Engagement Data with Pardot
After integrating Pardot with Tourial, engagement data from known contacts—such as Tourial name, completion rate, and form submissions—is tracked via cookies and displayed under external activities in Pardot contact records, enabling users to segment contacts, create lists, run engagement programs, and automate actions like sending emails or adjusting scores based on Tourial interactions.
Once you've completed the setup of the Pardot Integration, you'll start to see Tourial engagement data for known contacts in your Pardot account. This data will be visible on a contact under external activity, and you'll be able to create lists, engagement programs, and reports based on a contact's engagement with your Product Tours.
Tourial Engagement Data is sent to Pardot through a cookie that Tourial sets. Once your account is connected to Pardot, Tour engagement activity will be recorded for any cookied visitor.
Contact Record Activity Feed
An external activity is created each time a contact engages with one of your Tourials. You'll see a Tourial activity item under External Activities with the following information:
- Tourial Name
- Name of the Tourial as indicated in your Tourial account (this will display up to 30 characters max of your Tourial name)
- Completion Rate
- The range percentage of your Tour the visitor engaged with based on the number of steps completed against the total number of steps in your Tourial
- < 10%, 10-24%, 25-49%, 50-74%, 75-99%, or 100%
Note: The date and time are stamped by Pardot and shown under Date/Time to the right of the external activity.
Form Submissions
When someone submits a Tourial form and it's connected to your Pardot Form Handler, that activity will show under Prospect Activities above External Activities.
Using Engagement Data
You can use Tourial Engagement Data in Pardot to segment contacts, start a Pardot Engagement Program, or as a part of Automation Rules. Using Automation Rules, or within Engagement Programs, you can send emails, notify your team, or even adjust their Score within a Scoring Category.
Using Tourial Engagement Data within Pardot Engagement Program
You can create a Trigger (or listening event) when a Tourial View occurs and then add actions as needed.
Using Tourial Engagement Data within Pardot Engagement Program
Within Automation Rules, you can use the values for Engagement Data to take action based on set criteria that either match all, or match any.
We suggest creating one for each Completion Rate range you'd like to take action on for each live Tour to ensure all scenarios are covered.
For example, create for any when value is [tour name | percent range]:
Acme Tour | < 10%
Acme Tour | 10-24%
Acme Tour | 25-49%
Acme Tour | 50-74%
Acme Tour | 75-99%
Acme Tour | 100%
NOTE: Tour Center Engagement Data is not sent into Pardot. However, Engagement Data for individual tours within a Tour Center is sent into Pardot.
Send Slack notifications to your team automatically
If you're a Slack user, you can connect Pardot to Slack and create an automatic notification to a Slack channel when someone submits your Tourial Form handler.
After connecting Slack, add the completion action Notify Slack channel to your Form Handler, select a channel, and add your custom message.
Boom, instant alerts in Slack so your team can act on interested buyers.
Related
How to Create a Pardot Dashboard to Measure Tourial's Impact
The guide explains how to create a Pardot dashboard to measure Tourial's impact by first setting up a dynamic list that segments contacts who engaged with Tourials using specific filters (e.g., last Tourial viewed, company exclusion, session date, lifecycle stage), and then building reports such as a bar chart showing Tourial views by lifecycle stage over time to analyze engagement across marketing and sales stages.
Pardot Integration Setup with Tourial
The Pardot Integration Setup with Tourial involves connecting your Pardot account by authenticating via Salesforce and entering your Business Unit ID, creating a Marketing App Extension named "Tourial" with the API name "TourialView," setting up Pardot Form Handlers (not regular forms) for lead capture, and configuring a custom subdomain in Tourial to serve content from your own domain to enable contact-level engagement data tracking.
Navless Pardot Integration Self-Service Guide
The Navless Pardot Integration Self-Service Guide explains how Navless leverages Salesforce Pardot APIs to enable customers to sync prospect data, track visitor engagement, personalize content, and push engagement metrics back into Pardot and Salesforce for enhanced lead scoring, intent tracking, automation, sales visibility, and targeted marketing without requiring a formal partnership.
Lead Forms in Pardot | Navless Product Documentation
The documentation explains how to create and connect a custom Pardot Form Handler to a Tourial form by mapping fields (including UTMs), styling the form, configuring confirmation settings, and testing the integration to ensure leads are successfully sent to Pardot.
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.
Tour Engagement Data | Navless Product Documentation
After setting up the HubSpot Integration, Tourial engagement data—including detailed metrics like time spent, clicks, form interactions, and metadata such as Tourial name, URL, and visitor IDs—is sent via HubSpot cookies to populate contact record activity feeds, enabling users to create targeted lists, workflows, and reports based on visitor interactions with Tourials within HubSpot.