Explore the Vimeo - Marketo CRM integration

With a Vimeo Enterprise account with the Events feature added, you can sync your webinar registration form and attendee engagement activity with Marketo. This allows you to gather and evaluate leads from your Vimeo event within the desired list in Marketo. Additionally, you can insert form fields from Marketo into your webinar registration form for a seamless data transfer. If you are authenticated and yet unable to see the fields, ensure that your user role is of type 'Access API' and has the following permissions

• Read-Write Schema Custom Field
• Read-Write Schema Standard Field

In this article:

• Video overview
• Connect Vimeo to Marketo
• Add Marketo fields to your registration form
• Why you should enable the Vimeo - Marketo CRM integration
• Analytics
• Limitations of Marketo Integration

Video overview

Connect Vimeo to Marketo

⚠️Note: Only the Vimeo account owner can connect external accounts to the Vimeo account.

Before you connect, ensure the following are configured in your Marketo Programs:

• Only Programs that are the Types `Event` or `EventWithWebinar ` will be available in the list dropdown menu.
• The Programs listed must be set to the `Registered` status in order to receive submissions from Vimeo. This is a case-sensitive setting; “registered” will not work.

To connect Vimeo to Marketo:

1. From the events manager, select your webinar to enter the webinar management page.
2. Select the Registration option on the right side and then Customize form.
3. Select Connect providers to open your account settings in a new window.
   
   
4. Select Marketo and agree to the terms regarding how you will use the emails collected before continuing. 
5. Once connected, refresh the webinar management page. You can then choose your email list directly within your webinar’s registration settings.

Once you’ve connected Marketo, you will be able to:

• See the registrant and their submitted information in your chosen Marketo list
• Review data indicating how engaged the attendee was to your event within Marketo

Add Marketo fields to your registration form

You can directly map your registration form fields to the custom fields within your Marketo account. To do this:

1. Hover over any field and click the Tag icon
2. Select the desired field from Marketo in the list that appears. You can use the arrows at the bottom of the panel to navigate between multiple pages.
3. Click Add.
   
4. Repeat this step for each form field.

Why you should enable the Vimeo - Marketo CRM integration

• The Vimeo-Marketo CRM integration helps you in lead evaluation
• This integration will also help you with attendee engagement analysis.

Analytics

Custom Fields will be created for Viewer Level Analytics passed from Vimeo. Those custom fields include:

• • Watch Time Percentage

  • Vimeo Events - QnA

  • Vimeo Events - Polls

  • The attendee status if they attended will also change to Attended Live

There is no need for the customer to create these fields as Vimeo creates them automatically on Marketo.

Pulling data for the analytics after the event ends will take 1-2 hours until transcoding for the event is completed.

Limitations of Marketo Integration

1. Data sync 

   • When syncing data from Marketo to Vimeo, CRM data will first start syncing at midnight in your webinar timezone. Then, it will continue to sync one hour before the start time, and every 15 minutes between when the webinar begins. CRM data will stop syncing when the webinar ends or exceeds two hours. Therefore, the last-minute arrivals that are registered on their Marketo form may not be reflected in the platform.
   • Viewer-level analytics sync when you manually complete the webinar or one hour after when the webinar autocompletes (autocomplete occurs when you don't manually complete the webinar but Vimeo completes it for you). Analytics sync every five minutes in every five-minute intervals, analytics should finish syncing after 25 minutes.

2. Already registered

   • Currently, if an attendee registers through a Marketo form, there’s no way for the integration to identify if they’ve registered or not. So even if the webinar hosts import the Marketo list, the attendees will still need to sign in with their email when they click on Already registered.

3. Registration form 

   • You will be unable to turn off the Vimeo registration form so even if you use the Marketo form for registration, attendees will still have to sign in through the Vimeo registration form in order to opt in for Vimeo’s terms and conditions.
   • We currently support field mapping to Marketo, including custom fields. However, on the registration tab, you will have to manually label the registration field to the Marketo field. 
   • Vimeo connects to an Event Program/list in Marketo and adds people/members accordingly. It will append to existing people (based on email address), or create new people if unique.
   • We pull lists/programs that were edited/created within the ~last 30 days.
   • We only support static lists and NOT smart lists.