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Prerequisites: 

  • Pardot Admin access credentials

  • ML Platform login credentials

  • Pardot Business Unit ID

Installation Guide

If you've already integrated ML Platform with Pardot, please skip to step 3.

  1. Integrate ML Platform with Pardot

  2. Generate target account mappings

    • There are three ways to generate Target Accounts. As a best practice, we recommend using Smart Lists to help limit the number of Pardot API Calls

      1. Prospects - Using Prospects to Generate Target Accounts

      2. Prospect Accounts - Using Prospect Accounts to Generate Target Accounts

      3. Lists - Using Lists to Generate Target Accounts

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