With Vidyard for Pardot (custom object integration), you can connect an individual’s video viewing history to their prospect record in Pardot. Vidyard video analytics let you segment, score and nurture your prospects based on what videos they’ve watched, and for how long.
You can also further segment prospects within Pardot based on custom object data obtained from your Salesforce instance.
In Pardot you will receive the following data within each prospect record:
|Data received from Pardot Integration with Vidyard|
|Vidyard Video View:||The video your prospect has most recently watched|
|Vidyard Video Viewing Duration:||The total duration of seconds your prospect has spent watching video content|
|Vidyard Videos Viewed:||The number of different Vidyard video players you prospect has watched|
You will also be able to draw upon the following custom object data from your Salesforce instance to further segment leads:
|Additional data received from granting Pardot access to custom object data from Salesforce|
|Views:||The number of times a prospect watched a video|
|Seconds Watched:||The total number of seconds a prospect watched a video (includes seconds re-watched within the same session)|
|Video Amount Watched:||The percentage of unique seconds within a video that a prospect watched|
|Date:||The date a prospect watched a video|
|Name:||The name of the video|
|Video UUID:||The unique internal ID associated with a video|
|Video ID:||The external ID associated with a video|
|Group Names:||The name of the organization (or group) within Vidyard where the video resides|
|Player Name:||The name of the player that contains the video|
|Player UUID:||The unique ID associated with a player|
|View ID:||The ID associated with the data set that is generated each time the player loads|
|Embed URL:||Indicates the embed location from which a view occurred|
|Custom Attributes:||Any custom metadata that has been associated with a Vidyard player. (Note: see our article for more information about custom attributes)|
The Vidyard for Pardot custom object integration consists of three steps:
Step 1: Connect Vidyard to Pardot
Step 2: Connect Vidyard to Salesforce
Step 3: Grant Pardot access to custom object data in Salesforce
|Vidyard Requirements||Salesforce Requirements||Pardot Requirements|
To connect Vidyard to your Pardot instance:
Your Pardot organization will be displayed when the sync is successful.
Note: If you would like to install the Vidyard app into your Salesforce Sandbox instance, first complete the steps in our article Install the Sandbox Application Package, then complete the steps below.
The next step is to set up Vidyard for Salesforce by installing the Vidyard application into your Salesforce environment.
Note: A Salesforce instance can only be integrated with one of your Vidyard groups. It's recommended to sign out of any other Salesforce instances prior to setting up the integration.
To install Vidyard for Salesforce, complete the following steps:
Done! You have successfully installed the Vidyard for Salesforce App.
Linking your Vidyard and Salesforce accounts allows the two platforms to exchange data related to your videos.
Note: The account being used to establish the connection needs to be a Salesforce Administrator with the following permissions:
To connect your Vidyard account with your Salesforce, complete the following steps:
Success! Vidyard and Salesforce are now connected.
You now need to grant Pardot access to the Vidyard custom object in Salesforce. This object is created when the Vidyard for Salesforce app is installed and the two platforms are linked.
To grant Pardot access to the custom object, complete the following steps:
Congratulations! You have successfully set up the Vidyard for Pardot (custom object integration). You may now begin to segment video view data to score and nurture leads.