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Pardot Training:

Wistia Connector
Configuration
December 2013
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
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
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
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
Enable API Access
Enable API Access
1.

Log into Wistia: https://secure.wistia.com/login

Pardot Training :: Wistia Connector
Enable API Access
2.

Click Account in the top right-hand corner, and then choose Account
Dashboard.

Pardot Training :: Wistia Connector
Enable API Access
3.

On the Account Dashboard, click API.

Pardot Training :: Wistia Connector
Enable API Access
4.

In the API Settings, click the Enable API Access button.

Pardot Training :: Wistia Connector
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
Wistia Connector
Wistia Connector
1.

Login into Pardot: https://pi.pardot.com/

Pardot Training :: Wistia Connector
Wistia Connector
2.

In the navigation, click on Admin and then Connectors.

Pardot Training :: Wistia Connector
Wistia Connector
3.

Click the +Add Connector button.

Pardot Training :: Wistia Connector
Wistia Connector
4. Under Video Connectors, click Wistia.

Pardot Training :: Wistia Connector
Wistia Connector
5. Paste the API Password generated from Wistia. You found this in the previous
section.

Pardot Training :: Wistia Connector
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
Wistia Connector
7. You will be returned to the Connectors page. Choose Verify Now for the Wistia
Connector.

Pardot Training :: Wistia Connector
Wistia Connector
Pardot and Wistia are now connected!

Pardot Training :: Wistia Connector
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
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
Wistia Connector – Video Report
Under Reports > Video, you can view the plays and conversions for all Wistia
videos.

Pardot Training :: Wistia Connector
Create a Pardot User for
Wistia’s Email Turnstile
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
Create a Pardot User for Wistia’s Email Turnstile
1.

Login into Pardot: https://pi.pardot.com/

Pardot Training :: Wistia Connector
Create a Pardot User for Wistia’s Email Turnstile
2. Click Admin, User Management, and Users.

Pardot Training :: Wistia Connector
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
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
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
Setup an Email Provider
Setup an Email Provider
1.

Log into Wistia: https://secure.wistia.com/login

Pardot Training :: Wistia Connector
Setup an Email Provider
2.

Click Account in the top right-hand corner, and then choose Account
Dashboard.

Pardot Training :: Wistia Connector
Setup an Email Provider
3.

Choose Setup an Email Provider.

Pardot Training :: Wistia Connector
Setup an Email Provider
4.

Choose the radio button next to Pardot and click the Configure button.

Pardot Training :: Wistia Connector
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
Setup an Email Provider
You did it!

Pardot Training :: Wistia Connector
Add an Email Turnstile to a
Wistia Video
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
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
Add an Email Turnstile to a Wistia Video
3.

Click on Video Actions and then click on Customize.

Pardot Training :: Wistia Connector
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
Thank You!
Thank You!
Kevin Joseph Smith, Sr. Training Coordinator
ksmith@DEGdigital.com
913.951.3124

Pardot Training :: salesforce.com Connector Configuration
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

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Pardot Training: Wistia Connector

  • 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
  • 13. Wistia Connector 1. Login into Pardot: https://pi.pardot.com/ Pardot Training :: Wistia Connector
  • 14. Wistia Connector 2. In the navigation, click on Admin and then Connectors. Pardot Training :: Wistia Connector
  • 15. Wistia Connector 3. Click the +Add Connector button. Pardot Training :: Wistia Connector
  • 16. Wistia Connector 4. Under Video Connectors, click Wistia. 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
  • 20. Wistia Connector Pardot and Wistia are now connected! 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
  • 24. Create a Pardot User for Wistia’s Email Turnstile
  • 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
  • 31. Setup an Email Provider
  • 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
  • 38. Add an Email Turnstile to a Wistia Video
  • 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

  1. Presentation created by Kevin Joseph Smith (ksmith@DEGdigital.com).
  2. 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
  3. Log into Wistia: https://secure.wistia.com/loginKJS Verbiage
  4. Click Account in the top right-hand corner, and then choose Account Dashboard.KJS Verbiage
  5. On the Account Dashboard, click API.KJS Verbiage
  6. In the API Settings, click the Enable API Access button.KJS Verbiage
  7. 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
  8. Login into Pardot: https://pi.pardot.com/KJSVeribage
  9. In the navigation, click on Admin and then Connectors.KJS Verbiage
  10. Click the +Add Connector button.KJS Verbiage
  11. Under Video Connectors, click Wistia.KJS Verbiage
  12. Paste the API Password generated from Wistia. You found this in the previous section. KJS Verbiage
  13. 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
  14. You will be returned to the Connectors page. Choose Verify Now for the Wistia Connector.KJS Verbiage
  15. Pardot and Wistia are now connected! KJS Verbiage
  16. 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
  17. Under Admin > Automation Settings > Scoring Rules, you can adjust scoring rules for Video Play, Video Conversion, and Video Watches 75%.KJS Verbiage
  18. 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
  19. Login into Pardot: https://pi.pardot.com/KJSVeribage
  20. Click Admin, User Management, and Users.-KJS Verbiage
  21. 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
  22. Return to the Users page and click on the newly created user’s name.KJS Verbiage
  23. On the User’s page, copy the API User Key. You’ll need this in Wistia. That’s it!KJS Verbiage
  24. Log into Wistia: https://secure.wistia.com/loginKJS Verbiage
  25. Click Account in the top right-hand corner, and then choose Account Dashboard.KJS Verbiage
  26. Choose Setup an Email Provider.KJS Verbiage
  27. 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
  28. You did it!KJS Verbiage
  29. Let’s now add an email turnstile to a Wistia vidoe. To begin, log into Wistia: https://secure.wistia.com/loginKJSVerbiage
  30. 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
  31. Click on Video Actions and then click on Customize.KJS Verbiage
  32. 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