Integrating Video Cloud with Marketo using Munchkin

Product(s)
Video Cloud
Role(s)
Studio User
Topic(s)
Audience/Marketing Automation

This topic explains how to configure the Audience module for use with Marketo.

 

The Audience module allows Video Cloud to synchronize viewing data from Brightcove Players to Marketo. Once in Marketo, this data can be used for segmentation, campaign logic, reports, lead scoring, and personalizing communications.

For information on how to configure the Audience module for use with Marketo using the REST APIs, see Integrating Video Cloud with Marketo Using the REST APIs.

The Audience module integration with Marketo consists of two main components:

  • A Brightcove Player plug-in to enable tracking of video views data
  • A synchronization process to send tracking data from Video Cloud to Marketo

Requirements

To use the Audience module with Marketo, you must:

  • Have a Marketo account with the Munchkin API enabled - you will need your Munchkin account ID (see Accessing the Marketo munchkin below); users with the Munchkin User role should be able to access these values
  • Have a Professional or Enterprise Video Cloud account
  • Have the Audience module enabled for your account by submitting the required information in the initial splash screen that appears when you open the Audience module
  • Click through the service agreement the first time you use the module
  • Use the Advanced Embed (in-page) publishing code when publishing your player; Standard Embed (iframe) publishing code will not work as the plugin will be running inside of an iframe and therefore will be unable to access any parent page URL parameters and may not get the correct cookies

Features

Some of the key features of the Video Cloud - Marketo integration are:

  • Lead forms - Create Marketo forms that will appear automatically as viewers watch videos. For information, see Creating Custom Lead Forms for Marketo.
  • Data format - Video cloud viewing data is delivered to Marketo as a page view, or a virtual web visit. The web page visit event contains query parameters that indicate the viewer's level of engagement. The data that is replicated to Marketo is as follows:
    • Video Name
    • Video ID
    • Account ID (Video Cloud)
    • Page URL (URL of the referring page)
    • Player ID (Video Cloud player)
    • % Watched (25%, 50%, 75%, 95%)
  • Data transfer - Viewing data is sent immediately to Marketo when the Audience-enabled Brightcove player generates it; however, some reports in the Marketo platform may take some time to refresh
  • Data retention - Data collected can optionally be retained in Video Cloud for up to 6 months

Accessing the Marketo munchkin

When configuring the integration with Video Cloud, you will be prompted for your Marketo munchkin. Follow the steps below to access this value.

  1. Login to your Marketo account.
  2. Click Admin in the top navigation.
  3. In the left navigation, navigate to Admin > Integration > Munchkin.
    marketo account settings
  4. Copy the Munchkin Account ID and save it in a safe place. It will be needed when configuring the Audience module.
    marketo-account-id

Setting up the connection

Follow these steps to setup the connection between Video Cloud and Marketo.

Establishing the connection between Video Cloud and Marketo

  1. Open the Audience module and click Data Connections in the left navigation.
  2. Click Add New Connection.
  3. Select Marketo as the integration.

    Note: The integrations that are available are based upon your Video Cloud subscription.

  4. (Optional) Enter a Connection Name.
    audience setup
  5. Click Connect.
  6. Select Munchkin and then click Save.
    marketo integration type

    Note: For information on using the REST integration, see Integrating Video Cloud with Marketo Using the REST APIs.

  7. Click the empty link in the Marketo Account ID section. Paste in your Munchkin Account ID and click Save.
    Marketo splash screen

The Video Cloud connection to Marketo is now set up and ready to use.

Configuring the integration

Once the Video Cloud to Marketo connection has been made, you can configure the integration.

connected options
  1. By default, the Connection Status will be Enabled. The Connection Status determines if Video Cloud video engagement data is sent to Marketo.
    • Enabled - Data is collected and will be sent to Marketo
    • Disabled - No data is collected (integration is disabled)
  2. Select a data retention policy. The data retention policy determines how long the viewing data and lead form data (if using an Audience lead form) will be retained in your Video Cloud account. Retaining data in Video Cloud allows you to recover from interrupted synchronizations. Also, Audience will continue to retry events that fail to sync (usually because the viewer isn't a known contact at the time they viewed a video) until the event ages past the data retention period. You should adjust the retention settings according to your privacy policy - it is not required to retain any user data in Video Cloud.
    data retention options

To remove the integration with Marketo, click Disconnect. The Audience module supports multiple connections to marketing platforms. Click Add New Connection to configure additional integrations.

Creating an Audience-enabled player

Video engagement data will only be sent to Marketo when you are using an Audience-enabled video player. For information on creating an Audience-enabled Brightcove Player, see Creating an Audience-enabled Player.

Passing a tracking ID

The Audience module supports the ability to pass a tracking ID (bctrackingid) value to Marketo. The Tracking ID might be used to track a campaign ID for example. The bctrackingid can be appended to the URL that displays the Audience-enabled player. For example:

  http://www.myurl.com/video.html?bctrackingid=12345
  

Audience will then pass that value along to Marketo as another field that is synced.