Pardot comes with its own forms that you can embed on your site. But if you’d rather use your own forms, then you can do this by utilising form handlers. In this article, I’m going to walk through an example of setting this up for a Drupal site using Drupal’s standard contact forms.
Why use form handlers?
Pardot’s form handlers enable you to use a non-Pardot form and send the data to Pardot. This is really helpful if you’d rather use your own forms. If you are using a CMS like Wordpress or Drupal, then you are likely to want to use the their forms as they are often already integrated into your site.
When you use Pardot’s form handlers, you can map your forms fields to Pardot fields. And then you use the form handler URL from Pardot as the end point for your form (more on that in the example below)
Example using Drupal’s contact forms
The example I’m going to use to demonstrate this is using Drupal’s built in contact forms in combination with the Drupal Pardot module.
- Go to the Form Handlers settings (Marketing -> Forms -> Form Handlers)
- Click on the “Add Form Handler” button
- Fill in the Name, Folder, Campaign fields
- If you want to tag people who have submitted the form, you can do so in the Completion Actions. This is useful if you want to trigger an automation.
- There are many other actions available, including Adding to a list, sending an autoresponder email and adjusting the leadscore.
- Add any fields that you want. Every field you are going to have in your Drupal form, will need a corresponding field here.
- The External Field Name is the name used in the Drupal field settings
- After you save the handler settings, copy the URL from the main Form Handler’s page. This will be the end point that you’ll need in the Drupal form settings.
- Install the Pardot module
- Create a contact form in Drupal 8
- Go to the Pardot settings
- Add your Pardot Account ID and Default Pardot Campaign ID in the Settings tab
- Go to Contact Form Mappings and then click on “Add a Pardot Contact Form Mapping”
- Give it a meaningful label
- In the Post url field, paste the URL from the Pardot form handler
- In the Contact Form drop down, select the form you set up above
- You will then get a list of fields from the Drupal contact form. This is where you map the fields to Pardot fields.
- For each field that you want to send data to Pardot, copy the External Field Name from the Parform Form Handler settings. Paste that into the Pardot External Field Name field for the relevant row in the Drupal form settings.
Using Pardot’s form handlers enables you to leverage your own forms and send the data to Pardot. If you are running a Drupal site, you can use the Pardot module to handle this you. With a small amount of configuration, you’ll be off to the races.