How to Pass Smart Vid Data to Your CRM

In order to send the information about the choices that your viewers select in your Interactive Smart Vid to your CRM or Email platform, you have to create an Interactive Tag inside the individual video settings.

Click here to watch a quick Demo video

Step by step guide:

1. Go to the Video Settings page (You can start on the Step Settings page in your Interactive SmartVid, and click Go to Vid Settings from that screen)

2. Navigate to the Tag section on the right

3. Click Create a New Tag

4. Name your tag, and select 'Interactive'.

5. In the Fields section, you can save any other fields you're passing through the URL, such as email, contact ID, user ID, etc.

6. Click Save

7. Republish your video by clicking Republish in the top right corner

8. Go to Zapier > Create a New Zap

9. Set Vidalytics as the first step in your Zap

10. In the Event dropdown, click New Interactive Video

11. In the Account dropdown, select your Vidalytics account, then select the appropriate Interactive Video

12. Click continue, and test your trigger

13. Click continue (again)

14. In step 2, connect your CRM or Email platform (you can also send this info to a spreadsheet)

15. In the Event dropdown, click Create or Update Contact

16. In the Action section, we'll configure what we need. The selections will be sent as text fields. We're using ActiveCampaign in our example, so we'll select the appropriate list

17. Since our field is email, in the email dropdown we'll select the email parameter. We'll also want to add the choice as a tag, so in the Tags dropdown we'll select 'Params Choice Text' (You'll see different options here depending on your CRM / Email platform). If you have custom fields in your CRM, you can also configure that here

18. Then click continue, and test your action

19. Go to your CRM or email platform and make sure the contact has the specific choice added as a tag.

20. Publish your zap