Using Zoom Webinars for Pardot

By integrating Zoom Webinar registration information into Pardot, you can automatically populate prospect lists within Pardot based on the information gathered during the webinar. As a result of the integration, Pardot users who are logged in to their account are able to see the details of the webinars. If you have your prospects in Pardot, you can use standard marketing automation processes to make sure that these prospects are followed up with. You can use Pardot for the following things:

• When participants register for Zoom Webinars, they will be automatically added to a Pardot list.
• When attendees attend Zoom Webinars, participants will be automatically added to a Pardot list.
• When a registered participant does not attend Zoom Webinars, the account is automatically added to a Pardot list.
• You can specify domains which should not be included in the list.
• The information about webinar registration is passed to Pardot.

Prerequisites for using the Pardot app

• A Webinar license is included with a Pro account
• that is tied to a Salesforce Pardot Plus or higher subscription
•  you will need the following permissions:
• • Ability to see users
  • and edit integrations
• The Pardot app has been pre-approved from the Zoom App Marketplace to work with Pardot

How to add from the Zoom App Marketplace

1. You will need to sign in with your Zoom account in order to access the Zoom App Marketplace.
2. If you enter Pardot in the search box in the top right corner of your screen, you will be able to locate the app.
3. Click on the Pardot app that appears in the search results and you will be directed to the website.
   For those accounts that do not have pre-approval, you will need to contact the Zoom admin to request approval.
4. Click on the Add button.
5. Verify that the app has the permissions it is asking for, then click Authorize.

How to grant integration access to the Pardot account

In order for webinar data to be synced with Pardot lists, you will have to grant Zoom access permissions to your Pardot account.

Use Salesforce OAuth

You need to install the package and authorize SSO on the Salesforce SSO setup page by following these steps:

1. Ensure that you are logged in as an account administrator in your Salesforce environment.
2. Navigate to the SSO configuration page in your Salesforce environment.
3. Choose the package you would like to install.
4. It is essential that you confirm that Salesforce’s OAuth usage for Connected Apps isn’t blocked.
5. Make sure that Permitted Users are included in Salesforce’s OAuth policies.
6. Click the Authorize button on the Salesforce SSO Setup page to proceed.
7. You will then be prompted to enter your Pardot Product ID.
8. Type in any exclusion domains that you wish to exclude.
9. Click on the Save button.

Set up exclusion domains

The sync feature allows you to specify email domains that should not be synced.

1. Register with Zoom’s web portal by entering your email address and password.
2. Click Advanced then click the App Marketplace link on the navigation menu.
3. This opens a page where you can install the Pardot application.
4. Select Manage from the top right-hand corner of the page, then click Configure to proceed.
5. If you wish to exclude email domains from being added to Pardot lists, then enter the desired domains into the Exclusion Domains field.

How to set up Pardot lists to sync with Zoom Webinars

Create and configure the Pardot lists

1. You can create a list in Pardot by logging in and creating an account.
2. The following information will be sent from Zoom Webinars to the lists that you have configured:
   • Registered: During the webinar, the integration syncs from the registration list to this list information about participants who registered.
   • Attended: The webinar integration allows participants to sync information such as their names, email addresses, and telephone numbers to the participants list.
   • Absent: The integration synchronizes the information for webinar registrants who were not able to attend but have been included in this list.
   • Optional: Registrant recordings for webinars: It syncs the information for registrants to the on-demand webinar recordings to this list as well as participants who have registered for the on-demand webinar recordings.

Assign the Pardot lists to a Zoom Webinars

1. Log on to the Zoom web portal by entering your email address and password.
2. You will then see a list of all available webinars.
3. Select the webinar you wish to conduct or create a new webinar.
4. You will need to enable registration for this webinar.
5. If you have enabled registration, click Save next.
6. Next, click More to reveal more details about the webinar.
7. The next step is to click on the Configure button next to the Generate Prospects via Lists option.
8. Make sure to select the lists that will be used for the PARDOT attendees list, PARDOT registrants list, and PARDOT absentees list.
9. Save the changes.

How to synchronize registration questions to Pardot

As soon as a Zoom registration question is answered, the information will automatically be sent to the following Pardot fields:
Zoom Field Name -> Pardot External Field

• Email -> email
• First Name -> first_name
• Last Name -> last_name
• City -> city
• State/Province -> state
• Zip/Postal Code -> zip
• Country -> country
• Phone -> phone
• Job Title -> job_title
• Organization -> org
• Industry -> industry
• Purchasing Time Frame -> purchasing_time_frame
• Role in Purchase Process -> role_in_purchase_process
• Number of Employees -> number_of_employees
• Questions & Comments -> comments

You can use Pardot’s custom mapping tool in order to specify different destination fields for the Pardot data:

1. It is possible to configure Pardot from the Pardot configuration page.
2. You can do this by clicking the Custom Field Mappings button.
3. The Zoom registration question should be chosen for each field and the Pardot custom field corresponding to that field should be chosen for the destination.
4. Click on the Admin tab, then select Prospect Fields, then the Zoom registration question.
5. After clicking Add Custom Field, the field is automatically added to the form.
6. Custom Field ID can be entered as the field name and its ID.

Synchronize custom questions to Pardot

It is possible to add custom questions to Zoom Webinars that can be synced with Pardot to capture additional information from webinar participants. There is a custom field that corresponds to each Pardot custom question.
There are two automated processes:

• Creating the fields on Pardot is the first step in the process.
• You’ll need to name the fields the same as the custom questions.
• Make sure that spaces are replaced with underscores.

For example:
Question:

Do you have any expectations from this webinar? What do you hope to get out of it?
Pardot Custom Field:

In what ways does this webinar help you to achieve your goals?

Note:

There is a case-sensitive nature to the questions. The questions should not be converted from uppercase to lowercase or vice versa.

Enable custom questions to be synchronized to Pardot

1. Sign into your Pardot account using your email address and password.
2. There must be a custom field named “custom_question” (this name must exactly match the name of the field).
3. Go to the Zoom website and sign up for an account.
4. Once you’re logged in, you’ll find a page to configure Pardot.
5. Go to Field Mappings and then select the fields that you want to use.
6. Set the Zoom Registration Field to custom_questions and create a new field mapping to be used for it.
7. Choose custom_question from the list of the Pardot custom fields.

Note: As a result of the field mapping provided by “custom_questions”, it will now be possible to synchronize custom questions with Pardot. You do not need to create field mappings for custom questions separately.

Add custom questions to Zoom Webinars registration

1. Log on to the Zoom web portal by entering your username and password.
2. Once logged in, click the Webinars link in the navigation menu.
3. From there, you will find the webinar you want.
4. Then, you will get to the option for editing that webinar.
5. You will find the Custom Questions tab, where you will find the New Question button.
6. Please enter the question that you want to ask.

How to enable webinar registrations from Pardot

It is possible for participants to register for Zoom Webinars using Pardot forms.

Note:

It is necessary that you re-add the Pardot integration app to the Zoom App Marketplace after February 28, 2021 if you add it before this date and you intend to use this particular feature. It can be done by signing into your Zoom account and then clicking on the Reinstall button.

Configure Zoom to send webinar link to Pardot

It is possible to configure Zoom so that the link to the Webinar is automatically sent to Pardot.

1. Login to the Zoom web portal as an administrator in order to access the Zoom web portal.
2. From the navigation bar, click on Application Marketplace in the Advanced section.
3. A Pardot application page will open up.
4. Click Manage and then Configure in the top right corner of the page.
5. In the Custom Field Mappings tab, you will need to map the webinar_join_link field to the Zoom Registration Field.
6. You will map the field to one of your custom fields in Pardot.

Add Zoom Webinars layout template

You will need to create a template in Pardot that describes the format of the Zoom Webinar registration form you will use in Pardot. When the template is created, it can be reused for multiple registration forms.

1. Login to Pardot using your email address and password.
2. Click on the Forms tab in Pardot Marketing to access the Forms page.
3. Then click Add Layout Template to access the Layout Templates page.
4. Choose a name for the layout template and a folder in which to save it.
   Note: There are some code lines that are automatically included by Pardot in the form, which may cause errors to appear during the submission process.
5. Move lines 4-8 from the bottom of the form to the top.
6. Save the form.
   Note: You should also move the code lines in the Pardot landing page layout the same way you did in the previous step if you use a Pardot landing page.

Create registration forms

1. Go to the Marketing tab within Pardot and then select the Forms tab from the left hand side.
2. You will then be able to access the Forms tab and add the form.
3. You will be prompted for the form’s name.
4. Choose the folder and the campaign you would like to use.
5. Next, click the Finish button.
6. Next, you need to add the fields you want to be pulled from the webinar. At this time, we are only supporting the following fields:
   • First name
   • Last name
   • Email
   • Address
   • City
   • State/Province
   • Zip/Postal code
   • Phone
   • Industry
   • Organization
   • Job Title
7. Responsible for setting up the design and layout of the registration form. From the Look and Feel section choose the Zoom layout template you created.
8. Now you can configure the display text associated with the Submit Button.
9. Click on the Next button.
10. Here, you can specify the thank you text and the destination page for the redirect.
    1. You can do this by selecting Completion Actions from the Home page.
    2. Once you have clicked the HTML, you can view the editing results.
    3. Use this code block to redirect users to a Zoom success page if you want to redirect your viewers to a Zoom success page.

    <blockquote> 
    <form action="your post url" method="POST" name="hidden_form"> 
    <input name="webinarId" type="hidden" value="your webinar id" /> 
    <input name="email" type="hidden" value="%%email{html}%%" /> 
    <input name="first_name" type="hidden" value="%%first_name{html}%%" /> 
    <input name="last_name" type="hidden" value="%%last_name{html}%%" /> 
    <input name="address" type="hidden" value="%%address_one{html}%%" /> 
    <input name="city" type="hidden" value="%%city{html}%%" /> 
    <input name="province" type="hidden" value="%%state{html}%%" /> 
    <input name="zip" type="hidden" value="%%zip{html}%%" /> 
    <input name="phone" type="hidden" value="%%phone{html}%%" /> 
    <input name="industry" type="hidden" value="%%industry{html}%%" /> 
    <input name="org" type="hidden" value="%%company{html}%%" />
    <input name="job_title" type="hidden" value="%%job_title{html}%%" /> </form> 
    </blockquote>

As an alternative, if you want to embed the form on a pardot landing page or an iFrame, add ***target=“_parent”*** :

<form action="your post url" method="POST" name="hidden_form" target="_parent">

If your Zoom Webinars ID and post URL are different from the ones listed, please replace them accordingly:

• Your Zoom Webinars ID: It can be found on the Zoom Webinars page on your Zoom account.
• Your post URL: The URL for your post can be found on your Zoom account.
• 1. Log into the Zoom portal and find your post there.
  2. Go to the Advanced section of the navigation menu and click the App Marketplace tab.
  3. On the app page for Pardot, click the “Add App” button.
  4. You will then be able to click Manage, then Configure in the top right of the page.
  5.  Choose Custom Field Mappings from the drop down menu.

Adding the following HTML input value as an HTML block to the HTML block can redirect the user to a non-Zoom page.

<input name="redirect" type="hidden" value="redirect URL" />

Put your own URL in place of the redirect URL.

11. When users click Submit, the registration action will be initiated when the javascript is added. In the Thank You Code section, add the following code:

<script type="text/javascript">
document.forms[0].submit();
</script>

12. When you have completed your form, please save it and click the Verify Form button to ensure it is valid.

How to remove the Pardot app

1. You will need to sign in with your Zoom account in order to access the Zoom App Marketplace.
2. Then click Manage in the top right corner of the page.
3. Next, click Added Apps from the menu at the top of the page.
4. To remove the Pardot app, click the Remove button.

How your data is used

As part of the integration process, this app will have access to the following Zoom account information:

• Webinar registration details:
• Please enter your email address, your first name, last name, your address, your city, your country, your zip code, your state, your phone number, your company title, the vendor, your role in the process, the number of employees, any comments, and any questions you want to ask.
• Data from the registration of webinar participants in Pardot can be synced with your Zoom account when participants sign-up for webinars within Pardot.

Your Pardot account has provided the following integration app with access to the following information:

• Pardot lists: Using this feature, you will be able to select different Pardot lists that will be automatically populated with information about registrants, attendees, and absentees.
• Webinar registration details: Please enter your email address, first and last names, address, city, country, zip, state, phone number, industry, organization, job title, the estimated time to complete the purchase process, your role in the purchasing process, and your salary information.
• Participants can register for webinars using Pardot and their registration information will then be synced to your Zoom account when they register from Pardot.