Create an email capture form for your video

Adding an email capture form to your videos is one of the simplest ways to turn unknown viewers into known leads by collecting an email address upfront, before your video content can be viewed.

The viewing behavior of your new contact will then be associated with their given email address. You can access this information in Vidyard and use the data to understand your contacts' level of engagement.

There are two options to create an email gate:

• Create a templated email capture event
• Create a custom email capture form
• Assign your event to a video(s)

Create a templated email capture event

1. From the Vidyard dashboard, select Content > Event, then click + New Event
2. Select Fullscreen Email Capture Form
3. Click Create
   
4. Design the event:
   • Enter and Event Name and Description
   • Adjust the Message Text and Button Text as required
   • Use the Advanced Options toggles to determine the behavior of the form
5. Assign your event to a video

Create a custom email capture form

1. From the Vidyard dashboard, select Content > Event, then click + New Event
2. Select Fullscreen as the event type
3. Click Create
4.  Description.
   • Use these fields to indicate what the event does and when it should be used.
5. Click on Event Builder
6. Select the Form option
   • Enter "Email"* as a field (alternatively, select + Default Fields to populate basic "email", "first name", "last name", "company" fields)
     
     • • • *Ensure you are using "Email" and not "Email address" in the field entry section, as this will prevent correct identification in Vidyard
   • Toggle the Sends emails to field ON to receive a notification to a specified email address when someone submits information to the form
   • Click Done, then Generate
     
7. Toggle the event settings to ensure that the form is "gated"
   • Toggle Display Once, New Contact, and Skippable to OFF
   • Further configure the look and feel of your form using the Background Color, Transparency and Blur settings
   • Optionally, select the HTML tab to style your form with additional code
8. Assign your event to a video

Assign your event to a video

1. Click on the Assign button at the top of the event editor page
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 tags
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.
4. Click Save to finish