardot to view Pardot contact lists only.
• Or search your contact list name.

To learn more about the process we use to ingest your CRM Contact Lists, go to this Help Center article.

FAQ

Can I see the data and reports directly in Pardot?

At this time, the Pardot Integration with the AdRoll ABM platform does not sync our data into Pardot.

What type of Advertising campaigns can I launch using Pardot contact lists? 

You can launch the following types of advertising campaigns using Pardot contact lists:

• Contact Targeting Campaigns
• Facebook Contact Targeting Campaigns