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How to capture emails on shared Tella videos

October 22, 2025

How to capture emails on shared Tella videos

How to capture emails on shared Tella videos

Gate your Tella video with an email field so you always know who’s watching. Share a single Send link, collect verified emails before playback, and let AI Chat answer questions instantly so you can qualify faster and follow up with context.

When this is useful

Requiring email up front turns anonymous views into qualified interest. It also reduces back‑and‑forth because viewers can ask questions right beside the video and get immediate answers.

  • Demo or pitch videos after a first call
  • Product‑led onboarding clips where questions repeat
  • Launch, pricing, or ROI explainers that tend to circulate
  • Any scenario where you want identity before playback and clear engagement signals

Step‑by‑step: capture emails on a Tella video

These steps keep setup simple and outcome‑focused.

1. Add your Tella video to Send

  • Go to Send.co → New Document → paste your Tella share link. You can also use the Chrome extension’s blue "Add to Send" button on supported pages. Your video opens in Send with AI Chat alongside it.
  • Tip: Title it clearly, for example, “Tella Demo – ACME – Q4,” so it’s easy to find in the Activity Feed.

2. Turn on a viewer gate and require Email

  • Open Link Settings. Enable a viewer gate and set Email as required. You can also capture Name and Phone, and you may hide the video until the form is submitted. This ensures identity before playback starts.
  • Use a short description above the gate to set expectations, for example, “We’ll email the deck and next steps.”

3. Add Suggested Questions to guide engagement

  • Seed 3–5 prompts that steer attention and invite action, such as: 1) “What does this cost?” 2) “Implementation timeline” 3) “Security and compliance details” 4) “What’s included vs optional?” 5) “Next steps?”
  • Tell recipients there’s AI Chat inside so they ask questions in the moment instead of starting a long email thread.
  • Click Copy link and share it. Mention that viewers can chat with the AI for instant answers.
  • In Activity, you’ll see who viewed (from the gate), where, device, and total time. Re‑opens are often high‑intent moments—plan follow‑ups accordingly.

Why this is faster with Send

A bare Tella link is easy to forward and hard to qualify. Send turns it into a single, tracked link with identity, AI‑guided answers, and clear signals so cycles move faster.

  • Verified email capture before playback
  • AI Chat and Suggested Questions reduce repetitive follow‑ups
  • Analytics show viewer identity (if gated), location, device, and total time
  • Replace files under the same link to keep one URL and preserve analytics continuity

Troubleshooting & tips

Small tweaks make your gate and signals reliable.

Viewers can’t start playback

  • Confirm Email is the only required field if you want minimal friction. If Name or Phone are required, make that clear above the form.

Low completion rate on the gate

  • Keep the prompt short. Explain the value of sharing email, for example, “We’ll send the recording, pricing, and next steps.” Consider using a personalized link for known contacts to skip the form.

Sensitive content

  • Disable download/print. Require Email (and optionally Name) and hide the video until the form is submitted.

Version changes

  • Use Replace file to update the video under the same Send link. Your URL never changes and analytics stay intact.

Too many notifications

  • Route Webhooks into your CRM first, then notify only on priority accounts, re‑opens, or long total time.

Integrations & automation (Webhooks)

Webhooks turn views and clicks into instant updates and alerts. Point events to Clay, Zapier, or Make to keep systems in sync and teams responsive.

Triggers:

  • Document open: fires on every open and re‑open
  • Any link open: tracks clicks from AI answers or Suggested Questions

Destinations:

  • Clay, Zapier, Make for CRM updates, tasks, sequences, and notifications

Common workflows:

  • Create or update a contact when a viewer completes the email gate
  • Log a “Video Viewed” Activity with viewer, device, and location
  • Notify the account owner in Slack for target accounts
  • Trigger a follow‑up sequence when the video is reopened

Payload highlights:

  • Viewer email, name, phone (if captured)
  • Location and device
  • Total time viewed
  • Link that was opened (for Any link open events)

Privacy & controls

Share widely without losing control.

  • Require Email (and optionally Name and Phone); hide content until provided
  • Disable download/print when needed
  • Replace files under the same link so your URL never changes
  • Use personalized links (custom slug) for known contacts to skip the form

FAQ

Can I require email before playback?

  • Yes. Turn on a viewer gate in Link Settings and set Email as required. You can also hide the video until the viewer submits the form.

What analytics do I get on Tella videos?

  • Viewer identity (if gated), location, device, total time, and AI Chat questions. For PDFs, you also get page‑level time.

Can I push events into my CRM?

  • Yes. Enable Webhooks and route via Clay, Zapier, or Make to create Activities, update records, and trigger sequences.

Can I prevent downloading or printing?

  • Yes. Disable download/print in Link Settings for sensitive documents.

What plans and prices are available?

  • $29/month base plan. $99/month includes multiple seats and more features.

Capture verified emails on your Tella videos and follow up at the perfect moment—try Send.co today.