First and foremost, big thank you to francisco.dominguez for helping me figure out this setup!
NOTE: This document is intended to be used by anyone currently using Vidyard as their video provider and has installed Eloqua Discover in Salesforce.
If you are not familiar with Vidyard, be sure to check out the other Vidyard Topliners posts at the bottom of this guide.
Before you get started with Buy Signals, you must have already integrated your video view activities into your SFDC install. Check out Kristin Connell's post on how to set that up. How to Write Vidyard "Video View" Activity from Eloqua to SFDC
Step 1: Determine your Activity Type.
Eloqua Discover is preset with 6 standard activity types
- Email Click Through
- Email Open
- Outlook Email Open
- Form Submit
- Hypersite Visit
- Website Visit
Since Video View is not one of these and cannot be added, you need to choose one of these to use as your video activity type. I suggest using one that you are not currently using. I chose Hypersite Visit since we are not using that activity type for anything else.
Step 2: Change your External Calls to reflect this new activity type.
Go to Setup/Integration/Outbound/Internal Events/Custom/Custom Data Card Events and click on the Vidyard custom event you previously set up. You will then need to edit each external call you have set up under this custom event.
Click Edit then Options/View Field Mapping. You will need to change the Subject of your external call to begin with the name of the activity type you chose above. Since I chose Hypersite Visit, I changed mine to be “Hypersite Visit: Video Viewed” Once you have made the change, save the external call and repeat for the other one.
Step 3: Test your external call to a test lead in Salesforce in order for Eloqua Discover to recognize the Marketing Asset.
Within the External Call, choose Options/Test External Call. Search for the Data Card associated with the lead you are testing.
Select the Data Card
Click Prepare for Test then Execute Test. Once your External Call executes properly, you should see the video view within the Activity History of the lead record in Salesforce.
Step 4: Make sure your video view shows up as a Marketing Asset in Discover.
View the Eloqua Discover app within Salesforce and click on the Marketing Assets tab. View all then select go. Your new video view should show up as a Marketing Asset under your chosen type.
Step 5: Create a new Buy Signal.
Click on the Buy Signals tab within Eloqua Discover and choose New Specific Buy Signal. Name your Buy Signal something that makes sense to you. Use the search tool to locate the new Marketing Asset. Set the Activity Type to the type you chose earlier. Determine your Recurrence Timeframe and Check the box for Active.
Step 6: Test the new Buy Signal.
Now that you have your Buy Signal setup, send another test of your External Call through to your test lead in SFDC. Once this test executes properly, you should see the Buy Signal raised 1 time within Eloqua Discover. You can also view the lead record and choose Buy Signals within the Eloqua Profiler application. Your new Buy Signal should be shown here.
You are now ready to enable your sales team with video view buy signals.
I hear the ability to setup custom Activity Types in Eloqua Discover might be coming in Discover version 2.0. *fingers crossed*
As promised, here are some links to other great Vidyard posts on Topliners.