How to capture names on Loom (fast) — and know who watched

Turn any Loom share page into a tracked, gated experience with Send. Require a name and email before playback, guide viewers with AI Chat and Suggested Questions, and get clear analytics so you know who watched, what they cared about, and when to follow up.

When this is useful

If you share demos, walkthroughs, or onboarding videos, capturing names on Loom helps you qualify faster and prepare better follow‑ups. A gate ensures you know who’s watching, while AI Chat answers questions in‑page so conversations stay focused. You keep one link with reliable tracking and can prioritize outreach based on real engagement.

You want names before someone presses play on a Loom video
You need instant answers in‑page to reduce back‑and‑forth
You care about a clean activity trail for prioritization

Step‑by‑step

This three‑step setup gets your Loom page gated, guided by AI, and ready to track. Each step is quick and keeps the workflow simple.

1. Add your Loom to Send

Install Send’s Chrome extension from Send.co. Open your Loom share page and click the blue “Add to Send” button. A Send tab opens with your Loom loaded.

Prefer not to use the extension? In the Send app, click New Document and paste your Loom URL. Either approach gives you one tracked link to share.

2. Turn on the viewer gate

Require name and email before viewing. Optionally capture phone. For stricter control, turn on “Hide content until form is submitted,” so the video stays invisible until details are provided.

Copy your Send link and share it. Tell viewers there’s AI chat inside for instant answers about the video.

3. Steer attention with AI and Suggested Questions

Add Suggested Questions like “What’s included?”, “Pricing?”, and “Next steps.” AI reads the page and answers instantly so people don’t have to hunt.

Use an AI Profile to teach the chat extras, such as curated case study links or your calendar URL, so AI can surface them on request.

Why this is faster with Send

With Send, viewers get to answers immediately through AI Chat and Suggested Questions rather than waiting for a reply. You see who watched, where they spent time, and what they asked, so your next touch is precise. Calls avoid rehashing and move toward decisions, which shortens sales cycles.

Troubleshooting & tips

Before sharing, double‑check these settings so your gate and guidance work exactly as intended.

Gate not showing

Confirm the viewer gate is enabled. For stricter behavior, use “Hide content until form is submitted.”

Sensitive videos

Disable download and print when control matters. Share a single Send link so you can change the asset later without changing the URL.

Go beyond the video

Add an AI Profile with case studies, pricing pages, and a calendar link so AI can provide them on demand.

One link forever

If your content changes, replace files or update the linked page under the same Send link so your URL never changes.

Best timing

Engagement is highest after an initial call. Send your link and mention there’s AI chat inside.

Integrations and automation (webhooks)

Automate handoffs so follow‑ups never slip. Turn on webhooks to trigger on document open or any link open. Send events to Clay, Zapier, or Make to update your CRM, create contacts, and alert the right channel when a target account watches or asks about pricing. Log AI chat questions to qualify intent automatically and prioritize outreach.

Privacy and controls

This section explains how to collect the right details while keeping control of the asset.

Require name, email, and optionally phone before viewing so you always know who’s watching
Hide content until the form is submitted to ensure details are captured
Disable download and print when needed for sensitive material
Replace files without changing the link so you keep one URL across updates

FAQ

Clear up the common questions so teams can launch quickly.

How does this speed up follow‑ups?

Viewers get instant answers via AI Chat and Suggested Questions, so you avoid rehashing. You also see what they viewed and asked, so your next touch is precise.

Can I require name and email before viewing?

Yes. Turn on the viewer gate to capture name, email, and optionally phone before the page loads.

What analytics do I get?

You see viewer‑provided info, location, device, time viewed, and a feed of AI chat questions. For PDFs hosted in Send, you also get page‑level time.

What if the answer isn’t in the video?

Configure an AI Profile with case study links and your calendar link so the AI can respond with those when asked.

Can I replace a file without changing the link?

Yes. Replace files under the same Send link so you keep one URL across updates.

Start free at Send.co and share your first tracked Loom link today.