Setting up the Wistia - Pardot Integration
How to use Wistia and Pardot together for super-powered video marketing
Use Pardot? Use Wistia? Want to meld them together to execute a media-driven marketing automation strategy the likes of which this world has never seen? You’re in the right place, friend.
Haven’t signed up for the integration yet?
With the Wistia-Pardot integration you can:
- Generate new leads from your videos and channels
- See how prospects are watching and listening to all the media on your website
- Score leads based on media engagement data
- Use media and email together in marketing harmony 💕
Sound fun? That’s because it is fun. And it’s easy! This page will give you everything you need to get started and be successful.
First things first, let’s connect the puzzle pieces. You’ll need:
If you have all of that, here’s how to get started:
1. Add your Pardot account in Wistia
In Wistia, head to Account Settings and navigate to the Integrations section under Advanced. Scroll down to Marketing Automation integrations, and enter your Pardot Unit Business ID. To find this, log into Salesforce, click the gear icon in the top right and click Setup. Search for “Pardot” in the quick find and click on Pardot Account Setup. Please note that your Business ID begins with a zero, not an “O.”
Connect and you’re halfway set up! Proceed to step 2. 👇
2. Enable the Wistia Connector in Pardot
In your Pardot account, click the Admin menu at the top of the page, and choose the Connector section. From there, click Add Connector, and choose Wistia under Video Connectors. That’ll bring you to a form quite like this:
Check the "Show Video Play Heatmaps" box, and then fill in your API Token and Public Token from Wistia. Here’s a guide on how to find those. Then save the connector, and do . Read on for details about what you can do with your newfound powers.
You can add forms created in your Pardot account to your Wistia videos. They’ll act exactly the same as Pardot forms, except that they’ll appear in your video like a Turnstile or CTA.
Once the integration is enabled, a “Pardot Forms” section will appear in the Customize panel. Here you can choose which form to display in your video either by selecting it from a drop down list or entering the form’s name, when to display it, and add helpful prompt text to encourage viewers to complete your form. Here’s what that looks like:
You’ll notice there’s not an option to disable the “Skip” button. Pardot Forms are iframes and as a result, we don’t have a way to know when a form was submitted. Since this is the case, users will always have the option to continue the video. The use of an iframe also means Wistia does not have the ability to style the form.
You’ll notice a message at the bottom of the section that indicates only Pardot forms with https enabled are available to use in Wistia. If you don’t see your form, make sure your form’s Tracker Domain has https enabled in your Pardot account.
To enable https for your form:
- Go to Admin > Domain Management in your Pardot account
- Choose a domain in the Tracker Domains section and verify SSL STATUS is ENABLED and HTTPS STATUS is HTTPS
a. Follow these steps to Enable SSL or use the go.pardot.com domain. b. For https status, click the gear icon in the “Actions” column and select “Default HTTPS.”
Then, navigate to the form in Pardot and click “Edit.” From here, update the form’s Tracker Domain to use a domain with https enabled.
Once done, your form will appear in the dropdown in Wistia. If you have a large number of forms, you can search for your form by its exact name.
By default, Wistia is unable to detect when a Pardot form on a media has been submitted. This means that we’re unable to hide the form and continue playing automatically. However, by adding a small code snippet to a Pardot form, we are able to detect form submissions, close the form, and continue playing.
- Viewer Forms
- View a form’s details by clicking the form’s name
- Choose “Edit form.”
- Edit the form, and choose “Completion Actions.”
- Open Thank You Code tab and add code snippet
- Copy and paste this code snippet:
- Click the “Confirm & Save” button.
With Turnstile, you can ask people to enter their names and email addresses at any point in your videos. And now that you have Wistia connected to Pardot, that information will automatically create a new Prospect record in your Pardot Account. Woo!
“Hold on, Wistia. What if the person is already an existing visitor in Pardot” you ask? Good question! In that case, we’ll convert the existing record in Pardot from an anonymous Visitor to a known Prospect. Please note, our marketing integrations go in one direction. This means that Wistia will feed contacts over into Pardot, but that other Pardot form submissions will not feed into Wistia stats.
Here’s an example Turnstile on one of the videos made here at Wistia HQ:
You’ll want to be sure that you’ve selected a list to send Turnstile submissions to. Without a list selected, new prospects will only be identified by email in your Video report in Pardot. Adding a list will ensure that prospects are identified by their name in both your Video report, as well as the selected list.
If you’re using Wistia Live with registration enabled and would like to send registrants to a list in Pardot, head on over to your live event’s registration page. Here, click “Sync Registrations” to select your desired Pardot list. Then, click “Select.”
If you’d like to update the list, click “Update Registration” and select a new list.
From the Video report (see above 👆), you can add all the prospects who engaged with a certain video or podcast episode to a list in your Pardot account. You can also give them all tags if you’d like. Or heck, do both!
On a specific video’s page in Pardot (which you can access from the full list in the Video report), click the Tools menu on the right:
From there just choose what you’d like to do with the prospects who watched your video, and let Pardot work its magic.
Want to adjust prospect scores based on media data? Me too. Let’s do this.
First, check out Pardot’s overall guide on setting up Custom Scoring. Now with the Wistia-Pardot integration set up, you’re able to use three specific media-related events to adjust a Prospect’s score:
- Video Play: Simply, the person began playing a video or audio.
- Video Watched 75%+: The person watched or listened to at least 75% of the video or audio.
- Video Conversion: The person entered their contact information into Turnstile on a video.
Email is a great way to nurture leads and stay engaged with your growing audience. Then add a little video or audio to the mix, stir in some tracking and analytics, and baby, you got a stew goin'!
To add a video thumbnail link to an email campaign, just follow this quick process:
- Open the video’s page in your Wistia account.
- Select Embed & Share.
- On the Link In Email Campaign tab, select Pardot as your email provider.
- Adjust the thumbnail image size and choose the URL where you want people to watch the video. It can be the video’s page in your Wistia account, or anywhere you have it embedded.
- Copy the Email Merge Tag from Wistia and paste it into your email in Pardot.
Fun fact: When people receive your email and click through to watch the video, their email addresses will automatically pass through to the Wistia stats.
Having trouble? Shoot! Let’s troubleshoot. Here are some common issues, and how to fix them:
Starting February 15, 2021, Pardot’s user authentication system will be discontinued and all users will be required to use their Salesforce single sign-on (SSO). Pardot users who don’t enable Salesforce SSO by February 15, 2021, will lose the ability to log into Pardot until they are connected to a Salesforce user. More details on this migration can be found in this doc: Pardot Migration Overview.
As a Wistia and Pardot user, you’ll need to re-authenticate your Pardot login from the Integrations page of your account. You’ll notice we ask for a new field: Pardot Business Unit ID (as required by Salesforce).
Here’s how you’ll access your Pardot Business Unit ID:
- Log in to Salesforce.
- Next, click the gear icon on the top right-hand side of the page.
- Select “Setup.”
- Finally, search for “Pardot” in the Quick Find and click on “Pardot Account Setup.”
- Please note: your Business Unit ID starts with a zero, not an “O“
If you’re having any trouble accessing this ID, you can reach out to Salesforce support for help.
You’ll want to re-authorize your Pardot integration in Wistia before February 15, 2021 to avoid any disruptions to your integration.
Before February 15th 2021, if your integration shows up under “Configured” with “needing re-authentication” then data is still flowing to Pardot successfully. Needing reauthorization does not mean your integration is broken. However, this will change starting February 15th.
Pardot will be doing a schedule of controlled enforcement for the API to help ease into full enforcement since we understand integrations can be complex. The schedule is designed to provide a minimal impact early on to allow customers to be confident there are no issues with their integration updates and provide a significant window to address if anything does come up. As time goes on, the controlled enforcement periods will increase in duration until full enforcement, which is targeted for June 2021.
During these outages, if you have not re-authenticated your integration then data will not flow from Wistia to Pardot during the controlled outage time period. You can see a full list of the scheduled outages in Pardot’s User Migration FAQ doc.
First things first, it’s important to know that only videos embedded on your website will show activity in your Pardot account. When a person watches a video from the video’s page in your Wistia account, that activity will not appear in Pardot.
If the video is embedded on your website but it’s still not showing activity in Pardot, make sure that you have Pardot’s tracking code on the page, and that your Wistia embed code has the
wistia_embed class (as it should by default).
If you’re only seeing video views in Pardot, but no other details, this likely means that you have the Wistia Connector enabled in Pardot, but not in Wistia. In order to collect new Prospects, associate video views with prospects, and see heatmaps and conversions, you’ll need to make sure that the Wistia Connector is enabled within Pardot and that the Pardot integration is set up on the Wistia side. Lastly, in order to collect prospects, don’t forget to have Turnstile enabled on your embedded video!
If you’re still having trouble, our Customer Happiness team is here to help: Contact Us.