Integrating Video Cloud with Marketo Using the REST APIs

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 using the REST APIs.

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 Munchkin ID, see Integrating Video Cloud with Marketo using Munchkin.

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 the Marketo REST integration, you must:

  • Create a role in Marketo which has access to all of the API permissions
  • Create a LaunchPoint Service
  • 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

Creating an API-only user and LaunchPoint service

Before you can make a call to the Marketo REST API, you need to create a new API role with access to all of the APIs, create an API-only user and then create a service that uniquely identifies your client application. The steps to complete these tasks are outlined in the Marketo documentation.

Setting up the connection

Once the configuration steps on the Marketo side have been completed, 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 REST (Recommended) and then click Save.
    marketo integration type

    You will required to paste in several values from your Marketo account. Note that you must be logged in as a Marketo administrator to complete the following steps. For the following steps, click the empty link and provide the appropriate value:

  7. Marketo Account ID - To get this value, in Marketo click Admin > Munchkin.
  8. Marketo REST API Endpoint URL - To get this value, in Marketo click Admin > Web Services.
  9. Marketo REST API Identity URL - To get this value, in Marketo click Admin > Web Services.
  10. Marketo LaunchPoint Client ID - To get this value, in Marketo click Admin > LaunchPoint and then click the View Details link for the LaunchPoint you created earlier as part of this setup.
  11. Marketo LaunchPoint Client Secret - To get this value, in Marketo click Admin > LaunchPoint and then click the View Details link for the LaunchPoint you created earlier as part of this setup.
  12. Click Setup.

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

Note: If the correct permissions are not assigned to the Marketo user, an error will be displayed in Studio. Check your permissions and then try again.

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. By default, Track Data for Unknown Viewers will be set to Disabled. Enabling this option will track data for unknown users. Data will be retained based upon the selected data retention policy. If data retention is set to No retention, this field is not displayed.
  3. Select a data retention policy. The data retention policy determines whether, and for how long, the lead information data that you capture will be retained in your Video Cloud account as well as in Marketo. Retaining data in Video Cloud allows you to recover from interrupted synchronizations. However, 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.

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.