CRM Setup
Set up SourceTag with Pardot
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Pardot (now called Salesforce Marketing Cloud Account Engagement). You need to create custom prospect fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Pardot account with admin access
Step 1: Go to custom fields settings
In Pardot, navigate to the custom fields or prospect field settings under Settings > Object and Field Configuration > Prospect Fields.
Step 2: Create custom fields
Create a new custom text field for each SourceTag data point:
Core fields (create these)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Click Channel | Text |
st_fc_detail_1 | First Click Smart Field 1 | Text |
st_fc_detail_2 | First Click Smart Field 2 | Text |
st_fc_detail_3 | First Click Smart Field 3 | Text |
st_fc_detail_4 | First Click Smart Field 4 | Text |
st_lc_channel | Last Click Channel | Text |
st_lc_detail_1 | Last Click Smart Field 1 | Text |
st_lc_detail_2 | Last Click Smart Field 2 | Text |
st_lc_detail_3 | Last Click Smart Field 3 | Text |
st_lc_detail_4 | Last Click Smart Field 4 | Text |
st_fc_landing_page | First Click Landing Page | Text |
st_lc_landing_page | Last Click Landing Page | Text |
Optional extended fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Click Click ID | Text |
st_lc_click_id | Last Click Click ID | Text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Text |
See Captured Fields for the full list of available fields.
Step 3: Map form fields to Pardot fields
If your form builder sends data to Pardot via an integration (Zapier, form handler, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Pardot custom prospect fields. If you are using Pardot forms directly, add the SourceTag fields as hidden fields on the Pardot form and map them to the custom fields you created.
Step 4: Test
Submit a form with UTM parameters and check the prospect record in Pardot. The custom fields should be populated with attribution data.
Tips
- If you sync Pardot with Salesforce, consider mapping these fields to Salesforce as well so attribution data flows through to your CRM. See the Salesforce setup guide for details.
- The field external ID in Pardot must match the form field name. Pardot may modify field IDs, so double-check in the field settings.
- Test with a fresh prospect (not one that already exists) for the cleanest test.
Doesn't answer your question or need more help? Get in touch.