Step 4: Create Custom Fields in Pardot
Step 1 - Obtain your Pardot API Information
To setup your Pardot integration, you will require five pieces of API information:
Your Pardot-associated Email Address;
Your Pardot Password;
Your Pardot Account ID;
A Campaign ID; and
Your Pardot API User Key.
It's best to use a Pardot account created with a generic email address that your entire team would have access to, such as firstname.lastname@example.org. This will ensure that your Uberflip integration will always function, even if a particular team member leaves your organization.
If you choose to use your own Pardot credentials to authorize the Uberflip integration, please note that you'll need to update the integration if your email address or Pardot password changes. These types of updates will cause the integration to stop working. Likewise, if you choose to use your own Pardot credentials to authorize the Uberflip integration and your Pardot account is deactivated at any point, the Uberflip integration will stop working until it's reauthorized by an active Pardot user.
Your Account ID and Campaign ID can be found by going to https://pi.pardot.com/campaign, clicking on the name of the Campaign you wish to track your Uberflip activities under (as a best practice, we recommend creating a new Campaign called "Uberflip"), and clicking on 'View Tracking Code'. In the code at the top of the page, look for the following information:
- piAId is your Account ID
- piCId is your Campaign ID
Your API User Key can be found at https://pi.pardot.com/account under the 'My Profile' tab.
Step 2 - Connect your Pardot Account to your Hub
In the Integrations area of your Hub, click the 'Connect' option for your Pardot integration.
Clicking on the 'Connect' button will bring up a popup asking you for the pieces of required information obtained in Step 1.
Take the information you saved from Step 1, and paste each in the appropriate box.
Hit 'Enter API Info'.
Step 3 - Enable Flipbook Tracking and Content Counters
You will want to enable 'Flipbook Tracking' and 'Content Counters' to track what your leads are doing in your Hub. Setting this up will allow you to track behavior within your Hub and link it with specific contacts.
After successfully integrating Pardot and your Hub, you should see three buttons beside 'Pardot' in the Integrations section: 'Disconnect', 'Edit' and 'Fields'.
To activate tracking within your Pardot integration, click 'Edit'.
Step 4 - Create Custom Fields in Pardot
From the Integrations page, click the 'Fields' button beside your Pardot integration.
A popup will appear with a list of fields you must create to track lead information. If the fields are in red, they have not yet been created in your Pardot account. To create these custom fields, click on 'Add' next to each field in the list. This will automatically create the fields in your Pardot account.
You will be required to setup custom fields for Last Visited Item ID, Conversion Item ID, and Conversion Item Title using the same method. With these fields, you can track the last item a user viewed, as well as which items they submit a Form CTA on.
That's it! You're done.
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