Title: Account Engagement Author: Cliff Seal Published: August 31, 2012 Last modified: June 3, 2024 --- Search plugins ![](https://ps.w.org/pardot/assets/banner-772X250.png?rev=2995205) This plugin **hasn’t been tested with the latest 3 major releases of WordPress**. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress. ![](https://ps.w.org/pardot/assets/icon-256x256.png?rev=2995205) # Account Engagement By [Cliff Seal](https://profiles.wordpress.org/cliffseal/) [Download](https://downloads.wordpress.org/plugin/pardot.zip) * [Details](https://en-ca.wordpress.org/plugins/pardot/#description) * [Reviews](https://en-ca.wordpress.org/plugins/pardot/#reviews) * [Installation](https://en-ca.wordpress.org/plugins/pardot/#installation) * [Development](https://en-ca.wordpress.org/plugins/pardot/#developers) [Support](https://wordpress.org/support/plugin/pardot/) ## Description Say hello to marketing automation simplicity! With a single login, your self-hosted WordPress installation will be securely connected with Account Engagement. With the selection of your campaign, you’ll be able to track visitors and work with forms and dynamic content without touching a single line of code. You can use the widget to place a form or dynamic content anywhere a sidebar appears, or embed them in a page or post using a shortcode or the Account Engagement button on the Visual Editor’s toolbar. ## Screenshots * [[ * Settings area * [[ * Account Engagement block being added in the Block Editor. * [[ * Form block being edited in the Block Editor * [[ * Dynamic Content block being edited in the Block Editor * [[ * A Form block on a page ## Blocks This plugin provides 2 blocks. * Account Engagement Form Collect information about people visiting your site or landing page and help you turn anonymous visitors into identified prospects. * Account Engagement Dynamic Content Delivers targeted messaging to prospects. Content is displayed according to rules defined in Account Engagement based on the prospect’s data or attributes. ## Installation 1. Upload `marketing-cloud-account-engagement-for-wordpress/trunk` to your `/wp-content/ plugins/` directory or go to Plugins > Add New in your WordPress Admin area and search for Account Engagement. 2. Activate the plugin through the ‘Plugins’ menu in WordPress. 3. Go to Settings > Account Engagement Settings and authenticate with Salesforce SSO. 4. Select your campaign (for tracking code usage). ## FAQ ### How do I authenticate with Salesforce SSO? In order to use Salesforce SSO authentication, you **must** create a connected application for the plugin in your Salesforce org. 1. Navigate to [App Manager](https://login.salesforce.com/lightning/setup/NavigationMenus/home). 2. On the top right, click the “New Connected App” button. 3. Enter an app name, API name, and contact email of your choice. 4. Click the “Enable OAuth Settings” toggle. 5. Enter a Callback URL to allow Salesforce to redirect users back to your Account Engagement plugin settings page. The URL should look similar to: `https://[YourWordpressDomainHere]/ wp-admin/options-general.php?page=pardot`. 6. Add “Access Pardot Services (pardot_api)” and “Perform requests on your behalf at any time (refresh_token, offline_access)” to your selected OAuth scopes. 7. Save your connected application. A new page will appear with the Consumer Key and Consumer Secret. 8. Enter your Consumer Key, Consumer Secret, and Account Engagement Business Unit ID into the Account Engagement WordPress settings screen. To find the Account Engagement Business Unit ID, go to Salesforce Setup and enter “Account Engagement Business Unit Setup” in the Quick Find box. Your Account Engagement Business Unit ID begins with “0Uv” and is 18 characters long. If you cannot access the Account Engagement Business Unit Setup information, ask your Salesforce Administrator to provide you with the Account Engagement Business Unit ID. 9. Click “Save Settings”. 10. When the page reloads, click “Authenticate with Salesforce”. Enter your Salesforce credentials in the popup that appears. You should then see Authentication Status change from “Not Authenticated” to “Authenticated”. ### How can I use the shortcodes without the Visual Editor? Two simple shortcodes are available for use. **Form Shortcode** ``` [pardot-form id="{Form ID}" title="{Form Name}" class="" width="100%" height="500" querystring=""] ``` Use `[pardot-form]` with at least the `id` parameter. For instance, `[pardot-form id="1" title="Title"]` renders my Account Engagement form with an ID of 1. Optional parameters: The `title` parameter is included when using the toolbar button, but it’s not required for display. There is no default. The `class` parameter allows you to add additonal classes to the iframe element. There is no default, but the class `pardotform` is now automatically added, regardless of any additional classes. The `width` parameter will set the width of the iframe in pixels or percentage. For example, “500”, “500px”, and “80%” are all valid. The default is 100%. The `height` parameter will set the height of the iframe in pixels only. For example,“ 500” or “500px” are valid. The default is 500px. The `querystring` parameter appends an arbitrary string to the end of the form’s iframe source. This is helpful for passing data directly into the form. You can also do this with filters (see below). **Dynamic Content Shortcode** ``` [pardot-dynamic-content id="{Dynamic Content ID}" default="{Non-JavaScript Content}"] ``` Use `[pardot-dynamic-content]` with at least the `id` parameter. The `default` parameter is used for accessibility. Whatever is placed here is wrapped in `