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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 today

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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