Salesforce / Pardot

Once you've integrated your RightMessage account with Salesforce / Pardot, you'll be able to use us to capture new prospects, segment your Pardot prospects, and personalize your website with Pardot custom fields.

In this guide, we cover everything you need to know about segmenting and personalizing with Salesforce / Pardot + RightMessage.

Linking RightMessage with Salesforce / Pardot

Pardot uses OAuth authentication through Salesforce. You'll need your Pardot Business Unit ID to complete the connection.

Step 1: Find your Pardot Business Unit ID

In Salesforce, navigate to Setup and search for "Business Unit Setup" in the Quick Find box.

Your Business Unit ID is an 18-character ID starting with 0Uv. Copy this ID for the next step.

Step 2: Connect to Pardot in RightMessage

In RightMessage, click on Integrations on the left, then choose Salesforce/Pardot.

Click Connect to Pardot and sign in to your Salesforce account when prompted.

After authorizing, paste your Business Unit ID into the field and click Save & Test.

Step 3: Configure custom field sync

Toggle the custom fields you want to sync between RightMessage and Pardot, then click Save Sync Settings.

RightMessage automatically maps these native Pardot fields:

• First Name

• Last Name

• Email

• Company

• Phone

• Job Title

• City

• State

• Country

• Website

Identifying Pardot prospects on your website

RightMessage identifies prospects through email links. When you send an email from Pardot, modify your links to include the prospect's email address.

ID'ing whenever you send an email

Add ?rm_pt={{Recipient.Email}} to any link pointing to your website.

For example, if you're linking to a blog post, change:

https://yoursite.com/blog-post

to:

https://yoursite.com/blog-post?rm_pt={{Recipient.Email}}

Pardot will replace {{Recipient.Email}} with the prospect's actual email address, allowing RightMessage to identify them and load their segmentation data.

The Pardot data we can use to segment website visitors

When a prospect visits your website, RightMessage has immediate access to:

• Their custom fields

• Their native fields (name, company, etc.)

Unlike some ESPs, Pardot doesn't support tags or lists at the prospect level. Use custom fields for segmentation instead.

Outputting custom fields (like someone's first name) on your website

With RightMessage, you can output known data directly to your website for personalization.

To include a Pardot custom field value within a text personalization, use:

{{ pardot.customFields.RightMessage_Segment__c }}

Replace RightMessage_Segment__c with your custom field API name (found in Salesforce). The field name should match exactly, including the __c suffix for custom fields.

For native fields, use:

• {{ pardot.firstName }}

• {{ pardot.lastName }}

• {{ pardot.email }}

• {{ pardot.company }}

• {{ pardot.jobTitle }}

Using Pardot merge tags in emails

When creating personalized emails in Pardot, you can use merge tags to output RightMessage segmentation data.

Reference custom fields synced from RightMessage using:

{{prospect.RightMessage_Segment__c}}

Or use native fields with:

{{prospect.firstName}}, {{prospect.company}}, etc.