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Workflow Trigger: Video Tracking

Overview​

The Video Tracking trigger in Stack is designed to initiate workflows based on viewer engagement with your videos. By setting up this trigger, you can respond dynamically to how much of a video a viewer watches, enabling personalized follow-ups and targeted messaging.

Trigger Details​

Trigger Name​

Video Tracking

Trigger Description​

This trigger activates when a lead watches a specified percentage of a video. For this to work, the viewer must already be a contact in your CRM.

How to Configure​

Before setting up your Video Tracking trigger, consider reading our article on Tracking Viewer Progress on a Funnel Hosted Video.

Prepare Your Video​

  • Encoding: Ensure your video is properly encoded for tracking.
  • Progress Bar: Disable the progress bar in the video settings to ensure accurate tracking.
  • Redirect for Unregistered Visitors: Create a blank page with a form to capture visitor information before they watch the video. This helps track new users who aren't yet in your system.

Create a New Workflow​

  1. Navigate to the Workflow Builder: Start by accessing the workflow builder in your Stack account.

  2. Add the Video Tracking Trigger:

    • Select the Video Event Tracking Trigger from the list.
    • Specify the percentage (e.g., 25%, 50%, 75%, or 100%) that will activate the workflow.

  3. Define Actions:

    • Add actions such as sending follow-up emails or SMS messages based on viewer engagement.

Video Tracking Filters​

The Video Tracking trigger includes three primary filters:

  • Funnel: The funnel where the video is embedded.
  • Video: The specific video you want to track.
  • Video Duration (%): The percentage of the video watched that triggers the workflow.

Examples​

Example 1: Webinar Follow-ups​

  • Trigger: Activate when a viewer watches 50% of the video.
    • Action: Send a personalized email thanking them and offering additional resources.
  • Trigger: Activate when a viewer watches 100% of the video.
    • Action: Send a follow-up email inviting them to schedule a consultation or offering a special discount.

Example 2: Lead Scoring​

  • Trigger: Activate when a viewer watches 25% of the video.
    • Action: Add 10 points to their lead score.
  • Trigger: Activate when a viewer watches 50% of the video.
    • Action: Add 20 points to their lead score.
  • Trigger: Activate when a viewer watches 75% of the video.
    • Action: Add 30 points to their lead score.

Example 3: Abandoned Video Tracking​

  • Trigger: Activate when a viewer watches less than 50% of the video.
    • Action: Add them to a segment for "Abandoned Video Viewers."
    • Action: Send a follow-up email with a link to the video, encouraging completion.

These examples showcase how you can leverage the Video Event Tracking Workflow Trigger to enhance lead generation and nurturing by tailoring your marketing efforts based on viewer engagement.

FAQs​

  • Trigger Activation: The trigger activates when a user closes or completes the video. If no specific percentage is set, it will trigger upon video completion or window closure.
  • Percentage Setting: To trigger when a user watches at least 20% of the video, change the operator to "Greater than or Equal to."
  • Re-entry: If "Allow Re-entry" is enabled, the workflow will re-trigger each time a user revisits the page and meets the filter criteria.