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) |
Article Contents
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
Requirements
| Vidyard Requirements | Salesforce Requirements | Pardot Requirements |
|---|---|---|
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|
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Step 1: Connect Vidyard to Pardot
To connect Vidyard to your Pardot instance:
- Log into Vidyard
- From the dashboard menu, select Group and then click Integrations
- In the Pardot section, provide the username and password for a Pardot administrator account. Please note that you use a Pardot-only user (not linked to a CRM username) to set up this integration.
- Enter the Pardot User API Key
- Log into Pardot
- In the top-right corner, hover over the account name and click Settings
- Under My User Information, find the API User Key and enter it under the User Key field in Vidyard
- Enter a campaign ID so that Vidyard can create prospects for your in Pardot from known viewers. The campaign ID should be obtained from the URL of your browser when viewing the campaign in Pardot:
- Return to the integrations page in Vidyard and enter the campaign ID under the tab for Pardot. Then click Sync with Pardot.
Your Pardot organization will be displayed when the sync is successful.
Step 2: Connect Vidyard to Salesforce
Install the Vidyard App for Salesforce
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:
- Open Salesforce AppExchange in a web browser and search for "Vidyard".
- Once you've found the Vidyard App, click Get it Now from the application information page.
- If not already signed into Salesforce, provide your Salesforce.com credentials (these must be your production credentials even if you're installing the app in a sandbox instance).
Note: Our connected app uses OAuth service providers and requires an account configured with OAuth during installation. Using an account configured with Single Sign On (SSO) will fail during install with an error similar to the following:
- Select your environment type: Production or Sandbox (for testing), then click Confirm and Install.
- Review the package items and click Continue. If required, click Next on the approve access to the API page.
- On the security access page, select Install for All Users.
- Click Install.
Note: The package installation may take a few minutes. During this time, do not refresh the page or use the back button.
- Click Done on the Installation Complete! notification.
Done! You have successfully installed the Vidyard for Salesforce App.
Connect a Salesforce Account to Vidyard
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:
- View All and Modify All Standard Object Permissions for both Contacts and Leads.
- View All and Modify All Custom Object Permissions for Video Views.
To connect your Vidyard account with your Salesforce, complete the following steps:
- Sign in to the Vidyard dashboard
- In the Group menu, click Integrations
- Under Integrations, click Salesforce, then Connect a Salesforce Account.
Note: If your Salesforce instance uses login restrictions you may encounter a username/password error and be unable to integrate with Vidyard. As a workaround, change your authentication URL from login.salesforce.com to orgname.my.salesforce.com as shown below:
Change authentication session from:
Change authentication session to:
- You will be prompted by Salesforce to allow the permissions requested by Vidyard. Click Allow.
- Once the accounts are connected, a notification will be displayed.
Success! Vidyard and Salesforce are now connected.
Step 3: Grant Pardot access to custom object data in Salesforce
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:
- Ensure that your Salesforce and Pardot instances are connected.
- Login to Pardot as an administrator.
- Choose the Admin tab on the main menu, click Connectors and then select +Add Connector
- Important: Follow any subsequent instructions to configure the connection and consult any links to Pardot documentation that appear, if necessary.
- Choose the Admin tab, click Custom Objects and then select +Add Custom Object
- From the CRM Object dropdown menu, scroll down and select vidyard__Video_View_c
- Confirm the remaining fields populate as follows:
- Display Name: Video View
- Plural Display Name: Video Views
- Display Field: Name
- Click Create custom object
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.
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