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Integration: Salesforce Optional Configuration - Pardot
Integration: Salesforce Optional Configuration - Pardot

REVIEWS.IO Dynamic Link in Pardot Email Templates

Mollie Herbert avatar
Written by Mollie Herbert
Updated over a month ago

Dynamic link allows you to send Review Invitations in your own emails. Visit this support article for more information.


Requirements

⭐️ ️ Available on Plus plan

⚡️ The previous 'Dynamic link' is now included within these plans.


Instructions ⚙️

Generate a link using REVIEWS.IO Dynamic Link and include it in a Pardot Email Template:

  1. Create a custom formula field in the Salesforce Contact object with a field label of, say, Dynamic Link.

2. The formula is in the format:

"/store/landing_new_review?test-account-for-videos&user="+FirstName+"&order_id=1234&email="+Email

Where test-account-for-videos is your REVIEWS.IO Store Key.

In Pardot>Pardot Settings>Object and Field Configuration>Prospect Fields. Create a Custom Field for the Dynamic Link field created in Salesforce.

The field is then available in Pardot as a Variable Tag %%Dynamic_Link%%

3. Create a Pardot Email Template and add the link with URL www.reviews.io/%%dynamic_link%%

4. Use the Pardot Email Template to send emails which include the REVIEWS.IO Dynamic Link to Pardot Campaign or Opportunity Prospects.

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Need more help?

If you have any specific questions or require any further help, we have also created a Salesforce & REVIEWS.IO support form.

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