🚀 Connect your HighLevel account to your Vidalytics account!
Use this integration to streamline the management of contacts in HighLevel based on viewer interactions with videos! Optimize your CRM workflows by capturing specific viewer events and transmitting them to HighLevel.
Enabling the Integration
Step 1:
Navigate to the Integrations tab in Vidalytics.
Step 2:
Enable the HighLevel integration.
Step 3:
Go to the specific video for which you want to set up Play Gates or Tags.
Step 4:
Under Play Gates or Tags, create new triggers by specifying the conditions and fields as needed.
Step 5:
Watch the video and take actions that trigger the events (Play Gates or Tags).
Step 6:
Check the HighLevel CRM to confirm that the viewer's record has been updated with the respective data.
Find by email:
If an email address is provided, HighLevel checks if a contact with that email address already exists. If a match is found, HighLevel may update the contact.Find by phone:
Similarly, if a phone number is provided, HighLevel searches for contacts with the same phone number. If a matching contact is found, it may be updated.Find by both email & phone:
In some cases, the integration may be configured to find contacts using both email and phone information. HighLevel will search for contacts that match either the provided email or phone. the data provided. It searches for a contact with matching information.
Update All Matching Contacts:
This logic ensures that when Vidalytics data is integrated into HighLevel, all contacts with matching names receive updates to their information, promoting data consistency and accuracy across your CRM.
Funnel Creation with HighLevel
When a customer completes a form in a HighLevel funnel, their information is automatically used to create a contact in HighLevel.
If that customer then reaches a page with a Vidalytics video, all tags from the video will be instantly associated with the contact created through the funnel. This guarantees consistent data tracking, providing a smooth and efficient way to manage customer interactions within the same ecosystem.
How to Associate a Contact with a Tag?
Once a customer completes a form in the funnel, HighLevel stores the contact in LocalStorage with the _ud key. Any tags from Vidalytics videos the customer interacts with after this point will be registered to this contact.
Testing the Integration
To ensure the integration is functioning correctly:
Step 1:
Create tags in Vidalytics videos or set up Play Gates.
Step 2:
Watch the video and take actions that trigger the events (Play Gates or Tags).
Step 3:
Check the HighLevel CRM to confirm that the viewer's record has been updated with the respective data.