Setup in the Tourial App
Step 1: Connect your Pardot account to Tourial
From your integrations page, click Connect to begin the authentication process and connect your Pardot account to Tourial.
Then enter your Pardot Business Unit ID
You can find it by following the instructions below:
Log into Salesforce using the same account you use to log into Pardot.
Click on the Setup tab.
Find the Pardot dropdown and click Pardot Account Setup.
Once submitted, you'll be asked to sign into SFDC (Pardot) account to finish the authentication process.
Step 2: Create a Marketing App Extension
Before turning on Engagement Data in Tourial, you'll need to create a Marketing App Extension with the following parameters:
Extension Name: Tourial
Extension type/API Name: TourialView
Step 3: Create your Pardot Form Handler
Like all Pardot Form integrations, you'll need to use Pardot 'Form Handlers' instead of regular Pardot Forms. Pardot Form Handlers are leveraged by APIs/Integrations - regular Pardot forms are not.
Note: You must be a Pardot Administrator or Marketing role to create Form Handlers
Step 3: Choose your subdomain and add it to Domain Setup in Tourial
🛑 You must be an admin in your account to complete this step.
To use the Hubspot Integration, you'll need to serve your Tourials from your own domain rather than the Tourial domain.
First, you need to decide what you'd like your custom subdomain to be.
For example, tours.yourcompany.com or tourial.yourcompany.com
This subdomain can only be used for your Tourials and should not be used for anything else.
Note: Visitors will not interact with the subdomain itself; creating it simply allows you to serve the tour from your domain rather than Tourial's domain.
In the Tourial app, click on the user icon in the upper right-hand corner of your screen and head to Domain Setup.
Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "www"
Note: Your CNAME record will point to [youraccount].tourialdns.com
Setup with your Domain Provider (DNS)
Step 1: Configure CNAME Record
Once you've determined a subdomain, you'll need to log in to your domain provider and point a CNAME record for your chosen subdomain to [youraccountname].tourialdns.com.
For example, a CNAME record for the account, Acme (acme.com), where they've chosen the subdomain to be "tours" would be:
Setting up a CNAME record works a little differently depending on your hosting provider (GoDaddy, HostGator, etc.). Below are guides for some common providers:
If you need assistance setting up a CNAME record and pointing it to Tourial, please reach out to your Customer Success Manager or email email@example.com.
Note: If you had a Tour(s) embedded anywhere prior to adding a subdomain and configuring your DNS see below.
The embed code changes once you've created a subdomain. So make sure you use the updated version wherever you have tours already embedded to ensure it properly loads from the new subdomain.
Connect your Pardot Form Handler to Tourial
1. Back in Tourial, select Forms, then Create a new form
2. At the top, add a form name
3. Below, there are several options to add or edit fields, and style your form. First, click Content to connect your Pardot Form Handler
4. You can add a headline and description text. Select Integration, then Import fields
5. Select the Tourial Form Handler you created
If you added any text fields to your Pardot Form Handler for the purpose of capturing UTMs, you'll be able to map these as well. Select Hidden from the dropdown in the form editor and then pick the corresponding UTM parameter
Note: Make sure the number of fields in your Tourial form matches the fields in your Pardot form, otherwise you'll potentially send empty data or the integration will fail.
6. Style your form as you wish by using the remaining form settings
7. If you choose to show the confirmation modal, you can edit and style it under the Confirmation tab
8. Save your form
When you want to add this form to your Tourial, you'll open the tour in the builder.
1. Select the page you want to add a form to and click Form
2. Choose your form from the dropdown menu and then toggle on Add form
Note: If you're adding this form to the beginning of your tour or somewhere in the middle, checkmark the Gated box. This prevents viewers from proceeding with the tour unless they complete the form.