Salesforce Pardot Forms + Magnolia CMS

How to use Magnolia and Salesforce Pardot Forms together

What Salesforce Marketing Cloud Account Engagement (Pardot) offers

Salesforce Marketing Cloud Account Engagement (Pardot) is a powerful marketing automation platform designed to help businesses engage with prospects and customers effectively. As part of the Salesforce ecosystem, Pardot provides a comprehensive suite of tools for lead generation, lead nurturing, and marketing analytics.

At its core, Pardot facilitates lead generation by enabling businesses to capture and track leads across various channels, such as websites, social media, and email campaigns. The platform offers customizable forms and landing pages, allowing organizations to capture prospect information and qualify leads based on predefined criteria.

Lead nurturing is a key focus of Pardot, empowering businesses to engage with prospects at every stage of the buyer's journey. With automated email campaigns, personalized content, and lead scoring capabilities, Pardot helps businesses build meaningful relationships with their audience and guide them towards conversion.

Pardot's marketing analytics capabilities provide businesses with insights into the performance of their marketing campaigns. From tracking website activity to measuring email engagement and campaign ROI, Pardot's analytics tools enable data-driven decision-making and optimization of marketing strategies.

Integration is another strength of Pardot, with seamless connections to other Salesforce products and third-party applications. This ensures a unified view of customer data and enables organizations to leverage existing systems and workflows for enhanced marketing automation.

With its user-friendly interface and intuitive workflows, Pardot caters to businesses of all sizes, from small businesses to large enterprises. Whether it's creating targeted email campaigns, automating lead nurturing processes, or analyzing marketing performance, Pardot empowers marketers to drive results and achieve their goals.

In summary, Salesforce Marketing Cloud Account Engagement is a comprehensive marketing automation platform that enables businesses to generate leads, nurture relationships, and analyze marketing effectiveness. By leveraging its powerful features and integrations, organizations can create personalized and engaging experiences for their audience, ultimately driving growth and success.

Easy peasy, out of the box

Form module integration

A very basic integration could be achieved through a form processor within Magnolia's form module. After the submission of a form, the submission executes a chain of functions. They are called form-processors. In these functions, you could send a POST method to the corresponding pardot form handler.

Development and module installation needed

Connect with the Marketing Automation Connector Pack

Beside the form module solution, which does not offer you to use Pardot Forms within Magnolia, you could also use an extension for Salesforce Pardot that builds upon the Magnolia Marketing Automation Connector Pack. This Connector Pack can be obtained directly from Magnolia alongside the DX Core edition.

Please notice that there is no pardot API which gives you the fields of a form in the specified order or with the specified available field values in case of a select box. You have to rely on the form handler API or you could get the HTML code from the form API and extract the fields from there.

For further help, please contact the folks from Arvato Systems. They have a lot of experience and help you, for sure.

Easy peasy, out of the box

Embed sign up form from salesforce pardot

If you only prefer to show a sign-up form, you could also create a form inside salesforce pardot and use an usual HTML or iframe component within the magnolia page. If you don't have an HTML component available, please ask your implementation administrator. They probably removed permissions.

BTW: This approach offers you advanced form features, such as progressive profiling. But it might not be the go-to approach if you want to combine all different form solutions under one integration method. If you want to know more about this approach, please check out this article.