Capture viewer information with a Vidyard or MAP form

Chris Broughton

August 04, 2023 18:48
Updated

Who Can Use This Feature?

Self-Service Plans

Free Pro Plus

Business Plans

Essentials (with add-on) Growth Enterprise

Users must have the Edit Videos permission enabled.

Actions allow you to create and display a lead capture form on your videos in order to collection information from viewers. These forms can be placed at any point in the video—beginning, middle, or end.

Information from these forms can be sent to your integrated MAP or Salesforce CRM to create or update lead and contact records.

There are two options to capture information with a form: use a standard Vidyard form OR iframe a form from your MAP into the video.

Method

Benefits

Vidyard form

Vidyard forms support four default text fields: Email, First Name, Last Name, Company.

You can add additional fields that match the corresponding field ID in your MAP using the standard format "field-name" (e.g. date-of-birth). Any information collected from these fields will be shown in Vidyard reports as 'Viewer Metadata' where applicable.

iframe MAP form

iframe an embedded MAP form if:

You want to collection information in non-text format (boolean check boxes, radio buttons, dropdown lists)
You want to style the form using your MAP
You have already built forms in your map and do not want to recreate them

Note: If you have the Vidyard for Marketo data integration, you can add Marketo forms to videos natively within Vidyard.

Option 1 - Create a Vidyard form with the Action Builder

When you create a form using the Custom Action Builder, there are four default fields (Email, First Name, Last Name, Company). Using any of these will automatically pass through the collected text into your MAP or Salesforce CRM without any further manipulation.

If you want to collect information for other text fields, you will need to assign an appropriate 'ID' that matches the field name in your MAP. Add these in the standard format of field-name (all lowercase and replace spaces with a dash).

For example, for a field named Date of Birth in your MAP, enter date-of-birth into the ID field for your lead capture form.

With a little back-end magic, Vidyard will translate this standardized format to the format expected by the MAP.

Note: Please ensure you are using "Email" as the form field value and not "Email address" unless specifically required by your MAP, as this will prevent correct identification in Vidyard.

Vidyard Action builder to make custom form fields

Available Field IDs in MAPs and CRMs

MAP or CRM	Available Fields
Oracle Eloqua	Oracle Eloqua limits what fields you can pass information to. Excluding email address, these are currently: Sales Person (sales-person) First Name (first-name) Last Name (last-name) Company (company) City (city) Business Phone (business-phone) Address 1 (address-1) Address 2 (address-2) Address 3 (address-3) Fax (fax) Mobile Phone (mobile-phone) Title (title)
HubSpot & Pardot	You can use any standard or custom text fields available in the contact or prospect record. For custom fields, associate the field in Vidyard with the ID or internal name in your MAP's database.
Salesforce	You can pass information for default fields that Vidyard provides in the Action Builder (Email, First Name, Last Name, Company)
Marketo	With the Vidyard for Marketo data integration, you can add Marketo forms to videos natively within Vidyard.

Option 2 - iframe an embedded MAP form

Create and embed a form on a blank landing page. The page hosting the form can then be loaded into an iframe from within a Vidyard Action.

You may need to adjust the height and width of the form in a way that suits your needs. The following is provided as an example.

<style> 
    #innerWrapDiv { height: 440px; width: 295px !important; overflow: hidden;  }    
</style>

Once you have a blank landing page with the form embedded, iframe the URL of the landing page into a Custom Action in Vidyard.

Create a fullscreen custom Action in Vidyard
Click the HTML tab in the editor menu options.

Copy and paste this code snippet into the first line (replacing the default code):

<div style="max-width:640px; max-height:360px; overflow: hidden; padding-top:10%; padding-left:25%;"><iframe frameborder="0" scrolling="no" width="640" height="360" src="http://landingpage.com/form_embedded.html" style="margin-left: -178px; margin-top: -131px;"></iframe></div>

Replace the src= value with your embedded form page URL. This will embed your landing page in an iframe within the Action.
Adjust the the padding-left and padding-top values to reflect the positioning of the form on your landing page. Adjust other values in the code if required.
Click Save.

Note: For security purposes, Vidyard does not load external content in the Action Builder. If you would like to preview your Action, open the video on a sharing page.

Key considerations for iframed MAP forms

Make sure to embed the Vidyard player on the same domain as your MAP form. This ensures that video view data passes to the lead or contact in your MAP. Change the CNAME for your Vidyard sharing page to customize the domain.
If you are planning to iframe a MAP form at the start (pre-roll) or during the video (mid-roll), you'll need to use the Vidyard Javascript API to tell the player to resume playback once the form as been submitted.

Option 1 - Create a Vidyard form with the Action Builder

Available Field IDs in MAPs and CRMs

Option 2 - iframe an embedded MAP form

Key considerations for iframed MAP forms

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