How To Select A Pardot Form Template When Creating A New Form

Pardot Integration

Clients of WorkCast Producer+ and Enterprise licenses have the option to integrate with Pardot. Detect out how to integrate below.

Pardot Registration Forms

Standard Pardot Forms functionality can be used to create Registration Forms that feed both the Pardot Platform and the WorkCast Platform.

The following section describes how to create and configure a Pardot Form to push data to the WorkCast platform.

Form Layout Template

The first step is to create a new Form Layout Template in Pardot.

To practice this, click on Pardot, Content, Forms, Layout Templates, and then select the Add Layout Template Button.

ADD_Layout Requite your Layout Template a Name.

Create_Layout

Navigate to the Class tab of the Layout Template.

Navigate_Template

Delete the commencement line of text and insert the post-obit code cake in its place:

<meta http-equiv="Content-Type" content="text/html; charset=utf-8">

%%form-if-thank-you lot%% %%class-javascript-focus%% %%form-thank-you-content%% %%form-thank-you-code%% %%form-end-if-thank-you%%

<form take-charset="UTF-8" method="post" activity="%%course-action-url%%" id="pardot-form" target="_blank">

Your Layout Template is now ready and yous can click the Create layout template button.

Course

A Class should be created using the Layout Template created in the previous step.

To do this, click on Marketing, Forms, New Form, and then select the Add Form Button and follow the Course creation wizard.

Add_Form

Name

Give your Form a Name and select a Campaign to adhere it to.

Form_Name

Click the Side by side push to motion to the next step.

Fields

Add together fields to your Form as required.

Fields_Preview

Custom fields tin likewise be added to the Course.

Custom_form

Save your changes and click the Next button to motility to the next phase.

Look and Feel

Specify the Layout Template created earlier.

Look_Feel

Click the Next button to move to the next stage.

Completion Deportment

For this pace, you will crave the meid and pak values for your Event Session. These values can be obtained from either the WorkCast platform or WorkCast Support (back up@workcast.com). Populating these 2 values correctly ensures that the registrant is registered against the correct WorkCast Event Session.

One time you lot have the required details, press the HTML (Source) button in the Thank you Content department on the Give thanks You Content Tab.

Completion_Act

Paste the following code into the editor box, replacing the meid and pak with the values from the previous step:

<blockquote>

<class action="https://www.workcast.com/DataUsher.aspx?meid=1234&pak=1234567890123456" method="mail service" proper noun="hidden_form">

<input id="wrk_standard_firstname_seq01_textbox" proper noun="wrk_standard_firstname_seq01_textbox" blazon="hidden" value="%%first_name{html}%%" />

<input id="wrk_standard_lastname_seq02_textbox" name="wrk_standard_lastname_seq02_textbox" type="hidden" value="%%last_name{html}%%" />

<input id="wrk_standard_email_seq03_textbox" name="wrk_standard_email_seq03_textbox" type="hidden" value="%%email{html}%%" />

<input id="wrk_redirectsuccess" proper name="wrk_redirectsuccess" type="hidden" value="https://www.workcast.com/registerthanks.aspx" />

<input id="wrk_redirectfailure" name="wrk_redirectfailure" type="hidden" value="https://www.workcast.com/registerthanks.aspx" />

<input id="wrk_datatype" proper noun="wrk_datatype" type="hidden" value="cdcfr" />

</course>

</blockquote>

If you use a URL Mask you volition need to replace the https://www.workcast.com text in the above block with the Url that you normally utilize to access a WorkCast auditorium. If you are unsure, this value can be obtained from WorkCast Support (support@workcast.com).

Completion_Support

The code above follows the same format as a standard WorkCast Data Capture / Registration Class. Details of the fields that tin can be included in a WorkCast Registration Class are given in the WorkCast Data Capture Integration certificate (WorkCast_Data_Capture_Integration_v109.docx).

Every field that needs to exist passed to the WorkCast Data Usher should exist included as a <input> command in the above HTML code. The value property of the fields to be passed from Pardot to WorkCast, are in the form:

%%fieldname{html}%%

The standard Pardot field names can be found hither.

Fields should be added to the Pardot Course using the usual wrk_standard or wrk_custom naming convention. Details of this tin can be found in the WorkCast Data Capture Integration document (WorkCast_Data_Capture_Integration_v109.docx).

For example a Pardot Course Field with a Custom Field ID of TestCustomField1 would be inserted in to the lawmaking cake every bit follows:

<input id="wrk_custom_testcustomfield_seq99_textbox" proper name=" wrk_custom_testcustomfield_seq99_textbox" type="hidden" value="%%TestCustomField1{html}%%" />

The code to a higher place would create and populate a WorkCast custom contact field chosen testcustomfield.

Also In Pace four: Completion Actions in the Thank You Code department on the Thank You lot Lawmaking Tab, paste the following code in to the editor box:

<script type="text/javascript">// <![CDATA[

document.hidden_form.submit();

// ]]>

</script>

Confirm and Relieve

Press the Confirm & Save Push button to complete the Form creation sorcerer.

Save

Landing Page

In one case the completed and activated course is placed on a landing folio, clicking the Submit button on the Course will crusade the Registration data to Postal service to the WorkCast Platform Data Usher and the person will be registered for the upshot session that has been configured.