Salesforce Pardot

Use GrowthLoop audiences and warehouse data for Account Engagement lists and prospect profiles.

Connect this destination to export audience membership onto an Account Engagement list, or to write warehouse rows onto prospect profiles, for use in Account Engagement campaigns.

This destination writes to your Salesforce Pardot account and is a good fit when you want to:

  • Make GrowthLoop audiences available as Account Engagement lists
  • Match contacts on email
  • Have an Account Engagement Campaign Id for the export

This maps to GrowthLoop Audiences and Syncs:

Use it forAudiencesSyncs
Sending GrowthLoop audiences as Account Engagement lists✓
Creating or updating Account Engagement prospects from a warehouse table✓

To create Salesforce campaigns or records, use Salesforce CRM. To write Marketing Cloud Data Extensions, use Salesforce Marketing Cloud.

Prerequisites

Make sure you have:

  • A Salesforce user that can access Account Engagement (Pardot).
  • Your Salesforce Username, Password, and Security Token.
  • Your Account Engagement Business Unit ID.
  • A Salesforce Connected App. Copy the Consumer Key as Client Id and the Consumer Secret as Client Secret.
  • An Account Engagement campaign ID for each audience export.

Find your Business Unit ID

  1. Sign in to Salesforce with the same user you use for Account Engagement.
  2. In Quick Find, type Pardot and click Pardot Account Setup.
  3. Copy the Business Unit ID for your business unit.
Salesforce Quick Find with Pardot
Pardot Account Setup showing Business Unit ID

Reset your security token

If you do not already have a security token, reset it in Salesforce.

  1. Click your user icon in the upper right, then click Settings.
Salesforce user menu with Settings selected
  1. In Quick Find, type token and click Reset My Security Token.
Salesforce settings showing Reset My Security Token
  1. Click Reset Security Token. Salesforce emails the new token to the address on your user.
Salesforce Reset Security Token confirmation

Set up Salesforce Pardot as a destination

  1. In GrowthLoop, click the Destinations tab on the left sidebar.
  2. Click New Destination in the top right corner.
  3. Search for Pardot and click Add Account Engagement (Pardot).
Select Destination modal showing Pardot
  1. Enter the required information, then click Create.
Pardot destination setup form with destination name and credentials
FieldDescription
Destination NameName this destination in GrowthLoop. Use a name so your team recognizes its purpose, like "Pardot Email".
Sync FrequencySet the default export frequency (for example, daily or weekly). You can override this setting for individual exports and syncs.
UsernameYour Salesforce username.
PasswordYour Salesforce password.
Security TokenThe token Salesforce emailed when you reset it.
Business Account IdYour Account Engagement Business Unit ID from Pardot Account Setup.
Client IdConsumer Key from your Salesforce Connected App.
Client SecretConsumer Secret from your Salesforce Connected App.
Prefix for Personalization Fields (optional)Prefix GrowthLoop adds to personalization fields. The default value is fw. Leave this blank for no prefix. If you set one, it must start with a letter and use up to 5 letters or numbers.

GrowthLoop validates the credentials. Account Engagement (Pardot) then appears in your list of connected destinations.

Destinations list showing a connected Pardot destination

Export to Salesforce Pardot

From within GrowthLoop, export from an audience. See Export an audience if you need more information on these steps.

After building or selecting an audience, click Export, then search for Pardot.

Map contact identifiers

Map Email address. This field is required.

You can also map additional fields, including custom attributes from the audience. GrowthLoop can prefix those field names with Prefix for Personalization Fields.

Configure the export

This is where you set the campaign type and schedule for audience exports.

  • Export Name: Defaults to {audience name}_GL_Audience_{audience ID}. GrowthLoop uses this as the Account Engagement list name.
  • Campaign type: Choose a one-time or ongoing export.
  • Export Inclusion Criteria: All audience members for a full refresh, or Newly added audience members for additions and removals since the last export.
  • Schedule: Set frequency, start date, end date, and days of the week for ongoing exports.
  • Campaign Id: Required. Enter the Account Engagement campaign ID GrowthLoop should assign to imported prospects.

Export behavior

This is what GrowthLoop writes when you export an audience.

BehaviorWhat happens
What GrowthLoop writesMembership on an Account Engagement list, plus prospect upserts on that campaign. Direction is GrowthLoop → Account Engagement.
When it runsGrowthLoop sends the export as a batch on the next successful run. An export that starts Now runs within about 15 minutes.
ListGrowthLoop creates or reuses a list named after the export name.
Match fieldEmail address.
CampaignEach imported prospect is assigned the Campaign Id you entered.
AddGrowthLoop upserts the prospect by email and adds them to the list.
One-time exportsGrowthLoop adds current members to the list.
Ongoing adds and removalsOngoing exports add contacts who enter the audience and remove contacts who leave the list.
DeletesGrowthLoop does not delete Account Engagement prospects. Remove only takes the contact off the list.

Create a sync in GrowthLoop

Create a sync from a warehouse table to write rows onto Account Engagement prospects. See Syncs for information on how to complete those steps.

Select an Object Type:

ObjectUse it forSync modes
ProspectCreate or update prospect profilesInsert, Update, or Upsert

When you configure the sync:

  • Connection: Select your Pardot destination.
  • Object Type: Select Prospect.
  • Update Rule: The sync UI offers Insert, Update, or Upsert. GrowthLoop upserts the prospect by email. See Sync behavior.
  • Dataset/Table: Select the warehouse table that holds the records.
  • Match Field: Map Email.

After you map fields, click Update Sync. Enable the sync with the toggle at the top of the page.

When you update mappings on an existing sync, choose Updates only unless you need Back-fill. Back-fill rewrites already synced rows and can be expensive on your warehouse.

Map Email, then map any other prospect fields you want to write, such as first name, last name, company, or phone.

Syncs write prospect profiles. They do not add or remove contacts from an Account Engagement list. To manage list membership, export an audience.

Sync behavior

BehaviorWhat happens
When it runsGrowthLoop sends the sync as a batch on the next successful run.
Prospect writeGrowthLoop upserts the prospect by email.
Match fieldEmail.
List membershipSyncs do not add or remove contacts from an Account Engagement list.
DeletesGrowthLoop does not delete Account Engagement prospects.

Confirm the export was successful

When the run finishes, confirm you can use the data in Account Engagement.

  • Audience export: Look up the list. Look for the _GL_Audience_ name unless you changed Export Name. Open a prospect from the export and confirm they are on that list and assigned to the campaign you entered.
  • Prospect sync: Search Account Engagement for a prospect you sent and check the mapped fields.

In GrowthLoop, review Added and Removed counts on the audience Exports tab, or confirm the sync appears in the Syncs table. See Export an audience or Syncs for more information.

Congrats on successfully exporting to Account Engagement (Pardot)!

Troubleshooting

These are the issues we see most often. You can always email us at [email protected] for help.

ProblemCauseResolution
Connection fails to validateA credential is wrong, or the Connected App cannot authenticate that userConfirm Username, Password, Security Token, Business Account Id, Client Id, and Client Secret. Reset the security token if you recently changed the password
The export fails with a campaign errorCampaign Id is blank or is not a valid Account Engagement campaignEnter the campaign ID from Account Engagement, then export again
Rows fail to matchEmail address is unmapped or blankMap Email address to a populated email column
Contacts who left the audience are still on the listThe export is one-time, or inclusion criteria did not include removalsUse an ongoing export and Newly added audience members or All audience members so removals run
A sync did not change a listSyncs update prospect profiles onlyExport an audience to add or remove list membership

What’s Next

Export an audience after you connect a destination

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