How To ...

How to add a new form-1

There are 3 parts to creating the form.

  1. Create the form handler in pardot.
  2. Create the form in WordPress.
  3. Connect the 2 forms using magic.
Create pardot form handler
  • First, block off 4 hours out of the day to login to salesforce.
  • Login and go to Marketing > Forms > Form Handlers
  • Find the form named "_Landing Form (copy this one)"
  • Click on the blue title
  • Click on the down arrow on the upper right hand side of the page. Then choose the "Copy" option.
  • Click in the "Name" field.
  • Rename the form to the EXACT same name as you named the landing page that this form will go onto.
  • Click the "Copy form handler".
  • The page will refresh and you will now be able to edit the form handler you just copied.
  • Look for the "Endpoint URL"
  • Make sure the "https" is dark grey, if its not click it. Then copy that url down, you will need it when you create the form for the landing page.
  • On the top right hand page, click "Edit form handler".
  • Make sure the "Success Location" dropdown says "Specific URL".
  • In the "Success Location" text field box put "https://go.alkami.com/thank-you"
  • In the "Success Location" text field box put "https://go.alkami.com/thank-you"
  • Click "Save form handler"
Create form in wordpress
  • Click on forms on the left hand side of the page.
  • Hover over the form named "Dupe for Landing Page". Click on "Duplicate".
  • The page will refresh and now you will see the duplicated form, hover over the title and click "Edit".
  • The page will refresh and now you will see the duplicated form, hover over the title and click "Edit".
  • Find the gear icon and click on it. It is the one to the immediate right of the wrench icon.
  • Find the "conformations" box and click on it.
  • Click on the gear icon to the far right of the "Default confirmation" box.
  • In the URL fields, paste in the "Endpoint URL" from the pardot form handler.
  • Click the green check box to the right.
  • Notice the form ID number at the top of the page.
  • Take note of this number as you will need to go back to the landing page this form goes on and enter the form ID.
Connect pardot and wordpress
  • Go to view all the posts and click on edit on the landing page you created for this form.
  • Find the "Landing Page Options" section.
  • Look for the "Form ID" box.
  • Paste in the ID of the form you just created.
  • Update the page.