Waymark Integration

Setup

In Waymark

Please reach out directly to the Waymark team to gather the required account information:

• Client ID

• Client Secret

• Signing Key

• API Key

In ShareBuilders

You will need to gather your Client ID, Client Secret, Signing Secret, and API Key from Waymark before continuing.

1. In the left navigation, select Options

2. Choose Integrations

3. There, you will see a new card for “Waymark”

4. Select the menu at the right end of the card

5. Choose Setup

6. All fields are required

7. Select the submit button

If the Waymark setup fails to complete this likely due to the keys being incorrect.

Generate your first Waymark spec spot

Complete the following steps to generate a new Waymark video spec spot from within ShareBuilder CRM.

1. Navigate to any Lead or Account in ShareBuilder CRM

2. Select the Actions menu at the top right of the Company detail page

3. Choose “Generate Spec Spot”

4. No fields in the popup are required, but allow you to modify your spec spot request

5. Choose Submit

View, share, and edit Waymark spec spots

Use the new Spec Spot card found on the company summary page to locate previously generated spec spots, and view the generation status

1. Navigate to any Lead or Account in ShareBuilder CRM

2. On the right hand side, you will find a new Spec Spot card just below the financials card.

3. The status column lets you know if the video is done and ready to view, still generating, or an error occurred.

4. Select a Waymark title to open the video

5. Playback the video directly in CRM, or select the share/edit options to navigate to Waymark

Measuring engagement

Each Waymark generated spec spot creates a an Activity.