Our Salesforce Pardot tracking feature lets you see — on Salesforce Pardot contact timelines — whenever contacts visit your Foleon Doc and how they behave.
Tracking individual contacts' interaction in Salesforce Pardot allows you to personalize follow-ups, trigger workflows, measure engagement, employ lead scoring, and better understand the value of your content. In this article, we’ll show you how to set up tracking for Foleon Docs in Salesforce Pardot.
💡 This feature is not included in every plan. If you're interested in using this functionality, please contact our Customer Success Management team.
In this article
What to do in Salesforce Pardot
First, you'll need to get your Salesforce Pardot ID (piAid) and campaign ID (piCid).
Go to Salesforce Pardot and click on the marketing tab in the navigation. Then look for campaigns in the submenu and click on the campaign you want to get the tracking code from.
Once you’ve opened that tab, click the View tracking code button in the top right corner of the screen.
📖 Salesforce Pardot tracks visitors using browser cookies. To learn more, we recommend reading Pardot's documentation on this topic.
Copy the piAId and the piCId from the displayed snippet.
The snippet should look something like this:
<script type="text/javascript">
piAId = 'XXXXX';
piCId = 'XXXXX';
piHostname = 'pi.demo.pardot.com';
(function() {
function async_load(){
var s = document.createElement('script'); s.type = 'text/javascript';
s.src = ('https:' == document.location.protocol ? 'https://pi' : 'http://cdn') + '.pardot.com/pd.js';
var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c);
}
if(window.attachEvent) { window.attachEvent('onload', async_load); }
else { window.addEventListener('load', async_load, false); }
})();
</script>What to do in Foleon
Go to the relevant project in Foleon, open the project settings, and scroll down to Salesforce pardot tracking.
Toggle on Use Salesforce Pardot page tracking, which makes the piAid and piCid fields visible. Paste the piAid and the piCid into these fields and make sure to save your changes.
💡It's technically possible to add the same tracking codes to multiple projects. However, this would mean that your data across multiple projects results in the same pile. If you want to split up your data, you'll need to implement different Pardot IDs.
(Re)publish your content
Once you’ve checked if your Salesforce Pardot tracking is set up correctly, you can (re)publish your Foleon Doc(s) and keep an eye on contact timelines.
⚠️ Do you have multiple live Foleon Docs in your project? You'll need to republish each Foleon Doc to activate the Salesforce Pardot tracking.
How to benefit from Salesforce Pardot tracking
The visitors report displays the captured website sessions of anonymous visitors and identified prospects. This is useful data but doesn't necessarily offer additional insights on top of Foleon Analytics or Google Analytics.
Salesforce Pardot page tracking adds value because it offers you individualized tracking. With these tracking insights, you learn which pages the visitor or prospect has shown interest in — allowing you to adapt your strategy accordingly.
In Salesforce Pardot, you can examine the page view of a specific visitor or prospect. In the activity overview, you'll find the following data:
- Page visit URL
- Page title
- Type (eg. Entry point, Last page viewed)
- Time spent on the page
- Date and time
💡 For more information on this topic, we recommend reading this article from the Drip.
Use tracking data for lead scoring
Integrating Foleon with Salesforce Pardot allows you to apply lead scoring based on activity and engagement. You can track which pages your contacts visit and how much time they spent to set up lead scoring to assign points based on that engagement with Foleon Docs.
For example, a prospect reads your eBook. You can assign points that contribute to the lead score based on the number of pages they visited or the duration. Did they read more than half of your eBook? They should be assigned more points than someone who reads less.
Another example. If you created a proposal, you could assign points if they view important pages in the proposal, such as the page with pricing information. You could even find other contacts who are looking at your proposal to get a better grasp of the buying committee.
Based on this, your sales team can prioritize following up on the most-engaged/active leads.
📖 Learn more about Salesforce Pardot lead scoring in their guide: The Complete Guide to Pardot Score.
Salesforce Pardot tracking and cookies
Salesforce Pardot tracks visitors using browser cookies. According to GDPR, you need to inform your readers about these cookies. We enable you to set up a cookie consent pop-up to comply with these regulations.
There are two situations, depending on if you have cookie consent set up:
- When cookie consent has not been set up, Salesforce Pardot tracking will work automatically, letting Salesforce Pardot track visitors.
- When cookie consent has been set up, Salesforce Pardot tracking will only work if the visitor accepts cookies.
To set up your Foleon Docs in compliance with GDPR, you must activate Foleon's cookie consent feature if you use any tracking scripts. Alternatively, you can implement a Consent Management Platform (CMP).