Integrating HighLevel with Vidalytics
Overview
Enhance your HighLevel CRM workflows by seamlessly integrating Vidalytics. This integration allows you to track viewer interactions with your videos and automatically update contact records in HighLevel. Optimize lead management, automate follow-ups, and improve customer engagement by leveraging Play Gates and Tags.
Enabling the Integration
CLICK below for a video walkthrough of the HighLevel integration with Vidalytics.
What we go over in this video walkthrough:
How to connect your HighLevel (GHL) sub-account to your Vidalytics account through our integration.
Overview of the tools you can use in Vidalytics to pass on information through this integration with HighLevel (GHL).
Testing of these tools and integration.
Follow these steps to connect HighLevel with Vidalytics:
Navigate to the Integrations Tab in your Vidalytics dashboard.
Enable the HighLevel Integration.
Select a Video for which you want to set up Play Gates or Tags.
Configure Triggers under Play Gates or Tags by defining specific conditions and fields.
Test the Integration by watching the video and triggering the configured events.
Verify Updates in HighLevel CRM to ensure viewer interactions are accurately recorded.
Contact Matching in HighLevel
HighLevel uses various matching criteria to associate viewer interactions with existing contacts:
Find by Email: If an email address is provided, HighLevel searches for a matching contact and updates the record accordingly.
Find by Phone: If a phone number is available, HighLevel looks for contacts with the same number and updates them if necessary.
Find by Both Email & Phone: If both email and phone information are available, HighLevel searches for a match using either field.
Update All Matching Contacts: Ensures that all matching contacts in HighLevel receive updated data from Vidalytics, maintaining consistency and accuracy.
Funnel Integration with HighLevel
When a customer completes a form within a HighLevel funnel:
Their details are automatically stored in HighLevel as a new contact.
If the customer later visits a page with a Vidalytics video, any triggered tags from the video are instantly linked to the HighLevel contact.
This ensures consistent tracking and smooth data flow across both platforms.
Associating a Contact with a Tag
After a customer fills out a form, HighLevel stores the contact data in LocalStorage under the
_udkey.Any Vidalytics tags triggered by this customer’s video interactions will be recorded under the same HighLevel contact.
Testing the Integration
To ensure that the integration is working correctly:
Set Up Tags or Play Gates in your Vidalytics video.
Watch the Video and trigger the configured events.
Verify Contact Updates in HighLevel CRM to confirm that the viewer’s record reflects the interaction.
By following these steps, you can efficiently track viewer engagement and automate CRM updates within HighLevel.
Note: Remember to test in incognito mode, or clearing your cache and cookies after each test. This is to make sure that the tags and Play Gates are triggered each time as if you were a new viewer on your video.
For additional questions, feedback or assistance please feel free to reach out directly to support at [email protected]. 😊