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Campaign Audience BuilderCampaign Audience BuilderCAB Documentation

Configure Pardot Integration Variables

Functionality

Section titled “Functionality”
  • To transfer data to Pardot via their API, you need to define the business unit(s) to which the data should be related.
  • If Prospects are created via the Interface, you must define the Source Campaign.

Setup

Section titled “Setup”

  • Click Edit to open the setup modal.

  • First, activate the business units(s) to which you want to assign your prospect data by clicking the toggle button (active/inactive).

  • After activating a Business Unit, you must select the campaign that will be assigned as the Source Campaign for Prospects created via the Interface.

  • We suggest creating a new campaign titled “Created by CAB” so you always know where these prospect records originated.

  • The final step is assigning users to this BU. Only assigned users can select this BU in our CAB-Pardot Integration.

  • Ensure that the assigned users are also assigned to the Pardot BU in your Marketing Setup (Account Engagement > Business Unit Setup > Manage Users)

Screenshot: Setup

  • Finish the setup by clicking Done.