Implementing Concierge with Pardot Form Handlers

This article will cover how to successfully implement Chili Piper with Pardot form handlers.

Table of Contents

• How does this implementation work?
• How to set things up?
• Gathering Chili Piper Data
• Setup Options
  • Option 1
  • Option 2
  • Advanced Options
• Common Errors

How does this implementation work?

• Your Pardot form success location needs to be set to a specific URL, and data forwarding needs to be enabled.
• When a form is filled out by the prospect, it will be submitted to Pardot and then redirected to our server.
• This form submission is then decoded and encoded in a format compatible with Chili Piper marketing REST API.
• We then do one of the following:
  • Option 1: Redirect to your Thank You page, appending form fields as query parameters that can be used with Chili Piper for routing.
  • Option 2: Route the prospect using Chili Piper REST API and redirect them to a Chili Piper calendar page.

How to set things up?

• Set up your form to use the Pardot Form Handler, following Pardot documentation and help articles.
• Ensure the "enable data forwarding to success location" option is enabled in the Handler settings.

Gathering Chili Piper Data

While working either with Option 1 or Option 2, there will be some steps where you will be asked to replace certain variables with your sub-domain or your Router Name.

To find those, go to your Concierge Router > Embed, then select the Form type as Pardot and Location as Powered by Pardot Form Handler

Then, you should find, respectively, the subdomain and Router Name right after the Chilipiper.deploy function. 

The Code Snippet will also be used in our Setup Options, so we suggest keeping this page open to copy it whenever asked.

Setup Options

Option 1 

Redirect to your Thank You page, show a Chili Piper calendar in a modal within your website

1. • • Set the success location in Pardot Form Handler to the following:
       

       https://tools.forchili.com/pardot/api/v1/success/tenantDomain/routerName?successLocation=https://your-thank-you-page.com
       

     • Replace tenantDomain with your Chili Piper subdomain. Your domain will never contain spaces ( ) and dots (.). Check the Gathering Chili Piper Data section for more details about how to collect the subdomain name.
       
       
     • Replace routerName with the Router Name. This can also be found in the Gathering Chili Piper Data section if not collected yet. 
       
       
     • Replace https://your-thank-you-page.com with a link to your Thank You page.
       
       
     • Add the Code Snippet also listed in your Concierge Router's Embed page to your Thank You page; this can go anywhere on that page.
       • If required, check the Gathering Chili Piper Data section for more details about how to collect the Code Snippet.

Option 2

Route the prospect using Chili Piper REST API and redirect them to a Chili Piper calendar page, away from your website.

• • Set the success location in Pardot Form Handler to the following URL:

    https://tools.forchili.com/pardot/api/v1/success/tenantDomain/routerName?errorLocation=https://your-thank-you-page.com

• • Replace tenantDomain with your Chili Piper subdomain. Your domain will never contain spaces ( ) and dots (.). Check the Gathering Chili Piper Data section for more details about how to collect the subdomain name.
    
    
  • Replace routerName with the Router Name. This can also be found in the Gathering Chili Piper Data section if not collected yet. 
    
    
  • Replace https://your-thank-you-page.com with a link to your Thank You page. This is where a prospect will land on if they are disqualified, or an error occurred during routing.
    • If an error occurs during routing and the errorLocation parameter is set, the error will be appended to query string parameters.

Advanced Options

• This API endpoint will pass all query string parameters appended to the endpoint URL to Chili Piper's marketing endpoint. This means that all URL parameters outlined in this help article are supported and require no additional setup.
  
  

• Some routing-specific options are also supported and can be appended as query string parameters to the API endpoint. Here is a list of supported routing options:

  • map
  • debug
  • locale
  • webHook

Common Errors

405 Method Not Allowed
Cause: Pardot Handler is sending a GET request instead of a POST request to our API.
Solution: Ensure the "enable data forwarding to success location" option is enabled in Pardot Handler settings.