How do I capture a viewer’s name, email, or phone number?

1. Open the video and click the Lead Capture tab.
2. Turn on the switch at the top of the page.
3. Under Timing & prompt, choose At start, First interaction, At time, or On interaction, and enter a Prompt.
4. Under Fields, choose Name, Email, Phone, and Custom ID. Tick Required for fields the viewer must fill in. Click + Custom field to add a text, number, date, checkbox, or dropdown field.
5. Under Behavior, choose whether to Allow skipping and whether to Remember viewers.
6. Under Alerts, turn on Email me each new lead or Email me on completion, and add other addresses if needed.
7. Click Preview and submit the form once to check it.

• At start: before the video plays. Use it for training, where every viewer must be identified.
• At time: at a timecode you set. Use it in marketing, after the video has shown its value.
• First interaction: the first time the viewer clicks a button, hotspot, text, or image.
• On interaction: when the viewer clicks the one interaction you select.

To ask when a viewer clicks something like “Get the guide”, open that interaction’s Settings and turn on Capture Lead. The form appears when the viewer clicks it.

If the link already has a value for every selected field, for example ?name=Ana&email=ana@example.com, the form does not appear. When Remember viewers is on, a viewer who already submitted is not asked again.

• Reporting > Viewers lists each identified viewer with their views and answers.
• The captured values are variables, so {{name}} and {{email}} can personalize later text.
• Integrations can send leads to other tools, for example Zapier (Core and higher) and HubSpot (Pro and higher).

Instant lead alerts are on Core and higher plans. Email me on completion sends an email when a view meets the Minimum completion and Minimum score you set.

• Lead capture
• Lead capture tutorial