Integration: Marketo

Overview

Audience Insights generates daily data at the user level for subscription-based accounts and accounts that do not require a subscription.

These values can be transferred to your Marketo application using this integration.

Requirements

Have viewer tracking enabled on your Video Cloud account.
Being a user with an admin role in Video Cloud.
Being a Marketo user with admin privileges

Create a Marketo Web Service

A web service in Marketo is required to obtain API credentials and communicate with this instance.

In Marketo, navigate to the Admin menu and Click Users and Roles.
Select the Roles tab and Click on New Role.
Assign the following API permissions:
- Read-Only Assets
- Read-Write Custom Object
- Read-Write Custom Object Type
- Read-Write Lead
Select the Users tab and Click Invite New User.
Enter the required fields, and Click Next.
Select the API-Only option, Choose the Role you created in the previous step, and Click Next.
Click Send

Since you are creating an API-only user. No email invitation is actually sent.
Go back to the Admin menu and Click Launchpoint.

Click on the New menu and select New Service.
Enter the required fields, choosing Custom for the Service and the API-Only User created in the previous step.
Click Create.
Click View Details for your new service to view the Client ID and Client Secret.

Make sure to save these credentials since you will need to enter both values when adding the Marketo publish integration.
Back on the Admin menu, Click Web Services.
Locate the Endpoint in the REST API box.

Make sure to save the Endpoint and Identity URLs. You will also need these values when adding the Marketo publish integration.

Audience Insights Publish Integration Setup

Once the web service has been created in the Marketo instance, a publish integration can be added to the Audience Insights system.

Add Publish Integration

Log in to Video Cloud Studio.

Open the Integrations module.

Click Customer Data Platforms

Click Add Integration

Select Marketo from the Destination dropdown.
Fill out the Form and Click Save
- The Client ID, Client Secret, API Endpoint URL, and API Identity URL are obtained from Marketo when creating the Web Service.
- You can use the Customer ID or Email (for Audience Insights) or Customer ID for Videocloud as a Customer identifier.
- The Automated Export option controls how often there should be an automated publish to the Marketo integration.
It could take a few hours to complete the initial data synchronization. This timeframe will vary depending on when your Marketo instance was created.

Viewing lead custom object fields in Marketo

This publish integration aims to create a custom object in Marketo named Brightcove that includes fields for the desired integration properties.

To view the selected fields, follow the next process:

From the Admin menu in Marketo, navigate to Database Management -> Marketo Custom Objects and Click on the Brightcove Integration custom object.

Click on the Fields tab to view all fields that have been defined for the Brightcove Integration custom object.

Be sure to select Brightcove integration in the Select Object box so that all fields will be displayed.

Switching account types in Audience Insights

In order to switch accounts and re-establish integrations successfully with the new account type, delete the existing integration by following the steps below:

Delete Publish Integration

Log in to Video Cloud Studio
Open the Integrations module
Click Customer Data Platforms
On the row for the Marketo integration, Click Disconnect (the trash icon)
Type “DELETE” in the text box and Click Delete