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Setup Vidyard for Marketo (REST/OAuth): upgrade guide for users of the previous SOAP integration

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Brendan O'Driscoll
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This article details the setup to Vidyard's upgraded integration with Marketo.

These instructions mirror those found within our REST/OAuth Marketo integration setup article, but with some added information to make it easier for users with the existing, previous integration to upgrade.

Upgrading your Vidyard for Marketo integration

When proceeding with the setup instructions, please keep the following, additional information in mind:

Special notes about the upgraded integration

  1. Once you have upgraded to the REST/OAuth Marketo integration, you cannot return to the older "SOAP" version.
  2. With the upgraded integration, Vidyard pushes additional, more powerful data to Marketo. While this means that existing Smart Campaigns, including scoring rules, lists, triggers, etc., have to be reconfigured, you will then be able to segment and qualify leads on a whole new level!
  3. If set up at the parent level of your Vidyard organization, all additional subgroups will inherit the Marketo integration--so you only have to set up once!

 

Special notes about the steps to upgrade

Recommended best practices:

  1. You may complete the steps in this article without disconnecting your current Marketo integration.
  2. Once each step has been completed, your Customer Success Manager must disconnect your current integration before the upgraded Marketo integration feature can send data.

Important: if you have any questions about the upgrade steps to the REST/OAuth Marketo integration, please consult with your Customer Success Manager.

There are 5 steps complete the upgrade from the Vidyard for Marketo SOAP to the REST/OAuth integration: 

Step 1: Set up a "Video View" custom activity
Step 2: Set up a "Lead Conversion" custom activity
Step 3: Ensure you have an API user and role in your Marketo account
Step 4: Connect Vidyard to Marketo
Step 5: Contact your CSM to make the switch

Requirements

  • Vidyard account
  • Marketo feature enabled in your Vidyard account
  • Marketo account
  • Marketo Admin Privileges 

Step 1: Set up a "Vidyard Video View" custom activity

  1. Select Admin from the Marketo dashboard.
  2. Under Database Management in the left menu, click Marketo Custom Activities > New Custom ActivitySteps in Marketo to create a new custom activity
  3. In the Display Name field type: Vidyard Video View (case and character sensitive), then click Next.
    A popup window gives the Custom Activity Display Name and API name options. The API name is auto-filled.
  4. In the Filter field type: Watched Vidyard Video (case and character sensitive).
  5. In the Trigger field type: Watches Vidyard Video (case and character sensitive), then click Next.
    The Trigger and Filter fields are text fields.
  6. In the Name field type: Description (case and character sensitive).
  7. In the API Name field type: description (case and character sensitive).
  8. Click Submit.
    The Data Type field is a dropdown menu, the Name and API Name fields are text fields.
  9. Select the Vidyard Video View custom activity that you created
    • Click on Fields > New Field
    • For each field, add the following Data Types, Names, and API Names, then click Save.Steps in Market Admin console to create fields for the Vidyard custom activity
      IMPORTANT: These field must be entered exactly as they are found below. Both the Name and API Name are case and space sensitive.
      Data Type Name API Name
      integer Video Id videoId
      string Video Name videoName
      float Percent Viewed percentViewed
      string Embed Url embedUrl
      integer Video Length videoLength
      string Player Name playerName
      string Player Id playerId
      string Custom Attributes customAttributes
      string Group Name groupName
  10. When complete, approve the Vidyard Video View custom activity
    • Click Marketo Custom Activities > Vidyard Video View
    • Click Custom Activity Actions, then Approve Activity.
      Under the Custom Activity Actions button is the Approve Activity button.

Step 2: Set up a "Vidyard Lead Conversion" custom activity

  1. Create another Custom Activity
    • From the Marketo dashboard, click Admin > Marketo Custom Activities > New Custom Activity.
      New Custom Activity button is in the top left corner.
  2. In the Display Name field type: Vidyard Lead Conversion (case and character sensitive), then click Next.
    A popup window gives the Custom Activity Display Name and API name options. API name is auto-filled.
  3. In the Filter field type: Vidyard Lead Converted (case and character sensitive).
  4. In the Trigger field type: Vidyard Lead Converts (case and character sensitive), then click Next.
    The Trigger and Filter fields are text fields.
  5. In the Name field type: Description (case and character sensitive).
  6. In the API Name field type: description (case and character sensitive).
  7. Click Submit.
    The Data Type field is a dropdown menu, the Name and API Name fields are text fields.
  8. Select the Vidyard Lead Conversion activity that you created
    •  Click the Fields > New Field
    • For each field, add the following Data Types, Names, and API Names, then click Save.Steps in Marketo Admin Console to create to fields for Vidyard Lead Conversion custom activity
      IMPORTANT: These field must be entered exactly as they are found below. Both the Name and API Name are case and space sensitive.              
      Data Type Name API Name
      string Player Name playerName
      string Email email
      string Embed Url embedUrl
  9. When complete, approve the Vidyard Lead Conversion custom activity
    • Click Marketo Custom Activities > Vidyard Lead Converstion
    • Click Custom Activity Actions, then Approve Activity
      Under the Custom Activity Actions button is the Approve Activity button.

Step 3: Create an API-only role, user and LaunchPoint Service

Create a new role

  1. From the Marketo dashboard, click Admin > Users & Roles > RolesSteps from Marketo dashboard to create a new api-only role
  2. Click + New Role
    • Enter the Role Name as Vidyard
    • Open the Access API tab and select Read-Write Lead (can also be listed as Read-Write Person) and Read-Write Activity
    • Click Create
      Interface used to create a new role in Marketo, includes field for Role Name and choice of role permissions

Note: Both Read-Write Activity and Read-Write Lead are the minimum required permissions for the API to function.

Create a new user

  1. From the Marketo dashboard, click Admin > Users & Roles > Users > Invite New User
  2. Enter the following information, then click Next
  3. Scroll down, check Vidyard (all workspaces) and API Only, then click NextSteps in Marketo to create new user; image demonstrates choosing permissions for new user
  4. Click Send

Create a new service

  1. From the Marketo dashboard, select Admin > Integration > LaunchPoint > + New Service
  2. Enter the following information, then click Create
    • Display Name: Vidyard
    • Service: Custom
    • Description: Vidyard Integration
    • API Only User: select "apiuser+vidyard@yourcompanyname.com" from the listInformation required to create a new Service in Marketo; indicates how to fill out fields for Vidyard Integration

Step 4: Connect Vidyard to Marketo

  1. Sign in to Vidyard
  2. From the Vidyard dashboard, select Admin > Integrations
    Connecting Vidyard and Marketo within the integrations menu in Vidyard
  3. Scroll to the Integrations section and click Marketo. 
  4. Fill in the following details (see below to find out how to find these values): 
    • Marketo Client ID        
    • Marketo Client Secret         
    • Munchkin ID        
    • Optionally your partition ID
  5. Click Sync with Marketo.
    Note: If an error message that 'Something went wrong' appears, ensure that you are connecting to a user with API permissions.

To find your Marketo Client ID and Marketo Client Secret    

  1. From the Marketo dashboard, select Admin > Integration > LaunchPoint
  2. Under Installed Services click View Details on the service that you created to connect Vidyard to Marketo. View of Installed LaunchPoint Services in Marketo with option to View Details (this provides Client ID and Client Secret)
  3. Copy the Client Id and Client Secret, then paste them into their fields on Vidyard's Integrations page.
    In the service details pop-ip, the Client ID and Client Secret are listed in plain text.

To find your Munchkin Account ID   

  1. From the Marketo dashboard, click Admin > Integration > Munchkin
        Under Integrations, click Munchkin.   
  2. Copy your Munchkin Account ID.    
  3. Paste this ID into the Marketo Munchkin Account ID field on the Vidyard Integrations page. 

To find your Partition Name if using a workspace/partition:

Note

Adding a partition to your integration is an optional step. The Partition Name allows Vidyard to pass data to a specific "partition" or database segment in your Marketo account.

You might use partitions, for example, to isolate groups of leads collected from different parts of a company website (sales vs. support).

  1. From the Marketo dashboard, select Admin > Security > Workspaces & Partitions
  2. Click on the Lead Partitions tab to review a list of your Workspace partitions
  3. Enter the partition name into the required field in Vidyard (case and space sensitive)Steps in Marketo admin interface to find the name of your workspace partitions

Step 5: Contact your CSM to switch the group configuration

At this point, your CSM will turn on the upgraded Marketo integration feature for each of your groups, remove your SOAP API credentials, and then new data will start to flow. There should be only a few seconds of effective downtime.

FAQs

Will the data that I already have in Marketo convert to the upgraded style?

No--any data that is already in Marketo will be left as is.

Will I have to have two sets of triggers, one each for the REST/OAuth integration and the old SOAP integration?

No--triggers are future-data dependent. For any new data that enters Marketo, use the new triggers Vidyard Lead Converts and Watches Vidyard Video to manage that data.

Previously recorded data may continue to be queried with the old style, using Visit Web Page and then any subsequent customer filer, such as Watches Vidyard Video (as shown below).Example of how to use Vidyard triggers via the old Marketo integration

Will I be able to create triggers for players that do not yet exist in Marketo?

Yes--you can set your triggers to target metadata such as the player name before any view data relevant to that player has reached the Marketo system. 

Please ensure that spelling of the object that you are targeting is correct in these cases, as you will not be able to test the trigger within Marketo until there is at least one view for that player.

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