Uploading your emails to Pardot

Video Tutorial: Uploading your emails to Pardot

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.

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.

3. Authenticate with Pardot ​

In the Emailify export panel, select the Pardot (API) option, or a Padot test account option, from the dropdown list, then copy/paste the following Pardot credentials and details into the Emailify export settings input fields:

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

Different Pardot API Endpoint options in Emailify ​

If you're using a test or sandbox instance, you can select different Pardot API export options from the Emailify export options. Please see below for what endpoints each one calls:

Emailify OptionAuthorization DomainContent Domain
Pardot APIlogin.salesforce.com/services/oauth2/token?grant_type=passwordpi.pardot.com
Pardot Test APItest.salesforce.com/services/oauth2/token?grant_type=passwordpi.demo.pardot.com
Pardot Dev APIlogin.salesforce.com/services/oauth2/token?grant_type=passwordpi.demo.pardot.com

Troubleshooting Pardot authentication issues ​

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 Allow OAuth Username-Password Flows toggle in OAuth and OpenID Connect Settings

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.