2. DEG
DEG’s Core Disciplines
Digital Direct, Social Media, Enterprise Collaboration, Web
Content Management, E-Commerce, and Mobile
DEG’s Support Disciplines
Creative, Process Management, Analytics & Insights, and
Technology
Pardot Preferred Partner
DEG is 1 of 5 Pardot Implementation Partners
ExactTarget Platinum Partner
DEG is the ONLY 2x ExactTarget Partner of the Year
DEG is an ExactTarget Consulting Partner of the Year
Pardot Training :: Wistia Connector
3. Hello!
Kevin Joseph Smith, Sr. Training Coordinator
ksmith@DEGdigital.com
913.951.3124
• Pardot-trained Implementation Specialist
• DEG utilizes the Wistia and Pardot Connector
Pardot Training :: Wistia Connector
4. Before You Begin…
You will need a Pardot account, any edition (Professional, Enterprise or
Ultimate) will work!
You will need a Wistia account. As of December 2013, Wistia offers
complimentary hosting for up to three videos: http://wistia.com/free/new
Pardot Training :: Wistia Connector
5. Agenda
Ready to configure Wistia and Pardot?
1. To begin, you’ll enable API Access in Pardot, gathering the API Keyword and
Public Token needed in Pardot.
2. Next, you’ll configure the Wistia Connector in Pardot. Once completed, you’ll
be able to view video activity on a Prospect’s record, change video scoring rules,
and view video reporting.
3. You will then create a Pardot User for Wistia’s Email Turnstile.
4. Then, you will setup an Email Provider in Wistia.
5. Lastly, you’ll add an Email Turnstile to a Wistia Video.
Pardot Training :: Wistia Connector
7. Enable API Access
1.
Log into Wistia: https://secure.wistia.com/login
Pardot Training :: Wistia Connector
8. Enable API Access
2.
Click Account in the top right-hand corner, and then choose Account
Dashboard.
Pardot Training :: Wistia Connector
9. Enable API Access
3.
On the Account Dashboard, click API.
Pardot Training :: Wistia Connector
10. Enable API Access
4.
In the API Settings, click the Enable API Access button.
Pardot Training :: Wistia Connector
11. Enable API Access
5.
Copy the API Password and Public Token.
• You are all set! In the next section, you will need to paste the API
Password and Public Token into Pardot.
Don’t steal my
API password! I
blurred it out.
Pardot Training :: Wistia Connector
17. Wistia Connector
5. Paste the API Password generated from Wistia. You found this in the previous
section.
Pardot Training :: Wistia Connector
18. Wistia Connector
6.
Check Show Video Play Heatmaps, paste the Wistia Public Token (you
found this in the previous section), and click the Create Connector button.
Pardot Training :: Wistia Connector
19. Wistia Connector
7. You will be returned to the Connectors page. Choose Verify Now for the Wistia
Connector.
Pardot Training :: Wistia Connector
21. Wistia Connector – Prospect Record
Now that you’ve configured the Wistia Connector, you’ll see your Prospects’ video
activities on their record. You must have a Pardot campaign tracking code on any
pages with a Wistia video to track video engagement in Pardot.
Pardot Training :: Wistia Connector
22. Wistia Connector – Scoring Rules
Under Admin > Automation Settings > Scoring Rules, you can adjust scoring rules
for Video Play, Video Conversion, and Video Watches 75%.
Pardot Training :: Wistia Connector
23. Wistia Connector – Video Report
Under Reports > Video, you can view the plays and conversions for all Wistia
videos.
Pardot Training :: Wistia Connector
25. Create a Pardot User for Wistia’s Email Turnstile
Wistia allows you to prompt a viewer, at anytime during a video, to provide their
email address. This email address can be passed automatically into Pardot.
To configure this functionality, Wistia requires a Pardot username, password,
and User Key.
I recommend creating a new Pardot admin user just for Wistia. You could use an
existing user, but if you ever change your Pardot password, you will need to
remember to update it in Wistia.
Pardot Training :: Wistia Connector
26. Create a Pardot User for Wistia’s Email Turnstile
1.
Login into Pardot: https://pi.pardot.com/
Pardot Training :: Wistia Connector
27. Create a Pardot User for Wistia’s Email Turnstile
2. Click Admin, User Management, and Users.
Pardot Training :: Wistia Connector
28. Create a Pardot User for Wistia’s Email Turnstile
3.
Click +Add User button.
4.
Proceed with configuring an Administrator user (
http://www.pardot.com/faqs/videos/users/ ) and then click the Create User
button. For the email address associated with the user, make sure to follow the
activation email for enabling the user.
Pardot Training :: Wistia Connector
29. Create a Pardot User for Wistia’s Email Turnstile
5.
Return to the Users page and click on the newly created user’s name.
Pardot Training :: Wistia Connector
30. Create a Pardot User for Wistia’s Email Turnstile
5.
On the User’s page, copy the API User Key. You’ll need this in Wistia. That’s it!
Don’t steal my
API User Key!
I blurred it out.
Pardot Training :: Wistia Connector
32. Setup an Email Provider
1.
Log into Wistia: https://secure.wistia.com/login
Pardot Training :: Wistia Connector
33. Setup an Email Provider
2.
Click Account in the top right-hand corner, and then choose Account
Dashboard.
Pardot Training :: Wistia Connector
34. Setup an Email Provider
3.
Choose Setup an Email Provider.
Pardot Training :: Wistia Connector
35. Setup an Email Provider
4.
Choose the radio button next to Pardot and click the Configure button.
Pardot Training :: Wistia Connector
36. Setup an Email Provider
5.
Type in your Pardot Username (you created in the previous section),
Password, User Key (you found this in the previous section), and click the
Connect button.
Pardot Training :: Wistia Connector
37. Setup an Email Provider
You did it!
Pardot Training :: Wistia Connector
39. Add an Email Turnstile to a Wistia Video
1.
Let’s now add an email turnstile to a Wistia vidoe. To begin, log into Wistia:
https://secure.wistia.com/login
Pardot Training :: Wistia Connector
40. Add an Email Turnstile to a Wistia Video
1. After you’ve uploaded a video (http://wistia.com/doc/upload-video), choose the
correct project on the Projects tab.
2. Choose the video.
Pardot Training :: Wistia Connector
41. Add an Email Turnstile to a Wistia Video
3.
Click on Video Actions and then click on Customize.
Pardot Training :: Wistia Connector
42. Add an Email Turnstile to a Wistia Video
4.
In the Customize pane, choose Turnstile, configure your preferred settings,
and click Save. You will be able to choose the Pardot list to add collected email
addresses.
Pardot Training :: Wistia Connector
44. Thank You!
Kevin Joseph Smith, Sr. Training Coordinator
ksmith@DEGdigital.com
913.951.3124
Pardot Training :: salesforce.com Connector Configuration
45. Resources
API Password and Public Token
http://wistia.com/doc/account-setup#api_password_and_public_token
Wistia Connector
http://www.pardot.com/faqs/connectors/wistia-connector/
Email Capture With Wistia Turnstile
http://wistia.com/doc/turnstile
Pardot Training :: Wistia Connector
Editor's Notes
Presentation created by Kevin Joseph Smith (ksmith@DEGdigital.com).
You will need a Pardot account, any edition (Professional, Enterprise or Ultimate) will work!You will need a Wistia account. As of December 2013, Wistia offers complimentary hosting for up to three videos: http://wistia.com/free/newKJS Verbiage
Log into Wistia: https://secure.wistia.com/loginKJS Verbiage
Click Account in the top right-hand corner, and then choose Account Dashboard.KJS Verbiage
On the Account Dashboard, click API.KJS Verbiage
In the API Settings, click the Enable API Access button.KJS Verbiage
Copy the API Password and Public Token. You are all set! In the next section, we will need to paste the API Password and Public Token into Pardot. KJS
Login into Pardot: https://pi.pardot.com/KJSVeribage
In the navigation, click on Admin and then Connectors.KJS Verbiage
Click the +Add Connector button.KJS Verbiage
Under Video Connectors, click Wistia.KJS Verbiage
Paste the API Password generated from Wistia. You found this in the previous section. KJS Verbiage
Check Show Video Play Heatmaps, paste the Wistia Public Token (you found this in the previous section), and click the Create Connector button. KJS Verbiage
You will be returned to the Connectors page. Choose Verify Now for the Wistia Connector.KJS Verbiage
Pardot and Wistia are now connected! KJS Verbiage
Now that you’ve configured the Wistia Connector, you’ll see your Prospects’ video activities on their record. You must have a Pardot campaign tracking code on any pages with a Wistia video to track video engagement in Pardot. KJS Verbiage
Under Admin > Automation Settings > Scoring Rules, you can adjust scoring rules for Video Play, Video Conversion, and Video Watches 75%.KJS Verbiage
Wistia allows you to prompt a viewer, at anytime during a video, to provide their email address. This email address can be passed automatically into Pardot.To configure this functionality, Wistia requires a Pardot username, password, and User Key. I recommend creating a new Pardot admin user just for Wistia. You could use an existing user, but if you ever change your Pardot password, you will need to remember to update it in Wistia.KJS Verbiage
Login into Pardot: https://pi.pardot.com/KJSVeribage
Click Admin, User Management, and Users.-KJS Verbiage
Click +Add User button.Proceed with configuring an Administrator user ( http://www.pardot.com/faqs/videos/users/ ) and then click the Create User button. For the email address associated with the user, make sure to follow the activation email for enabling the user.KJS Verbiage
Return to the Users page and click on the newly created user’s name.KJS Verbiage
On the User’s page, copy the API User Key. You’ll need this in Wistia. That’s it!KJS Verbiage
Log into Wistia: https://secure.wistia.com/loginKJS Verbiage
Click Account in the top right-hand corner, and then choose Account Dashboard.KJS Verbiage
Choose Setup an Email Provider.KJS Verbiage
Type in your Pardot Username (you created in the previous section), Password, User Key (you found this in the previous section), and click the Connect button.KJS Verbiage
You did it!KJS Verbiage
Let’s now add an email turnstile to a Wistia vidoe. To begin, log into Wistia: https://secure.wistia.com/loginKJSVerbiage
After you’ve uploaded a video (http://wistia.com/doc/upload-video) , choose the correct project on the Projects tab.Choose the video.KJS Verbiage
Click on Video Actions and then click on Customize.KJS Verbiage
In the Customize pane, choose Turnstile, configure your preferred settings, and click Save. You will be able to choose the Pardot list to add collected email addresses.KJS Verbiage