Workflow Trigger: Video Tracking

The Video Tracking Workflow Trigger allows you to trigger a workflow whenever a lead watches a certain percentage of a video you uploaded to your account. When a lead watches your selected percentage of a video, they will be added to this workflow. This article will give an overview of creating a workflow using the Video Tracking Workflow Trigger.

Important Notes: 

• This trigger only runs for leads who are already registered as contacts in the system.
• This article will assume that you already have videos uploaded to your account.
• To learn how to add the hosted video element in your site builder, check out our article “Hosted Video Element”

Step 1: Start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

• Click “Add New Workflow Trigger”
• Select Video Tracking in the Events section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.

• (Optional) You can change the workflow builder display name of this trigger using the textbox below the Workflow Trigger Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

• Press + Add filters to expand the Filters section of the Trigger setup menu. Note that you MUST apply the Video duration % filter parameter, or else this Workflow Trigger will not function.
  • (Required) Video duration (%) will set the required percentage of a video for a lead to watch to trigger this workflow. This filter parameter has various logic options (Greater than, less than, is not empty, etc…). Configure these parameters to fit your goals.
  • The Funnel parameter lets you specify which funnels can or cannot trigger this workflow. 
    • Funnel > Is any of will allow you to select one or multiple funnels to be able to trigger this workflow. All unselected funnels, in this case, cannot activate this workflow.
    • Funnel > Is none of will allow you to select one or multiple funnels to be restricted from triggering this workflow. Only unselected funnels, in this case, can trigger this workflow.
  • The Video parameter lets you specify which videos can or cannot trigger this workflow. 
    • Video > Is any of will allow you to select one or multiple videos to be able to trigger this workflow. All unselected videos in this case cannot activate this workflow
    • Video > Is none of will allow you to select one or multiple videos to be restricted from triggering this workflow. Only unselected videos in this case can trigger this workflow
  • You can also filter by Custom Fields, which will only allow contacts who meet your selected custom value parameters to trigger this workflow. Custom values can be set up by going to Settings > Custom Fields in your account.
• Press Save Trigger in the bottom right corner of the Trigger setup menu.

Step 3:

 Set up the applicable Workflow Action(s). We have multiple articles available explaining the setup of each Workflow Action. Feel free to review our articles for more information on setting these up.

Pro Tip: 

• You can use any Workflow Actions to be triggered by the Video Tracking trigger or you can leave this workflow without any actions.
• You can automate actions such as sending follow-up emails or SMS messages, tagging leads, or triggering other workflows based on viewer engagement.

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
• Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

• For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows.”

Your workflow is set up and ready to go with the Video Tracking Workflow Trigger.

FAQ

1. What is the purpose of the Video Tracking Workflow Trigger?
   • The Video Tracking Workflow Trigger allows you to initiate a workflow whenever a lead watches a specified percentage of a video that you’ve uploaded. It helps you target leads based on their video engagement.
2. Do I need to have videos uploaded to use this trigger?
   • Yes, this trigger requires that you have videos already uploaded to your account. You should also ensure that your leads are registered contacts in the system for the trigger to function.
3. What are the required settings for the Video Tracking Workflow Trigger?
   • You must apply the Video Duration (%) filter to specify the percentage of the video a lead must watch to activate the workflow. You can also set filters for specific funnels, videos, and custom fields.
4. How do I ensure my workflow is functioning correctly after setting it up?
   • After saving your workflow, use the Test Workflow button to test its functionality. Make sure the workflow is published by toggling the switch under Save to "Publish."
5.  What types of actions can I automate based on video progress?

• You can automate actions such as sending follow-up emails or SMS messages, tagging leads, or triggering other workflows based on viewer engagement.