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Blog
Home Salesforce Pardot Pardot Forms and Form Handlers
Salesforce Pardot

Pardot Forms and Form Handlers

admin September 13, 2017 0 Comments

Pardot forms and form handlers are not the same. Pardot forms are built and managed completely in Pardot. Form handlers, on the other hand, connect Pardot to your external forms so you can channel prospect information into Pardot. Look into the below features to decide which type of form you want to use.

FeaturePardot FormForm Handler
Data redundancy prevention in PardotYesYes
Email address validationYesYes
Progressive profilingYes–
Bot protectionYes–
Third-party form integration–Yes
Maintaining current lead flow–Yes
Salesforce Web-to-Lead forms integrationYesYes
Custom front-end editing–Yes
Form views and error dataYes–
Field-level change audits for prospectsYesYes
Pardot landing page integrationYes–
Base automation rules on form viewsYes–
Base automation rules on form completionsYesYes
Sends Pardot autoresponder emailsYesYes
Success page redirectionYesYes
Displays Pardot Thank You content after form submissionYes–

Create a New Pardot Form:

To create a new Pardot form, you need to have Pardot Administrator or Marketing Role user permission. Please follow the below steps:

    • Navigate to Marketing | Forms | New Form.
Pardot Forms and Form Handlers
  • Step 1: Name
    • Name the form.
    • Select a folder.
    • Select a campaign.
    • Click Next.
Pardot Forms and Form Handlers
  • Step 2: FieldsTo add new fields, click + Add New Field.
    • Use the tool icons to edit, rearrange, and delete fields.
    • Click Next.
Pardot Forms and Form Handlers
  • Step 3: Look and Feel
    Choose a layout template.

    • Enter the text for the submit button.
    • On the Above Form tab, enter the content that appears above your form fields.
    • On the Below Form tab, enter the content that appears below your form fields.
    • On the Styles tab, customize the look and feel of your form’s elements.
    • On the Advanced tab, configure how your form behaves, how it tracks prospect activities, and how it protects against spam bots.
    • Click Next.
Pardot Forms and Form Handlers
  • Step 4: Completion Actions
    On the Thank You Content tab, enter the content that displays after the prospect submits the form.

    • On the Thank You Code tab, enter code that you want to run after form submission.
    • Add completion actions.
    • Click Next
Pardot Forms and Form Handlers
    • Confirm and save your form.

    After you have saved your form, you will be redirected to a page like below:

Pardot Forms and Form Handlers

To view what your form looks like, click on “View Online” button on top right corner of the page. It will look something like below:

Pardot Forms and Form Handlers

As you can see, First Name, Last Name, and Email are required fields in order to submit the form successfully. The text written in Above text and Below text tabs while creating the form will appear on top and bottom of the page respectively.

After submitting the form, you will be redirected to the page showing thank you content similar to below:

Pardot Forms and Form Handlers

Making the Form Live:

To make your form available online, there are two options.

  • Click on drop down menu on top right corner of the page and select “View HTML Code”. Grab the code and paste it in your web page.
Pardot Forms and Form Handlers
  • Create a landing Page.
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