How to set up Video Agent in your Salesloft workflow

Want to reduce the amount of time your team spends on outreach? Use the Video Agent for Salesloft 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 Salesloft 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 Salesloft to perfectly fit your needs.

Choose a campaign for your workflow

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

Once you've created a campaign (or selected an existing one), you can grab your Campaign ID from the URL, and copy it to your notepad.

Later on, after you've connected your Salesloft workflow to Vidyard, you'll need to select your campaign's Workflow tab, and pick the Salesloft platform option from the dropdown menu. The values below will be needed for further setup in Salesloft, so copy them into your notepad for future steps.

Get your Cadence ID from Salesloft

Next, you’ll be grabbing your Cadence ID in Salesloft so that it can send Video Agent’s videos on your behalf. 

You can either create a new cadence, or select an existing cadence from your list in Salesloft. Once you’re inside the cadence, you can copy the Cadence ID from the URL and paste it into your notepad. 

Create a custom field for your Contacts

Vidyard needs two custom fields to store a video’s unique identifier (UUID) and campaign ID on any contact records. This value allows Video Agent to associate a video with a viewer, so that they’re provided the correct personalized AI video.

1. Login to your Salesloft account, then select Profile > Settings  
2. Select Object and field configuration under the Data section
3. Select Create Custom Field  

You'll create 2 different custom fields, as follows (please note, these are case sensitive and must be entered exactly as shown)

• Salesloft Field Name - Vidyard Video UUID
  • Salesloft Field Type - Text
• Salesloft Field Name - vycampaign
  • Salesloft Field Type - Text

Add Contacts to your Cadence

The next step is to choose which contacts you’d like to add to your Cadence, following Salesloft’s instructions here.

When you add a contact, it populates the Vidyard UUID field we just added to ensure the right personalized video is sent to each person. Please note that the field may take a few minutes to populate in Salesloft.

Connect your Salesloft workflow in Vidyard

The next step to setting up your Salesloft workflow is to connect your Salesloft account to Vidyard.

1. Sign in to your Vidyard account
2. Navigate to Admin > Integrations, then select Add next to the Salesloft VA Integration
3. Confirm that this is the Vidyard account you'd like to connect with the integration by selecting Create, then Next
   • This gives Vidyard the authentication it needs to set up the Salesloft VA integration
4. Select New Authentication, then Authorize to connect your Salesloft account
5. Enter the following information in the fields provided, then select Finish
   • campaign_id - the campaign ID from the URL in the this step
   • cadence_id - the cadence ID from Salesloft you copied in this step
6. Copy the link in Configure your AI workflow into the field below it (webhook_url), then select Finish

Update or delete the Salesloft Video Agent integration

If you need to connect your Vidyard Video Agent to a different Salesloft 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.