This article will help you to learn how to establish a connection between snapADDY VisitReport and Pardot
In order to establish the connection between snapADDY VisitReport app and Pardot please follow the next steps.
- Create a Form Handler in Pardot
→ How to create Form Handler in Pardot?
- Choose https and copy the Endpoint URL from the Form Handler in Pardot
- Open the Settings of your VisitReport-Event
- Go to Export → VisitReport Pardot Target URL
- Paste the Endpoint URL in this field
How to add and map the snapADDY VisitReport fields into the form?
- Open the Pardot Form Handler and click on Edit form handler
- Scroll down to the area Form Fields and click on + Add New Field
- Enter the External Field Name from the snapADDY VisitReport
👉🏽 Where can I find the External Field Names from snapADDY?
- Select the prospect field from your form handler
- Mark the required fields as Required (Optional)
- Save changes
Where can I find the External Field Names from snapADDY?
The External Field Name in Pardot is case-sensitive. Please use the original format from the API names in the table.
👉🏽The Question-Ids from the snapADDY questionnaire can be found in the Mapping-Helper
How can I use the Mapping-Helper?
With the help of the Mapping-Helper you can find out the IDs of your questionnaires and questions in the VisitReport.
- Please generate an API token in the snapADDY Dashboard
- Copy the API token and paste it in the Mapping-Helper
- Click on Load Templates
- Once the questionnaires are loaded, you can copy the Mapping IDs from the questions you would like to map in your form handler
5. ❗The External Field name of the questions requires the format: answer_QUESTIONID
After the connection and the mapping has been set up, you can export the visitor reports to your Pardot Form Handler. The export must follow manually and not automatically.
👉🏽 How to export to Pardot?