Pardot Training: Wistia Connector

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We will show you how to configure Pardot's Wisita Connector.

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  • 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
  • Pardot Training: Wistia Connector

    1. 1. Pardot Training: Wistia Connector Configuration December 2013
    2. 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. 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. 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. 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
    6. 6. Enable API Access
    7. 7. Enable API Access 1. Log into Wistia: https://secure.wistia.com/login Pardot Training :: Wistia Connector
    8. 8. Enable API Access 2. Click Account in the top right-hand corner, and then choose Account Dashboard. Pardot Training :: Wistia Connector
    9. 9. Enable API Access 3. On the Account Dashboard, click API. Pardot Training :: Wistia Connector
    10. 10. Enable API Access 4. In the API Settings, click the Enable API Access button. Pardot Training :: Wistia Connector
    11. 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
    12. 12. Wistia Connector
    13. 13. Wistia Connector 1. Login into Pardot: https://pi.pardot.com/ Pardot Training :: Wistia Connector
    14. 14. Wistia Connector 2. In the navigation, click on Admin and then Connectors. Pardot Training :: Wistia Connector
    15. 15. Wistia Connector 3. Click the +Add Connector button. Pardot Training :: Wistia Connector
    16. 16. Wistia Connector 4. Under Video Connectors, click Wistia. Pardot Training :: Wistia Connector
    17. 17. Wistia Connector 5. Paste the API Password generated from Wistia. You found this in the previous section. Pardot Training :: Wistia Connector
    18. 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. 19. Wistia Connector 7. You will be returned to the Connectors page. Choose Verify Now for the Wistia Connector. Pardot Training :: Wistia Connector
    20. 20. Wistia Connector Pardot and Wistia are now connected! Pardot Training :: Wistia Connector
    21. 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. 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. 23. Wistia Connector – Video Report Under Reports > Video, you can view the plays and conversions for all Wistia videos. Pardot Training :: Wistia Connector
    24. 24. Create a Pardot User for Wistia’s Email Turnstile
    25. 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. 26. Create a Pardot User for Wistia’s Email Turnstile 1. Login into Pardot: https://pi.pardot.com/ Pardot Training :: Wistia Connector
    27. 27. Create a Pardot User for Wistia’s Email Turnstile 2. Click Admin, User Management, and Users. Pardot Training :: Wistia Connector
    28. 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. 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. 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. 31. Setup an Email Provider
    32. 32. Setup an Email Provider 1. Log into Wistia: https://secure.wistia.com/login Pardot Training :: Wistia Connector
    33. 33. Setup an Email Provider 2. Click Account in the top right-hand corner, and then choose Account Dashboard. Pardot Training :: Wistia Connector
    34. 34. Setup an Email Provider 3. Choose Setup an Email Provider. Pardot Training :: Wistia Connector
    35. 35. Setup an Email Provider 4. Choose the radio button next to Pardot and click the Configure button. Pardot Training :: Wistia Connector
    36. 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. 37. Setup an Email Provider You did it! Pardot Training :: Wistia Connector
    38. 38. Add an Email Turnstile to a Wistia Video
    39. 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. 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. 41. Add an Email Turnstile to a Wistia Video 3. Click on Video Actions and then click on Customize. Pardot Training :: Wistia Connector
    42. 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
    43. 43. Thank You!
    44. 44. Thank You! Kevin Joseph Smith, Sr. Training Coordinator ksmith@DEGdigital.com 913.951.3124 Pardot Training :: salesforce.com Connector Configuration
    45. 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

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