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What are tags and how do they work?
What are tags and how do they work?

CRM Tagging — Use Your Videos To Automate Your Marketing

Erika Lehmann avatar
Written by Erika Lehmann
Updated over 5 months ago

Please note: Tagging is not available on the Free plan, to gain access you will need to upgrade to any of our paid plans!

Vidalytics can pass a tag to a contact record for any viewer in your CRM or email platform when they meet a desired condition while watching your video. The current conditions are:

  • Time — This option will tag the viewer in your CRM when they watch up to a certain point in your video

  • Call to Action — This option will tag any viewers that click on your Vidalytics Call to Action button

  • Interactive — This option will send the choices that your viewer makes on your interactive video funnel

This ensures that your marketing is personalized specifically for what they have already watched to get the conversion.

For example, if someone didn’t see the pricing info in your video, you can email it to them. Or if they did see your pricing info but didn’t buy, you can send them a coupon — automatically.

Tagging works out of the box with our Play Gates, meaning if someone opts into your Play Gate, you can immediately tag that contact and automatically start your email follow up’s!

To start, you will need to use our integration with Zapier in order to connect a CRM / email platform with your landing page builder. You can find more information on how to do it here.

Tagging can be accomplished in a number of ways. Each landing page builder requires a different method. Below are the various ways you can achieve tagging on your page if you're using one of these popular LP builders:

If your landing page builder has the option to pass the opt-in form data to the URL, this method will be best for you: Click Here.

If you are using ClickFunnels as your landing page builder, Click Here.

If you are using Kartra, Click Here.

If none of the above apply to you, this advanced method may work for you. Please read the disclaimer at the top of the article. Click Here.

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