How to Drag Vidyard Module in HubSpot: A Complete Guide

In today’s fast-paced digital world, integrating video into your sales and marketing processes is essential. One tool that has risen to the occasion is Vidyard, a powerful video platform designed to help businesses engage with their audience through personalized videos. When you combine Vidyard with HubSpot, a leading CRM and marketing platform, the possibilities are endless.

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What is Vidyard and Why Should You Integrate It with HubSpot?

Vidyard is a powerful platform that enables businesses to craft and distribute customized videos for enhanced marketing and sales efforts. Whether you’re sending a video to a lead, embedding it in a blog or sharing it on social media, Vidyard enhances communication by adding a human touch to your content.

HubSpot, on the other hand, is a widely used CRM platform that helps businesses manage their marketing, sales and customer relationships. By integrating Vidyard with HubSpot, you get the best of both worlds: powerful video content combined with HubSpot advanced tracking and automation features.

Key Benefits of Vidyard and HubSpot Integration:

• Improved Engagement: Video content drives higher engagement compared to text-based content.

• Seamless Tracking: HubSpot analytics combined with Vidyard video performance metrics give you deeper insights into how your videos are performing.

• Personalized Experience: Send personalized videos directly through HubSpot workflows, emails or landing pages.

• Increased Conversion: Videos can boost your conversion rates significantly by showcasing your product or service in a compelling way.

How to Drag the Vidyard Module in HubSpot

Step 1: Install the Vidyard Integration in HubSpot

Before you can drag the Vidyard module into HubSpot, you’ll first need to install the Vidyard integration. Here’s how:

1. Go to the HubSpot Marketplace:

   • Navigate to the HubSpot Marketplace, where you can find integrations for different tools, including Vidyard.

2. Search for Vidyard:

   • Use the search bar to find Vidyard. You’ll find an integration that allows you to embed Vidyard videos directly into your HubSpot CRM.

3. Install the Integration:

   • Follow the installation steps provided. HubSpot will guide you through the installation process and once done, you’ll be able to access Vidyard features within your HubSpot account.

4. Connect Your Vidyard Account:

   • Log in to your Vidyard account and connect it with HubSpot. You’ll be prompted to grant permissions, so make sure you allow access to the necessary data.

5. Set Up the Integration:

   • Customize your integration settings based on your preferences, such as which video modules you want to add to your HubSpot pages or emails.

Step 2: Drag Vidyard Module into Your HubSpot Pages

After the integration is successfully installed, you can effortlessly drag and drop the Vidyard module into HubSpot. Here’s how you can do it:

1. Navigate to Your HubSpot Page Builder:

   • Go to the Marketing > Website > Pages section in HubSpot.

2. Create a New Page or Modify an Existing One:

   • To create a new page, click “Create” and choose a template. To edit an existing page, select the page you wish to modify.

3. Find the Vidyard Module:

   • In the page builder, you’ll now see the Vidyard module in the available modules section. This is where you can drag and drop the Vidyard video feature.

4. Drag and Drop:

   • Simply drag the Vidyard module to your desired location on the page. You can choose where you want the video to appear, whether it’s at the top, middle or end of your page.

5. Customize the Video:

   • After dragging the module, you can embed a Vidyard video directly into your HubSpot page. You can also customize the video appearance, size and behavior.

6. Publish the Page:

   • Once you’ve added your video and made all the necessary adjustments, click on Publish to make the page live.

Step 3: Use Vidyard Videos in HubSpot Emails

Vidyard videos can also be embedded into HubSpot emails, making your outreach more personalized and engaging.

1. Create or Edit an Email in HubSpot:

   • Go to your Marketing > Email section in HubSpot. Create a new email or modify an existing one.

2. Insert the Vidyard Module:

   • In the email editor, you’ll see the Vidyard module available. Drag and drop it into your email.

3. Customize the Email Content:

   • You can now personalize the video message, edit the subject line and include a call-to-action (CTA) for recipients to watch the video.

4. Send and Track the Email:

   • Once your email is ready, send it to your list. HubSpot will track how many people open the email and engage with the video.

Drag Vidyard Module in HubSpot for Free

If you’re looking to explore the Vidyard and HubSpot integration without any initial costs, there are free versions available. Vidyard offers a free plan that allows businesses to embed videos into HubSpot pages and emails.

Free Plan Features:

• Video Creation: You can create and share videos using Vidyard free plan.

• Basic Analytics: The free plan provides basic video analytics, helping you track how your videos are performing.

• Embed Videos in HubSpot: You can embed Vidyard videos in your HubSpot pages and emails, even on the free plan.

• No Branding: Vidyard free plan doesn’t place any branding on your videos, giving them a more professional appearance.

Although the free plan has some limitations (such as fewer customization options and lower analytics capabilities), it’s an excellent starting point for businesses that want to test out Vidyard capabilities in HubSpot before upgrading.

Drag Vidyard Module in HubSpot API

For developers who want to take the integration a step further, Vidyard provides an API that can be used to build custom features in HubSpot. The Vidyard API allows businesses to:

• Automate Video Creation: You can create and manage videos programmatically through the API.

• Track Video Performance: Pull data from Vidyard analytics into your HubSpot dashboard for advanced reporting.

• Personalize Video Experiences: Use the API to automate the creation of personalized videos for your contacts or leads.

Integrating the Vidyard API with HubSpot enables you to create a highly customized experience, especially if you’re looking to build complex workflows that involve video content.

Conclusion

Integrating Vidyard with HubSpot opens up a world of possibilities for engaging with your audience and streamlining your sales and marketing workflows. Whether you’re looking to drag the Vidyard module in HubSpot to create compelling video pages, embed videos in emails or use the Vidyard API for advanced features, this integration can significantly enhance your business communication strategy.

FAQs

1. How do I drag the Vidyard module in HubSpot for the first time?

To add the Vidyard module in HubSpot, start by installing the Vidyard integration from the HubSpot Marketplace. Once installed, navigate to the HubSpot page builder and drag the Vidyard module into your page or email.

2. Is the Vidyard module in HubSpot free to use?

Yes, Vidyard offers a free plan that allows you to embed videos into your HubSpot pages and emails. However, advanced features can be accessed with a paid plan.

3. Can I use the Vidyard API with HubSpot?

Yes, you can use the Vidyard API with HubSpot to automate video creation, track video performance and integrate video features directly into your HubSpot workflows.

4. How do I track video performance in HubSpot?

Once you’ve integrated Vidyard with HubSpot, you can track video performance directly within HubSpot analytics dashboard. You will receive insights on video views, engagement and additional performance metrics.

5. Can I customize the Vidyard videos in HubSpot?

Yes, Vidyard allows customization of video thumbnails, player settings and calls-to-action (CTAs) within HubSpot. You can also personalize videos for your contacts.

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