Create a Vidyard HTML email template in Salesforce

Vidyard gives you multiple ways to share your video content with your customers. Using Salesforce email you can create email templates with video content embedded, helping enable your teams to share video assets with customers, prospects and partners.  The best practice is to have the thumbnail image as well as a link to your video content for optimal click-through rates.

When recipients click on the image thumbnail, they'll be directed to a Vidyard sharing page containing your video. Most importantly, these viewers will have their viewing data tracked via Vidyard's analytics back into Salesforce and tied directly to their individual lead or contact record. You can track the individual viewing data of every recipient to which you send a templated email.

Obtain your sharing page and thumbnail URL

The sharing page and thumbnail URL will allow you to embed a Vidyard video into a Salesforce email template.

1. Select the Share  button next to a video in your library
2. Click on the button to open your embed options
3. Switch the embed toggle to ON to make the video embeddable (if applicable)
4. Select an embed option, then click on Copy Code
   
   • If your sharing page URL is http://embed.vidyard.com/share/<uuid>, the thumbnail URL will be http://play.vidyard.com/<uuid>.jpg
   • Add ?play_button=1 to the image URL

Create a Salesforce email template

1. Navigate to Setup > Email > Classic Email Templates
2. Select New Template > Custom (without using Letterhead)
3. Provide your template with a name, then select Available for use > Next 
4. Insert both the sharing page and thumbnail URL into the HTML body of the template
   • If you have the Salesforce Integration, ensure the view data is tracked back into Salesforce by appending the following parameter to the sharing page URL:
     vyemail={!Contact.Email}
   • If you are creating a template for Leads, use vyemail={!Lead.Email}
5. Click Save