How to set up Video Agent in your Marketo workflow

Want to reduce the amount of time your team spends on outreach? Use the Video Agent for Marketo workflow in your Vidyard campaigns to automatically create and send personalized video messages to your contacts when they take certain actions, like booking a demo or filling out a form.

This article will walk you through how to get set up—connecting the integration in Vidyard, creating a Campaign, and configuring your Marketo workflows to create custom videos. The steps here are an example of how to set up and use Video Agent, but you can further customize your workflow in Marketo to perfectly fit your needs.

Connect your Marketo Workflow in Vidyard

The first step to setting up your Marketo workflow integration is to connect your Marketo account to Vidyard.

1. Sign in to Marketo, then select Admin > Integration > Launchpoint from the main menu
2. Select API, then copy and paste the Client ID and Client Secret from Marketo into your notepad
3. Select Admin > Integration > Web services, then copy and paste the Endpoint domain value into your notepad
   • Don’t include the /rest in the endpoint domain when you copy it
4. Select Admin > Integrations from the main menu, then Add next to the Marketo VA Integration
5. Select New authentication, then paste the values from steps 2 and 3 in their respective fields
6. Select Create, then Next
7. Copy the link in Configure your AI workflow into the field below it (webhook_url), then select Finish

Choose a Vidyard Campaign for your workflow

To create AI videos for each of your viewers, you need to create a Campaign in Vidyard that Video Agent can follow. The script you enter can use dynamic variables (eg. {{first name}}, etc.) to personalize the video for each viewer.

Once you've created a campaign (or selected an existing one), select that campaign's Workflow tab, and pick the Marketo platform option from the dropdown menu.

You'll need the values provided on this page for further setup in Marketo, so copy them into your notepad for future steps.

Create a Webhook in Marketo

Next, you'll create a webhook in your Marketo account, with the following values. This will allow Vidyard to create personalized AI videos based on your contacts' variables. Make sure you name the webhook something you'll remember, that's specific to this campaign and workflow (eg. "Form fill webhook").

• URL - The webhook URL you copied into your notepad from your Vidyard workflow
• Payload template - The variables accessible by selecting View variables from your Vidyard workflow (The variables email, campaign_id, and lead_owner_email are mandatory. program_id is also mandatory if you want to use program member fields in your setup.)
• Request Token Encoding - JSON
• Request Type - POST
• Response Type - JSON

Create custom fields in Marketo

To send out the correct personalized videos to your viewers, you'll need to create custom fields in Marketo. These fields enable Video Agent to associate the right video with the right person.

You can do this by either creating a field for your lead or contact records, or creating custom fields within your program member records, whichever works best for your workflow.

Option 1 - Create a field on the lead or contact record

You can use a custom property field to store a Vidyard video’s unique identifier (UUID) on any lead or contact records. 

To do this, follow Marketo’s instructions on creating a custom field, then create a field called vidyardVideoUUID. Please note, that this field is case sensitive and needs to be added exactly as shown.

Option 2 - Create fields on program member records

To do this, follow Marketo's instructions on creating a program member field, then create the following fields. Please note, these fields are case sensitive and need to be added exactly as shown.

programVidyardVideoUUID 
programVidyardCampaignID

Create a Smart Campaign in Marketo

You now have everything you need to set up the triggers that will create personalized videos for your contacts. To start, you'll need to add a Flow to the Smart Campaign that will reference the webhook you created earlier.

1. Create a new smart campaign or edit an existing one
2. Select Flow, then drag the Call Webhook action under Integrations into the flow
3. Choose the webhook you made in this step from the Webhook dropdown menu

Once you've added the Flow, you can add any trigger you choose to your Smart List. This trigger will use the Flow to call the webhook you created, and use that webhook's information to create custom AI videos.

For example, say you'd like the trigger to be someone filling out a form. To do that, you would drag over Filled Out Form from the list of triggers on the right-hand side.

Update or delete the Marketo Video Agent integration

If you need to connect your Vidyard Video Agent to a different Marketo account, or remove an integration altogether, you can do so from Admin > Integrations. Select the menu (3 dots) beside any Video Agent integration to update or delete it.