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 specific actions, such as 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 Salesloft workflow to perfectly fit your needs.

Choose a campaign for your workflow

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

Each user in your account that you'd like to create videos for should be added to this campaign. This allows the contact owner's avatar to be sent to the contact, so that they receive a personalized video from the correct member of your company.

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 this 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.

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. You can do this with multiple Cadences.

Create a custom field for your Contacts

Vidyard needs two custom fields to store each contact record's video’s unique identifier (UUID) and the campaign ID. This value allows Video Agent to associate a video with a viewer so they receive the correct personalized AI video.

1. Log in 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 - Vidyard Campaign ID
  • 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 Video Agent for Salesloft 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 Video Agent for Salesloft integration
4. Select New Authentication, then Authorize to connect your Salesloft account
5. Enter the Salesloft Cadences you want to use and the Vidyard campaigns you'd like to connect to them, then select Next
   • a) Salesloft Cadence ID - The ID from the Salesloft Cadence you want to connect, such as the one you copied in this step. You can select Add Cadence mapping to connect more Cadences to Vidyard campaigns.
   • b) Vidyard Campaign ID - The ID from the Vidyard campaign you want to connect to the Cadence, such as the one you copied in this step. You can connect multiple campaigns to the same Cadence by selecting Add Vidyard Campaign ID, and you can use this campaign ID in multiple Cadences if needed.
   • c) Avatar Owner Email (optional) - The email of the user whose avatar you'd like to use for this Cadence and its campaigns. Please make sure the email address matches the one they use for Vidyard.
     
      
6. Copy the link in Configure your AI workflow into the field below it (webhook_url), then select Finish  

Create an email template for your Cadence

To send personalized videos, you need to add the HTML from your Campaign Workflow tab into an email template. This code adds the linked video thumbnail to the body of your email. Once you've finished this template, add it to the cadence you created above.

1. Sign in to your Salesloft account
2. Select Content > Templates from the main menu, then Create Template
3. Fill out your template with a title, subject, and email body
4. Select Source Code from the email menu, enter the HTML from your Vidyard Campaign Workflow tab wherever you'd like the video to appear in your email, then Save when finished

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.

Frequently asked questions

Can I use the same campaign ID across multiple Cadences?

Yes, if you add multiple Salesloft Cadences when connecting the integration, you can add the same Vidyard Campaign ID to any of them where necessary.

How do I remove blank fields when connecting the integration?

If you select Add Cadence Mapping or Add Vidyard Campaign ID when connecting the integration, those fields must be filled out before proceeding. If you decide you no longer need those fields or you selected a button by accident, you can remove them by hovering to the left of the field title and selecting X.