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

REVIEWS.io Dynamic Link in Pardot Email Templates

Tom Goodwin avatar
Written by Tom Goodwin
Updated over a week ago

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

Requirements

⭐️ This feature is only available on Professional and above Plans

⚡️ In order to access this feature you would need to activate the 'Salesforce' & 'Dynamic Link' bolt on from our Subscription page which you can find here.


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 of 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.

Salesforce Support Enquiry Form

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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