How to Connect VidWrx and Marketo

Transcription

1 GETTING STARTED 1 How to Connect VidWrx and Marketo Your Marketo administrator has to perform the following setup before the integration between VidWrx and Marketo will function as described. If you have any questions or issues with completing this setup, please contact VidWrx at support@vidwrx.com 1. Create an API Role and API User within Marketo Navigate to the Admin area of the Marketo application. Click on the User & Role section of the left side panel. Create a new role called API Role. The next step is to create an API only user and associate it with the API Role that you just created. You can do this by selecting the API Role checkbox when you create this API User.

2 2. Create a Custom Service for the REST API A Custom Service is required to uniquely identify the VidWrx application. To create a custom application, navigate to the Admin > LaunchPoint screen and create a New Service. Choose the Custom service type, provide a name (something descriptive for your reference), description (optional) and the API user you just created. Once created, click on the View Details link to get the Client ID and Client Secret. Note these as you will need to send these to VidWrx when we create your VidWrx account so that we are authorized to update your Marketo account with your VidWrx analytics. 3. Connect Munchkin API You need to enable the Munchkin API in order to allow VidWrx to update your Marketo lead activity log with video viewing details. To enable this API, navigate to the Admin > Munchkin screen and click Edit under the API Configuration section. Check the box to Enable Munchkin API and enter an API Private Key in the field provided. You need to provide VidWrx with your Munchkin Account ID in order to allow us to update your Marketo lead activity log with video viewing details. To locate the ID field, navigate to the Admin > Munchkin screen and copy and paste the Munchkin Account ID value.

3 4. Create Marketo custom fields Please create the following fields in Marketo to capture aggregated lifetime video activity for each of your Marketo leads. To create new fields, navigate to the Admin > Field Management screen and click on New Custom Field. Or if you are synced with a CRM like Salesforce and would like these fields available in your CRM, then create these same fields in your CRM instead and allow them to sync over to Marketo. Create the following fields as they are noted below: Type: Float Name: video_views Type: Float Name: video_seconds_watched 5. Login or Create a New VidWrx account Navigate to Click Login in the top right corner to gain access to your existing VidWrx account or sign up for a new account from this page. Please with the 4 pieces of information that you collected above for the Custom Service and the Munchkin API so that we can connect your VidWrx and Marketo accounts Cambie Street, Vancouver, BC V6B 2M9 Toll Free info@vidwrx.com vidwrx.com

4 GETTING STARTED 2 Upload Your First Video Begin discovering what an amazing impact video can have on your and marketing campaigns by uploading your first video. 1. Upload any video from any location To build your first video player, click on Build a Player from the VidWrx Video app Video Player page. Click Add Video button within the player window. You can select a video from any of the following locations: From your computer or network drives. From YouTube. All you need to do is copy the video s URL and paste it into the field provided. From your VidWrx Video Library. This contains all videos that you ve produced with VidWrx, videos that you ve uploaded or linked from YouTube in the past. Remember, it s up to you to ensure that you have proper distribution rights for videos that you re sending out! VidWrx doesn t have a size limit for videos, but keep in mind, the larger the video size the longer it will take to upload. 2. Customize the look & feel of your player Match your video player to the look & feel of your brand, landing page, website, Facebook page, etc. by defining the following attributes: Name your player. If you skip this step, it will default to My Player.

5 Pick a color for your controls. You have full control over the colors of the player and player controls. Click on the box beside Background Color, then point and select a color in the prism of colors. If you know the hex code of the color you want to use, click to the right of the color box, and type in the color code. 3. Add Calls to Action to increase viewer interaction with your video Calls to Action are the interactive marketing features of your video player. They appear as enhanced player buttons. When clicked, additional information or functions are presented to a viewer as an overlay. There are currently the following plug-in options:

6 Content Showcase: Present special offers or product and service info. Drive traffic to any webpage. Social Media: Enable sharing to Facebook and other social networks. Contact Us: Allow viewers to request more information about your product or service. Exclusive Offer: Present special offers or promotions which require viewers to complete a lead capture form to proceed. Coupon: Insert a coupon that viewers can print out to redeem. Map & Directions: Help viewers find your store, office or event with a Google Map. About Us: Provide contact details, hours or operation, and more. Google Analytics: Capture all your player data within your Google Analytics account. Add a Header or Footer to your player. Add any image to your player s header and footer by clicking on Add Call to Action. You can upload any image file in the following formats:.gif,.jpg, or.png files. As you re uploading your image you ll see a field called Website URL. Paste in any URL and that is where your viewers will be directed when they click on these images. Click Call to Action at the top of the video, and select the Calls to Action you want to add from the list on the left-hand side. Add all relevant information and save the Call to Action.

7 4. Publish, share & optimize your video Click on Embed & Share from the Video Actions Drop down within the video player page to specify where and how your video will be shared with the world. Publish your video player. You can use the unique landing page URL that VidWrx creates by default, or you can use the embed code to place your video in any landing page or website. Optimize SEO to your video s page. Maximize search engine optimization for your videos. Complete the SEO keywords form and we ll automatically generate your metadata and video sitemap Cambie Street, Vancouver, BC V6B 2M9 Toll Free info@vidwrx.com vidwrx.com

8 GETTING STARTED 3 Create More Engaging s and Landing Pages with Video Once you ve uploaded and customized at least one video using VidWrx s video player, let s integrate it into your Marketo landing page to engage more customers and discover where and when they are engaging with your video campaign assets. 1. Embed your video player in your campaign landing page or other webpage. Copy the Webpage embed code from the Embed & Share page on the player and paste it wherever you want it on your website and landing page. If you re building a landing page in Marketo, create an HTML block in your landing page template and paste the embed code there. When you preview your page you should see the video player thumbnail. 2. Ensure that your video player points to your specific page To ensure that your video player thumbnail within your Marketo directs viewers to your landing page or webpage where you have embedded the video player in step 1, paste the URL of the page into the Links to field on the Embed & Share page and click Save. 3. Include your video thumbnail in your next From the app, click on the video player you want to include in the . Within the Embed & Share page, ensure the Embedded Web Page URL link references the page containing your video player and that this is the destination page for the . Click to Save this URL. Once you have saved this URL, copy the HTML embed code from within the Embed Code field. Within your Marketo template, select the content block in your template that you want the video thumbnail to appear. Click on Edit, and select the HTML button and paste in this field. Please note, if you want to have the subject appear in the analytic details, please replace the Your Subject text in the HTML code with the specific subject of your . You can check to ensure that your video player link is pointing towards the correct web page URL by ensuring that this URL is specified in the HTML code in this field. Click Save. Your video thumbnail should appear in your canvas Cambie Street, Vancouver, BC V6B 2M9 Toll Free info@vidwrx.com vidwrx.com

9 GETTING STARTED 4 Measure your video performance After you ve uploaded and customized your video, added it to all your campaign elements, and successfully launched your campaign, now comes the fun part monitoring and analyzing in realtime how your viewers are engaging with your campaign! Within Marketo VidWrx captures video viewing data and automatically updates your Marketo lead info and activity log. For each lead in Marketo we capture the following when they view your videos hosted by our video player: Within Lead Info: The total number of videos they have watched to-date The total number of seconds of video they have watched to-date Within the Lead Activity Log, each time a lead watches a video: The web page it is hosted on The name of the video The percentage of the video that was watched (For Example: if the video is 60 seconds long and they watched only 15 seconds, this would be recorded as 25%)

10 Within the VidWrx Video app For detailed information about a specific video, click on the video in the list for full analytics. On this page, you can filter data by date, geography, platform, and viewer. You can look for trends in who, when and where viewers are watching your videos. VidWrx tracks the following analytics for each video player: Views. The number of people that clicked on your video player thumbnail (but didn t necessarily hit play). Plays. The number of video plays. Note: you can have multiple plays for each view (if a viewer watched a video more than once in the same visit). We provide detailed information for each play including who watched (when associated with an Marketo ), which they clicked from, where they were, the date and time of the play, what platform they were using, and how much of the video they watched. Play Rate. The number of plays as a percentage of total number of views. Completion Rate. The number of complete plays as a percentage of the total partial and complete plays. Social Media shares. The number of clicks on the social media share buttons on the video player. Marketing Plugins. The number of views and clicks for each of the marketing plugin buttons that you have added to your player.

11 Device Breakdown. The percentage of views per platform and operating system Geography. The number of views by city and country Engagement Graph. The cumulative engagement from the combined video plays to see overall where viewers are dropping off and not watching to the end. Embed Locations. The detailed view and play information across all URLs where you have embedded your video player. Download the Report CSV file to get a tabular view of all analytic data for your player, keyed with subscriber address and template name Cambie Street, Vancouver, BC V6B 2M9 Toll Free info@vidwrx.com vidwrx.com