Pardot is now known as Account Engagement in Salesforce Marketing Cloud.

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1. Create a Connected App in Pardot

If you don’t already have one set up, you’ll need to create a new Connected App in Pardot, which will give you your Consumer Key and Consumer Secret to paste into the plugin in Step 3 (Authenticate with Pardot).

  1. In the top right corner of your Pardot admin, click the Settings Icon, then click Setup.
  2. In the settings search bar, search for “App Manager” and click the App Manager result.
  3. Click the New Connected App button.
  4. Add a name for your connected app (eg. Emailify Integration).
  5. Add the contact details of the owner of the Connected App.
  6. Check the Enable OAuth Flows checkbox.
  7. Add https://figma.com/ as the Callback URL.
  8. Under Selected OAuth Scopes, add the following scopes below, which gives the app the ability to access and authenticate to Pardot:
  • Access content resources (content)
  • Access the identity URL service (id, profile, email, address, phone)
  • Manage Pardot services (pardot_api)
  • Perform requests at any time (refresh _token, offline_access)
  1. Check the Require Secret for Web Server Flow checkbox input.
  2. If shown, ensure Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows is not checked.
  3. Click Save.

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2. Find your Pardot Business Unit ID

Your Business Unit ID is an 18-character long ID that begins with “0Uv”; you can find your Pardot Business Unit ID by following the steps below:

  1. Log into Salesforce using the same account you use to log into Pardot.
  2. Click on the Setup tab.
  3. Find the Pardot dropdown and click Pardot Account Setup.
  4. You may have multiple Pardot business units; choose the Business Unit ID of the one you want to use with Emailify.

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3. Authenticate with Pardot

In the Emailify export panel, select the Pardot (API) option (or the Pardot Test Account (API) option if you’re using a test Pardot instance) from the dropdown list, then copy/paste the following Pardot credentials and details into the Emailify export settings input fields:

  • Pardot Business Unit ID (eg. 0UvXXXXXXXXXXXXXXX)
  • Pardot Username that you use to login (eg. name@domain.com)
  • Pardot Password that you use to login (eg. *********)
  • Consumer Key from your Connected App (eg. y0Zd2jVHJ5Cc1wQg0l5yMJsXpPs...)
  • Consumer Secret from your Connected App (eg. 8C8F8D11A3B7B026A90C5C3...)

Once you’ve pasted all of these details in, Emailify will authenticate with your Pardot instance.

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Troubleshooting Pardot authentication issues

If you’re having trouble authenticating with your Pardot username/password, you’ll need to make sure you’re using an account that doesn’t have 2FA (2-Factor Authentication), and update some settings as per this support thread on the Pardot forums.

The most common reason that the authentication with Pardot fails is related to 2FA issues, but this can be resolved in Pardot by:

  • Changing the IP Relaxation setting to Relax IP Restrictions
  • Changing the Permitted Users setting to All users may self-authorize
  • Enabling the the Allow OAuth Username-Password Flows toggle in OAuth and OpenID Connect Settings

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3. Upload Email Templates to Pardot

Once your Pardot API connection has been successfully authenticated, you’ll be able to specify the following required fields using the inputs and dropdowns that will show up:

  • Sender Name

  • Sender Address

  • Campaign Name

  • Folder Name

  • Domain Tracking Name

You can also optionally automatically include Pardot editable region tags to your HTML template by enabling the Editable Tags toggle.

Once you’ve selected the desired options above, when you’re ready, click the Upload To Pardot button to start exporting the emails you’ve selected from Figma to HTML, and have them automatically be uploaded to your email templates in Pardot.

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