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How to integrate the Gravity Forms plugin with Pardot

Salesforce pardot the gravity forms
Gravity Forms is one of the easiest tools to create advanced forms for your WordPress website and with some customization can be integrated with Pardot. Let’s see in steps how to integrate Gravity Forms using Pardot Form Handlers.

1. Create your Form Handler 

The first step is to create the Form Handler. I won’t go into detail about how to set up the Gravity form, but if you are new to this WordPress add-on take a look at the plugin’s documentation.

2. Create your Form handler in Pardot

In Pardot, go to the side menu: MARKETING/FORMHANDLERS and create a new form handler. We name the form, select its corresponding campaign and configure it as follows:

  • Kiosk/Data Entry Mode: Do not cookie browser as submitted prospect. BOX DEACTIVATED
  • Enable data forwarding to the success location. CHECKBOX ACTIVATED
  • Disable Visitor Activity throttling and send auto-responder emails after every submission. DISABLE BOX
  • Success Location* Success Location should be your thank you page.
  • Error Location* The error location must be your referral URL.

Form handler Pardot

3. Add the fields

Form field

The next step is to add the form fields. I recommend that only one email address is required.

The validation of the other required fields will be done through the Gravity Forms plugin.

4. Configuration in Gravity Forms

In your wordpress go to the Gravity Forms plug-in and click on SETTINGS/ CONFIRMATIONS and ADD NEW. Copy the URL of the pardot form and paste it into the REDIRECT URL box of the Gravity Forms plug-in in your WordPress, as in the example below:


Now comes the most complex part, for the data of the Gravity Form to be synchronized with Pardot, the fields need to be mapped.

Select Pass Field Data Via Query String and a text area will appear. This is where we enter the names of the fields created in Pardot’s form.

The syntax would be as follows:

 pardot-field-name ={Gravity Form Field Name} &pardot-field-name ={Gravity Form Field Name}etc

 

Name form fields

You can find the names of the form fields in
pardot, by editing the form and scrolling down
to Form Fields.

 

 

 

 

 

 


Within
Gravity Form you can find the field names (FORM FIELDS) by selecting the arrow next to the text box. As shown below.


Now we configure the
CONDITIONAL LOGIC.

Condicional logic

This is what the correct configuration looks like as a whole.

Result Gravity Form

Last but not least, try out your form and make sure the data goes into Pardot.

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