When potential customers sign up for Orbitera Test Drives, you can capture their contact information and feed it into your Pardot CRM and marketing systems. This way your sales and marketing teams learn about new prospects right away and can engage with them.
Before you begin
To integrate your Test Drive with Pardot, you need to do some initial setup in Pardot and gather some information.
- You must have a Pardot form handler. For steps on creating a form handler, see the Salesforce instructions at https://help.salesforce.com/articleView?id=pardot_create_form_handler.htm.
- In the form handler, add the Pardot fields that you want Orbitera to send. Note the external field name of each field.
After you save the form handler, you can view the form handler's endpoint URL. Note this URL. For steps on finding the form handler endpoint URL, see the Salesforce instructions at https://help.salesforce.com/articleView?id=pardot_form_handlers_integrate_form_handler.htm.
Configure the Orbitera callback
- Enter a name for the callback.
- For the callback type, select Customer Signup.
Enter the Pardot endpoint URL.
This is the form handler URL mentioned above.
Click Add to add each of your Pardot fields for the callback to send to Pardot.
Enter each Pardot external field name in the Name field and choose the Orbitera placeholder in the Value field.
Be sure to enter the Pardot names exactly as you entered them in Pardot.
Make sure the callback is enabled.
Example:
Test the callback
Go to your trial in your store using the Launch Test Drive link at the top-right of the Orbitera UI. Complete the form and click Signup.
Go to the Pardot database and check that a new lead was created. It might take several minutes for the new lead to appear in Pardot searches.
Troubleshoot the callback
If you don’t see your new or updated lead, check the Callback Log in Orbitera.
If you don’t see an HTTP Status of 200 or 204, there is a problem. Retrace your steps above, making sure you entered the fields correctly.
If the status code is 200 or 204, but you don't see a new lead in Pardot, check again in a few minutes.