How to create Actions for your Teams – Vidyard Support

Who Can Use This Feature?

Self-Service Plans

Free Pro Plus

Business Plans

Essentials Growth Enterprise

Users must have the Manage Team Actions setting and Edit Videos permission enabled.

Easily give your Teams the CTAs they need to convert viewers 🎯

Team Actions allow you to create and directly give your users a new call-to-action (CTA) that they can add to their videos in a few simple clicks.

With some action types, you can also personalize the action with information from your users' profiles. This ensures the action is automatically suited to your users and includes details like their first and last name, role, and unique calendar link.

Keep reading to get started, or watch the video below!

Create a new Team Action

Sign in to your Vidyard account
Select the Actions icon from the main menu
Select New > Team Action
Choose an Action type (Fullscreen, Banner, Email Capture), then click on Create
- Learn more about the different types of Actions

Edit your Team Action

Depending on the type of action, you can edit several fields (including message and button text), plus a few behavioral settings. Changes made while editing are automatically saved and update the action immediately.

Edit the text of your action's message and button
Switch the settings toggles ON or OFF to change how the Action behaves (e.g. Only show the action once, Allow your viewer to skip, etc.)
Give your Action a name and description under Details
- A good name tells other users what the action is for. Use the description to make notes for other editors.

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

Setting	Action Type	Description
Ability to skip	Fullscreen CTA Banner Email Capture Form	Allows the viewer to skip the action
Only show once	Fullscreen CTA Banner Email Capture Form	Only show the action to the viewer once per page load
Skip for known contacts	Fullscreen CTA Email Capture Form	The action will only appear if the viewer is not yet a known contact in Vidyard (they have not been previously identified)
Pre-fill known contacts	Fullscreen CTA Email Capture Form	Automatically fill in the viewer's email address if the viewer is already a known contact in Vidyard (they have previously been identified)

Share your action with Teams

Under the Assignment section, choose which teams to give the Action to. You can also decide how you want to apply the Action to team members' videos.

Click on + Add Team to select the team(s) to give the action to
- Note: If you do not belong to a team with the Manage Teams setting enabled, you can only assign Actions to your own team
Select either Suggested to users or Assign by default from the dropdown menu

Assignment section of a Team Action that allows you to choose what Teams to give the action to, and how they will receive it

Here's a breakdown of the 2 assignment options:

How you want the Action to apply to users' videos

Description

Suggested to users

Make available in the list of actions that the Team's members can select from when editing their video

Users can choose where the action appears in the video (before, during, or after)

Assign by default

Automatically assign the action to all team members' videos (new and existing)

If you select Assign by default, choose Where you want the action to appear in your team members' videos

Choose Before Video or After Video from the dropdown menu

Personalize an action with users' information

Personalization ensures that your action is uniquely suited to each team member that uses it with their videos.

With some action types, you can personalize the action's header, subheader, and button link based on the current information from your team members' user profiles, including:

User's First and Last Name
User's Role
User's Calendar Link

Currently only the Quick Fullscreen CTA, our pre-designed fullscreen Team Action, supports personalization.

Select the Actions icon from the main menu
Select New > Team Action to create a pre-designed Fullscreen Action
- You can also select an existing Fullscreen Action to edit from the list of Team Actions in your library
Use the dropdown menu under Text and Button to select a personalized field

Opening Header menu of a personalized action showing the option to select from name, role, or custom text

Here are the different options to edit your personalized action's header, subheader, and button link:

Part of the Action

Description

Text

Choose what message appears in the main body of the action

Header & subheader

Choose User's First Name and Last Name OR User's Role to personalize the action
Alternatively, select Custom to write your own message (this text will not be personalized to each user)

Back-up fields

Back-up fields are required if you select User's Name or Role for the header or subheader
If the user does not have a value for the selected information in their profile, then the back-up field is used instead

Button

Change the action's button color, text, and link

Button & text color

Use the selector or Hex/RGB values to pick a color for the button's background and text

Button text

Enter the text that will appear on the button

Button link

Enter a custom URL, or select User's Calendar Link to use the URL from your team members' user profiles

Keeping your users' profiles up to date

The personalized fields on your action are based on information from your team members' user profiles in Vidyard, specifically their first and last names, role, and calendar link.

If a user has empty values in their profile, they will be prompted to update the information when they select a personalized action for one of their videos. Otherwise, the back-up fields that you entered when creating the action will be used.

Alternatively, there are 2 ways to keep users' profiles up to date:

a) Users can sign in to Vidyard and update their own profiles
b) You can bulk update users' profile information by uploading a .csv file

How to delete your Team Action

You can delete any unwanted Team Actions from your library, so long as you have permission to Manage Team Actions. When you delete an Action:

the Action is removed from all videos that it's been assigned to
any Teams that were given the Action can no longer apply it to videos
all related Action Analytics are removed from Video Insights

Deleting an Action is permanent and cannot be reversed.

Select the Actions icon from the main menu
Click on the menu (3 dots) next to the Action you want to delete, then select Delete
Select Delete again to confirm your choice

Frequently asked questions

Can I add personalized fields to other types of actions?

Currently only the Quick Fullscreen CTA, our pre-designed fullscreen Team Action, supports personalization.

Moreover, the merge tags that appear in the action preview ({{user.First Name}}, {{user.role}}) are not usable elsewhere; for example, in the HTML of a custom action.

Can users override or remove actions that I assign by default?

Yes, users can remove actions from their videos in personal folders, including actions that you have assigned by default. In shared folders, users can remove actions if they belong to a Team with the Edit Videos permission.

Can I assign a default action in the middle of my Teams' videos?

No. Because every video differs in length, it is difficult to effectively set a duration for the action that works across all videos.

If you want an action to appear while the video plays, we recommend that you use the Suggest to users option instead. Users can then pick the action from their list and decide where to position it on the video (before, during, or after playback).