Workaround How to Upload Files with Pardot Forms

Workaround: How to Upload Files with Pardot Forms

If you Google “upload files with pardot forms,” you’ll find plenty of people asking for this feature or offering workarounds with Google Forms.

Here’s something we came up with the other day. (Note: This is more of a two-part solution, but can be varied — probably — for a one-column, or single-form solution. I’ll be trying to create that shortly.)

What you need:

  • Pardot
  • Box.com

Step 1:

Create your form as needed in Pardot. In our case, we were having customers place orders for branded marketing materials. This form needs to gather standard shipping-type information (name, address, etc.)

Pardot Ordering Form

Step 2:

Go to your Box.com account. If you haven’t created a folder for the uploads, do so now. Click on the […] icon to the right of your folder, and click “Upload Widget.”

Box.com Upload Widget Animated GIF

Step 3:

Fill out what you want the upload widget to say. You can place instructions here if you want, rather than on the resulting landing page.

screen-shot-2016-09-21-at-3-40-24-pm

Step 4:

Copy the embed code from Box.com.

Step 5:

Open the source code of the landing page that houses your form, and paste the embed code from Box.com where you need the upload widget.

screen-shot-2016-09-21-at-3-41-35-pm

Now you’re all done!

Make sure to test out the form and upload widget before releasing to the masses.

Something I may be testing out in the near future: The ability to place the Box.com upload widget directly in the Pardot form. I’ll keep you updated!

Update: September 23, 2016: I wrote another post on how to do this with a single Pardot form here.

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