How to add Actions to your videos

Vidyard allows you to easily add an Action (CTA) to the videos in your library. Actions are an effective way to prompt your viewers to engage with your message and take a next step directly from your videos.

You might use Actions to direct your viewers to:

• Sign up for a newsletter or upcoming event
• Schedule a meeting in your calendar
• Learn more about a product or service on your website
• Enter information into a form in order to watch your video

Learn more about the different types of Actions that you can add to your videos.

Adding a new Action to a video

1. Select a video from your library to open the edit page
2. Select Actions from the menu
3. Click on + Add Action (before, during or after the video)
4. Select New Action, then choose either Fullscreen CTA, Banner or Email Capture Form
   • Alternatively, select Existing Action to choose from the list of Actions that have already been created

Editing your Action

Once you've added an Action to a position in your video, you can then edit and adjust its settings.

1. Edit the text of your Action's message and button 
2. Switch the setting toggles ON or OFF to change how the Action behaves (e.g. only show the Action once, allow your viewer to skip, etc)
3. Under Details, give your Action a name and add a description (something that tells other users what the Action is for)

Here's a quick breakdown of the settings that you can change and their corresponding Action types:

Removing an Action from your video

Don’t want a particular Action on your video anymore? Select the Action to remove it.

1. Select the Action that you want to remove from the timeline
2. Select Remove from the menu in the bottom right-hand corner
3. Select Remove again to confirm

When you select Remove, the Action is only removed from the current video. This does not affect other videos that you have added the Action to, and it will still be saved in your list of Actions for future use.

Alternatively, if you never want to use the Action again, you can select Delete. Choosing Delete permanently removes the Action from your account as well as any other videos that it's been added to.

Note: Need to remove a Default Action from your video? Learn how to exempt a video from Default Actions.

Understanding the different types of Actions

When you add a new Action to your video, there are 2 main types that you can choose from: Quick Actions and Custom Actions.

• Quick Actions: Select from 3 simple, templated Actions designed to address common use cases -- a fullscreen CTA, a Banner and an Email Capture Form
  
  
• Custom Actions: create your own custom CTA from scratch with HTML and CSS. Access to Custom Actions is dependent on your Vidyard subscription plan.

Quick Actions

You'll find the 3 different options for Quick Actions whenever you add a new Action to a video. Each of these templated Actions starts with the word "Quick". 

The table below explains what the 3 different Quick Actions are, where they can be used in your video (before, during or after playback), and what they are typically used for.

Custom Actions

Custom Actions are ideal for anyone who wants to design their own call-to-action (CTA) from scratch. Making your own Custom Action often requires an understanding of both HTML and CSS.

Want to design your own CTA? Learn more about how to create Custom Actions.