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Vidyard Knowledge Center

Create a Vidyard HTML email template in Salesforce

Vidyard gives you multiple ways to share your video content with your customers. Using Salesforce email you can create email templates with video content embedded, helping enable your teams to share video assets with customers, prospects and partners.  The best practice is to have the thumbnail image as well as a link to your video content for optimal click-through rates.

When recipients click on the image thumbnail, they'll be directed to a Vidyard sharing page containing your video. Most importantly, these viewers will have their viewing data tracked via Vidyard's analytics back into Salesforce and tied directly to their individual lead/contact. You can track the individual viewing data of every recipient you sent the email template to.

To create a Vidyard-enabled email template, complete the following steps:

  1. Obtain the sharing page URL of your player.
  2. Determine the URL of the image thumbnail for your player. To find this, use the UUID from the sharing page URL.
    e.g. If your sharing page URL is http://embed.vidyard.com/share/oTDMPlUv--51Th455G5u7Q, the thumbnail URL will be http://play.vidyard.com/oTDMPlUv--51Th455G5u7Q.jpg.

Pro-tip: For a version of your thumbnail with a play button add "?play_button=1" to the image URL. For example: http://play.vidyard.com/oTDMPlUv--51...?play_button=1

  1. In Salesforce, navigate to Setup > Communication templates > Email templates.
  2. Create a custom email template, inserting a link to your sharing page.
  3. In order to ensure the view data is tracked back into Salesforce, you must append the following parameter to the sharing page URL:
    vyemail={!Contact.Email}
    Note: If you are creating a template for Leads, use vyemail={!Lead.Email}
    Click here for a sample template.
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