Overview

Salesforce Marketing Cloud (formally Pardot) is an email marketing, marketing automation, and CRM platform.

Connect Salesforce Marketing Cloud with Referral Rock to:

• Promote your program with Marketing Cloud email campaigns
• Track referral conversions with Marketing Cloud forms

Promote Sharing from Email Campaigns

Common use cases for sharing with email campaigns:

• Launch your referral program with a mass email campaign
• Add links directly to footers of all emails for awareness of your program
• Build ongoing invite campaigns for new customers

Our links make it easy for any email recipient to share with their friends. With one click, the recipient instantly gets into their Member Portal to start sharing. No passwords or registration required!

Step 1: Build Your Link

Click the button below to create a link for use in Salesforce Marketing Cloud emails.

Step 2: Add Link to Email Templates

Adding your program's access link to email templates is a great way to maintain awareness of your program. Not everyone joins right away, but knowing your referral program exists helps remind people to share.

Step 3: Add the Link to your Email Campaign

1. Create an email campaign in Marketing Cloud
2. Place the Access Link as the call-to-action for joining your referral program
3. Send yourself a test email to verify the link works correctly
4. Send your Email Campaign to launch your referral program

Track Referrals on Forms

Integrating referral conversion tracking with your Marketing Cloud form allows you to use your existing forms and landing pages to link new customers to the referral program.

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Prerequisites

• This integration requires installation of Referral.js SDK.
• Make sure your program's referral destination is set to your site with the Pardot form

Step 1: Determine the Value Names of your Form Fields

1. Determine what information from the form you'd like to pass over to Referral Rock.
   1. The only required information is email address, though we recommend including First Name and Last Name along with any other important information you'd like accessible in Referral Rock.
2. Note the input value of each of the fields you want to pass. The input value would be the same tag that you would use when doing a mail merge in Pardot.
   1. You can find this by clicking on a Prospect Fields in your system and looking at the Field ID. Match the proper Referral Rock conversion parameter to the proper input value.
3. Copy the script below and edit it to include Marketing Cloud's input value within the quotes, adding {js} before the ending %%
   1. Example: firstName: "%%firstname{js}%%". See below for an example of a completed script.

Script Template

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Required: Add your unique SDK Script

On line 2 below, you need to add your own SDK script for tracking to work. You can access it by clicking here. Ensure you do not include the <script> tags because they're already included in the example below.

<script type="text/javascript">
  //Insert your own SDK script here without the <script> tags 
  window.referralJS = ((window.referralJS !== null && window.referralJS !== undefined) ? window.referralJS : {});
    window.referralJS.conversion = {
      debug: "false",
      parameters: {
        firstName: "%%first_name{js}%%",
        lastName: "%%last_name{js}%%",
        email: "%%email{js}%%",
        companyName: "%%company{js}%%",
        phone: "%%phone{js}%%"
      }
    };
</script>

Step 2: Place Conversion Script on Form Thank You Code

1. In Marketing Cloud, navigate to your form and select Edit Form.
2. Navigate to Step 4: Completion Actions
3. Select the Thank You Code tab and replace the existing default script with your Referral Rock conversion script you created above.

Step 3: Test the Integration

Once the Conversion Script has been placed in the Thank You Code of your Marketing Cloud form and saved, you're ready to test!

• Click through a member's referral link as a referral.
• Fill out your Marketing Cloud form.
• Check your Integration Event Log to ensure your test was successful.