Creating an In-Player Lead Form

Video Cloud
Studio User
Audience/Marketing Automation

The Audience module allows you to create lead forms to capture viewer information. In this topic, you will learn how to create a lead form that can be displayed in an Audience-enabled player.

Note: For publishers using Internet Explorer, version 9 or newer is required.

Custom lead forms created by a marketing automation platform can also be used. For more information, see the following topics:

Creating a lead form

To create a lead form, follow these steps.

Configure the form contents

  1. Open the Audience module.
  2. Click Manage Lead Forms in the left navigation. If any lead forms have been created, they will be displayed.
    manage lead forms section
  3. Click Create Lead Form.
  4. Give the lead form a descriptive Name.
  5. Select a Lead Form Status.
    • Active
    • Inactive
  6. Select a Form Language.
  7. Select the Form Timing. The form timing determines when the lead form will be displayed.
  8. Check Require submission to watch video to require that the lead form be submitted to watch a video.
  9. Checking Always show the lead form even if the lead is already known will always show the lead form even if the lead is already known. If not checked, lead form is not displayed if the lead is known.
    edit lead form (1)
  10. Select the form type.
    • Audience Lead Form - Form is built using a default layout and set of fields
    • Custom Lead Form - Provides the ability to enter custom HTML
  11. Enter a Top Message. The top message is what will be displayed at the top of the lead form.
  12. Select the fields to display on the lead form. A maximum of 4 fields can be selected.
  13. Enter the Privacy Policy Text and Privacy Policy URL. These fields are required to save the lead form.
  14. Enter the button text to be used for the Cancel and Submit Button.
    edit lead form (2)
  15. (Optional) Click Preview Form to open a preview of the form. The preview dialog can be used to preview the form on mobile, tablet or desktop devices. Click Close when done.
    preview lead form
  16. Click Save to save the lead form. Click Edit to edit the lead form.

Assigning a lead form to a player

To assign a lead form to an Audience-enabled player, follow these steps.

  1. Open the Audience module.
  2. Click Setup in the left navigation.
  3. In the list of Audience players, use the Lead Form dropdown list to the right of the player name to select a lead form to assign to the player.

The setup is now complete and you are ready to capture lead information. When a video is published using an Audience-enabled player, the lead form will appear according to the form timing settings.