![]() ![]() Set varMessage, varCampaignId as required.Since they are being auto-populated, no need to ask for the values. remove view components for varCrmLeadContactId and phoneNumber.This enables the system to automatically grab the values from the Prospect record. adjust titles, set merge for varCrmLeadContactId, varPhoneNumber.Once selected, the Action Schema will automatically fill in.For Invocable Action, search for your newly created Flow.Type Action Name: Send SMS w Campaign, type in a good API name.In the Related Tab, for Action Types click New.Create a new extension named “Twilio” (don’t create a bunch of tests, currently these cannot be removed and you have a limit of 10).In Salesforce Setup, use the Quick Find window to search for “Marketing App Extensions”.This is done with Marketing App Extensions in Salesforce Setup. Next, we need to actually expose the Flow to Pardot. When done, your Flow might look something like this:.Create/Update CampaignMember record for the Contact/Lead and Campaign.Update the “Latest SMS Campaign” field on Contact/Lead records with the Campaign ID if the Prospect is synced to CRM.The Flow itself will be composed of a few sections.varContactId – set only if the varCrmLeadContactId is a Contact (Decision, prefix starting with 003).varLeadId – set only if the varCrmLeadContactId is a Lead (Decision-based on prefix starting with 00Q).These will be Text, and we will not be selecting the “Available for input” checkbox (they are only used within the flow) Create a couple more variables to help simplify the flow.This is optional, you could just hard-code the flow to use “Sent” varCampaignStatus – the CampaignMember status you want to use when sending the SMS.varMessage – The text we want to include in the SMS message.varCrmLeadContactId – The Salesforce ID of the Lead or Contact record.varCampaignId – The Salesforce Campaign ID we want to use for tracking.Repeat step 3 for the following variables:.API Name: varPhoneNumber (The phone number we are sending the SMS to).We need to create a few resources (variables) that will be exposed to Pardot and provide the information we need.Select Create New Flow, then choose Autolaunched Flow.From Salesforce Setup, use the Quick Find window to search for “Flows.”.Whenever possible, we recommend using a Flow, as it makes it a bit easier to test and troubleshoot later on. Create a Flow to be called by External ActionĮxternal Actions can be powered by APEX, External Services (which make APEX behind the scenes), and Flows. Though, you should consider this when putting together a solution in your environment. The Twilio Lightning Components you added when setting up Twilio for Salesforce relies on the MobilePhone field.įor the purpose of this blog post, we are not taking into consideration whether the prospect has opted in or out of SMS messages. Create a Pardot custom field named “MobilePhone.” Sync this field to the Salesforce field of the same name. You do not need to sync this field with Pardot, though the B2BMA Integration User should have access to edit the field values.Ĥ. Create a “Latest SMS Campaign” field on both the Lead & Contact (Lookup to Campaign).Add the “Twilio User” Permission Set to B2BMA Integration User.Click Manage Licenses beside the Twilio package, add the B2BMA Integration User.In Salesforce Setup, use the Quick Find window to search “Installed Packages.”.Add the B2BMA Integration User as a “Twilio for Salesforce” Licensed User (enables Pardot to send the SMS).Once Twilio is set up for Salesforce, there are a couple of steps to enable it to work with Pardot. Install instructions written out can be found here: Twilio has a really good instruction video for setting things up, we highly recommend watching it and following along. The first thing we are going to do is to integrate Twilio with our Salesforce org. Create a Flow to be called by External Action.There’s a lot of installing and configuration needed to pull this off: A quick text asking if they are interested, followed up with sales outreach and/or a “book a meeting” page is a great example of sending the right message at the right time. Say your company is going to attend a big conference, and you want to see if there is interest for nearby Prospects (far enough in their journey with you) to meet with your team. Installation and Configuration for Twilio SMS Messages and Pardot In this blog post, let’s explore using a Marketing Cloud Account Engagement (Pardot) Engagement Studio Program to send an SMS message and act on the Prospect replying to it. Where the real power comes in, is tying them together. ![]() We’ve previously talked about External Actions and External Activities, with some general ideas of how each can be applied separately. ![]()
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