Installation
WordPress Dashboard
- Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
- Click on ‘Upload Plugin’.
- Upload plugin zip.
- Activate plugin.
WordPress Multisite Network Dashboard
- Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
- Click on ‘Upload Plugin’.
- Upload plugin zip.
- Only install plugin zip in ‘Network Admin’ and do not activate it.
- Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).
Configuration
- Go to ‘Admin’ -> ‘CF7 – Pardot’ -> ‘Configuration’.
- Pardot Environment: Select Production or Sandbox environment.
- API Version: By default version 4. If integration issue, select version 3.
- Domain: https://login.salesforce.com/
- Business Unit ID (required): Add your Pardot Business Unit ID.
- Log in to Salesforce CRM.
- Go to ‘Setup’ -> ‘Pardot’ -> ‘Pardot Account Setup’.
- Create Connected App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
- Consumer Key: Add your Salesforce Pardot Connected App Consumer Key.
- Consumer Secret: Add your Salesforce Pardot Connected App Consumer Secret.
- Click on ‘Authorize’ button.
- You can see Salesforce CRM login page if not logged in Salesforce CRM. If not logged in Salesforce CRM, login to Salesforce CRM.
- Click on ‘Allow’ button.
Integration
- Go to ‘Admin’ -> ‘CF7 – Pardot’ -> ‘Integration’.
- You can see list of Contact Form 7 forms.
- Click on edit form icon which you want to integrate form.
- Select a Pardot object you want to integrate with current form.
- Click on ‘Filter’ button to filter object fields.
- Check ‘Pardot Integration?’ checkbox if you want to integrate Pardot.
- Select ‘Create Object Record’ or ‘Create/Update Object Record’ action event.
- Create Object Record: On form submitted, it will add record.
- Create/Update Object Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
- Map Contact Form 7 form fields to Pardot object fields.
Below object wise fields are required in the Pardot and it must be mapped with Contact Form 7 form fields.
- Prospect: Email
For ‘Relationship’ type fields (Campaign, Account, etc…), create hidden field in the form and map it with ‘Relationship’ type field.
- For Campaign, Like
[hidden campaign-id "{Campaign ID}"]
. Example:[hidden campaign-id "0052w44000135G4AXYC"]
. - For Account, Like
[hidden account-id "{Account ID}"]
. Example:[hidden account-id "0052w44000135G4AAI"]
.
- Click on ‘Save Changes’ button.
API Error Logs
- Go to ‘Admin’ -> ‘CF7 – Pardot’ -> ‘API Error Logs’.
- You can see Pardot API error logs.
Settings
- Go to ‘Admin’ -> ‘CF7 – Pardot’ -> ‘Settings’.
- API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent Pardot API error to the specified email.
- Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.