Pardot Knowledge Base

Installing Add to Pardot List Button in Salesforce

Last Updated: Apr 26, 2016 | Print this Article
 
Pardot syncs with Salesforce campaigns to display the campaigns, their participants and statuses in Pardot, and to add prospects to Salesforce campaigns from the Pardot interface. To segment prospects within Salesforce and sync them into a new or existing Pardot list, you can add the “Add to Pardot List” button to your Salesforce campaign object. This feature functions similar to an import (small lists will be instantaneous and large ones will run in the background) but without the need to use a .csv file. Any prospects who are in your Salesforce campaign, but don't already have a prospect record in Pardot, are created in Pardot after you click the button provided they have an email address in their Salesforce record. Note: You will need to have access to Salesforce's marketing module to use this feature.
  1. In Salesforce, navigate to Setup > Customize > Campaigns > Buttons Links and Actions.
  2. Click New Button or Link.
  3. Enter Add to Pardot List in Label.
  4. Select Detail Page Button as Display Type.
  5. From the Behavior dropdown, select Display in existing window with sidebar.
  6. From the Content Source dropdown, select URL.
  7. In the Syntax box, paste the following code:
    https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/{!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads}/contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}
  8. Click Save.
  9. Navigate to Customize > Campaigns > Page Layouts.
  10. Edit your page layout.
  11. Select Buttons
  12. Drag the Add to Pardot List button to your row of buttons at the top of the Campaign view.
  13. Click Save.
For more information on using this feature, refer to our Salesforce campaign article.

Need more? Start a conversation with other Pardot users in our Success Community