How to export an email template to Pardot?

In this article, you can find more information on exporting email templates from Stripo to Pardot.

Valeriia avatar
Written by Valeriia
Updated over a week ago

To export your email template from Stripo directly to Pardot, you need to:

  • Open an email template and click the "Export" button, which is located above the email template, then find the "Pardot" icon;

  • Please kindly provide the Export account name (it could be any) and choose the Dev environment or the Prod environment, enter the Consumer key, Secret key and Business unit ID; click the "Next step" button;

  • Enter your Username and Password:

  • In a new pop-up window, you need to:

- select Campaign;

- select Folder;

- select Tracker domain;

- enter Sender email;

Also, define the email type for the Pardot:

- one-to-one (personal) email;

- autoresponder email;

- trigger email;

- contact list (emailed to a list of recipients).

How to get the Consumer and Secret keys?

  • Login to your Pardot account and open the "Setup" menu;

  • Then switch to the "Apps" → "App Manager" menu;

  • Click the "New Connected App";

  • Create an application by filling in three required fields: Connected App Name, API Name and Contact Email;

  • Enable the "OAuth Settings" option;

  • Add the following link to the "Callback URL" field:

  • Select the next OAuth Scopes permissions:

    • Access content resources (content);

    • Access the identity URL service (id, profile, email, address, phone);

    • Manage Pardot services (pardot_api);

    • Perform requests at any time (refresh_token, offline_access).

  • Ensure the control "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" is deactivated.

  • Click on the "Save" button;

  • Snap the "Continue" button;

  • Press the "Manage Consumer Details" button;

  • After Pardot account verification, you will be redirected to a page with generated Consumer Key and Consumer Secret;

Consumer Secret = Secret key

  • Also, the "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" control should be deactivated in the "OAuth and OpenID Connect Settings", which can be found in the "Salesforce Classic" account:

  • Then, switch to the "Setup" → "Security Controls" → "OAuth and OpenID Connect Settings";

Ensure the control "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" is deactivated.

How to get the Business Unit ID?

  • Switch to the "Account Engagement" → "Business Unit Setup" menu and copy your ID.

Important to note:

If you use Pardot's merge tags in a template, please, be advised that all the tags must be written in one format: either PML (when a tag is wrapped with the percent signs, e.g. %%tag%% ) or HML (using curly brackets, e.g. {{tag}} ).

For more details, please, refer to the following article.

For successful export, you must add the unsubscribe tag to an email template.

Pardot requests one of the two tags provided below (HML version):

  • {{Unsubscribe}}

  • {{EmailPreferenceCenter}}

The PML version of these tags is as follows:

  • %%Unsubscribe%%

  • %%email_preference_center%%

One of these tags must be added as plain text, it cannot be added to a button or as a hyperlink (clickable words like Click here to unsubscribe). You can only create a hyperlink with the tag on the side of Pardot.

In order to add a hyperlink with the tag, you ought to:

1) export a template to Pardot;

2) open the template in their editor;

3) replace the text tag with a hyperlink containing the tag.

  • The email template will be exported to the "Account Engagement" → "Content" → "Folders" menu.

  • If you export more than one email or template with the same name, you will see the following pop-up notification where you are asked to choose whether you'd like to export your newsletter as new or replace an existing one.

Thank you for taking the time to read our articles. We hope you will find this information helpful.

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