Pardot Integration
This document contains the instructions about setting up integration of N.RICH with Pardot. Please consult your N.RICH Representative in case of questions or information requirements
1. Provide N.RICH with the following integration keys
[Estimated time: 10 min]
1 | Email address of a dedicated user for N.RICH 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 | N.RICH system will verify whether the keys work as expected. |
Purpose | Enabling the use of Pardot API for N.RICH system. N.RICH uses only the necessary data related to targeting and enabling its system functionalities. N.RICH does not store any personally identifiable information (PII). For more information, please see: http://n.rich/privacy-notice |
2. Add the custom field, N.RICH Engagement Score under the contact on Pardot
[Estimated time: 2 min]
Instructions | The type of the field must be Integer |
Custom field name | N.RICH Engagement Score |
How to test | Once set-up N.RICH system will automatically verify whether the field has been properly created. |
Purpose | Engagement scoring logic defined in within N.RICH's system will be stored on this field |
3. Add the separately delivered N.RICH 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 N.RICH a link to a landing page template based on which N.RICH 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 N.RICH cookies with Pardot cookies. This sync is mandatory for lead scoring integration. |
4. Define the engagement scoring model for N.RICH 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 N.RICH 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 N.RICH engagement into the lead scoring / qualification processes. |
5. Integrate N.RICH Engagement Score into the lead scoring automation rules
[Estimated time: 1-2h]
Instructions | As the final it is recommended to integrate N.RICH Engagement Score into the automation processes related to lead qualification so that total lead score = General Lead Score + N.RICH Engagement Score. |
Purpose | This is custom based on your existing lead scoring processes. |