Getting Started with Actions (CTAs) in Vidyard – Vidyard Support

What are actions?

Actions are interactive elements that you can add to your videos to increase engagement and drive viewers to take a next step--in other words, ask viewers to perform an “action”.

An Action can be any step that you want a viewer to take in response to your video. You can ask viewers to:

book a meeting in your calendar
download a related piece of content (e.g. whitepaper)
click through to your company’s website
start a follow-up conversation via email
submit information in a form
+ much more

Whether it takes the shape of a button, a banner or fillable form fields, Actions allow you to facilitate further connections with your viewers and encourage a response to your video.

Get to know the different types of Actions in Vidyard

The different types of Actions that you can add to your videos depends on your account's subscription plan with Vidyard.

Below is a quick summary of the primary differences between Actions based on plan type.

Type of Actions	Plan Availability	Key points
Basic Actions ⬆️ Use 2 out-of-the-box Actions to drive next steps for your viewers	Vidyard Pro	1 in-video Action at the end of all your videos 1 Action on your video sharing page (appears underneath the video on the page) Both Actions are global defaults (they apply to all your videos in your account)
Quick Actions ⬆️⬆️ Use 3 simple templates to create Actions for common use cases: a fullscreen, banner, or email gate CTA	Teams, Business and Enterprise	Create and assign multiple Actions to videos Add Actions to different positions in a video (before, during or after) Action settings: skip, only show once
Custom Actions ⬆️⬆️⬆️ Fully customizable Actions	Teams (with premium add-on), Business and Enterprise	Create Actions with HTML, CSS and WYSIWYG editor Embed third-party scripts (forms, calendars) Action settings: Skip, show once, pre-fill, +more

How do I start using Actions?

Simply select the Actions icon from the main menu to get started.

In Vidyard Teams, Business or Enterprise accounts, you can also select an individual video to edit and assign specific Actions.

Select a tab to learn more:

Vidyard Pro
Teams, Business or Enterprise

Sign in to your Vidyard account
Select the Actions icon from the main menu

Learn more about how to use actions in Vidyard Pro

Users that belong to a Team with the Edit Videos permission can manage Actions in your account. There are 2 places to manage Actions. You can either:

Select the Actions icon from the main menu to manage the list of Actions within your current folder

OR
Select a video from your library, then click on Actions to add or edit existing actions on a video

Learn more about how to add actions to your videos

Glossary of terms related to Actions

Here are some common terms that you might encounter when reading about or using Actions in your account.

Term	Definition
in-video action	An Action that appears inside the frame of the video player
sharing page action	An Action that appears on the sharing page itself, underneath your video Sharing page actions are available in Vidyard Pro accounts.
pre-roll, mid-roll, and post-roll	Pre, mid and post-roll all refer to when an action occurs during the playback of a video: pre-roll = before the video begins (at the beginning) mid-roll = during playback (in the middle) post-roll = after the video finishes (at the end)
fullscreen	a type of Action that takes up the entire frame inside the video player
annotation	an Action that appears during playback, typically to highlight or supplement the content of the video. Annotations typically take form of layered text or images. They are often smaller in size and do not take up the entire frame of the video (for example, a banner that takes up 1/3 of the video frame).
email capture form	An Action with a fillable form field to obtain a viewer's email address. Sometimes this type of action is referred to as an "email gate", especially if you make the form a non-skippable and place it at the beginning of your video.
default action	Rather than assign an action to multiple videos individually, you can instead set the action as a "default" so that it applies automatically to all videos within a folder. You can only set Default Actions in a Teams, Business or Enterprise accounts.

Support for in-video Actions on mobile devices

So long as viewers watch your video in a supported browser, the actions that you've added to the video will appear during playback.

However, there are some exceptions when viewing videos on a mobile device. This largely depends on the mobile OS (operating system) and the type of action.

Note: the following chart assumes use of the default browser for each operating system (Chrome or Android, Safari for iOS).

Type of Action	Android (v4.4+)	iOS (v11+)
Fullscreen (pre & post-roll) the in-video action in Vidyard Pro the Quick Fullscreen CTA or Email Gate any custom fullscreen actions that you create	✅ Supported
Fullscreen (mid-roll)	✅ Supported	✅ Supported (when video plays inline) ❌ Not supported (when video plays in fullscreen mode)
Annotations the Quick Banner action any custom annotations that you create	✅ Supported	✅ Supported (when video plays inline) ❌ Not supported (when video plays in fullscreen mode)
Sharing page actions the sharing page action in Vidyard Pro	✅ Supported