How folders organize your videos, insights, and account settings

Folders allow you to organize your videos in whatever way makes sense for you and your team. You can organize videos by business unit, audience, use case, and more.

Besides keeping your videos neatly organized, folders also play an important role in your overall account configuration. Folders are used to:

• apply default design, AI customization, and access settings to videos
• determine the sharing page(s) that your videos use (including branding, domain names, and security settings)
• organize the data that you see and evaluate in your video insights and reports
• organize the Actions (CTAs) that you assign to videos
• apply marketing automation (MAP) and CRM integrations to videos

Navigating between folders

When you sign in to your account and open your Library , you can interact with any folders that your Team in Vidyard has been given access to.

Select any folder from the menu to open it.

You can always tell what folder you're currently in by referencing the path at the top of the video library. In the screenshot below, "My Account" is the parent folder to "Subfolder #2".

Click on the folder name in the path to navigate back to the previous folder.

Shared vs. personal folders

Every account has 2 types of folders: shared folders and personal folders, each with their own purpose and visibility to other users in the account. 

Shared folders

Collaborative folders for Teams

• What are they?: Shared folders provide a space to collaborate and organize videos from across your organization. These folders are a great place to store videos that users in one or more Teams may need access to (for example, demos & FAQs, website videos, recorded team meetings).
• Who can access it?: Access to shared folders is determined by the Team that you belong to in Vidyard. Your Team also determines your permissions within each folder, like whether you can edit, download, or move videos.

You'll find any shared folders that you have access to at the top of the video library.

Personal folders

A folder dedicated to your personal videos

• What are they?: Personal folders contain your dedicated video library. Whenever you record a new video (via the browser extension, mobile, or web app), it automatically uploads to your personal folder's library. You can also create personal subfolders to further organize your videos.
• Who can access it?: Personal folders are viewable only to you and members of the Admin Team. Otherwise, others can access your video only if you intentionally share the video or move it to a shared folder.
  • Note: In some circumstances, users within the same Team may see and edit videos in each other's personal folders if an admin has enabled the Access Personal Folders setting. Read more

Each user is given a personal folder when they accept the invitation to join a Starter, Teams, or Enterprise account, or a Free workspace.

Personal folders are always named with the following convention: Personal Account - emailaddress@domain.com

Folders and default settings

Defaults let you easily apply consistent settings to videos across folders in your account. For example, you might use defaults to ensure that every video in a folder has the same colors and that captions are automatically enabled for viewers. 

You can access a folder's default settings by clicking the settings button next to the folder name in your library.

Here you can change either:

• Default design settings (the appearance and behavior of your videos)
• Default AI customization settings (choose what aspects of your folders' videos are automatically generated)
• Default access settings (who can watch your videos)

Folders and sharing pages

Each folder in your account can have its own sharing page. This lets you design a unique, branded page experience for the videos in each folder based on their purpose and intended audience.

You can also apply the same sharing page to videos across folders. If you set up the sharing page in the top-level parent folder of your account, the page design and settings will cascade and apply to the videos account-wide.

If needed, you can always set specific folders to "opt out" or override the sharing page that its videos inherit from the parent folder.

Folders and video analytics

You can evaluate video analytics and insights within each folder in your account. This allows you to assess the performance of specific groups of videos based on how they're organized into different folders.

For example, if you have a folder dedicated to videos on your website, you can review Insights for those videos from your Website Videos folder.

For an account-wide view of video performance, you can access Insights from the top-level parent folder. Video analytics roll up through the account folder structure and provide a broader, aggregate view of the data you've collected.

Select a title of a folder to open it, then select Insights from the main menu to access:

• the Insights Dashboard for video performance metrics
• the Reports Center to compile and download video analytics in an .xls file

Folders and Actions (CTAs)

Actions are a type of CTA (call-to-action) that you can add to your videos to get viewers to engage with your message and take a next step.

Like your videos, folders organize the Actions in your account. Unless you create a team-based Action, an Action belongs to the folder where it was created and can only be assigned to videos within the same folder.

Folder-based Actions work best when your videos are organized according to a specific use case or audience. That way, Actions and videos that align with the same purpose are kept together in the same folder.

• Learn more about getting started with Actions

Folders and MAP/CRM integrations

Vidyard can integrate and share data with several marketing automation (MAP) and CRM platforms, including Salesforce, HubSpot, Marketo, and more.

The folder where you choose to set up these integrations in your Vidyard account determines which videos you capture video data for in your MAP or CRM.

Based on how you choose to organize your videos (by team, purpose, audience, or use case), you may want to set up an integration in a particular folder or branch of folders. Alternatively, you might set up the integration in the top-level parent folder to apply to all videos in the account.

In the example below, you can see how an integration might be set up in 2 different ways:

• a single folder: the "Pitches" folder does not contain any subfolders, so the integration only pertains to its videos
• multiple folders: both the "August Campaign" and "July Campaign" subfolders inherit the integration from the Marketing folder