How to Create a Popup for Salesforce Marketing Cloud Account Engagement (Formerly Pardot)

Looking to create an email signup popup that connects to Salesforce Marketing Cloud Account Engagement (MCAE)?

MCAE, formerly known as Pardot, is a powerful B2B marketing automation tool by Salesforce. By using a popup with MCAE, you can quickly grow your leads, sales, and revenue.

Today, we’ll teach you how to build a MCAE popup that converts your visitors into leads and customers.

What is an MCAE Popup?

Salesforce’s Marketing Cloud Account Engagement is a marketing automation software for B2B companies.

One of the services they provide is email marketing, an integral tool for B2B lead generation.

MCAE makes it incredibly easy to run effective email campaigns. It lets you

  • Build beautiful emails with an easy-to-use editor
  • Personalize campaigns based on how your subscribers interact with your business
  • Split test emails to identify the best messages and offers

With MCAE, you can send bulk emails about sales, product launches, and new content.

In short, MCAE gives you everything you need to run successful email campaigns. Well, almost everything.

Before you can have a successful email campaign, you first need subscribers.

That’s where an MCAE popup fits in.

An MCAE popup is an email signup form that’s linked to your MCAE account. It appears on your website and covers your content to grab your visitor’s attention. So, when your site visitor completes your optin form, those leads are automatically sent to your MCAE database.

Do popups work?

Smart popups fill your list with the kinds of subscribers who are more likely to turn into paying customers.

OptinMonster is the easiest way to build an MCAE popup that will increase your conversions. It allows you to quickly design popups with a drag-and-drop builder and eye-catching templates.

OptinMonster homepage

With Optinmonster, you get multiple campaign options, like lightbox popups, floating bars, fullscreen mats, and slide-in scroll boxes.

It’s incredibly easy to use. And it works!, which provides digital marketing services to companies, used OptinMonster’s prebuilt templates to increase conversions by 300%.

Today, we’ll create an MCAE popup like this:

pardot popup

And you’ll be able to do it in just 20 minutes! Let’s get started.

Design Your Popup With OptinMonster

You’ll need an OptinMonster account for this tutorial.

It’s 100% risk-free because you’ll get a 14-day money-back guarantee. Ready? Sign up for your OptinMonster account below.

Create an MCAE Popup Now!

Let’s dive into the tutorial!

Step 1: Create an OptinMonster Campaign

After you’ve logged into your account, the first thing you need to do is click Create New Campaign.

Click Create New Campaign

With OptinMonster, you can start with one of our 100+ premade templates, or you can design your own campaign from scratch. Today, we’re going to select Templates.

Select Template

Now, you’ll need to choose the Popup campaign type, which should be the default.

In the Search Templates search box, type in “ebook download.” Then choose the eBook Download template.

Use the search field to find the "ebook download" template

After this, you’ll be prompted to name your campaign and choose which website you want it displayed on.

Click Start Building to enter the OptinMonster editor.

Name campaign

The next step is to customize your popup.

Step 2: Design Your Popup

It’s really simple to design your popup in OptinMonster’s campaign builder, even if you have no design experience.

You can easily customize the colors, fonts, images, and anything else about the popup campaign.

You’ll spend minutes instead of hours building the perfect MCAE popup.

For the popup we’re making today, click on the arrow in the Yes/No tab at the bottom of the campaign builder. Then select Disable Yes/No View.

Disable Yes/No view

Now, click the Optin tab to edit your popup. For this campaign, we want to start out with the view where we ask for a name and email address.

OptinMonster popup Optin View

Simply click on any part of your popup to change it. That will pull up the editing tools on the left.

So, to change the text, just click on the text block. Highlighting the text will bring up even more options in the text editing toolbar.

Using the editing tools, you’ll be able to change the font, color, size, and alignment of the text.

Editing pop text in OptinMonster

Keep in mind you want to grab the reader’s attention with the right headline and call to action.

Understanding your audience is key.

Your site visitors will want your lead magnet if it helps them solve a problem or achieve a quick win.

Crafting concrete buyer personas is a good way to focus on your content for the needs of your target audience.

Along with great copy, you want to add an image.

To change the image, click on the image block in your campaign. Then click on the image in the left sidebar.

Click on the image in the campaign, and then use the click on the image icon in the left sidebar

You’ll then be prompted to upload a new image.

OptinMonster image selection

Once you have the image and text in the Optin View designed to your liking, then go to the Success View to customize what your visitors will see after entering their information.

OptinMonster Success View

You can edit the Success view in the same way you edited the Optin view.

If you need help, check out these articles:

Once you’re happy with the design of your popup, click Save.

OptinMonster Save button

Now you’re ready to decide where and when to display your popup.

Step 3: Display Your Popup

Even if you’re marketing to other businesses, you’re still targeting real people.

So, a generic popup campaign isn’t going to deliver the results you want.

What you want is to show the right offer to the right person at the right time.

One of the advantages of OptinMonster is that it gives you total control over where and when you display your popup.

This is possible with triggers and targeting rules.

Targeting lets you display campaigns based on your visitor’s:

  • Physical location
  • Device they’re using to browse
  • Referring site

Triggers use your site visitor’s behavior to show popups:

  • When they’re about to leave your site
  • After they’ve spent a certain amount of time on your site
  • Once they click a link or image

In this tutorial, we’ll be using 2 different targeting rules: Exit Intent and Page Level Targeting.

Exit Intent®

Exit intent triggers a popup as your visitor is about to leave your site.

It’s a great way to show your visitor a targeted offer one last time before they leave your site.

IMSource increased their list by 4,250% using exit intent popups!

Head over to Display Rules.

OptinMonster display rules

Select Exit Intent®.

OptinMonster Exit Intent Display Rule

Exit popups are one of the most powerful ways to increase your conversions.

For more, check out this article: 40 Exit Popup Hacks That Will Grow Your Subscribers and Revenue

Page Level Targeting

You’ll also need to select which page you want to display your popup.

You could use Page Targeting to only show your popup on certain pages. For instance, you might want to display your popup on pages about email list building.

Exit Intent Exact Match URL

Save your campaign again once you have the display rules set to your liking. Now it’s time to integrate OptinMonster with Salesforce Marketing Cloud Account Engagement.

Note: Leave your OptinMonter campaign open in a tab or window. You’ll need to come back to it later.  If you lose track of your campaign, you can navigate back to it in the Campaign Dashboard.

Integrate Salesforce Marketing Cloud Account Engagement with OptinMonster

Syncing OptinMonster with MCAE requires a few steps, but it’s fairly simple.

Step 1: Retrieve Your Business Unit ID in MCAE

First, you’ll need to sign in to your Salesforce MCAE account. Click the Cog Icon in the upper right corner and select Setup. We’ll remain in the Setup section throughout this part of the tutorial.

Click the clog icon in the upper right corner and click "Setup"

Next, you’ll want to retrieve your Business Unit ID.

To find it, click Account Engagement>Business Unit Setup. Copy your Business Unit ID and save it for later.

MCAE business unit setup

Step 2. Create Connected App

Still in the Setup section, click on Apps>App Manager in the left sidebar.

Click Apps and then App Manager

Next, click the New Connected App button in the upper right corner.

MCAE new connected app button

While creating the new connected app, follow these steps:

  1. Connected App Name: We recommend using “OptinMonster Salesforce Marketing Cloud Account Engagement Connect
  2. API Name: This field will be automatically populated
  3. Contact Email: This field is required for any app you create in Salesforce
  4. Enable OAuth Settings: This checkbox must be enabled
  5. Callback URL: Enter this URL:
  6. Selected OAuth Scopes: Add the following scopes (highlight each scope, then click the “Add” arrow):
    • Manage Pardot services (pardot_api): Allows OptinMonster to connect to the Pardot/MCAE API.
    • Perform requests at any time (refresh_token, offline_access): Allows OptinMonster to fetch a new access token when it expires. Without this, the OptinMonster integration will fail after the token expires.

Fill out MCAE connected app settings

Now, click Save at the top of the page. You will likely see a message indicating that it may take 2-10 minutes for your changes to take effect.

MCAE New Connected App delay notification

Step 3. Retrieve Client Key and Client Secret

Next, you’ll need to retrieve your Client Key and Client Secret before you can integrate with OptinMonster. For this step, you’ll navigate back to the Apps>App Manager in the Setup section.

You should see your new connected app in your list of apps. Click the Drop-Down Arrow to the right of your app, and select View.

Click "View" beside the new connected app you just created.

Under API (Enable OAuth Setting), click the Manage Consumer Details button.

Click the Manage Consumer Details button

Here, you’ll see the Consumer Key and Consumer Secret. You’ll need these in the next section, along with the Business Unit ID you retrieved earlier.

Copy the Consumer Key and Consumer Secret

Step 4. Integrate With OptinMonster

You’ve created your connected app in Salesforce MCAE, and you’ve retrieved the necessary codes. Now, you’ll go back to your OptinMonster campaign to complete your integration.

Head over to the Integrations tab at the top of your editor.

Integrations ribbon

Click the Add a New Integration button in the left sidebar.

Click Add a New Integration button in OptinMonster

Type “salesforce” into the search box, and select Salesforce Marketing Cloud Account Engagement.

Search for and select the Salesforce Marketing Cloud Account Engagement app


Now, you’ll need to pull up the codes that you retrieved from your MCAE account and enter them into the integration form:

  1. Salesforce Marketing Cloud Account Engagement Account Name: This can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Salesforce Marketing Cloud Account Engagement integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.
  2. Salesforce Marketing Cloud Account Engagement Client ID: This is where you enter the Consumer Key.
  3. Salesforce Marketing Cloud Account Engagement Client Secret: This is where you enter the Consumer Secret.
  4. Salesforce Marketing Cloud Account Engagement Business Unit ID: This is where you enter the Business Unit ID.

Once you’ve filled out these fields, click the Connect to Salesforce Marketing Cloud Account Engagement button.


Enter your information in the integration form

Next, you’ll see a popup asking you to allow access. Click the Allow button

Popups asking to allow: Access the identity URL service, Manage Pardot services, Perform requests at any time

Publish Your OptinMonster/MCAE Popup

To publish your campaign, click the Publish tab at the top of the campaign builder. Then, select Publish under the “Publish Status” heading. Click Save.

The Publish tab is at the top right of the campaign builder. Within that tab, you can choose the publish status.

The rest of the publishing process depends on your website platform or CMS. Follow our campaign publishing guide here.

Is your site on WordPress? Here’s a simple guide for connecting OptinMonster to your WordPress site.

If you’re not using WordPress, it’s just as easy to sync your site. Check out this article: How to Add OptinMonster to Any Website

Get Started With a Popup Today!

We hope you enjoyed this article.

If you’re ready to boost your list, you might want to read these resources:

Ready to turn more site visitors into leads and subscribers? Get OptinMonster today.

I'm writer and digital marketer with over 15 years of experience. As a former marketing director for small nonprofits, I understand what it's like to be a one-person marketing department. I'm here to help you generate more leads in less time.

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  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our powerful Exit Intent® technology that converts abandoning website visitors into email subscribers and customers. Typically 70% of the people who visit your website will leave and never return, meaning all those marketing efforts to reach them have gone to waste.

    OptinMonster’s Exit Intent® technology detects user behavior and prompts them with a targeted campaign at the precise moment they are about to leave.

    You can unlock this powerful technology 100% free when you purchase our OptinMonster Pro plan.

    Get started with OptinMonster today and see why 1,000,000+ choose OptinMonster to get more subscribers and customers.

    Thomas Griffin
    President of OptinMonster

  2. Is it possible to create a popup in Optinmonster that only shows the popup to unknown visitors? So I don’t bore known visitors with a “SIGN UP NOW” notification.

    1. Nathan Thompson
      Nathan Thompson May 5, 2021 at 4:33 pm

      Hey Geert, thanks for the question. In short, YES! I think this will probably help you out: How to Target New and Returning Users. It’ll walk you through how to show popups to new visitors (and it’s super easy). Thanks for asking!

  3. Hi,

    I would love to suppress a pop-up for people who are on some Pardot segmentation list (e.g. because they are already on the list the pop-up is for). Is there any way to achieve that?

    (Mailchimp has that option because it is Mailchimp itself that creates the pop up, so the pop up “knows” who is on the list already).

    Best regrds,

    1. Shahzad Saeed June 10, 2022 at 3:00 am

      Good question. Cookie retargeting is the option you should be using here.

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