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How to Set Up a Smart Vid

Everything you need to know to create and manage your Interactive Smart Vid

Written by Aldo PeΓ±a

Welcome to Interactive Smart Vids! πŸš€
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In this article, we'll cover how to create your Smart Vid, add choices based on your flow, and use the powerful built-in Stats to understand exactly how your viewers are engaging.

Understanding the Canvas

The canvas is your Smart Vid's visual command center. It shows all the video steps in your flow and the connections between them. You can zoom in and out, or drag to navigate around your flow.

The "Play" icon marks the beginning of your flow. From the canvas, you can open settings, preview, and delete steps directly.

Initial Setup πŸš€

  1. Click Smart Vids on the left-hand menu

  2. Click "New Smart Vid"

  3. A pop-up will appear β€” type in your Smart Vid title and select the video that will serve as the starting point for your flow

Interactive Global Settings 🌎

You can access the global settings directly from the canvas, or while editing any step in your flow.

  1. Click the cog icon at the top right of the screen

  2. From here, edit the overall settings that will apply to all videos in your Smart Vid:

    • Video Startup Quality

    • Thumbnails

    • Controls

    • Smart Autoplay

    • Smart Pause

    • Video Expiration

  3. Make all the changes you need, then close the sidebar

  4. Remember to Publish your changes for them to go live

Add Interactions in Step Settings πŸ”€

Interactions are the core of Smart Vids. They drive the flow by presenting viewers with choices β€” either through a question with selectable answers, or through a clickable area directly on the video itself.

To set up interactions, hover over any video step on the canvas and click the edit (pen) icon to open its Step Settings. Once inside, you will see two interaction types you can add on the Interactive tab:

Option 1 β€” Question

Click the Question button to present your viewer with a prompt and up to four answer choices, each leading to a different next video step.

In the Question settings panel, you can configure:

  • Question text β€” the prompt or question you want to present to your viewer

  • Answer choices β€” up to four options, each linked to the next video step in that path

  • Display time β€” when the choices appear during the video

  • Countdown timer β€” optionally limit the time viewers have to select an answer

  • Theme settings β€” colors and styles for your question overlay

πŸ’‘ Tip: Once a video is linked to an answer choice, a new step will automatically appear on your canvas. You can then click that step to add its own question and choices, building out your full flow.

Option 2 β€” Interactive Area

Click the Interactive Area button to make a specific region of your video clickable β€” no question overlay needed. This is great for things like clickable buttons, products, or visual prompts already present in your video itself.

In the Interactive Area settings panel, you can configure:

  • Clickable area β€” select and position the area on the video you want to make clickable

  • Display time β€” set the specific time at which the interactive area becomes active on the video

  • Link or next step β€” define what happens when a viewer clicks the area

πŸ’‘ Tip: Interactive Areas are ideal when your video already contains a visual call to action β€” such as an on-screen button or graphic β€” and you want to make it functional without adding a separate question overlay on top.

Adding Tags to Your Smart Vid 🏷️

Tags allow you to pass viewer engagement data from your Smart Vid directly into your CRM or email platform β€” so your follow-up marketing reflects exactly what each viewer watched.

Timed Tags are triggered when a viewer reaches a specific moment in a video. To set them up:

  1. Open the video editor for the step you want to tag

  2. Locate the 'Timed Tags' option

  3. Choose the exact timestamp of the video where you want the tag to fire

  4. Name the tag descriptively to reflect viewer engagement at that moment

  5. Set the correct Field (such as email) so Vidalytics can identify the viewer and pass that information through the entire flow

  6. Click Save

Smart Vid Stats πŸ“Š

Smart Vids include powerful built-in stats, giving you a clear picture of how viewers are moving through your flow β€” step by step.

From the canvas, you can access Stats directly to see:

  • Drop-off by step β€” see exactly where viewers are leaving your flow, on each individual video

  • Most popular paths β€” understand which answer choices and branches your viewers are gravitating toward

  • Answer distribution β€” see how many viewers selected each answer on every question

  • Video engagement per step β€” track how each video in your flow is performing individually

This data is especially powerful when combined with Timed Tags β€” you can follow specific viewer segments all the way through your flow and into your CRM, giving you a complete picture from the first video to the final conversion.

πŸ’‘ Pro Tip: Use the Stats to identify your highest drop-off step, then review that video's content or question timing to optimize it. Small changes at a high drop-off point can have a significant impact on your overall Smart Vid conversion rate.

Preview Your Smart Vid πŸ‘οΈ

You can preview your Smart Vid from three places:

  1. From the canvas β€” hover over any step and click "Preview from this step"

  2. From a step's settings β€” click the play button at the top right of the screen while inside any step

  3. Full Smart Vid preview β€” from the main canvas, click the play icon at the top right to preview the entire flow from the beginning

⚠️ Important: Always publish your changes before expecting to see them live. It may take a moment for updates to be reflected.


If you have any questions or need assistance, please reach out to our Customer Happiness Team at [email protected].

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