This post provides a step by step guide for a Gravity Forms Pardot integration using a form handler.
As a consultant, I work with a number of clients on a regular basis, and they all have their own marketing tech stacks, which keeps things interesting. Luckily though, many of them use Gravity Forms as a form solution on their websites.
Through that experience I’ve learned the ins and out of integrating Gravity Forms with Pardot.
Here’s everything you need to know to integrate Gravity Forms with Pardot – follow these simple steps and read to the end where I address some commonly-asked questions.
Install the Gravity Forms WordPress Plugin
It almost goes without saying, but the first step is to install Gravity Forms. Keep in mind that Gravity Forms is a paid plugin, although it starts at only $29 per year as of the writing of this article. Typically, the fee is $59 for the Basic plan, which covers one site.
The fee is well worth it in my opinion, but there are also plenty of sufficient free options if you want to go that route.
You’ll need an account to download the plugin. After you sign up, you can access the download link from the help documentation page.
Create a Form in Gravity Forms
Once you have the plugin installed on your site, it’s time to create the form. Build out (or rebuild) any web form.
What I like about Gravity Forms is that it’s super easy to customize the look and feel of their forms. There are one-click settings for things like having placeholder text. It’s much easier to style these forms as opposed to your traditional Pardot iframe form.
For those unfamiliar with the tool, I recommend you check out the Getting Started page and browse through the documentation. There will be loads more information than I can provide in a single blog post.
After you build out the form, you’ll be ready to move onto the next step of creating your form handler in Pardot.
Create a Pardot Form Handler
In Pardot, navigate to Marketing > Forms > Form Handlers and click “+ Add Form Handler”.
Fill out all the required fields like Name, Folder and Campaign. Then make sure you select “Enable data forwarding to the success location”. When Pardot receives the post, the same data post is transferred to the success location.
For the success location, choose “Specific URL”. Make sure to fill out the next field with a URL as part of the configuration. This will allow you to redirect the user back to a thank you page on your website after the form has been submitted.
Your screen should look something like this: