How to capture names on Loom (fast, trackable, and self-serve)

If you need to collect viewer names and emails from a Loom video, Send makes it simple. You’ll share one link, steer people to answers with AI, and see exactly who watched and what they cared about—so follow-ups are faster and calls are better.

When this is useful

• You share Loom demos or walkthroughs and want to know who watched.
• You need names and emails before giving access.
• You want buyers to get answers instantly without waiting for a reply.
• You care about signals like location, device, time viewed, and questions asked.

Step-by-step

1. Add your Loom to Send
2. Turn on the viewer gate and set expectations
3. Steer attention with Suggested Questions

Why this is faster with Send

• AI Chat answers questions about your video and linked material instantly, so viewers self-serve. You avoid back-and-forth and keep momentum high.
• Suggested Questions direct attention to pricing, guarantees, and next steps—no hunting through long recordings.
• You get analytics on who viewed, where they are, device, time watched, page-level time for PDFs you attach, and the AI questions they asked.

What good looks like (QA checklist)

• Gate is on for name and email before viewing.
• Share note mentions “There’s AI chat inside—ask anything.”
• Suggested Questions cover pricing, outcomes, and next steps.
• Permissions match the use case: download/print disabled for sensitive content.

Troubleshooting & tips

• People can’t view? Confirm the gate is configured correctly and content isn’t hidden unintentionally.
• Low engagement? Add clearer Suggested Questions and mention AI chat in your message.
• Need to update a slide or doc referenced in the Loom? Replace the file under the same Send link—no version chaos.
• Known recipients? Use a personalized link with a custom slug to identify them without a gate.

Integrations & automation (webhooks)

• Trigger a webhook on document open or any link open and send to Clay, Zapier, or Make.
• Create or update a contact in your CRM, add an activity, and alert the owner when someone watches the Loom.

Privacy and controls

• Require name, email, and optionally phone before viewing; hide content until completed.
• Disable downloading or printing for sensitive docs.
• Replace files under the same link at any time to keep a single source of truth.

FAQ

• How does Send speed up sales cycles?
• Can I require name and email before viewing?
• What analytics do I get?
• Can I replace a file without changing the link?
• Can I push views into my CRM?