--- title: What Are Tags and How Do They Work? description: In this article we go over what are Tags, how they work and how to tag your CRM. --- [Skip to content](https://help.vidalytics.com/what-are-tags-and-how-do-they-work#main-content) English Show submenu for translations ![Logo Inline Blue](https://help.vidalytics.com/hs-fs/hubfs/Logo%20Inline%20Blue.png?width=200&height=29&name=Logo%20Inline%20Blue.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Vidalytics Knowledge Center](https://help.vidalytics.com/?hsLang=en) 2. [Tagging & Tracking](https://help.vidalytics.com/tagging-tracking?hsLang=en) 3. [Tagging Basics](https://help.vidalytics.com/tagging-tracking?hsLang=en#tagging-basics) # What Are Tags and How Do They Work? ## How to tag your viewers in your CRM based on what they watch — and use that data to personalize your follow-up automatically. Tags let you trigger actions in your CRM or email platform the moment a viewer meets a specific condition while watching your video. Instead of sending the same follow-up to everyone, you can personalize your marketing based on exactly what each viewer watched — or did not watch. #### **A few examples of what this makes possible:** - A viewer did not reach the pricing section of your VSL → automatically email them the pricing info - A viewer watched through the offer but did not buy → automatically send them a discount coupon - A viewer clicked your CTA button → add them to your "hot lead" sequence immediately Tags connect your video performance data to your marketing automation — making every follow-up more relevant and more effective. **Availability & Restrictions** - Tagging is not available on the Free plan — upgrade to any paid plan to gain access - Tags require a unique viewer identifier (such as an email address) to be passed through the URL for them to fire correctly - Tags will not trigger while the video is playing under a Smart Autoplay overlay - A tag will not fire again if it has already been triggered previously for that viewer in the same session. ### **Tag Types** When creating a tag, you choose the condition that triggers it: - **Timed** — fires when a viewer watches up to a specific point in your video. Use this to segment viewers based on how far they got - **Call to Action** — fires when a viewer clicks your Vidalytics CTA button. Use this to identify your most engaged viewers - **Interactive** — fires based on the choices a viewer makes in an Interactive Smart Vid. Use this to capture the specific path each viewer took through your funnel ### **How to Create a Tag** **Open your Video Settings** — go to your video library, select the video you want to tag, and click **Edit** to open its settings. **Go to Marketing Settings** — click the **Marketing** tab at the top of the settings page. **Create a new tag** — open the **Tags** section and click **+ Create New Tag**. **Configure your tag** — set up the following for your tag: - **Tag Name** — give it a descriptive name that reflects the condition being tracked - **Tag Type** — choose Timed, Call to Action, or Interactive - **Time** — if using a Timed tag, set the timestamp at which it should fire - **Field** — add the field name Vidalytics should use to identify the viewer and pass the data through **Important:** The Field is critical to get right. It must match exactly the field name being passed through your URL — including capitalization. The most common field is `email`. If you are passing the viewer's email through the URL, enter `email` as the field name. An incorrect field name means the tag will not be assigned to the correct contact. **[![](https://help.vidalytics.com/hubfs/Knowledge%20Base%20Import/Tag+KB.gif)](https://downloads.intercomcdn.com/i/o/i6av6kys/1400375651/7aac482983c7fde25b011efc2452/Tag+KB.gif?expires=1778631300&signature=411fc30b0280957e6c191126e0453ed674f4ed7c5bb25e4f7e6e6575a92ea2ae&req=dSQnFsp5mIdaWPMW1HO4zZR9vwZ8MzOTfkPkyL4b8GTMh9%2FhQQ3cst1klrow%0Avn1efj%2FfsfBw56w4puA%3D%0A)** **Save and Publish** — click **Save** and then **Publish** your video for the tag to go live. ### **Next Steps — Connecting Your Tags to Your CRM** Once your tags are set up, you need to connect Vidalytics to your CRM or email platform to send the data through. Choose the method that fits your setup: - **Zapier integration** — the most common method. [See how to set up the Zapier integration here](https://help.vidalytics.com/how-to-set-up-the-zapier-integration?hsLang=en) - **URL parameters** — if your landing page builder can pass opt-in form data through the URL. [Learn how to tag through URL parameters here](https://help.vidalytics.com/tagging-through-url-parameters?hsLang=en) - **ClickFunnels** — [see the ClickFunnels-specific tagging guide here](https://help.vidalytics.com/how-to-tag-your-video-viewers-in-your-crm-or-email-platform-in-clickfunnels?hsLang=en) - **Advanced method** — if none of the above apply to your setup. [See the advanced tagging guide here](https://player-docs.vidalytics.com/tagging-viewers/tagging-viewers-advanced) — please read the disclaimer at the top before proceeding For answers to common tagging questions, check out our [Tagging FAQ article](https://26027788.hs-sites-eu1.com/crm-/-email-platform-tagging-faq-vidalytics-knowledge-base?hsLang=en). ### **Troubleshooting — How to Verify Your Tags Are Working** To confirm a tag is firing correctly, check your browser's **localStorage** for a `vidalytics_trigger` entry. If the tag has fired, it will appear there with the tag's GUID recorded. [![](https://help.vidalytics.com/hubfs/Knowledge%20Base%20Import/upload-2.jpg)](https://downloads.intercomcdn.com/i/o/i6av6kys/1486933580/78b1281da86c38a9357552d41487/upload?expires=1778631300&signature=04705965f47b9df4ed8045394289252ed135c81d60f2f7919933464d1b48f6a8&req=dSQvEMB9noRXWfMW1HO4zcW5tXdMHYvmMyZQYJH49c8skX6vZIt41k%2FdZt3O%0AK8Ah%2Bg%2FRX2ZREaxSr%2BI%3D%0A) A few things to keep in mind if your tags are not firing as expected: - Tags will not trigger while the video is playing under a **Smart Autoplay overlay** — the viewer must have actively engaged with the video - A tag will not fire a second time if the `vidalytics_trigger` key in localStorage already contains that tag's GUID — meaning it was already triggered in a previous session for that viewer [![](https://help.vidalytics.com/hubfs/Knowledge%20Base%20Import/upload-3.jpg)](https://downloads.intercomcdn.com/i/o/i6av6kys/1486935080/63d232d27af0b986d78f5c34deb7/upload?expires=1778631300&signature=aa8ffcd217bd0b803bc3f69649d87663d891fbd4a20282174550d1ccd68d3aa2&req=dSQvEMB9mIFXWfMW1HO4zYr5hBXX7YkByTVA46uxUaUjMJgOBewvbBqIVI6N%0Az%2BXVvgQ1E7lPb7H3ZA0%3D%0A) --- If you have any questions, feedback, or need assistance, feel free to reach out to our Customer Happiness Team at [hi@vidalytics.com](mailto:hi@vidalytics.com). - 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