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Account Engagement (Pardot)
Account Engagement (Pardot)
Updated over 3 months ago

Integrate ScreenSpace with Account Engagement (Pardot) to create prospects and manage leads within your marketing automation platform. This integration allows you to capture detailed lead information and use Account Engagement's powerful tools for nurturing and automation.

  • Automate Lead Management: Automatically create and update contacts in Account Engagement, ensuring your database is always current.

  • Enhanced Segmentation: Use ScreenSpace data to segment your audience more effectively and tailor your marketing campaigns.

  • Detailed Engagement Insights: Gain deeper insights into how prospects interact with your Stories, helping you refine your messaging and targeting.

  • Customizable Nurture Campaigns: Leverage engagement data to create personalized and automated nurture campaigns that convert more leads.

  • Advanced Reporting: Generate comprehensive reports using ScreenSpace engagement metrics to measure the success of your marketing efforts.

Connect Account Engagement to Your Workspace

ScreenSpace uses your Business Unit ID to securely connect your workspace with an Account Engagement account.

  1. Navigate to the Integrations Setup page inside your workspace settings

  2. Click the Toggle for Account Engagement

  3. Copy Business Unit ID

    1. Navigate to Marketing Setup inside Salesforce

    2. Search and select Business Unit Setup

    3. Copy your Business Unit ID

  4. Paste your Business Unit ID

  5. Enter pi.pardot.com into the Domain field

  6. Click Connect

Boom! You're now ready to link Account Engagement forms to ScreenSpace.

Create an Account Engagement Form Handler

ScreenSpace uses Form Handlers inside Account Engagement to drive connect forms.

  1. Navigate to Content inside Account Engagement

  2. Select Form Handlers

  3. Click Create Form Handler

  4. Give your form a Name and place it in a folder called ScreenSpace Forms

  5. Select an existing Campaign to link your form to

  6. Set your desired Completion Actions

  7. Add your Form Fields

  8. Click Create

Link Your Account Engagement Form to ScreenSpace

Creating a native form is simple and can be done through the Form Creator page inside your Workspace settings.

  1. Create a new ScreenSpace form and select Account Engagement as the connected integration.
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  2. Select an existing Account Engagement form handler.
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  3. Map the ScreenSpace fields (on the left) with your Account Engagement fields (on the right).
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  4. Click Save to save your form
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  5. Add your form to Stories
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  6. Test your integration by submitting your form right inside the Story's Visual Designer and then view your most recent Prospects in Account Engagement.

What Happens When an Account Engagement Form is Submitted

  • ScreenSpace submits your form handler using your the form data provided by your lead
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  • Any Completion Actions that have been defined will be triggered

What You Can Do Inside Account Engagement

Integrating ScreenSpace with Account Engagement (Pardot) enables seamless lead capture and comprehensive engagement tracking. Once a prospect submits a form, you can take several actions within Account Engagement to nurture and convert these leads effectively.

  • Create Dynamic Lists: Automatically segment prospects based on engagement data and behavior.

  • Send Targeted Emails: Trigger personalized email campaigns based on the prospect’s actions.

  • Score and Grade Leads: Use engagement data to adjust lead scores and prioritize follow-ups.

  • Automate Nurture Campaigns: Add prospects to drip campaigns to keep them engaged over time.

  • Sync with Salesforce: Ensure all prospect data is up-to-date and accessible to the sales team for timely follow-ups.

All of these actions and more can be triggered by setting the Completion Actions inside the Form Handler settings.

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