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Pardot Forms: Everything You Wanted To Know

Pardot Forms: Everything You Wanted to Know
Posted by GAURAV VAISHNAV on Feb 07, 2019

A form is a source of collecting information from anonymous visitors on your website or landing pages and helps you turn them into known prospects. And Pardot forms help with just the same. They are also very advanced and easy to handle.

How to create a form in Pardot?

In Pardot, navigate to Marketing >> Forms >> Forms.

Create A form in pardot

Add a form in Pardot

A new page will open. When you’re creating a form in Pardot, you need to complete 5 steps - Name, Fields, Look & Feel, Completion Actions and Confirm & Save. In every step, you need to provide some information.

Step 1: Name

  • Give a unique name to form. For example: ‘EN-IN/Webniar-19-RegistorNow’
  • Add Tags to the form. For example: ‘Website’, ‘Webniar-19’
  • Choose a folder. For example: ‘Website’
  • Then, Choose campaign. For example: ‘Website contact us page’
  • Click on Next

Create a Name in Pardot Form

Step 2: Fields

  • By default, you will get four fields (First name, Last name, Company, Email(a)) on your form

    Create a Field in Pardot - First name, Last name, Company, Email on a form

  • If you want to add a new field on the form, click on ‘Add new field’. A pop up will open
  • In the basic tab, you can choose a field and then edit its label, field type and data format

    Create a Field in Pardot - Basic Tab Function

  • Advanced tab gives you more control over fields. You can add a validation error message, CSS classes for design and detailed description of the field

    Create a Field in Pardot - Advanced Tab Function

  • In the dependent tab, you can add different rules on the field to show other fields. For example: if ‘service’ field is marketing, then show ‘tool’ field

    Create a Field in Pardot - Dependent Tab Function

  • Click on Next.

Step 3: Look and feel

  • If you want to edit look and feel of a form, this can be the best step for you
  • Choose a form layout template, which you have added in form layout template section
  • You can edit the submit button text, by adding submit button text
  • If you have to add text above and below the form, then you can add the required text in the editor of the above form and below the form tab
  • In the basic tab, you can choose a field and then edit its label, field type and data format

    Create a form in Pardot - Look and feel

  • Basic level style formatting can be handled in styles tab. For example Font colour, Font Size, etc

    Create a form in Pardot - Basic Level Style Formatting

  • From the advanced tab, you can add/remove reCAPTCHA on the form and enable/disable cookies

    Creating a form in Pardot -  From the advanced tab, you can add/remove reCAPTCHA on the form and enable/disable cookies

  • Click on Next to save edits.
  • Note: You can add as much as you can from the layout template in Pardot. You will find this option in Marketing >> Forms >>Layout templates. You can direct add HTML + CSS in editor. Also, by default, you will get one standard template.

    Create Layout Template in Pardot

Step 4: Completion Actions

  • Here you can add actions after form gets submitted

    Create a form in Pardot - Compete Action

  • Thank you Content:

    • If you want to add thank you message for form, add your text in Thank you content editor
    • And, after submission, if you want to redirect the form to thank you page, then you need to tick the ‘Redirect to the following URL’ instead of showing the form's Thank You Content’ option and add URL in redirection location.

      Create a form in Pardot - Redirection Location

    • You can also send autoresponder email on form submit, add prospect into the list, notify the user on form submit, Assign prospect to user, etc through ‘Completion Actions’. You can add multiple Completion Actions on a single form.

      Create a form in Pardot - Redirection Location 1

    • Thank you code

      • Thank you code is typically Javascript used to call other systems like Google Conversion Tracking

        Create a form in Pardot - Thank you code

      • Click on Next and save your settings.

Step 5: Confirm & Save

  • Verify all details and click on save

    Pardot Markeitng Forms

  • On this screen, you are able to see the complete information about the form.
  • At the top of the form, you will find the live preview link. With the help of this, you can see your form.
  • The view report button is used to check the report of this form. In the report page, you can check the total views, total submissions, conversion, etc specifically for this form in a graphical manner.

    Pardot Marketing Report Form

  • At the bottom of this form, you are able to see the list of prospects added to Pardot through this form and also the list of landing pages using this form

    List of Prospects Added to Pardot Through the Form

  • Your form is live and ready to use on site and landing page. Go ahead!!!

Please note:

If you want to add this form to your website (not on Pardot landing page), Pardot supplies form iframe code for this. You just need to add this iframe on your website and it will start showing. After publishing the form, you can find this code here:

View HTML Code in Pardot form

 

The iframe code will look like this:

 

View HTML Code in Pardot form

If you want to add defaults values to hidden fields of your form, then you need to add field api/internal name and its value in iframe src URL. For example: Here we are setting lead source and lead source details for prospects through hidden fields

In the above example, Lead_source is the internal name of field ‘Lead source’ and Website is the value, which we are setting for field lead source. It’s the same for lead source details field as well.