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

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 Activity
3. In the Display Name field type: Vidyard Video View (case and character sensitive), then click Next.
   
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.
   
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.
   
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.
     

     ---

     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.
      

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.
     
2. In the Display Name field type: Vidyard Lead Conversion (case and character sensitive), then click Next.
   
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.
   
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.
   
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.
     

     ---

     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
     

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

Create a new role

1. From the Marketo dashboard, click Admin > Users & Roles > Roles
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
     

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
   • Email: apiuser+vidyard@youcompanyname.com
   • First Name: API
   • Last Name: User
   • Reason: Vidyard Integration
3. Scroll down, check Vidyard (all workspaces) and API Only, then click Next
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 list

Step 4: Connect Vidyard to Marketo

1. Log in to Vidyard
2. From the Vidyard dashboard, select Admin > Integrations
   
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. 
3. Copy the Client Id and Client Secret, then paste them into their fields on Vidyard's Integrations page.
   

To find your Munchkin Account ID   

1. From the Marketo dashboard, click Admin > Integration > 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:

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)

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).

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.