Pardot

There are 2 Core Integrations with Tourial and Pardot:

1. Lead Forms

2. Engagement Data

For both of these you will need to begin by setting up the connection between Tourial and Pardot.

Connecting Tourial and Pardot

👉 Take a Tour before Getting Started👈

Setup in the Tourial App

Step 1: Connect your Pardot account to Tourial

From your integrations page, click Connect to begin the authentication process and connect your Pardot account to Tourial.

Then enter your Pardot Business Unit ID

You can find it by following the instructions below:

1. Log into Salesforce using the same account you use to log into Pardot.

2. Click on the Setup tab.

3. Find the Pardot dropdown and click Pardot Account Setup.

   

   Once submitted, you'll be asked to sign into SFDC (Pardot) account to finish the authentication process.

   

Step 2: Create a Marketing App Extension

Before turning on Engagement Data in Tourial, you'll need to create a Marketing App Extension with the following parameters:

• Extension Name: Tourial

• Extension type/API Name: TourialView

🛑 Note that these parameters are case-sensitive and need to be entered in exactly as shown or the integration will fail. Please make sure that you’ve entered these parameters exactly as written here.

Step 3: Create your Pardot Form Handler

Like all Pardot Form integrations, you'll need to use Pardot 'Form Handlers' instead of regular Pardot Forms. Pardot Form Handlers are leveraged by APIs/Integrations - regular Pardot forms are not.

​Note: You must be a Pardot Administrator or Marketing role to create Form Handlers

Step 3: Choose your subdomain and add it to Domain Setup in Tourial

🛑 You must be an admin in your account to complete this step.

To receive contact-level Tourial engagement data via Pardot, you'll need to serve your Tourials from your own domain rather than the Tourial domain.

First, you need to decide what you'd like your custom subdomain to be.

For example, tours.yourcompany.com or tourial.yourcompany.com

This subdomain can only be used for your Tourials and should not be used for anything else.

Note: Visitors will not interact with the subdomain itself; creating it simply allows you to serve the tour from your domain rather than Tourial's domain.

In the Tourial app, click on the user icon in the upper right-hand corner of your screen and head to Domain Setup.

Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "www"

Note: Your CNAME record will point to [youraccount].tourialdns.com

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Setup with your Domain Provider (DNS)

Step 1: Configure CNAME Record

Once you've determined a subdomain, you'll need to log in to your domain provider and point a CNAME record for your chosen subdomain to [youraccountname].tourialdns.com.

For example, a CNAME record for the account, Acme (acme.com), where they've chosen the subdomain to be "tours" would be:

Subdomain: tours

CNAME: acme.tourialdns.com

Setting up a CNAME record works a little differently depending on your hosting provider (GoDaddy, HostGator, etc.). Below are guides for some common providers: ​

• Add a CNAME record in GoDaddy

• Edit a CNAME record in HostGator

• Updating CNAME in Domain.com

• Set up a CNAME record in NameCheap

• Add new DNS record in BlueHost

• Create a CNAME in CloudFlare

• Create a CNAME record in Google Domains

If you need assistance setting up a CNAME record and pointing it to Tourial, please reach out to your Customer Success Manager or email [e-mail].

Note: If you had a Tour(s) embedded anywhere prior to adding a subdomain and configuring your DNS see below.

The embed code changes once you've created a subdomain. So make sure you use the updated version wherever you have tours already embedded to ensure it properly loads from the new subdomain.