This document contains the instructions about setting up integration of Natify with Pardot. Please consult your Natify Representative in case of questions or information requirements
1. Provide Natify with the following integration keys
[Estimated time: 10 min]
1 | Email address of a dedicated user for Natify with API access to contacts and forms |
2 | Password of the above user |
3 | Pardot user key |
4 | Pardot account id |
5 | Pardot Campaign id |
How to test | Natify system will verify whether the keys work as expected. |
Purpose | Enabling the use of Pardot API for Natify system. Natify uses only the necessary data related to targeting and enabling its system functionalities. Natify does not store any personally identifiable information (PII). For more information, please see: http://legal.natify.io/data-processing-statement |
2. Add the custom field, Natify Engagement Score under the contact on Pardot
[Estimated time: 2 min]
Instructions | The type of the field must be Integer |
Custom field name | Natify Engagement Score |
How to test | Once set-up Natify system will automatically verify whether the field has been properly created. |
Purpose | Engagement scoring logic defined in within Natify’s system will be stored on this field |
3. Add the separately delivered Natify Smart Engagement Tag to Pardot landing page templates
[Estimated time: 2 min / template]
Instructions | Tag should be placed just above the closing </body> tag |
How to test | Send Natify a link to a landing page template based on which Natify representative can verify the tag. |
Purpose | Website tag is used for two purposes 1) being able to remarket to the visitors of the landing page and 2) being able to sync Natify cookies with Pardot cookies. This sync is mandatory for lead scoring integration. |
4. Add Natify Smart Engagement Email Tag to Pardot email templates
[Estimated time: 2 min / template]
Instructions | The tag is a transparent pixel that won’t be visible for the recipient. The tag should be placed into the footer of the email body |
Natify Smart Engagement Email Tag for Pardot | <img src="https://nrich.io/analytics?address=%%email{raw}%%" /> |
How to test | Send your Natify representative an email directly from Pardot in order for Natify to verify the tag. |
Purpose | Email tag is used for generating the necessary data for identifying the company of the prospect when they interact with Natify widgets. |
5. Define the engagement scoring model for Natify system
[Estimated time: 30 min]
Instructions | Score needs to be defined for the following events:
The score is cumulative ([1]+[2]+[3]+[4]) and it is first recommended to define the total score for all sequential interactions (e.g. 20) and then defining the individual scores. A common approach is to score the sum of all aforementioned events equivalently to filling a form. Typical scoring weights include: 1 - 1 - 1 - 1 and 1 - 1 - 2 - 2 (Engagement - Reading - Completing - CTA click) |
How to test | Once engagement has been tracked, the functionality can be verified by checking prospects with greater than zero value for Natify Engagement Score. Due to the time required for the cookie syncing process, it may take up to a month from the start of the program to get first prospects with actual score. |
Purpose | Enables integrating Natify engagement into the lead scoring / qualification processes. |
6. Integrate Natify Engagement Score into the lead scoring automation rules
[Estimated time: 1-2h]
Instructions | As the final it is recommended to integrate Natify Engagement Score into the automation processes related to lead qualification so that total lead score = General Lead Score + Natify Engagement Score. |
Purpose | This is custom based on your existing lead scoring processes. |