Shopify
Salesforce Pardot

Integrate Shopify with Salesforce Pardot

About Shopify

Shopify is an eCommerce platform that provides tools for both online and physical sales. On Shopify, users can set up an online store with pre-made themes. They can also accept payments from a variety of sources and use the analytics to look at their business’s sales trends. This can help them understand where they need to better focus their sales and marketing efforts.

About Salesforce Pardot

As an easy-to-use and powerful marketing automation platform, Pardot is a Salesforce product that assists marketers to be more productive and helps sales teams close deals more efficiently. The platform includes automation, lead tracking, and analytics tools designed to improve marketing efforts, gain a better understanding of ROI, increase revenue, and most importantly, achieve marketing and sales team alignment.

Popular Use Cases

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Integrate Shopify With Salesforce Pardot Today

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Shopify's End Points

Shopify Abandoned Checkout

Track checkouts that were added to a customer’s cart but not completed as sales. This field includes data about the customer, the product and the reason for cancellation. It can help determine which products are most commonly abandoned at checkout and why, allowing you to run better predictive analyses about your future products and customers.

Shopify Customers

Retrieve basic customer information - such as ID, email, mailing address, and name - as well as data about customer behavior, such as the last order a customer made, their total amount spent or how many orders they have made with your company. You can then use this data to focus your marketing efforts towards specific customers or demographics.

Shopify Orders

Retrieve important data about an order request, such as customer contact information, the product ordered or the status of the order itself. Then, use this field to track important sales data like what products are being ordered the most or sales trends based on region or product price.

Shopify Products

Create any number of product groupings and view data ranging from the product name and product ID to how much the product weighs, when it was created and how much it costs. Then, use that data to track trends and understand what types of products have been successful and why.

Shopify Transactions

Track any exchange of money that occurs on Shopify, including completed sales, refunds and voided orders. This data can also track the actual revenue generated from your orders via their order ID’s, which will provide you with a sales-focused view of how well your business is performing.

Shopify Refunds

Capture data from any transaction where the money has been refunded to the customer or any transaction where an item has been returned after being ordered. You can then view details about how much was refunded, what products were returned and whether or not those products have been restocked. This information can ultimately help you understand which products are successful, which are not and why.

Salesforce Pardot's End Points

Pardot Visitor Tracking

Pardot's visitor tracking features allow you to see who is visiting your websites, how long they remain on individual pages, how they're engaging with the site, and at what point they go to your pricing page. The platform also empowers you to investigate the IP addresses of anonymous visitors to reveal the name of the corporation and geographic locations they're coming from. All in all, visitor tracking insights can tell you how effective your website is and give valuable insights for optimization.

Pardot Tracking and Hosting Marketing Files

Pardot allows you to host and automatically generate tracking URLs for your marketing files. This gives you the power to monitor content views, link clicks, and file downloads, so you can better understand the performance of your marketing assets and content.

Pardot Real-Time Sales Updates

Pardot's automated, real-time sales alerts provide perfectly-timed updates to your sales team according to the parameters you set. This advises sales teams about the readiness of leads for follow-ups and other types of engagement. When responding to a real-time alert, Pardot puts each client's CRM information at your fingertips, so sales reps can review the most important background information on a lead before reaching out.

Pardot Lead Scoring and Grading Features

Lead scoring and grading are vital to bringing your marketing and sales teams into alignment. These features empower your marketing team to better understand the quality of leads and what constitutes an 'ideal prospect' before transferring the lead to the sales team for a follow-up. Pardot scores leads according to their activity levels, and it grades leads according to how well they fit with a particular service or product. With the platform's customization features, you can finetune lead scoring and grading models to suit your exact specifications.

Pardot Automated Lead Assignment

Pardot's automated lead assignment tools mean that once leads meet your scoring and grading thresholds, Pardot automatically assigns them to a sales rep for follow-up. Lead assignment to sales team members can happen through random assignment or by setting rules that assign different types of leads to specific team members.

Pardot Lead Nurturing Tools

Pardot facilitates your lead-nurturing process by automating drip marketing and one-on-one prospect messaging strategies. That way, your products and services stay in the minds of leads during the entire sales cycle. This brings better quality leads to your sales team while freeing up sales and marketing resources to work on more important tasks.

Pardot Form and Landing Page Tools

The efficacy of your forms and landing pages is essential to boosting conversion and sales rates. Pardot's automated form and landing page tools allow you to build custom landing pages and forms in the same style as your branding without needing to know HTML. These tools even link to existing marketing assets in the automation system to add more seamless branding continuity to your presentations. You can also set your forms to trigger notifications automatically after lead score changes or conversions.

Pardot Progressive Profile Through Multi-Page Forms

Pardot's progressive profiling features help you shorten the first page of your forms down to the few necessary fields required to ensure the highest conversion rates. After completing the first page, the leads go to the next page of the form, which asks for additional details. Progressive profiling through multi-page forms like this makes sure your leads don't feel overwhelmed by an extra-long form on a single page, but you can still collect the same amount of information from your leads.

Pardot Dynamic Content Tools

Pardot's' dynamic content tools allow you to customize buying experiences, forms, emails, and landing pages by dynamically displaying content that reflects the unique characteristics of the person interacting with it.

Pardot Mail Marketing Automation

Pardot's mail marketing automation tools allow you to A/B test email content, customize email templates to reflect your branding, test whether your emails will trigger SPAM filters, tailor emails to specific segments, and track advanced metrics on your email campaigns.

Pardot Closed-Loop Reporting

Pardot's closed-loop reporting features allow you to track the costs of individual marketing campaigns and their ROI to reveal the channels bringing your highest and lowest quality leads, so you can better prioritize your efforts and spending.

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