GETTING STARTED 1
How to Connect SoMedia and Marketo
Your Marketo administrator has to perform the following setup before the integration between
SoMedia and Marketo will function as described. If you have any questions or issues with completing
this setup, please contact SoMedia at [email protected].
1.
Create an API Role and API User within Marketo
Navigate to the Admin area of the Marketo application. Click on the User & Role section of the left side panel.
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Create a new role called “API Role”.
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The next step is to create an API only user and associate it with the API Role that you just created. You can
do this by selecting the API Role checkbox when you create this API User.
2.
Create a Custom Service for the REST API
A Custom Service is required to uniquely identify the SoMedia application. To create a custom application, navigate to the Admin >
LaunchPoint screen and create a New Service.
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3.
Choose the “Custom” service type, provide a name (something descriptive for your reference), description (optional) and
the API user you just created.
Once created, click on the View Details link to get the Client ID and Client Secret. Note these as you will need to send these
to SoMedia when we create your Scalable Video account so that we are authorized to update your Marketo account with
your SoMedia Scalable Video analytics.
Enable Munchkin API
You need to enable the Munchkin API in order to allow SoMedia to update your Marketo lead activity log with video viewing details.
To enable this API, navigate to the Admin > Munchkin screen and click Edit under the API Configuration section.
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Check the box to Enable Munchkin API and enter an API Private Key in the field provided.
Please note the Munchkin Account ID at the top of this screen as well as the API Private Key. You will need to provide these
to SoMedia when we create your Scalable Video account so that we are authorized to update your Marketo account with
your SoMedia Scalable Video analytics.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
4.
Create Marketo custom fields
Please create the following fields in Marketo to capture aggregated lifetime video activity for each of your Marketo leads.
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To create new fields, navigate to the Admin > Field Management screen and
click on New Custom Field. Or if you are synced with a CRM like Salesforce
and would like these fields available in your CRM, then create these same
fields in your CRM instead and allow them to sync over to Marketo.
Create the following fields
as they are noted below:
Type: Float
Name: video_views
Type: Float
Name: video_seconds_watched
5.
Request your SoMedia Scalable Video account
Once the above steps are completed, contact your SoMedia contact (or click on Get Started on the SoMedia
Launchpoint page) to get your SoMedia login and password. Please ensure that you have handy the 4 pieces of
information that you collected above for the Custom Service and the Munchkin API.
Once you have your login and password, click here to access the SoMedia Scalable Video app:
http://partners.somedia.net/marketo.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
GETTING STARTED 2
Upload Your First Video
Begin discovering what an amazing impact video can have on your email
and marketing campaigns by uploading your first video.
1.
Upload any video from any location
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To build your first video player, click on “Upload a Video” from the Scalable Video app home page, or “Upload a Video”
from the My Videos menu in the top right. Click “Add Video” button within the player window.
You can select a video from any of the following locations:
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From your computer or network drives.
• Remember, it’s up to you to ensure that you have proper distribution rights for videos that you’re sending out!
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2.
SoMedia doesn’t have a size limit for videos, but keep in mind, the larger the video size the longer it will take to upload.
From YouTube. All you need to do is copy the video’s URL and paste it into the field provided.
From your SoMedia Video Library. This contains all videos that you’ve produced with SoMedia, videos that you’ve
uploaded or linked from YouTube in the past.
Customize the look & feel
of your player
Match your video player to the look & feel of your brand, landing page, website,
Facebook page, etc. by defining the following attributes:
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Name your player. If you skip this step, it will default to “My Player”.
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Choose a theme. Solid (solid white) or Chrome (grey to white gradient)
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Pick a color for your controls. You have full control over the colors of the player and player controls. Click on the box
beside Background Color, then point and select a color in the prism of colors. If you know the hex code of the color you
want to use, click to the right of the color box, and type in the color code.
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Add a Header or Footer to your player. Add any image to your player’s header and footer. To upload a banner to the
header or footer, click Upload Header at the top of the video. To upload a footer, click Upload Footer at the bottom of the
video. You can upload any image file in the following formats: .gif, .jpg, or .png files. As you’re uploading your image you’ll
see a field called Website URL. Paste in any URL and that is where your viewers will be directed when they click on these
images.
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Select an initial thumbnail for your player.
Click on the Video Thumbnail tab to select from specific thumbnail options.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
3.
Add plug-ins to increase viewer interaction with your video
Plug-ins are the interactive marketing features of your video player. They appear as enhanced player ‘buttons’. When clicked,
additional information or functions are presented to a viewer as an overlay. There are currently the following plug-in options:
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Content Showcase: Present special offers or product and service info. Drive traffic to any webpage.
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Social Media: Enable sharing to Facebook and other social networks.
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Contact Us: Allow viewers to request more information about your product or service.
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Exclusive Offer: Present special offers or promotions which require viewers to complete a lead capture form to proceed.
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Coupon: Insert a coupon that viewers can print out to redeem.
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Map & Directions: Help viewers find your store, office or event with a Google Map.
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About Us: Provide contact details, hours or operation, and more.
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Google Analytics: Capture all your player data within your Google Analytics account.
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Click “Add Plug-ins” at the bottom of the video, and select the plug-ins you want to add
from the list on the left-hand side. Add all relevant information and save the plug-in.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
4.
Publish, share & optimize your video
Click on the Share & SEO tab within the video player page to specify where and how your video will be shared with the world.
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Publish your video player. You can use the unique landing page URL that SoMedia creates by default, or you
can use the embed code to place your video in any landing page or website.
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If you choose to embed the video
on your own webpage/landing
page, then specify where you want
your video thumbnail in Marketo
emails to take viewers. By default,
your email’s video thumbnails will
take viewers to the default Video
Landing Page. To change this to
your own URL, type in this URL in
the “Embedded Web Page URL”.
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Optimize SEO to your video’s page. Maximize search engine optimization for your videos. Complete the SEO
keywords form and we’ll automatically generate your metadata and video sitemap.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
GETTING STARTED 3
Create More Engaging Emails
and Landing Pages with Video
Once you’ve uploaded and customized at least one video using Scalable Video’s video player, let’s
integrate it into your Marketo landing page to engage more customers and discover where and
when they are engaging with your video campaign assets.
1.
Embed your video player in your campaign landing
Copy the “Webpage embed code” from the Share & SEO tab on the player and paste it wherever you want it on your website
and landing page. If you’re building a landing page in Marketo, create an HTML block in your landing page template and
paste the embed code there. When you preview your page you should see the video player thumbnail.
2.
Ensure that your video player points to your specific campaign
To ensure that your video player thumbnail within your Marketo email directs viewers to your landing page or webpage where you
have embedded the video player in step 1, paste the URL of the page into the Embedded Web Page URL field on the “Share & SEO”
tab and click “Save”.
3.
Include your video thumbnail in your next email
From the app, click on the video player you want to include in the email. Within the Share & SEO tab, ensure the Embedded Web
Page URL link references the page containing your video player and that this is the destination page for the email. Click to Save this
URL. Once you have saved this URL, copy the HTML code from within the Email Video Embed Code field.
Within your Marketo email template, select the content block in your template that you want the video thumbnail to appear. Click
on Edit, and select the HTML button and paste in this field. Please note, if you want to have the email subject appear in the analytic
details, please replace the “Your Email Subject” text in the HTML code with the specific subject of your email. You can check to
ensure that your video player link is pointing towards the correct web page URL by ensuring that this URL is specified in the HTML
code in this field.
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Click Save. Your video thumbnail should appear in your email canvas.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
GETTING STARTED 4
Measure your video performance
After you’ve uploaded and customized your video, added it to all your campaign elements, and
successfully launched your campaign, now comes the fun part – monitoring and analyzing in realtime how your viewers are engaging with your campaign!
Within Marketo
SoMedia captures video viewing data and automatically updates
your Marketo lead info and activity log. For each lead in Marketo we
capture the following when they view your videos hosted by our video
player:
Within Lead Info:
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The total number of videos they have watched to-date
The total number of seconds of video they have watched to-date
Within the Lead Activity Log, each time a lead watches a video:
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The web page it is hosted on
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The percentage of the video that was watched
(For Example: if the video is 60 seconds long and they watched only 15 seconds, this would be recorded as 25%)
The name of the video
Within the SoMedia
Scalable Video app
For detailed information about a specific video, click on
the video in the list for full analytics. On this page, you
can filter data by date, geography, platform, and viewer.
You can look for trends in who, when and where
viewers are watching your videos.
SoMedia tracks the following analytics for each video player:
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Views. The number of people that clicked on your video player thumbnail (but didn’t necessarily hit play).
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Plays. The number of video plays. Note: you can have multiple plays for each view (if a viewer watched a video
more than once in the same visit). We provide detailed information for each play including who watched (when
associated with an Marketo email), which email they clicked from, where they were, the date and time of the play,
what platform they were using, and how much of the video they watched.
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Play Rate. The number of plays as a percentage of total number of views.
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Completion Rate. The number of complete plays as a percentage of the total partial and complete plays.
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Social Media shares. The number of clicks on the social media share buttons on the video player.
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Marketing Plugins. The number of views and clicks for each of the marketing plugin buttons that you have added to your player.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net
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Device Breakdown. The percentage of views per
platform and operating system
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Geography. The number of views by city and country
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Engagement Graph. The cumulative engagement from
the combined video plays to see overall where viewers are
dropping off and not watching to the end.
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Embed Locations. The detailed view and play information
across all URLs where you have embedded your video
player.
Download the Report CSV file to get a tabular view of all analytic data for your player,
keyed with subscriber email address and email template name.
SoMedia Networks 201-221 E 10th Ave. Vancouver, BC V5T 4V1 | Toll Free 877.850.5510 | [email protected] | www.somedia.net