Events in Vidyard

What are events and why are they important?

Events are what transform a regular video into a powerful content and lead generation tool. Examples of events are annotations, email gates, forms, and calls to action (CTAs)--these are the "enhanced moments" during the playback of your video.

When coupled with your marketing automation platform (MAP) or CRM, events perform the vital function of an information gatherer, enabling further interaction and outreach with your viewers. 

Events allow you to:

  • Gather information about your viewers and generate new leads
  • Provide supplemental material about your business or product
  • And most importantly, events help to enable continuous engagement, enhancing the experience of your video while directing the viewer to the next stage of the content journey. 

In essence, events help to ensure that your video content "never fades to black."

Where are events found?

Think of events as assets that you create, manage and assign inside the Vidyard platform. All of these actions take place inside the Event Library.

Any events that you create exist within the Event Library as well as on any video to which an event has been assigned.

The Event Library is designed to:

  • Provide a simplified event creation and editing experience
  • Make choosing an event an easy and seamless part of your workflow
  • Enable users to leverage events across their video assets and manage them from one central location
  • Assign events to videos on a one-to-many basisDiagram demonstrating the principle of assigning events to videos on a one-to-many basis

Requirements

  • Edit Players permission
  • Event Library feature enabled in Vidyard. If enabled at the parent level of an organization, the Event Library (not events themselves) is inherited by all sub-groups.

Access the event library

  1.  From the Vidyard dashboard, select Content
  2. Click EventsSteps to navigate to the Events Library from the Vidyard Dashboard

Using the Event Library

The Event Library is your central location for both the creation and assignment of events. When you open the Event Library, you will find:

  1. A list of your existing events by name
  2. The type of each event (fullscreen, annotation, etc)
  3. The number of videos in your organization to which each event is assigned
  4. The option to preview, edit, or delete an existing event, as well as the further option to assign or duplicate an event (under the Advanced menu)
  5. The + New Event button to create an entirely new event

Event Library interface, indicating a list of your events, their type, the number of videos to which their assigned, as well as options to edit, delete, assign or create a new event.

Create an event

  1. From the Vidyard dashboard, select Content > Events, then click + New Event
  2. Select the type of event that you want to build from the Event Type menu:
    • Fullscreen: display an event that occupies the entirety of the player (a lead capture form or email gate, for example)
    • Annotation: layer text, links or spotlights on your video in the form of an image or button. For example, annotations can be designed to link to additional content, download files, or jump to another video or location during playback
    • Marketo Form: place a Marketo form on a video to pass submitted information into your Marketo account.
      Note: Marketo forms cannot be previewed within the Event Library
  3. Click Create
    Event Type menu, options to choose Fullscreen, Annotation or Marketo Form

Design an event using the editor

Remember: events are completely customizable--they can be made as simple or as elaborate as you need.
  1. Provide your event with a name and description. Use these fields to indicate what the event does and when it should be used.
  2. Use the WYSIWYG editor to design and configure your event:
    • Visual tab: Provides a quick look at your event in addition to basic font, alignment, text color, and table formatting tools
    • HTML tab: Access the source code of your event to customize its look and functionality
    • Event Builder & Annotation Style: opens additional customization interfaces to design buttons, forms, background imagery, as well as annotation placement and dimensions (see below for more detail)Event Editor interface, indicates options to name and describe your event, a visual editor to make customizations, and a preview of your changes.

The Event Builder

  1. Add basic elements to the canvas to create your event:
    • Background: Provide the URL of an image hosted on the web to add a background 
    • Large Text & Text: Use these features to add text and information of different sizes
    • Button: Create a button that links viewers to another location or resource. Options to add text, change the width of the button, and determine whether the link should open in new tab or window.
    • Form: Build a form with customizable fields. Option to notify an email address upon submission.
  2. Use the color palette tools to make additional changes to text and buttonsEvent Builder interface, options to add basic elements such as text, a button, form fields, as well as adjust text and button colors

Annotation style

If you've chosen Annotation as your event type, use the options in Annotation Style to:

  • Adjust the dimensions and position of your annotation
  • Change the transparency of an annotation's content or background
  • Pick the background color of the annotation itselfAnnotation Style interface, includes options to change the dimensions, position and transparency of your event

Adjust the event settings

Once you have created and designed an event, use the Design Settings and Advanced Options beneath the event editor to adjust the look and behavior of your event.

  1. Design Settings: If you've chosen a Fullscreen event, use the Blur and Transparency sliders to affect its overall look
  2. Advanced Options: Depending on how you intend viewers to interact with the event, switch the toggles ON/OFF to adjust its behavior. 
    • Some of these toggles are specific to events intended for lead generation, such as forms and email gates. Other toggles (such as Skippable, for example) may apply to a broader range of events.
    • See table below for further toggle details
      Addition event settings below the WYSIWYG editor that further configure your event
Setting
Description
Notes
Display Once
Toggle to determine how many times the event will appear per page load.

Do you want the viewer to see the event each time they reach the selected location in the video?
Page load = each time the webpage is refreshed, causing the player to reload.
New Contact
If using a lead capture form, toggle ON so that the form displays only for unidentified viewers
This option works on the basis of whether a viewer has been identified and tied to a Vidyard cookie.
Skip Known Leads (for Marketo Forms only)
If using a Marketo form to capture leads, toggle ON so that the form displays only for viewers that have not been identified in Marketo.
Vidyard first checks with Marketo if a viewer is known. If yes, the form does not display.
Prefill Form
Sometimes you may not want to completely hide the form from identified contacts/leads.

Toggle ON to fill out known data so that the viewer does not have to complete the form each time.
Data pushed to your MAP will not be overwritten if it already exists

Having New Contact or Display Once also toggled ON will cause the form not to display.
Skippable
Allows the event to be skipped by the viewer and continue playback
This option will place a Skip button in the top, right-hand corner of the event
Background Color
Add background color to the content of your event
Background color is affected by the transparency and blur settings
Transparency
Determine how much transparency to apply to the background of your event.   Adjust the percentage between 0-100%

Transparency affects the background of the event. It does not affect the content of the event itself.
Blur
Determine how much blur to apply to the background of your event. Adjust the percentage between 0-100%
Blur affects the background of the event. It does not affect the content of the event itself.

Assign an event

Once your event is complete, assign it to videos within your organization.

  1. Select the Assign button in the top, left-hand corner of the editorEvent Library interface, indicating assign tab
  2. Click + Add Video to begin assigning your event
    • Events can be applied to to any video within your group. Click the + button to assign to a video.
    • Videos are organized along the left-hand column according to their players
    • Use the search bar to find videos according to player name, video name, or tagsAssign videos interface, demonstrating how videos are grouped by player as well as how to assign to individual videos
  3. Determine where the event will appear on your selected videos
    • Individual videos: adjust the bar for each video separately to select where the event will appear (choose pre-roll, post-roll or anywhere in between)
    • All selected videos: alternatively, enable Apply to All to position the event at the same location across all selected videos
    • Default Event: apply the event as a default to all videos within your group.Assign videos interface, including options to place the event at different locations for each feed, the same for all, or as a default across all videos in your group
  4. Click Save to finish.

Note: if the video in your player (or the last video within a playlist) contains a post-roll event, ensure that the viewer can either somehow close or Skip the event. This will allow any On Player Completion settings to continue once the event has completed.

See our documentation on general player settings to learn more about player behavior options.

Default Events

When assigning an event to videos within your group, you can choose to make an event a default. Default events behave in specific ways:

  • Default events apply to the videos within all current and newly created players
  • Deleting a default event removes it from all videos within your group
  • The position of a default event determines how it behaves in a playlist:
    Position
    Behavior
    Pre-roll
    Default event appears at the beginning of the first video in a playlist
    Post-roll
    Default event appears at the end of the last video in a playlist
    Mid-roll
    Default event appears at the selected location across all videos in a playlist
  • If a default is assigned to a video at the same location as an existing event, the existing event takes precedence
    Default Event option, demonstrating how to set a time or select pre- or post-roll

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