Pardot forms in Default at a glance
How the Pixel recognizes a Pardot form
The Pixel treats a<form> element as a Pardot form when any of these is true:
- Its
actionURL points atpardot.comor a subdomain of it, such aspi.pardot.com. - Its
nameoridcontainspardot. - It contains a field whose
namecontainspardot.
Check which way the Pixel handles your form
- Before the Pixel loads, set
window.__defaultPixel__logging__verbose = trueon the page. - Open the browser console and show verbose messages.
- Submit the form with a test email.
Before you start
Add a scheduler to a Pardot form
1
Load the Pixel and the Forms SDK
Add both scripts to the Copy your real key with Copy Pixel script in Signals.
<head> of the form’s page, so they load with the page:2
Add the form with Catalog forms
In Signals, open the domain’s menu and select Catalog forms. Start on the page with
the Pardot form and select Open catalog mode. Select Add form on the form, name it,
and confirm. See Your forms.
3
Map the fields
In Forms, open the form and select Map fields. Map at least the email field to the
person’s email. Note the field names Default lists. Your code sends answers under these
names. A mapping belongs to the field name, so it also applies to your other forms with a
field of that name.
4
Build the workflow
In Workflows, add a Form Submission trigger and set Connected Form to the Pardot
form. Add a Display Scheduler node and choose the Event. Add follow-up steps on the
Booked and Not booked branches. Select Publish, then turn on the
deployment switch so the status reads Live.
5
Plan how Pardot keeps receiving the submission
The calendar can only open while the visitor stays on the page, so your submit handler has
to stop the form’s normal post with
event.preventDefault(). That also stops the post to
Pardot. Default does not forward submissions to Pardot, so decide with your web team how the
handler sends each submission to Pardot as well, before you write it.6
Report the submission to Default with submitForm()
In the same submit handler, send the answers to Default. This fragment shows only the
Default part of the handler:
formId is the form’s HTML id. The response keys must match the field names from the
mapping step. See submitForm for every option and the
result it returns.7
Test in both systems
Submit the form with a test email, on a test page of the same domain if you have one.
Confirm that the calendar opens, that the submission appears on the form in Forms, and
that the same submission arrives in Pardot. Ship the handler to your live page only after all
3 check out.
recordFormInteraction() when they
leave the email field. See
Build a reliable Forms SDK flow.
When the Pixel captures the form as plain HTML
If the Pixel does not identify your form as Pardot, it captures the form like any plain HTML form. You need no SDK code, and you should not add any: callingsubmitForm() for a form the
Pixel already captures sends the submission to Default twice.
Once that form is wired to a Display Scheduler workflow, the Pixel holds the submit on the
page so the calendar can open. The browser then does not follow the form’s action URL, so the
form’s own post to Pardot does not happen. Plan another way to get these submissions into
Pardot before you turn the workflow on.
Route Pardot form leads to the right rep
The Display Scheduler node decides who the visitor books with:- A team: create a Team event with a queue as a host. The queue’s policy picks the rep when the visitor books.
- The existing owner: find the lead or contact in Salesforce with Match Record before the scheduler, turn off Use event hosts, and pass the record’s owner as the host. Set a Fallback Host for when the owner is away. Each owner needs their Salesforce User ID mapped in Users.
- A rule: a Rules of Engagement node picks the owner, and Latest resolved user becomes the host.
Troubleshoot Pardot forms
Related: Sales scheduling software from Default