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Tagging viewers using Zapier

Learn how to setup your Zaps to tag viewers with Vidalytics.

Aldo Peña avatar
Written by Aldo Peña
Updated over 3 weeks ago

Use this guide to automatically tag your video viewers in your CRM or Email marketing tool based on their engagement with your Vidalytics videos.
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​CLICK HERE for a Video Walkthrough for this setup (example Active Campaign).


Step 1: Set Up Video Tags in Vidalytics

  1. In Vidalytics, go to your video’s settings, open the Marketing tab, go to Tags, and create a new tag.

    • Choose trigger conditions (e.g., when a viewer reaches a certain watch time or %).

    • Set the correct field name (e.g., “email”) to match your CRM field.

  2. Save your tag and Publish the video.

These tags will generate events whenever a viewer meets the tag condition.

Step 2: Create a Zap with Vidalytics Trigger

  1. In Zapier, click Make a Zap!

  2. For the Trigger, select “Vidalytics” and choose “New User Video Event” or similarly labeled trigger

  3. Connect your Vidalytics account and authenticate. Zapier polls for new events every ~15 minutes on the free plan.

  4. Test the trigger to ensure Vidalytics sends a test tag event.

Step 3: Add ActiveCampaign Action to Tag Contact

  1. Add a Zapier Action using the “ActiveCampaign” app. Choose “Add/Remove Tag From Contact”.

  2. Authenticate your ActiveCampaign account using your API URL and key.

  3. Configure the action:

    • Provide contact identifier (e.g., email or ID) using data from your Vidalytics trigger

    • Choose which tag(s) to add based on the specific video condition

Example: Add tag “Watched 50%” when a viewer reaches halfway in the video.

Optional: Create or Update Contacts Automatically

Instead of tagging existing contacts, you can use:

  • Create/Update Contact action in ActiveCampaign.

  • Add Contact to List or create deals automations based on video interactions.

Step 4: Activate and Test Your Zap

  1. After setting up both trigger and action, test the Zap end-to-end

  2. Turn on the Zap when tests succeed.

  3. Monitor your ActiveCampaign contacts to ensure tags are applied as expected when viewers hit tag conditions.

Benefits

  • Real-time segmentation: Auto-tag viewers based on video milestones (e.g., 25%, 50%, 100% watched)

  • Personalized follow-up: Trigger email campaigns or automated workflows in ActiveCampaign using viewer tags

  • No extra code needed: Zapier handles data flow without requiring SDKs or manual integration

For additional questions, feedback or assistance please feel free to reach out directly to Customer Happiness Team at [email protected]. 😊

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