How to capture names on Tella (and know exactly who watched)

Gate your Tella video with Send to capture name and email before playback. Add AI Chat and Suggested Questions so viewers get instant answers without waiting on a reply. You get clear analytics on who watched, where they’re located, what device they used, and how long they engaged—so follow‑ups are timely and relevant.

When this is useful

Capturing identity on a Tella video is ideal whenever you share demos or explainers and need reliable signal for next steps. Send layers AI and analytics on top of your existing video link, so you steer attention and know what mattered.

You want names and emails before someone presses play on a Tella video
You need in‑page answers to reduce back‑and‑forth and keep momentum
You want alerts and CRM logging on every open and re‑open
You care about prioritizing outreach based on real engagement

Step‑by‑step: gate a Tella video with Send

These steps keep setup simple and outcome‑focused. Use either the Chrome extension or the Send app.

1. Add your Tella video to Send

Open your Tella video in the browser. Click the blue "Add to Send" button from Send’s Chrome extension, or paste your Tella URL into a new Send document at send.co. Your video loads instantly inside Send with AI Chat beside it.

2. Turn on the viewer gate

Open Link Settings and require Name and Email before viewing. You can also capture Phone. For stricter control, enable "Hide content until submitted" so playback only unlocks after the form is complete.

3. Steer attention with AI and Suggested Questions

Add prompts such as "What’s included?", "Pricing?", "Implementation timeline", and "Next steps." Viewers can click a question or ask their own; AI answers in context. Attach an AI Profile to surface your case studies or a calendar link when asked, so prospects self‑serve and book when ready.

Why this is faster with Send

Standard video links give you little visibility and no guidance for the viewer. With Send, the page itself answers questions, and you see what mattered. That shortens cycles and improves your next touch.

AI Chat answers in context right beside the video, 24/7
Suggested Questions spotlight pricing, timelines, and next steps
Analytics show who watched, location, device, and total time viewed
Re‑opens and repeated questions reveal renewed interest for perfectly timed outreach

Troubleshooting & tips

Small adjustments make signals reliable and actionable. Use these checks if something feels off.

Gate not appearing

Confirm the viewer gate is enabled in Link Settings. If you need stricter control, turn on "Hide content until submitted."

Views without identity

Require both Name and Email. For known contacts, consider a personalized link with a custom slug to identify viewers without a form.

Off‑topic or shallow engagement

Tighten Suggested Questions to price, scope, and next steps. Attach an AI Profile so the chat can provide case studies or your calendar link on request.

Sensitive content

Disable download/print for attached files. Use Replace file under the same Send link to keep one URL while you update assets.

Low engagement overall

Mention in your share message that “there’s AI chat inside.” Engagement is higher after the first call when recipients know what to ask.

Integrations & automation (webhooks)

Keep CRM and alerts in sync without manual effort. Send emits structured events you can route anywhere.

Triggers

Document open: fire alerts and log activity on every view and re‑open
Any link open: track clicks from Suggested Questions or AI responses

Destinations

Clay, Zapier, or Make to create or update contacts, add activities, trigger sequences, and post to Slack or email

Useful payload fields

Viewer name, email, and phone (if gated)
Location, device, and total time viewed
For PDFs you attach, page‑level time to see where attention went

Privacy and controls

Control access while keeping your URL stable and easy to share.

Require Name, Email, or Phone; optionally hide content until provided
Disable download/print for attached files when needed
Replace files under the same link so your shared URL never changes
Use personalized links with a custom slug to identify known recipients without a form

What good looks like (QA checklist)

Use this quick list before sharing.

Viewer gate requires Name and Email before playback
Suggested Questions point to pricing, scope, and next steps
AI Profile attached with case studies and a calendar link
Webhooks on for Document open and Any link open to update CRM and send alerts
Download/print disabled for sensitive attachments; Replace file ready for future updates

FAQ

Can I capture name and email before a Tella video plays?

Yes. Enable the viewer gate in Link Settings and choose required fields. You can also capture phone and hide content until submitted.

What analytics do I get on a Tella video shared via Send?

You see provided viewer info, location, device, total time viewed, and a log of questions asked in AI Chat. For PDFs you attach, you also get page‑level time.

Can I log views automatically in my CRM?

Yes. Turn on webhooks for Document open and Any link open, and route via Clay, Zapier, or Make to create/update records and add activities.

Can I prevent downloading or printing?

Yes. Disable download/print for attached files when needed.

Can I identify known recipients without a form?

Yes. Use a personalized link with a custom URL slug to tag the viewer while keeping the experience frictionless.

Turn your Tella video into a high‑signal link. Capture identity, steer with AI, and see exactly who engaged. Try Send.co today.