Monitoring Viewer Interactions with Videos

Part 1: Configuring Your Video Module


Step 1: Basic Video Configuration

Once you insert a video module in the Funnel Builder, the "Video Settings" will appear on the right panel. These settings are split into two areas: Basic and Advanced. Here's how to begin:

Selecting Video Type: Select the correct video provider (e.g., Vimeo, YouTube, Wistia) and input the URL to ensure the video is properly displayed.

Video Type Selection

Adjusting Padding and Margins: Like with image elements, modifying padding and margins allows you to tweak the video's size and placement, giving it a personalized look.

Padding and Margins

Autoplay and Viewer Controls: Depending on your video type, you can set it to autoplay and determine which controls (like play, pause) are accessible to your audience.

Autoplay and Controls

Setting Video Quality: Supported resolutions in the CRM range from 480P to 1080P, with options to automatically adjust based on the format uploaded.

Video Quality


Step 2: Additional Video Options

For more control over your video element, the Advanced settings let you:

Modify Borders: Adjust the border around your video for a more polished look.

Appearance Adjustments: Customize how the video displays across mobile and desktop platforms.

Advanced Settings

CSS Selector: For advanced users, custom CSS can be applied for more granular changes.


Part 2: Analyzing Video Interaction (Hosted Videos)


Step 1: Starting with Video Settings

To monitor video performance within your CRM:

Remove Progress Bar: For a minimalistic view, turn off the progress bar display.

Redirect Non-Registered Viewers: Use cookies to track how far leads get into the video and set a redirect page for those who aren’t registered.


Step 2: Building a Workflow

Configure Workflow Triggers: Set "Video Tracking" as your workflow trigger to monitor lead engagement.

Workflow Trigger

Select Filters: Choose the specific video you wish to track and set thresholds for the percentage of the video watched.

Filter Selection


Step 3: Taking Action Based on Video Interaction

Engage Leads: Use the video tracking trigger to send personalized emails based on viewers' engagement with the video.

Nurture Leads

Tailor Custom Actions: Implement additional follow-ups like sending more emails or setting tasks based on your marketing strategy.


Common Issues and Solutions

  • Video Doesn’t Appear: Double-check that the URL is accurate and matches the selected platform type.

  • Workflow Doesn’t Start: Make sure that the leads you're tracking are already added as contacts in the CRM.

  • Low Video Quality: Review the original video format to ensure it's compatible with the CRM’s supported resolutions.

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