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SilverStripe Pardot module: simplifying integrated marketing automation

In this guest post, Bluehouse Group's Technical Director Andrew Rousseau explains how their new module...

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In this guest post, Bluehouse Group's Technical Director Andrew Rousseau explains how their new module integrates SilverStripe CMS with SalesForce CRM and marketing automation software Pardot... 

After a client recently gave us a hard time about WordPress having a Pardot plugin and SilverStripe not having one, we decided to take the plunge and create one. Our initial release was targeted at simply levelling the playing field by making sure ours had all the functionality the WordPress one did. We have a few features we’ll be adding as we implement the module for some of our clients and we encourage the community to add features and submit pull requests if they do the same.

Pardot is a full-featured marketing automation tool that is easy to use. Pardot’s platform features CRM integration (with SalesForce), email marketing, lead nurturing, lead scoring and grading, social posting, and ROI reporting. These features help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles, and demonstrate marketing accountability. Here’s how our module integrates:

Features:

  • Adds tracking codes based on campaign to entire site.

SilverStripePardotScreenShot1

  • Shortcode API for dropping in forms and dynamic content from the Pardot dashboard into SilverStripe CMS wysiwyg content.

Pardot Forms and Dynamic Content shortcode:

Shortcodes are injected from a modal available from the Pardot button

SilverStripePardotScreenShot3

Simply choose the form or dynamic content to insert  

SilverStripePardotScreenShot2The ability for clients to inject forms and dynamic content into any WYSIWYG field makes the plugin user friendly and gives great coverage over an entire site.  The persistent tracking code sitewide ensures the site is fully integrated.  

With marketing automation software use on the rise, this module provides another strength for SilverStripe CMS. Allowing the marketing teams to integrate their CRM, website and email marketing easily for cohesive communications.

Getting started

Install the SilverStripe Pardot module using the Composer package manager tool.

composer require bluehousegroup/silverstripe-pardot

Make sure to dev/build, add your Pardot account credentials into the "Settings" and then add the Pardot tracking Javascript to your template by including $GetPardotTrackingJs.

If you've got a new module you'd like to share with the SilverStripe community with your own blog post please get in touch!  

About the author
Andrew Rousseau

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