Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
Powered by GitBook
On this page
  • Contact Record Activity Feed
  • Form Submissions
  • Using Engagement Data

Was this helpful?

  1. Integrations
  2. Pardot

Engagement Data with Pardot

PreviousLead Forms in PardotNextHow to Create a Pardot Dashboard to Measure Tourial's Impact

Last updated 1 month ago

Was this helpful?

👉 👈

Once you've completed the , you'll start to see Tourial engagement data for known contacts in your Pardot account. This data will be visible on a contact under external activity, and you'll be able to create lists, engagement programs, and reports based on a contact's engagement with your Product Tours. ​ Tourial Engagement Data is sent to Pardot through a cookie that Tourial sets. Once your account is connected to Pardot, Tour engagement activity will be recorded for any cookied visitor.

Contact Record Activity Feed

An external activity is created each time a contact engages with one of your Tourials. You'll see a Tourial activity item under External Activities with the following information:

  • Tourial Name

    • Name of the Tourial as indicated in your Tourial account (this will display up to 30 characters max of your Tourial name)

  • Completion Rate

    • The range percentage of your Tour the visitor engaged with based on the number of steps completed against the total number of steps in your Tourial

    • < 10%, 10-24%, 25-49%, 50-74%, 75-99%, or 100%

Note: The date and time are stamped by Pardot and shown under Date/Time to the right of the external activity. ​

Form Submissions

When someone submits a Tourial form and it's connected to your Pardot Form Handler, that activity will show under Prospect Activities above External Activities. ​

Using Engagement Data

You can use Tourial Engagement Data in Pardot to segment contacts, start a Pardot Engagement Program, or as a part of Automation Rules. Using Automation Rules, or within Engagement Programs, you can send emails, notify your team, or even adjust their Score within a Scoring Category.

​

Using Tourial Engagement Data within Pardot Engagement Programs

You can create a Trigger (or listening event) when a Tourial View occurs and then add actions as needed

Using Tourial Engagement Data within Pardot Engagement Programs

Within Automation Rules, you can use the values for Engagement Data to take action based on set criteria that either match all, or match any.

We suggest creating one for each Completion Rate range you'd like to take action on for each live Tour to ensure all scenarios are covered.

For example, create for any when value is [tour name | percent range]:

Acme Tour | < 10%
Acme Tour | 10-24%
Acme Tour | 25-49%
Acme Tour | 50-74%
Acme Tour | 75-99%
Acme Tour | 100%

NOTE: Tour Center Engagement Data is not sent into Pardot. However, Engagement Data for individual tours within a Tour Center is sent into Pardot.

Send Slack notifications to your team automatically

If you're a Slack user, you can connect Pardot to Slack and create an automatic notification to a Slack channel when someone submits your Tourial Form handler.

After connecting Slack, add the completion action Notify Slack channel to your Form Handler, select a channel, and add your custom message.

Boom, instant alerts in Slack so your team can act on interested buyers.

➕
Follow these instructions on adding the Slack Connector.
This article also walks through the connection process and ways to create custom messages using Merge Fields.
Take a Tour before Getting Started
setup of the Pardot Integration