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Implementing Concierge with Pardot Form Handlers

Chad Allard
  • Updated

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

How this implementation works

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

How to set things up

Full code snippets and detailed instructions can be found on this page.

  • 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.
  • From here, you have two options to route the prospect:

Option 1 

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

      • 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. You can find this in your admin center, under the company name. Your domain will never contain spaces ( ) and dots (.)
      • Replace routerName with the API router name, which can be found in the router settings - Embed your form.
        • For example: 
          https://calendar.chilipiper.com/router/inbound-router
          Where inbound-router is the router name. Your router name will never contain spaces ( )
      • Replace https://your-thank-you-page.com with a link to your Thank You page
      • Add the code from Thank_You_Page.html to your Thank You page; this can go anywhere on that page.
  2.  

  3. Option 2

  4.  
  5. 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. You can find this in your admin center, under the company name. Your domain will never contain spaces ( ) and dots (.)
    • Replace routerName with the API router name, which can be found in the router settings - Embed your form.
      • For example: 
        https://calendar.chilipiper.com/router/inbound-router
        Where inbound-router is the router name. Your router name will never contain spaces ( )
    • 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.

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