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How to capture emails on shared Loom videos

October 22, 2025
How to capture emails on shared Loom videos

How to capture emails on shared Loom videos

Add an email gate to your Loom links so you know exactly who watched, when they watched, and what they cared about. With Send, the video opens instantly in a clean viewer with AI Chat beside it, so people can ask questions and get answers without waiting on you. The result is faster follow‑ups, fewer repetitive calls, and a clear signal of real intent.

When this is useful

  • You send demo Looms and want verified viewer identities, not anonymous plays.
  • You need alerts when a target account opens a video so you can follow up at the right moment.
  • You want AI to answer pricing, scope, and timeline questions while the person is watching.
  • You care about which sections drew attention and which questions came up so the next call is sharper.

Step‑by‑step

1. Add your Loom video to Send

  • Install the Send Chrome extension from send.co, or open the Send app and click New Document.
  • Paste your Loom URL. Send loads the video into a shareable page with AI Chat ready.
  • Tip: Mention in your share note that there’s an AI assistant next to the video for instant answers.

2. Turn on a viewer gate (capture Email, optionally Name and Phone)

  • Open Link Settings and enable the viewer gate.
  • Require Email to identify viewers before playback. Add Name and Phone if you want richer context.
  • Optionally set “Hide content until submitted” so playback is blocked until the form is completed.

3. Add Suggested Questions to steer attention

  • Create 3–5 prompts that lead to the outcomes you want. Examples: 1) “What does this cost? 2) “What’s included in implementation?” 3) “When could we start?” 4) “Can you show case studies?”
  • These appear at the bottom of the video and guide viewers to key answers fast.
  • Click Copy link and share it with your recipient or team. Keep one stable link for this video.
  • If the audience is known, use a personalized link (custom slug) so you don’t need a gate.
  • If the audience is unknown, keep the email gate on to capture contact info and intent.

5. Monitor activity and follow up with context

  • You’ll get an email alert on opens. In Activity, see who watched, where they’re located, device used, and time viewed.
  • Review the AI Chat log to see what questions they asked. Use that to craft a precise follow‑up.
  • Turn on webhooks to update CRM or notify Slack automatically on open or link clicks.

Why this is faster with Send

Most Loom shares turn into a black box: you send a link and hope for a reply. With Send, you steer people to answers with Suggested Questions and AI Chat, then see exactly who engaged and what they asked. That means fewer “Can we hop on a quick call?” loops and more decisive progress. When the next meeting happens, you arrive prepared with a timeline of views, the topics that caught attention, and a record of questions—so you can skip the recap and move to decisions.

Troubleshooting & tips

  • Video won’t start: Make sure required gate fields are completed. If “Hide content until submitted” is on, playback remains blocked until the viewer submits.
  • Sensitive content: Disable download and print in Link Settings. Share only with the necessary parties.
  • Updating content: Replace the video file—or point to a new version—under the same Send link. Your analytics and URL stay intact.
  • Engagement dip: Add or refine Suggested Questions to surface pricing, timeline, and next steps. These prompts reliably increase interaction.
  • Known recipients: Use a personalized link with a custom slug for frictionless viewing and accurate attribution without a form.
  • Multi‑stakeholder shares: Keep the gate on. As the link moves internally, each viewer submits their email so you see the buying group form.

Integrations & automation

Set up webhooks to trigger on document open or any link open. Send these events to tools like Clay, Zapier, or Make to:

  • Create or update a contact/account in your CRM.
  • Append an activity record with viewer identity, timestamp, and device.
  • Notify a channel or rep in Slack when a target account watches.
  • Kick off a sequence or task when a specific link is clicked inside the doc.
    This keeps your system of record current and drives timely follow‑ups without manual copy‑paste.

Privacy and controls

Use viewer gates to require Email, and add Name and Phone if appropriate. Enable “Hide content until submitted” to prevent playback until the form is complete. Disable download and print for sensitive or paid content. For known contacts, consider a personalized link with a custom slug to attribute views without a form. When you revise the video, use “Replace file” to keep the same URL and analytics history while updating the content.

FAQ

How does this speed up sales cycles?

  • Send puts AI Chat next to your Loom so recipients get instant answers, then shows you who watched and what they asked. You skip repetitive explainers and move straight to decisions with clear engagement signals.

Can I require email before viewing?

  • Yes. Turn on the viewer gate and require Email. Optionally add Name and Phone, and hide content until submitted.

What analytics do I get?

  • You’ll see provided viewer info, location, device, and total time viewed. You can also review AI Chat logs to see the specific questions asked.

Can I push views into my CRM or Slack?

  • Yes. Use webhooks for document open or link open events to update your CRM, send alerts, or trigger workflows in Clay, Zapier, or Make.
  • Yes. Use Replace file to update content under the same Send URL, preserving your history and avoiding version chaos.

Try Send today at Send.co to capture emails on Loom videos, steer viewers to answers with AI, and follow up with perfect context.