SFDC: How To

How to add Leads / Contacts from Salesforce Campaign automatically to New or Existing List?

Create the Add to Pardot List Button

  1. From the management settings for the Campaign object, go to Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. Enter Add to Pardot List for the label.
  4. For Display Type, select Detail Page Button.
  5. From the Behavior dropdown, select Display in existing window with sidebar.
  6. From the Content Source dropdown, select URL.
  7. Paste this URL in the Syntax box, and remove all line breaks.
    https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/ {!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads} /contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}
  8. Save the button.
Screen Shot 2018-05-24 at 12.21.32.png

After you’ve created the button, add it to your campaign page layout.

Screen Shot 2018-05-24 at 13.09.28.png

And these are the options you get when press on the Add to Pardot List button. :)

Screen Shot 2018-05-24 at 13.09.46.png