Formulayt enables scalable Pardot automation using a single Master Form Handler to manage prospect data, with optional Secondary Submissions to trigger specific Completion Actions.
There are two ways to trigger campaign-specific actions:
Secondary Submissions: Send an additional submission directly from Formulayt to a secondary Pardot Form Handler to execute Completion Actions.
Automation Rules: Trigger actions based on prospect field values within Pardot.
Secondary Submissions are particularly useful for actions that need to be triggered by specific form submissions without relying on Pardot's automation rule processing schedule.
Master Form Handler Setup
The Master Form Handler is the primary destination for all Formulayt form submissions.
It is responsible for:
Creating new prospects in Pardot.
Updating existing prospect profiles.
Capturing form data, hidden fields and campaign metadata.
Executing universal Completion Actions that should apply to all submissions.
Configuration
Create a Master Form Handler in Pardot.
Include all fields used across your Formulayt forms, including hidden fields.
Ensure field names match the corresponding Formulayt fields.
Disable unnecessary validation rules to prevent submissions being rejected.
Configure any universal Completion Actions, such as adding prospects to a standard list or notifying an assigned user.
Configure this handler as your primary Formulayt submission destination.
Using Secondary Submissions for Completion Actions
Formulayt's Secondary Submission capability allows an additional submission to be sent directly to a separate Pardot Form Handler.
This makes it possible to execute different Completion Actions for individual gates without creating complex Pardot Automation Rules or using Pardot's form reposting functionality.
Creating Secondary Form Handlers in Pardot
Create a secondary Form Handler for each distinct set of Completion Actions you want to support.
Important: Secondary Form Handlers only need an email field.
Because the Master Form Handler is responsible for creating prospects and updating their profile information, there is no need to replicate all the fields from the Master Form Handler.
The email field identifies the prospect associated with the secondary submission.
This significantly reduces the setup and maintenance required for secondary Form Handlers.
To configure a secondary handler:
Create a new Form Handler in Pardot.
Add the email field and ensure its HTML field name matches the email field sent by Formulayt.
Configure the required Completion Actions.
Avoid unnecessary field validation.
Save the handler and copy its HTTPS Endpoint URL.
A secondary Form Handler could be configured to:
Send a specific autoresponder email.
Add the prospect to a Pardot list.
Notify a sales representative.
Adjust the prospect's score.
Execute campaign-specific lead management actions.
You can configure multiple Completion Actions on a single secondary handler.
Configuring Secondary Submissions in Formulayt
Navigate to Setup → Fields.
Create a new hidden field called 'secondarysubmissionurl'
Set its pre-population source to Gate Editor.
Configure a descriptive label such as "Secondary Pardot Form Handler URL".
Publish your changes.
This makes the secondary destination configurable by gate authors.
Configuring a Gate
Open the relevant gate in Formulayt.
Navigate to the Miscellaneous tab.
Locate the Secondary Pardot Form Handler URL field.
Paste in the HTTPS Endpoint URL of the Pardot Form Handler you wish to trigger.
Save the gate.
When the gate is submitted, Formulayt sends the primary submission to the Master Form Handler and an additional submission to the specified secondary handler.
If the secondary URL field is empty, no secondary submission is made.
Alternative configurations
The 'secondarysubmissionurl' field can also be populated using a fixed value or Formulayt field rules. This enables administrators to automate destination selection without requiring gate authors to manually enter URLs.
For further information, see Secondary Form Submissions
Important Considerations
Secondary submissions do not require Pardot's "Enable data forwarding to the success location" setting.
The success_location repost configuration is no longer required.
Secondary Form Handlers only need to map the email field, even though the Formulayt secondary request may contain additional submitted data.
Formulayt does not currently monitor or report failures of secondary submissions.
Primary and secondary submissions are separate requests. Where automation depends on a newly created prospect or updated field values, test the processing behavior carefully.
Triggering Actions Using Pardot Automation Rules
Automation Rules provide an alternative method for triggering actions based on prospect field values.
They are particularly useful when actions depend on submitted data rather than a specific gate submission.
Configuration
Create a prospect field in Pardot to hold the trigger value.
Create or configure the corresponding Formulayt field.
Create a Pardot Automation Rule that evaluates the field.
Configure the Completion Actions to execute when the condition is met.
Examples include:
Using GateID to identify submissions from specific gates.
Using a Salesforce Campaign ID to determine campaign association.
Using a Product of Interest field to assign prospects to different teams.
Repeating Automation Rules
Pardot Automation Rules have important limitations:
Without the Repeat Rule option, a rule will not repeatedly trigger for the same prospect.
Repeat Rules cannot run continuously and are subject to a minimum 24-hour repetition interval.
Where appropriate, clear or change the trigger field after processing to prevent unwanted repeated actions.
For submission-specific Completion Actions, Secondary Submissions are generally preferable because they do not depend on the Automation Rule repetition schedule.
Typical Lead Management Actions
Action | Recommended Approach |
Send an autoresponder | Secondary Form Handler |
Add prospect to a static list | Secondary Form Handler |
Send sales notification | Secondary Form Handler |
Adjust prospect score | Secondary Form Handler or Automation Rule |
Assign to a Salesforce campaign | Secondary Form Handler or Salesforce automation |
Create a Salesforce task | Automation Rule or Salesforce automation |
Trigger based on Product of Interest | Automation Rule |
Trigger campaign-specific MQL processing | Secondary Form Handler and/or Automation Rule |
The choice depends on whether the action should occur for a particular submission or in response to data stored against a prospect.
Configuring an MQL Process
Formulayt can simplify MQL processing by making the required configuration available to gate authors.
For example:
Create a hidden field called TriggerMQL in Formulayt and a corresponding Pardot prospect field.
Set the pre-population source to Gate Editor.
Configure a Yes/No toggle labelled "Immediate MQL".
Create an Automation Rule that responds to a value of true.
Configure the necessary MQL processing actions.
These might include:
Syncing the prospect to Salesforce.
Assigning a sales owner.
Adding the prospect to a Salesforce campaign.
Sending a notification to the assigned owner.
Recording the MQL date.
Updating lead status and lead source.
For processes requiring immediate submission-triggered Completion Actions, consider using a dedicated Secondary Form Handler instead of relying exclusively on Automation Rules.
Note that the timing of downstream Salesforce processing depends on the actions and integrations used.
Testing Your Configuration
Before deployment, test the complete process with both new and existing prospects.
Verify that:
The Master Form Handler receives the submission and creates or updates the prospect correctly.
The Secondary Form Handler receives the submission and matches the prospect using Email.
The intended Completion Actions execute successfully.
Repeated submissions behave as expected.
Gates without a secondary URL continue to use the Master Form Handler normally.
Because secondary submission failures are not monitored by Formulayt, checking the results directly in Pardot is particularly important.
Summary
Using Formulayt Secondary Submissions provides a simpler way to manage campaign-specific Pardot automation.
The Master Form Handler manages all prospect creation and profile updates, while lightweight Secondary Form Handlers containing only an Email field trigger additional Completion Actions.
This approach reduces duplicated field configuration, removes the need for Pardot form reposting, and makes it easier to scale campaign-specific automation across large numbers of Formulayt gates.