Pardot - Adding Leads to a Campaign

Your company’s Campaigns typically target existing and prospective customers. You can associate leads collected in atEvent and assign them to campaigns that you currently have setup in Pardot. The connection between atEvent and your MA/CRM will be using a Campaign ID. You will need to extract this data and copy to atEvent and later map the fields when completing the field mapping step.

This article is divided into the following sections:
   A. Adding atEvent Leads to a Pardot Campaign as Leads
      - Create/Select Campaign
      - Create Custom Field: Campaign ID
   B. Adding atEvent Leads to a Pardot Campaign as Prospects
   C. Setup your Campaign ID in atEvent

A1. Adding atEvent Leads to a Pardot Campaign as Leads (Create/Select Campaign)

1. Login to your Pardot account
   a. Enter Email Address
   b. Enter Password
   c. Press “Login”

2. Once logged in:
   a. Go to Marketing Icon
   b. Select "Campaigns" from the dropdown menu

3. Campaigns - Here you can create a new Campaign or select an existing Campaign. In this example we will select an existing Campaign.
   a. Select Campaign "JackTest1"

4. Campaigns (continued): Your Campaign details will now display.
   a. Copy the Campaign ID from the URL as shown here and save it to notepad. You will enter this Campaign ID in atEvent later. 

    A2. Adding atEvent Leads to a Pardot Campaign as Leads (Create Custom Field: Campaign ID)

    1. Admin Tab
       a. Go to Admin --> Configure Fields --> Account Fields

    2. Click "Add Custom Field"

    3. Add Custom Field
       a. Name: Enter Campaign ID
       b. Custom Field ID: Click inisde the field and it will automatically populate with Campaign_ID.
       c. Click "Create Custom Field"

    B. Adding atEvent Leads to a Pardot Campaign as Prospects

    1. Go to Marketing --> Automation --> Automation Rules

    2. Click "Add Automation Rules"

    3. Create Automation Rules
       a. Name: We will name it add lead as campaign prospect 
       b. Folder: Pardot will automatically assign a default folder. You can select/create your own folder.
       c. Description (Optional): You can give your automation rule a description. The name is enough for this example, so we will leave this blank.
       d. Tag: Tags are applied to the automation rule only
       e. Select Repeat Rule (Optional). This option controls how many times the rule can match a prospect. If the rule is set to repeat, you can’t change this setting after you resume. We will leave this unchecked.
       f. Select a match type:   
          - Match All: Prospect must meet all criteria to match. We will select "Match All"
          - Match Any: Prospect must meet at least one rule to match.
       g. Click +Add New Rule

    4. Add New Rule:
       a. Object Name: From the dropdown menu select "prospect custom field"
       b. From the dropdown menu select "EventName"

    Note: If you have not already created this custom field (Event Name) then you will need to create it prior to creating this automation rule.

       c. Select "contains"
       d. Enter the atEvent name of the event that will be passed as an Additional Field from atEvent. In this example we have entered "World of Concrete 2022". 

    Note: You will have to update this automation rule for every new event entering the new event name

       e. Execute in real time. Fill in the check box.
       f. Select "Create Automation Rules"

    Note: Your automation rules will be saved in Paused mode. Unpause them when you are ready to start the automation rules.

    C. Setup your Campaign ID in atEvent

     In order to setup your Campaign ID in atEvent go to the following help article and follow the steps in Section D .