Pardot Advanced Connector Best Practices

The following article details best practice guidelines for leveraging data from your BrightTALK webinars and videos in Pardot. These recommendations will vary from company to company and should be customized to your existing processes.  For information on getting your connector setup, please see this page.

 

Webinar List and Salesforce Campaigns:

This setup is designed to add your webinar registrants and attendees to Static Lists and/or Salesforce Campaigns.

Needed Prospect Fields:

Field Name

Description

Field Type

BTLK Activity Type

Registration / Live / Recorded

Text

BTLK Webcast ID

Unique ID for each webinar. Can be found in the Webinar URL

Number

 

Below are two sample automation rules for the BrightTALK 2018 Benchmarks webinar.  Using the "Activity Type" field, the Registrants and Attendees can be separated into two separate Static Lists:

Registrants:

Screen_Shot_2018-08-14_at_8.36.05_AM.png

Attendees: 

Screen_Shot_2018-08-14_at_8.36.27_AM.png

 

 

This automation rule will update the static lists for registrants or attendees when new webinar activity updates the BrightTALK fields.

 

Adding to a Salesforce Campaign

Using the same methodology listed above, leads can be added to a Salesforce campaign by adding the Action "Add to Salesforce Campaign."

 

Screen_Shot_2018-08-13_at_6.29.23_PM.png 

 

 

Example Lead Source Tracking For Pardot

Below is an example Automation Rule for identifying and tagging lead source for BrightTALK originated leads.  Any leads created with existing values from the BrightTALK fields have originated through BrightTALK.

Needed Field:

Field Name

Description

Field Type

BTLK User ID

Unique user ID on BrightTALK

Integer

 

Screen_Shot_2018-08-14_at_8.43.17_AM.png

 



BrightTALK Community Summit- Lead Engages with Summit

The following Dynamic List template will allow you to capture leads that attend a BrightTALK Summit that you are sponsoring but do not register for or attend your webinar: 

 

Field Name

Description

Field Type

BTLK Lead Type

Whether it is a “Content,” “Summit” or “Keyword” lead

Text

BTLK Webcast ID

Unique ID for each webinar. Can be found in the Webinar URL

Number

Screen_Shot_2018-08-27_at_8.35.56_AM.png

 

 If you are sponsoring multiple Summits and need to filter the leads by each individual Summit, you can add an additional rule to the Dynamic List using the field "Lead Context."

 

 

Keyword Leads

If you have purchased Keyword Leads, the following Dynamic List template will allow you to track them in Pardot:

Field Name

Description

Field Type

BTLK Lead Type

Whether it is a “Content,” “Summit” or “Keyword” lead

Text

 

Screen_Shot_2018-08-27_at_8.40.36_AM.png

 

 

Our integration offers many data points that we encourage you to leverage for other activities like leads scoring and custom internal alerts.  The full list of all available fields can be found here.  For any questions about adding and updating fields in your integration please contact support@brighttalk.com.

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